Boeing (BA) Stock: Jim Cramer Names Aerospace Giant His Top Pick for 2026

TLDR

• Jim Cramer calls Boeing (BA) the stock he “most wanted to own” coming into 2026, describing it as a huge position for his charitable trust
• Boeing shares are up 43% over the past year, trading at $243.72, with Cramer praising CEO Kelly Ortberg’s leadership
• Bernstein raised Boeing’s price target to $277 from $267 in January, citing improved 737 and 787 programs and demand outstripping supply through 2030
• Boeing secured a $930 million US Navy contract in December to extend fighter aircraft service life
• Cramer credits Ortberg’s approach of prioritizing safety and quality before seeking FAA approval for production increases

Jim Cramer is doubling down on Boeing. The CNBC Mad Money host revealed the aerospace manufacturer is his top stock choice for 2026.

The faith appears warranted. Boeing shares have climbed 43% over the past year. The stock trades at $243.72 as of publication.

The Boeing Company, BA

Cramer has remained loyal to Boeing throughout 2025 despite regulatory challenges and production issues. His commitment paid off handsomely.

The media personality singled out a recent Delta Airlines order. He described it as planes Boeing can manufacture with “tremendous margins.”

Wall Street Raises Expectations

Bernstein upgraded its Boeing price target to $277 from $267 in January. The firm maintained an Outperform rating.

The investment bank cited improved performance in Boeing’s 737 and 787 programs. Demand continues to exceed supply through 2030, according to Bernstein’s analysis.

Boeing also landed a $930 million contract with the US Navy in December. The deal extends the service life of certain fighter aircraft.

CEO Gets the Credit

Cramer places Boeing’s turnaround squarely at Ortberg’s feet. He called the CEO “amazing” during his January 6 appearance.

The CEO’s approach prioritizes safety and quality. Ortberg chose to perfect production before requesting increased output from regulators.

Boeing showed strong cash flow in its most recent earnings report. The stock initially dropped $40 after the announcement, confusing Cramer.

The charitable trust manager kept his position through the volatility. His patience appears to be paying off now.

Cramer named Boeing a top pick for 2026 based on improving fundamentals. He sees continued strength ahead under Ortberg’s management.

The aerospace company is recovering from years of setbacks. Production issues and regulatory scrutiny weighed on the stock for much of the past decade.

Now momentum has shifted. Orders are rolling in and Wall Street is taking notice.

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