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    Boeing’s Internet-Based Flight Communications Push Could Be A Game Changer For Boeing (BA)

    Simply Wall St·12/20/2025 22:22:37
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    • Boeing and United Airlines previously completed ecoDemonstrator Explorer flight tests on a 737-8 to trial Internet Protocol Suite data communications, aiming to improve safety, cut fuel use and emissions, and ease air traffic congestion through more efficient, internet-based links between pilots, air traffic control and airline operations.
    • This live testing, following a decade of development and involving major aerospace suppliers, government agencies and academia, shows how Boeing is trying to hard‑wire digital efficiency and environmental gains into future commercial operations.
    • Next, we’ll examine how this push toward modernized, internet-based flight communications feeds into Boeing’s broader investment narrative and recovery story.

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    Boeing Investment Narrative Recap

    To own Boeing today, you need to believe it can turn a large, loss‑making commercial business and heavy debt load into a steadier cash generator as production stabilizes. The ecoDemonstrator IPS tests support Boeing’s efficiency and safety message, but they do not materially change the nearer term catalysts around 737 production and certification, or the key risks tied to negative margins, execution issues and balance sheet pressure.

    What ties closest to this ecoDemonstrator work is Boeing’s broader technology push, including its collaboration with NASA on new wing designs, which also targets efficiency and operating cost benefits. Both initiatives sit alongside efforts to lift 737 and 787 output and integrate Spirit AeroSystems, reinforcing the idea that operational execution and supply chain stability remain the real swing factors for the stock over the next few years.

    Yet, behind this innovation story, Boeing’s high debt load and ongoing cash burn are pressures investors should understand before they...

    Read the full narrative on Boeing (it's free!)

    Boeing's narrative projects $114.4 billion revenue and $7.1 billion earnings by 2028. This requires 14.9% yearly revenue growth and an $18.0 billion earnings increase from $-10.9 billion today.

    Uncover how Boeing's forecasts yield a $244.33 fair value, a 14% upside to its current price.

    Exploring Other Perspectives

    BA 1-Year Stock Price Chart
    BA 1-Year Stock Price Chart

    Seventeen members of the Simply Wall St Community currently see Boeing’s fair value between US$206.79 and US$326.80, reflecting a wide spread of expectations. You should weigh those views against the central risk that persistent 737 certification and production setbacks could prolong losses and strain the balance sheet, then explore how different investors are thinking about that trade off.

    Explore 17 other fair value estimates on Boeing - why the stock might be worth just $206.79!

    Build Your Own Boeing Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

    • A great starting point for your Boeing research is our analysis highlighting 3 key rewards that could impact your investment decision.
    • Our free Boeing research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Boeing's overall financial health at a glance.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.