The Boeing Company (BA) Is Part Of An “Idea-Driven” Market, Says Jim Cramer

We recently published 12 Stocks Jim Cramer Recently Talked About In His “Idea-Driven” Market. The Boeing Company (NYSE:BA) is one of the stocks Jim Cramer recently discussed.

The Boeing Company (NYSE:BA) has experienced a turnaround in its share price in 2025. The firm’s shares closed 2024 31% lower after its production suffered due to safety concerns. However, year-to-date, the stock has gained 25.6% as The Boeing Company (NYSE:BA) has demonstrated strong earnings performance and experienced bullish analyst coverage. The stock gained 6% in April after the firm’s negative $2.3 billion in free cash flow in its latest quarter was far better than the $3.6 billion Wall Street had penciled in. The Boeing Company (NYSE:BA)’s price target was raised to $250 from $230 by Jefferies in June, and Cramer attributed the firm’s share price performance to an idea-driven market:

“I just think that we need to recognize that we are not in a Fed market, we’re in a market where people say. . .Uh, okay looks like the aerospace is doing well, oh okay, well let’s buy Boeing. . .This has not happened since the 90s, David. And there’s a plethora of people who are fighting this and not realizing, because they’re so index oriented. They don’t realize what is really happening here is that people are focusing on themes.”

The Boeing Company (BA) Is Part Of An "Idea-Driven" Market, Says Jim Cramer
The Boeing Company (BA) Is Part Of An “Idea-Driven” Market, Says Jim Cramer

A commercial jetliner parked at an airport, reflecting the companies success in aviation.

Cramer discussed The Boeing Company (NYSE:BA) in detail in June. Here is what he said:

“Here’s a dreamliner of a story: After years of struggling, Boeing’s finally taken off in the last two months… I told you Boeing was ready to make a comeback in March when the stock was at $181 because it started reporting stronger orders and delivery numbers as well as some surprise contract wins… Don’t sell it. I think the stock has a lot more room to run. Why? First and foremost, Boeing’s cleaned up its balance sheet… Second, the numbers coming out of Boeing keep trending in the right direction.

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