Financial analyst Jim Cramer recently provided commentary on Boeing's defense sector, particularly focusing on the strategic decision to bring defense manufacturing back to St. Louis. This move comes as Boeing's stock experiences a period of recovery and positive evaluations from financial institutions.
Boeing's Defense Strategy and Market Performance
On February 25, 2026, prominent financial commentator Jim Cramer, known for his incisive market analysis, offered his perspective on Boeing (NYSE:BA) and its defense production. This discussion followed a period of notable recovery for the aerospace company's shares. Over the past year, Boeing's stock has seen an impressive 30% increase, with a further 2.5% rise year-to-date.
Adding to the positive sentiment, Bank of America reaffirmed its 'Buy' rating for Boeing on February 23, setting a price target of $270. This endorsement came after Boeing's strong performance in its fiscal fourth quarter earnings report, where it surpassed analyst revenue expectations by reporting $23.9 billion against a projected $22.3 billion. Following these results, Bernstein maintained an 'Outperform' rating with a $298 share price target.
February proved to be an active month for Boeing, marked by several significant developments. Notably, on February 17, the company finalized an agreement with Kazakhstan's national airline for the delivery of up to 15 Dreamliner 787 aircraft. During his analysis, Cramer highlighted the company's leadership, specifically CEO Kelly Ortberg, and the strategic importance of its defense division.
Cramer specifically remarked on the decision to relocate defense operations back to St. Louis. He stated, “I do think that when you see this you have to think about, someone David, that you know quite well. Kelly Ortberg and the changes he’s making. How about moving defense back to St. Louis. . .I just think that historically they should never have left St. Louis, it was a big blow to the city.” This move underscores a significant strategic realignment for Boeing's defense segment.
While acknowledging the investment potential of Boeing, Cramer also hinted that some artificial intelligence (AI) stocks might present more compelling opportunities for higher returns with potentially lower downside risks in the current market landscape. He suggested that investors seeking exceptionally affordable AI stocks that could benefit from trade policies and domestic manufacturing trends should explore specific opportunities.
Reflections on Corporate Strategy and Market Dynamics
The latest commentary on Boeing's defense strategy and market trajectory offers valuable insights into corporate decision-making and investment trends. The strategic relocation of defense production to St. Louis, as emphasized by Jim Cramer and attributed to CEO Kelly Ortberg, underscores a potential shift in industrial focus for the aerospace giant. This move could signify a re-evaluation of operational efficiency and historical ties within the company. Furthermore, the robust performance of Boeing's stock and favorable analyst ratings highlight the market's confidence in its recovery and future prospects. However, Cramer's subtle pivot towards the superior potential of certain AI stocks suggests an evolving investment landscape where technological innovation may offer more attractive short-term gains and mitigate risks. This duality prompts investors to consider both established industrial mainstays and burgeoning tech sectors when formulating their portfolios.