Reviewed by Gotrade Internal Analyst
Jakarta, Gotrade News - Jim Cramer just revealed that The Boeing Company is the stock he most wanted to own coming into 2026. In a recent post on X, Cramer described the aerospace giant as a "huge position" within his charitable trust portfolio.
Key Takeaways
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Jim Cramer confirms The Boeing Company is the one stock he wanted to own most entering 2026.
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The stock’s 43% rally over the past year is fueled by production efficiency and CEO Kelly Ortberg’s leadership.
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Bernstein analysts are projecting Boeing’s price target to hit $277 as demand outstrips supply through 2030.
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According to a report from Finbold, Cramer gave a massive shout-out to CEO Kelly Ortberg for successfully driving the company’s recent "show of force." He specifically highlighted a major win from Delta Air Lines, Inc. involving planes that Boeing can produce with impressive margins.
Cramer’s loyalty to the ticker BA has clearly paid off as the stock surged 43% over the past year. Market data shows Boeing is currently trading at the $243.72 level with a consistently bullish trend.
During an episode of Squawk on the Street, Cramer emphasized that the demand for Boeing aircraft is currently sky-high. He noted that this demand is expected to outstrip supply all the way through 2030, keeping the stock on a remarkable run.
Analyst support for Boeing is also getting stronger with revised price targets from several major financial institutions. According to notes from Bernstein, Boeing’s price target is projected to climb from $267 to the $277 per share level.
Cramer believes that Ortberg made the right call by prioritizing safety and manufacturing quality before heading back to the FAA. This "fix it first" management strategy is seen as the primary driver behind the renewed investor confidence we're seeing now.
This optimism toward the aerospace sector stands in stark contrast to Cramer’s recent take on oil stocks. He has started shifting his focus away from energy commodities following government interventions regarding Venezuela.
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For investors, Boeing’s consistency in locking in monster orders is a major signal of operational recovery. The company’s focus on manufacturing efficiency is expected to keep widening profit margins despite tough global competition.
Reference:
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Finbold, Jim Cramer reveals the stock he ‘wanted to own most’ for 2026. Accessed on January 14, 2026
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