Jim Cramer Doubles Down on Boeing for 2026
When it comes to stock market recommendations, CNBC’s Mad Money host Jim Cramer is known for his insights. Recently, he emphasized his enthusiasm for Boeing (BA) as he pegged it as his top stock pick heading into 2026. According to Cramer, Boeing represents a significant portion of his charitable trust portfolio and is a stock he’s keen on watching closely.
Boeing’s performance over the past year backs up Cramer’s claim. Shares have soared 43%, trading at $243.72 as of January 2026. With robust leadership from CEO Kelly Ortberg and improved fundamentals, the company is beginning to redefine its trajectory.
Bernstein Raises Boeing’s Price Target
It’s not just Cramer who has faith in the aviation giant. Financial research firm Bernstein recently upgraded Boeing’s price target from $267 to $277 in January. Analysts at Bernstein cite Boeing’s revamped 737 and 787 aircraft programs, along with an unparalleled demand that is projected to outstrip supply until 2030.
Cramer highlighted this during a recent Squawk on the Street appearance: “This stock has had a remarkable run. It continues to have a lot of headroom.”
Key Contracts and Business Wins
Boeing’s success is further fueled by its recent achievements, including a $930 million contract with the U.S. Navy. Signed in December, this contract aims to extend the service life of specific fighter aircraft, showcasing Boeing’s strategic alliances and military portfolio strength.
Cramer also pointed out the company’s ability to secure “monster orders” under Ortberg’s leadership, such as the recent Delta Airlines deal. This contract involves aircraft that Boeing can produce with “tremendous margins,” adding further potential for profitability.
CEO Kelly Ortberg’s Strategic Vision
Cramer attributes much of Boeing’s turnaround to CEO Kelly Ortberg. “Ortberg’s approach is grounded in prioritizing safety and quality,” Cramer said, “which makes the company well-positioned for long-term growth.” The CEO has focused on perfecting production processes before requesting regulatory approval for increased output, particularly from the FAA. This methodical and safe-first approach has won the trust of investors and regulators alike.
Why Investors Should Consider Boeing
If you’re an investor looking for future growth opportunities, Boeing is setting a solid precedent. With improving fundamentals, consistent contract wins, and a market-leading position in aviation innovation, Boeing is well-placed for continued success.
A Recommended Tool to Stay Ahead in the Market
To complement your investment decisions in 2026, consider tools like the Boeing Ahead: Aviation Industry Analysis eBook on Amazon. This resource provides an in-depth analysis of the aerospace sector and can help both new and seasoned investors.
Whether you’re a long-term investor or following expert advice like Jim Cramer’s, Boeing could be your ticket to portfolio growth in the coming years.
