“The turbidity of the forecast” for Boeing (BA) is likely to continue to press BA's stock going forward, Dave Mazza, CEO of Roundhill Investments, said on a recent Schwab network.
In particular, the uncertainty of the outcome of a trade battle between the US and China, together with concerns about the economy and doubts about the company's ability to get its 737 out of the door, is likely to press the name, Mazza believes.
Why the Boeing Preview is uncertain
As “the largest exporter in the US,” Boeing “will crosshairs” the trade battle and conversations between the US and China, Mazza predicted.
And if a slowdown or world recession occurs, Boeing's ability to improve will look more suspicious, the investor asserted.
Finally, if the company cannot produce and deliver its 737 Max aircraft, it will be difficult for BA “to have continued momentum,” according to Mazza. That's because the 737 Max is widely regarded as “the company's cash cow,” he explained.
Investors remain skeptical
BA Stock has outperformed the S&P 500 so far this year, but has underperformed his peers in the industrial and aerospace/defense places, Mazza reported. As a result, he believes the street is “remaining a bit skeptical” about BA stock.
While we recognize BA's potential, our conviction lies in the belief that AI stocks are more promised for achieving higher returns, and to do so within a shorter timetable. There has been AI stock that has risen since the beginning of 2025, while popular AI stocks lose about 25%. If you are looking for AI stock more promising than BA but trading at less than 5 times its earnings, check out our report for this Cheapest AI Stock.
Read Next: 20 AI best to buy now and 30 best stock to buy now according to billionaire
Disclosure: None. This article is originally published in Insider Monkey.