Boeing Recovery and Delta’s Leadership Predicted by Top Analyst

In 2024, Boeing’s shares dropped 32%, while United Airlines saw a remarkable 135% increase, outperforming other major U.S. carriers. However, such extremes are unlikely to repeat in 2025, according to Wall Street expert Stephanie Link, Chief Investment Strategist at Hightower Advisors.

Speaking on Tuesday, Link highlighted Boeing as her top pick, predicting a surprising rebound driven by increased 737 MAX deliveries. She anticipates the Federal Aviation Administration (FAA) lifting its current cap of 38 monthly deliveries, enabling Boeing to deliver 400 MAX jets this year. “Boeing trades on free cash flow, and we could see cash flow rise significantly,” Link added.

The airline industry benefited in 2024 from supply chain delays that limited the addition of new aircraft. These constraints helped sustain a bull market in airline equities, as noted by JP Morgan analyst Jamie Baker, who emphasized that industry dynamics have temporarily curtailed overexpansion.

Link remains confident in Delta Air Lines as her top airline pick. She praised Delta’s premium travel model and profitability, which position it to absorb increased capacity without disrupting its operational or financial performance.

As 2025 unfolds, both Boeing and Delta are expected to lead their respective sectors, with Boeing poised for a strong recovery and Delta continuing to excel in premium travel and profitability.

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Sources: AirGuide Business airguide.info, bing.com, etc