Boeing averted a strike earlier this month after new contracts were signed with 17,000 engineers and technical workers represented by SPEEA. Still, its shares are down 11.3% over the past month and 26.7% from their 52-week high. The defense side stands out: the U.S. Navy picked Boeing over Northrop Grumman for the sixth-generation carrier-based fighter, likely delivering in the 2030s, and the Air Force chose Boeing to develop the F-47 to replace the F-15. The commercial business has weighed on the stock, with supply chain problems for the 737 and an autopilot software glitch that triggered a sell-off on Sept. 28. The author sees the decline as an opportunity and cites Barclays analyst Anthony Valentini naming Boeing a potential winner in an industrial revolution scenario.
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