JPMorgan Updates Stock Favorites List for February
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 03 2026
0mins
Should l Buy BA?
Source: CNBC
- New Additions: JPMorgan's February favorites list includes First Industrial Realty Trust, a Chicago-based industrial real estate owner, whose shares have risen nearly 8% over the past year but remain below the 2021 all-time high, indicating relative value and growth potential.
- Improving Fundamentals: Analyst Ken Goldman highlighted that industrial fundamentals are improving, and First Industrial Realty Trust is well-positioned to leverage its substantial development pipeline, thus providing a solid investment opportunity for stakeholders.
- Stocks Retained: JPMorgan maintains its bullish stance on Boeing and Microsoft, despite a sell-off in Microsoft shares due to slight misses in cloud service growth; the bank reiterates its overweight rating, emphasizing the importance of the Azure revenue base.
- Stocks Removed: The bank has removed Best Buy, Burlington Stores, and Regency Centers from its February list, downgrading Best Buy and Regency to neutral while keeping Burlington at overweight, reflecting a cautious outlook on these retailers.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy BA?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on BA
Wall Street analysts forecast BA stock price to rise
16 Analyst Rating
14 Buy
1 Hold
1 Sell
Strong Buy
Current: 229.930
Low
150.00
Averages
269.14
High
298.00
Current: 229.930
Low
150.00
Averages
269.14
High
298.00
About BA
The Boeing Company is an aerospace company. Its segments include Commercial Airplanes (BCA), Defense, Space & Security (BDS), and Global Services (BGS). Its BCA segment develops, produces and markets commercial jet aircraft principally for the commercial airline industry worldwide. Its family of commercial jet aircraft in production includes the 737 narrow-body model and the 767, 777 and 787 wide-body models. Its BDS segment is engaged in the research, development, production and modification of manned and unmanned military aircraft and weapons systems for strike, surveillance and mobility. Its BGS segment provides services to its commercial and defense customers worldwide. It sustains aerospace platforms and systems with a range of products and services, including supply chain and logistics management, engineering, maintenance and modifications, upgrades and conversions, spare parts, pilot and maintenance training systems and services, technical and maintenance documents, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Alaska Airlines Fully Adopts Boeing's Virtual Airplane for Pilot Training
- Innovative Training Partnership: Alaska Airlines has signed a formal licensing agreement with Boeing to fully adopt the Virtual Airplane (VA) training platform, marking a deep collaboration that enhances flexibility and effectiveness in pilot training.
- Modular Training Solution: The Virtual Airplane serves as a device-agnostic, modular training solution that allows pilots to practice high-fidelity procedures anytime and anywhere, thereby improving pilot readiness and reducing simulator familiarization time.
- Integration and Improvement: Alaska Airlines plans to fully integrate the Virtual Airplane technology into its ground school curriculum, further enhancing training effectiveness and pilot proficiency to ensure flight safety and operational efficiency.
- Future Expansion Plans: Currently, the Procedures Trainer module is available for Boeing 737 MAX training, with plans to expand to additional Boeing models in the near future, demonstrating Boeing's ongoing commitment to innovation in aviation training.
See More
Trump Administration Invites CEOs of Major Companies for China Trip
- Executive Visit Plan: The Trump administration plans to invite CEOs from major companies including Nvidia, Apple, Exxon, and Boeing to accompany the president on a trip to China next week, highlighting the government's focus on strengthening business relations with China.
- Diverse Corporate Representation: In addition to the aforementioned companies, executives from Qualcomm, Blackstone, Citigroup, and Visa are also on the invitation list, indicating that the visit will encompass multiple industries aimed at fostering multinational cooperation and investment.
- Lack of Government Response: Despite media reports on this matter, the White House has not yet responded to requests for comment, which may reflect a cautious approach in government communications regarding international engagements.
- Strategic Implications: This executive visit could not only enhance commercial exchanges between the U.S. and China but also create opportunities for American companies to further develop in the Chinese market, especially in the current complex international trade environment.
See More
Palantir Joins U.S. Army Hackathon to Boost Growth
- Stock Recovery: After two days of decline, Palantir's stock rebounded by 4.2% on Thursday, reaching $137.76 per share, reflecting market confidence in its growth potential.
- Hackathon Participation: Palantir announced its participation in an upcoming U.S. Army hackathon, aiming to showcase its technical capabilities and compete with other defense firms, potentially opening new avenues for government sales growth.
- Growth Concerns: Despite achieving an 85% year-over-year growth rate last quarter, Palantir's slower new contract growth has resulted in a book-to-bill ratio below 1.0, leading to cautious investor sentiment regarding future sales growth.
- Government vs. Commercial Sales: According to S&P Global Market Intelligence, Palantir's government sales grew only 76%, significantly lower than the 95% growth in commercial sales, highlighting both challenges and opportunities in the government market.
See More
US Senators Urge Stability and Cooperation Ahead of China Meeting
- Call for US-China Relations: A bipartisan delegation of US senators emphasized the need for stability and peaceful cooperation during a meeting with Chinese Foreign Minister Wang Yi, highlighting a mutual desire to de-escalate tensions ahead of the leaders' meeting.
- Leaders' Meeting Schedule: President Trump is set to visit Beijing on May 14-15 to meet with President Xi Jinping, aiming to enhance bilateral relations through high-level dialogue and cooperation.
- Boeing Order Expectations: Senator Steve Daines expressed hope that the leaders' meeting would lead to Boeing jet orders, noting that it has been nine years since any aircraft purchases were made in China, underscoring the importance of restoring trade ties.
- Trade Issues Warning: While advocating for cooperation, Daines also warned of ongoing trade issues between the two nations, reflecting the complexities of their economic relationship and the potential for friction even amidst calls for collaboration.
See More
US Air Force Aiming for July 4 Delivery of New Air Force One
- New Air Force One Delivery Plan: The US Air Force is targeting a July 4 delivery for a Boeing 747 gifted by Qatar, aiming to prepare for the nation's 250th anniversary, which would provide President Trump with a new presidential aircraft if delivered on time.
- Upgrade Progress: The aircraft has been undergoing modifications since 2025, with L3Harris responsible for the overhaul, and it has completed flight testing and is currently being painted, ensuring it meets the summer delivery schedule while enhancing presidential travel security and communication capabilities.
- Replacement Project Delays: Boeing's Air Force One replacement program is four years behind schedule, with delivery not expected until mid-2028, risking Trump's ability to use the new planes before his term ends, while project costs have ballooned from $3.9 billion to over $5 billion.
- New Livery Scheme: The Air Force recently unveiled a new paint scheme in red, white, dark blue, and gold, replacing the long-standing white and blue design from the Kennedy era, reflecting Trump's design preferences, while also repainting the 757s used by the vice president and senior officials.
See More
U.S. Stocks Rise as AI Boom Gains Momentum
- AI Market Optimism: The bullish outlook for the CPU market from AMD, coupled with Nvidia's multi-year partnership with Corning to enhance domestic fiber and optical connectivity manufacturing, is fueling enthusiasm for AI data center buildouts, significantly boosting market confidence.
- Equity Purchase Options: Nvidia has secured the option to purchase 15 million shares of Corning at $180 per share, along with a pre-funded warrant to buy up to 3 million shares for $500 million, which strengthens its position in the fiber optics sector.
- Oil Price Fluctuations: Reports of a potential U.S.-Iran agreement have pushed WTI crude prices back into the mid-$90s, with optimism surrounding the reopening of the Strait of Hormuz likely to alleviate jet fuel shortages, benefiting aerospace stocks like Honeywell and Boeing.
- Key Earnings Reports: Companies such as Arm Holdings, Coherent, Axon Enterprise, and Dutch Bros are set to report earnings, drawing significant market attention as investors look for signals that could influence trading strategies.
See More
Alaska Airlines Fully Adopts Boeing's Virtual Airplane for Pilot Training
- Innovative Training Partnership: Alaska Airlines has signed a formal licensing agreement with Boeing to fully adopt the Virtual Airplane (VA) training platform, marking a deep collaboration that enhances flexibility and effectiveness in pilot training.
- Modular Training Solution: The Virtual Airplane serves as a device-agnostic, modular training solution that allows pilots to practice high-fidelity procedures anytime and anywhere, thereby improving pilot readiness and reducing simulator familiarization time.
- Integration and Improvement: Alaska Airlines plans to fully integrate the Virtual Airplane technology into its ground school curriculum, further enhancing training effectiveness and pilot proficiency to ensure flight safety and operational efficiency.
- Future Expansion Plans: Currently, the Procedures Trainer module is available for Boeing 737 MAX training, with plans to expand to additional Boeing models in the near future, demonstrating Boeing's ongoing commitment to innovation in aviation training.
See More
Trump Administration Invites CEOs of Major Companies for China Trip
- Executive Visit Plan: The Trump administration plans to invite CEOs from major companies including Nvidia, Apple, Exxon, and Boeing to accompany the president on a trip to China next week, highlighting the government's focus on strengthening business relations with China.
- Diverse Corporate Representation: In addition to the aforementioned companies, executives from Qualcomm, Blackstone, Citigroup, and Visa are also on the invitation list, indicating that the visit will encompass multiple industries aimed at fostering multinational cooperation and investment.
- Lack of Government Response: Despite media reports on this matter, the White House has not yet responded to requests for comment, which may reflect a cautious approach in government communications regarding international engagements.
- Strategic Implications: This executive visit could not only enhance commercial exchanges between the U.S. and China but also create opportunities for American companies to further develop in the Chinese market, especially in the current complex international trade environment.
See More
Palantir Joins U.S. Army Hackathon to Boost Growth
- Stock Recovery: After two days of decline, Palantir's stock rebounded by 4.2% on Thursday, reaching $137.76 per share, reflecting market confidence in its growth potential.
- Hackathon Participation: Palantir announced its participation in an upcoming U.S. Army hackathon, aiming to showcase its technical capabilities and compete with other defense firms, potentially opening new avenues for government sales growth.
- Growth Concerns: Despite achieving an 85% year-over-year growth rate last quarter, Palantir's slower new contract growth has resulted in a book-to-bill ratio below 1.0, leading to cautious investor sentiment regarding future sales growth.
- Government vs. Commercial Sales: According to S&P Global Market Intelligence, Palantir's government sales grew only 76%, significantly lower than the 95% growth in commercial sales, highlighting both challenges and opportunities in the government market.
See More
US Senators Urge Stability and Cooperation Ahead of China Meeting
- Call for US-China Relations: A bipartisan delegation of US senators emphasized the need for stability and peaceful cooperation during a meeting with Chinese Foreign Minister Wang Yi, highlighting a mutual desire to de-escalate tensions ahead of the leaders' meeting.
- Leaders' Meeting Schedule: President Trump is set to visit Beijing on May 14-15 to meet with President Xi Jinping, aiming to enhance bilateral relations through high-level dialogue and cooperation.
- Boeing Order Expectations: Senator Steve Daines expressed hope that the leaders' meeting would lead to Boeing jet orders, noting that it has been nine years since any aircraft purchases were made in China, underscoring the importance of restoring trade ties.
- Trade Issues Warning: While advocating for cooperation, Daines also warned of ongoing trade issues between the two nations, reflecting the complexities of their economic relationship and the potential for friction even amidst calls for collaboration.
See More
US Air Force Aiming for July 4 Delivery of New Air Force One
- New Air Force One Delivery Plan: The US Air Force is targeting a July 4 delivery for a Boeing 747 gifted by Qatar, aiming to prepare for the nation's 250th anniversary, which would provide President Trump with a new presidential aircraft if delivered on time.
- Upgrade Progress: The aircraft has been undergoing modifications since 2025, with L3Harris responsible for the overhaul, and it has completed flight testing and is currently being painted, ensuring it meets the summer delivery schedule while enhancing presidential travel security and communication capabilities.
- Replacement Project Delays: Boeing's Air Force One replacement program is four years behind schedule, with delivery not expected until mid-2028, risking Trump's ability to use the new planes before his term ends, while project costs have ballooned from $3.9 billion to over $5 billion.
- New Livery Scheme: The Air Force recently unveiled a new paint scheme in red, white, dark blue, and gold, replacing the long-standing white and blue design from the Kennedy era, reflecting Trump's design preferences, while also repainting the 757s used by the vice president and senior officials.
See More
U.S. Stocks Rise as AI Boom Gains Momentum
- AI Market Optimism: The bullish outlook for the CPU market from AMD, coupled with Nvidia's multi-year partnership with Corning to enhance domestic fiber and optical connectivity manufacturing, is fueling enthusiasm for AI data center buildouts, significantly boosting market confidence.
- Equity Purchase Options: Nvidia has secured the option to purchase 15 million shares of Corning at $180 per share, along with a pre-funded warrant to buy up to 3 million shares for $500 million, which strengthens its position in the fiber optics sector.
- Oil Price Fluctuations: Reports of a potential U.S.-Iran agreement have pushed WTI crude prices back into the mid-$90s, with optimism surrounding the reopening of the Strait of Hormuz likely to alleviate jet fuel shortages, benefiting aerospace stocks like Honeywell and Boeing.
- Key Earnings Reports: Companies such as Arm Holdings, Coherent, Axon Enterprise, and Dutch Bros are set to report earnings, drawing significant market attention as investors look for signals that could influence trading strategies.
See More
