NASA Revamps Space Exploration Plans Under Jared Isaacman
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 29 2026
0mins
Should l Buy BA?
Source: NASDAQ.COM
- Artemis Program Relaunch: NASA is set to implement the Artemis program over the next five years, with phase one costing $10 billion and involving at least 30 robotic lunar missions, culminating in a crewed moon landing in 2028, marking a significant return to lunar exploration for the U.S.
- Private Space Station Development: NASA plans to support private companies in building commercial space stations, with a government-owned core module to be attached to the existing International Space Station, ensuring safety before allowing independent operations, thus advancing the commercialization of low Earth orbit.
- Nuclear Spacecraft Initiative: NASA aims to launch the first nuclear-powered interplanetary spacecraft, Space Reactor-1 Freedom, in 2028, equipped with a 25-kilowatt nuclear reactor to explore Mars, showcasing NASA's innovative direction in space technology.
- International Collaboration and Infrastructure: In phases two and three of the Artemis program, NASA will collaborate with international partners to build lunar infrastructure, with total costs projected to reach $20 billion, laying a solid foundation for future lunar exploration.
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: 225.080
Low
150.00
Averages
269.14
High
298.00
Current: 225.080
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.
- Strong Delivery Performance: Boeing delivered 143 aircraft in Q1, surpassing Airbus's 114 deliveries, demonstrating its capability to maintain delivery strength amid short-term supply chain uncertainties, which boosts market confidence in its production capacity.
- Financial Expectations Analysis: The company is expected to report an EPS of -$0.68 for Q1, reflecting a 38.8% decline, while revenue is projected to rise by 12.4% to $21.91 billion, indicating resilience in generating revenue despite challenges.
- Orders and Production Plans: Boeing secured 149 net orders in Q1 and plans to deliver about 500 aircraft under its 737 program, showcasing confidence in its future production capabilities despite ongoing supply chain issues.
- Analyst Ratings Optimistic: RBC Capital Markets maintains an Outperform rating with a price target of $275, suggesting over 22% upside, as analysts believe Boeing will sustain a production rate of 10/month on the 787, highlighting its long-term growth potential.
See More
- Fleet Expansion Plan: Ethiopian Airlines has announced the purchase of six 787-9 Dreamliner jets, fully exercising commitments from its landmark 2023 order, aiming to enhance its international network coverage through increased long-haul flights, which is expected to significantly boost the company's competitiveness in the global aviation market.
- Cargo Capacity Enhancement: The newly acquired 787-9 aircraft will enhance the airline's cargo capacity to meet the rising demand for long-haul travel, further driving business growth in the international cargo market and increasing overall revenue.
- Commitment to Operational Excellence: Ethiopian Airlines CEO Mesfin Tasew stated that this order reflects the company's sustainable growth and readiness for future achievements, indicating its dedication to improving operational efficiency and passenger comfort through a modernized fleet.
- Leadership in African Aviation: As Africa's largest operator of the 787 Dreamliner, Ethiopian Airlines currently operates over 170 modern, environmentally friendly aircraft covering 145 global destinations, solidifying its leadership position in the African aviation market and laying the groundwork for future growth.
See More
- Positive Market Reaction: Wall Street futures rose after President Trump announced an indefinite extension of the ceasefire with Iran, with the S&P 500 and Nasdaq Composite hitting record highs recently, indicating a market eager for good news despite ongoing inflation risks.
- Significant Futures Gains: As of 4:37 a.m. ET, Dow e-minis rose by 171 points, or 0.35%; S&P 500 e-minis gained 31 points, or 0.44%; and Nasdaq 100 e-minis added 155.5 points, or 0.58%, reflecting investor optimism about market prospects.
- Earnings Reports in Focus: Companies like Boeing and Boston Scientific are set to report earnings before the market opens, with Boeing shares rising 2.6% in premarket trading and Boston Scientific up 1.2%, showcasing investor confidence in the health of the U.S. consumer.
- Upward Earnings Expectations: According to Goldman Sachs, S&P 500 EPS estimates for 2026 and 2027 have increased by 4% since late January, further bolstering market confidence in economic growth.
See More
- Upgraded Performance Outlook: Senior Plc expects its 2026 performance to be 'comfortably better' than prior expectations, primarily due to strong demand in Q1 offsetting weaker sales in its Flexonics industrial unit, demonstrating resilience in the aerospace and defense sectors.
- Acquisition Plans Advance: The company is moving forward with a planned £1.4 billion ($1.89 billion) acquisition by a consortium comprising Tinicum and Blackstone, which is expected to enhance its market position and resource integration capabilities.
- Aerospace Market Recovery: With customers like Boeing ramping up production, Senior Plc benefits from increased commercial aircraft production, indicating a recovery in the aerospace market and driving growth in related supply chains.
- Increased Defense Spending: The company also benefits from higher defense spending and improved pricing strategies, which not only enhance its profitability but also lay a foundation for future business growth.
See More
- Ceasefire Extension: President Trump has extended the Iran ceasefire deadline by two weeks, a move that may exacerbate uncertainty in the Middle East conflict as Tehran shows reluctance to engage in diplomatic efforts, potentially impacting global market sentiment.
- Tariff Policy Impact: Trump expressed hope that U.S. companies that have not sought refunds for his tariffs will adhere to a 'no take back' policy, despite the Supreme Court ruling the tariffs illegal; major firms like Apple and Amazon have yet to file for refunds, which could affect their future financial performance.
- Market Reaction: Following Trump's announcement of the ceasefire extension, U.S. stock index futures rose, despite a lower close on Tuesday, while crude oil prices increased, indicating market sensitivity to developments in the Middle East.
- Aviation Industry Outlook: United Airlines has slashed its 2026 earnings outlook due to supply chain issues stemming from the Middle East conflict, reflecting the direct impact of soaring fuel prices on the airline industry and potentially leading to broader industry adjustments.
See More
- Earnings Performance: United Airlines reported solid earnings on Tuesday afternoon, yet lowered its guidance partly due to high jet fuel prices, indicating cost pressures impacting profitability.
- Stock Fluctuations: The stock ticked up slightly after hours, but remains 19% below its January high, although it has risen 12% over the past month, reflecting market confidence in its short-term performance.
- Industry Dynamics: Boeing's shares have dropped 12% in the last three months and are 14% off their 52-week high, highlighting concerns in the aerospace manufacturing sector.
- Dividend Yield: AT&T offers a quarterly dividend of 28 cents per share, yielding 4.29%, and despite a 13% decline since its September peak, it continues to attract some investor interest.
See More










