Boeing's Wisk Presents a Major Challenge in the eVTOL Sector
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 31 2026
0mins
Should l Buy BA?
Source: Fool
- Market Competition Landscape: While Joby Aviation and Archer Aviation are garnering significant attention in the electric vertical takeoff and landing (eVTOL) space, Boeing's investment through its subsidiary Wisk poses a greater threat, particularly as its fully autonomous Generation 6 aircraft could directly compete with Joby's air taxi business.
- Business Model Differences: Archer operates an asset-light model focusing on becoming an original equipment manufacturer (OEM), while both Joby and Wisk aim to provide transportation services; Wisk's fully autonomous design may offer cost advantages but faces more complex FAA certification hurdles.
- Complex Certification Process: Wisk is not expected to enter commercial service until at least 2030, and the complexity of the certification process could exert financial pressure on Boeing, especially as it needs to fund a new narrow-body aircraft for the next generation.
- Capital Investment Requirements: Boeing's proposed Automated Flight Rules (AFR) necessitate massive capital investments and FAA adoption, and if it fails to generate meaningful cash flow and reduce debt in the coming years, its competitiveness in the eVTOL sector may be compromised.
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Analyst Views on BA
Wall Street analysts forecast BA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BA is 252.43 USD with a low forecast of 150.00 USD and a high forecast of 285.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
17 Analyst Rating
14 Buy
2 Hold
1 Sell
Strong Buy
Current: 236.950
Low
150.00
Averages
252.43
High
285.00
Current: 236.950
Low
150.00
Averages
252.43
High
285.00
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.
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