NASA May Halt SLS Launches, Impacting Boeing Revenue
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 23 hours ago
0mins
Source: NASDAQ.COM
- Launch Plan Changes: NASA is revising its future lunar mission plans, potentially halting the use of SLS rockets in favor of smaller rockets to launch the Orion spacecraft, which could result in Boeing facing losses of tens of billions in revenue.
- Cost Efficiency Analysis: The new plan involves docking Orion with SpaceX's HLS in Earth orbit, reducing reliance on SLS, with Boeing's launch fee dropping from $3 billion to approximately $110 million, significantly diminishing Boeing's revenue potential from the Artemis project.
- Increased Market Competition: Should NASA no longer require Orion, SpaceX's Crew Dragon could take its place, further undermining Lockheed Martin's market position and potentially leading to the loss of contracts with NASA.
- Strategic Adjustment Motivation: Under the leadership of new NASA head Jared Isaacman, the agency aims to achieve sustainable lunar missions through cost reduction, a strategic shift that will negatively impact shareholders of Boeing and Lockheed Martin.
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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: 190.520
Low
150.00
Averages
269.14
High
298.00
Current: 190.520
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.
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