Stock Movers Boeing Jumps, Warner Brothers Discovery Gains, Philip Morris Drops on Earnings Forecast
Dec 2, 2025
Christina Kino, a Bloomberg reporter known for her sharp market insights, joins to discuss recent stock movements. Boeing shares are set to soar as the company anticipates positive cash flow by 2026, indicating a turnaround in fortunes. Warner Brothers Discovery is attracting attention with competitive bids, including a cash offer from Netflix, hinting at a potential bidding war. Meanwhile, Philip Morris sees a drop after reaffirming its earnings forecast, raising questions about future growth. Tune in for an engaging analysis of these market dynamics!
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Boeing Projects Cash Recovery In 2026
- Boeing expects to return to positive annual free cash flow in 2026, signaling financial recovery despite recent troubles.
- The company still faces major headwinds including 777X delays, a $4.9 billion charge, and a DOJ payout tied to two 737 Max crashes.
Analysts Slash Boeing Cash Forecasts
- Analysts trimmed Boeing's near-term free-cash-flow expectations by more than half since mid-July, reflecting persistent uncertainty.
- Despite cuts, analysts still model about $2.46 billion in free cash flow next year, highlighting cautious optimism.
Ongoing Liabilities Temper Boeing's Outlook
- Boeing remains mired in program delays and legal costs, with the 777X pushed to 2027 and expected DOJ payments for past 737 Max crashes.
- These ongoing liabilities temper the positivity around the 2026 cash-flow projection.