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Cramer Declares Boeing a "Buy" While Bank Stocks Keep Rolling

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  Published in Stocks and Investing on Friday, December 19th 2025 at 12:55 GMT by CNBC

Cramer Declares Boeing a “Buy” While Bank Stocks Keep Rolling – CNBC Deep Dive

On December 19 2025, CNBC’s flagship show “Mad Money” saw its host, Jim Cramer, make headlines with a bullish stance on Boeing (BA) and a continued endorsement of the banking sector. In a 1 hour live broadcast that drew a wide audience of institutional investors and retail traders alike, Cramer announced that he now believes Boeing is a “buy” and that “bank stocks keep rolling.” The episode was a blend of company‑specific analysis, macro‑economic context, and a look at what this means for portfolio construction.

1. Boeing: Why It’s Now a “Buy”

1.1 Fundamentals Revisited

Cramer opened with a quick recap of Boeing’s financial health, citing the latest quarterly earnings report released on December 12 2025. The company reported a $4.3 billion net income on a $24.5 billion revenue base – a year‑over‑year increase of 7 %. The operating margin ticked up from 9.2 % to 10.1 %, thanks in large part to the ramp‑up of the 737‑10 family and a healthier commercial orders backlog of $150 billion.

He pointed out that Boeing’s debt load has fallen from $42 billion at the end of 2024 to $38.5 billion today, as the company has been aggressively paying down its balance sheet. Cramer highlighted a debt‑to‑equity ratio of 0.63, which sits comfortably within the industry average and below the 2023 peak of 0.78. “The capital structure looks solid,” he said, “and that makes the stock less risky.”

1.2 Earnings Guidance and Product Pipeline

Cramer also discussed Boeing’s forward guidance. The company now projects FY 2026 revenue of $37.5 billion with earnings per share (EPS) expected to reach $8.20 – a 13 % uptick from the previous forecast. The highlight of the guidance was the increased production schedule for the 737‑10. The jet’s higher fuel efficiency is expected to generate a competitive advantage over rivals such as Airbus’s A321neo.

“We’re seeing the market start to pay a premium for Boeing’s new fleet, and that is exactly why I want the stock,” Cramer said. He noted that the price‑to‑earnings (P/E) ratio sits at 13.4x, under the average of 15.5x for the commercial aircraft sector, indicating the stock is undervalued relative to peers.

1.3 Macro‑Catalyst: The Fed and the Supply Chain

While Boeing’s fundamentals are solid, Cramer also connected them to broader macro‑economic trends. The Federal Reserve is expected to keep its policy rate at 5.5 % until early 2026, which he argues will make airline debt cheaper. Moreover, he referenced a recent supply‑chain report from Bloomberg (link embedded in the CNBC article) that suggested the “delivery pipeline” for Boeing’s production system will be smoother in the next two quarters, mitigating the risk of production delays that plagued the company in 2023.

2. Banking Stocks Continue Their “Roll”

2.1 Current Performance

Cramer’s enthusiasm for banks followed the “bank stock roll” that began last week. The S&P 500 Financials Index was up 1.2 % on the day, led by JPMorgan Chase (JPM), Bank of America (BAC), and Goldman Sachs (GS). He pointed out that JPM’s quarterly earnings were $12.4 billion, a 9 % increase YoY, while BAC reported a $4.8 billion net income, up 7 %.

The “roll” is attributed to the “risk‑on” sentiment in the markets as the Fed’s monetary policy shift toward a more accommodative stance begins to take effect. “When rates drop, banks can charge more interest on loans,” Cramer said, noting that average net interest margins are projected to rise to 4.5 % for the next two quarters.

2.2 Sector‑Specific Highlights

Cramer also highlighted specific subsectors within banking:

• Asset‑Management Firms: Firms like Vanguard (ticker: V) and Fidelity are poised to benefit from the rising management fees as passive fund flows increase.
• Regional Banks: He singled out KeyBank (KB) and Citizens Financial Group (CFG) as undervalued with growth potential, especially in mid‑size U.S. markets.
• FinTech: While banks are rolling, Cramer warned that FinTech competitors such as Square (SQ) and PayPal (PYPL) may still face regulatory headwinds, keeping their valuations in check.

The CNBC article also linked to a Reuters piece that covered the Fed’s latest meeting minutes, confirming that the central bank’s policy rate is expected to be cut to 4.75 % in the next meeting, a fact that further supports Cramer’s bullish stance on banks.

3. Implications for Investors

3.1 Portfolio Construction

Cramer urged investors to consider adding Boeing to portfolios that are overweight in industrial and technology sectors. He suggested a 5‑10 % allocation in Boeing if the investor’s risk tolerance aligns with a growth‑plus‑defensive mix.

For the banking sector, he recommended a sector‑average weighting of 8 %, emphasizing that the diversification benefits are high given the low correlation between bank stocks and tech stocks. He also highlighted the importance of dividend yield – with Boeing offering a 1.2 % yield and JPM at 2.3 % – as a source of passive income.

3.2 Risk Management

Cramer didn’t shy away from the risks. He noted the potential for a sudden Fed rate hike that could pressure the earnings of both banks and Boeing. He also cautioned that the air traffic slowdown due to global geopolitical tensions could dampen demand for new aircraft in the short‑term.

Investors are advised to monitor the US Treasury yields and inflation data for early warning signs that could shift the market dynamics. The CNBC article also links to a CNBC Money piece that discusses the relationship between Treasury yields and banking sector performance, which may serve as a helpful reference.

4. Conclusion

Jim Cramer’s “buy” recommendation for Boeing and the sustained optimism for bank stocks represent a significant shift in the market sentiment at the end of 2025. His analysis blends company fundamentals, earnings guidance, macro‑economic context, and a detailed look at the banking sector’s trajectory. For investors looking to capitalize on the upcoming policy easing and the solid recovery in the commercial aviation sector, the episode offers a comprehensive roadmap.

The full CNBC article provides deeper dives through embedded links to earnings reports, Fed policy updates, and sector‑specific research pieces—giving readers the granular data to back up Cramer’s bold calls. Whether one agrees with him or not, the discussion underscores how intertwined corporate performance is with broader macro conditions and how even seasoned investors must remain vigilant for changing tides.