Boeing (BA) is a hotly debated stock despite record backlog levels. The debate is so wide that two analysts have targets $95 apart. Goldman Sachs has a $101 price target implying a roughly 26% downside. The analyst is concerned about the commercial book-to-bill that sits squarely below 1.0. Sterne Agee has a $196 price target implying 44% upside. The firm reiterated a previous target and was pleased with Q1 milestones related to plane production and order guidance. My view is that the weakness in recent orders is in part related to the record backlog making Boeing a buy on any dips. Which analyst is right? Disclosure: No position