Boeing (NYSE:BA) Trading 2.2% Higher – What’s Next?

The Boeing Company (NYSE:BA) shares shot up 2.2% on Monday . The company traded as high as $239.95 and last traded at $239.7310. 7,844,170 shares changed hands during trading, a decline of 8% from the average session volume of 8,503,406 shares. The stock had previously closed at $234.53.

Trending Headlines about Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Boeing is reporting a surge in airplane deliveries, a primary driver cited for the stock’s strength as deliveries lift near-term cash flow and backlog conversion. Boeing Stock (NYSE:BA) Gains as Deliveries Surge, More to Follow
• Positive Sentiment: CNBC reports Boeing is on track for its highest annual deliveries since 2018 and will provide 2026 production plans later this month — a catalyst for upside if the company signals faster production ramp. Boeing’s airplane deliveries are the highest in 7 years. Now it’s about to pick up the pace
• Positive Sentiment: Boeing won roughly $12.8 billion in two large defense contracts, adding a meaningful, higher-margin revenue stream and reducing reliance on commercial-cycle timing. Just in Time for 2026, Boeing Wins $12.8 Billion in 2 Big Defense Contracts
• Positive Sentiment: Zacks explains why BA outpaced the market today, citing the delivery/contract momentum and improving operational headlines that are driving sentiment. Why Boeing (BA) Outpaced the Stock Market Today
• Neutral Sentiment: Roundups of aerospace Q3 results put Boeing in context with peers; useful for relative valuation but not fresh operational news. A look back at aerospace stocks’ Q3 earnings: Boeing (NYSE:BA) vs the rest of the pack
• Neutral Sentiment: Zacks/analyst preview pieces outlining Q1 earnings expectations are circulating; they provide estimates investors will watch but do not change fundamentals until results are released. What is Zacks Research’s Forecast for Boeing Q1 Earnings?
• Negative Sentiment: Offsetting the positives, Boeing still reports negative trailing earnings and an analyst EPS outlook that remains below breakeven — a reminder that operational improvements must translate into sustained profitability for a durable rerating.

Wall Street Analyst Weigh In

BA has been the topic of a number of recent research reports. Loop Capital set a $223.00 price target on shares of Boeing in a report on Monday, November 3rd. Tigress Financial restated a “buy” rating and issued a $275.00 price target on shares of Boeing in a research report on Monday, December 29th. Jefferies Financial Group set a $255.00 target price on shares of Boeing in a report on Tuesday, September 30th. The Goldman Sachs Group reiterated a “buy” rating on shares of Boeing in a report on Tuesday, December 9th. Finally, BNP Paribas Exane started coverage on Boeing in a research report on Tuesday, November 18th. They issued an “underperform” rating and a $150.00 price objective for the company. Three equities research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, three have issued a Hold rating and five have issued a Sell rating to the company. According to data from MarketBeat.com, Boeing has a consensus rating of “Moderate Buy” and a consensus target price of $235.33.

Boeing Trading Up 2.2%

The stock’s 50-day moving average price is $204.67 and its 200-day moving average price is $216.24. The company has a market cap of $182.22 billion, a P/E ratio of -17.52, a PEG ratio of 6.68 and a beta of 1.16.

Boeing (NYSE:BA) last released its quarterly earnings data on Wednesday, October 29th. The aircraft producer reported ($7.47) EPS for the quarter, missing the consensus estimate of ($0.51) by ($6.96). The firm had revenue of $23.27 billion during the quarter, compared to analysts’ expectations of $21.61 billion. During the same period last year, the company posted ($10.44) EPS. The firm’s quarterly revenue was up 30.4% on a year-over-year basis. On average, research analysts anticipate that The Boeing Company will post -2.58 earnings per share for the current fiscal year.

Insider Transactions at Boeing

In other news, EVP Uma M. Amuluru sold 1,366 shares of Boeing stock in a transaction dated Thursday, November 6th. The shares were sold at an average price of $197.66, for a total transaction of $270,003.56. Following the completion of the transaction, the executive vice president directly owned 14,656 shares in the company, valued at $2,896,904.96. This trade represents a 8.53% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Dana S. Deasy bought 554 shares of the stock in a transaction that occurred on Monday, November 24th. The stock was acquired at an average price of $178.88 per share, for a total transaction of $99,099.52. Following the acquisition, the senior vice president directly owned 28,442 shares in the company, valued at $5,087,704.96. The trade was a 1.99% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. 0.09% of the stock is owned by company insiders.

Institutional Investors Weigh In On Boeing

A number of institutional investors and hedge funds have recently bought and sold shares of BA. SeaCrest Wealth Management LLC lifted its position in shares of Boeing by 36.5% during the fourth quarter. SeaCrest Wealth Management LLC now owns 2,944 shares of the aircraft producer’s stock valued at $672,000 after purchasing an additional 788 shares in the last quarter. Hickory Point Bank & Trust increased its stake in Boeing by 4.7% in the 4th quarter. Hickory Point Bank & Trust now owns 1,886 shares of the aircraft producer’s stock valued at $409,000 after buying an additional 85 shares during the last quarter. Byrne Asset Management LLC increased its stake in Boeing by 8.4% in the 4th quarter. Byrne Asset Management LLC now owns 4,379 shares of the aircraft producer’s stock valued at $951,000 after buying an additional 341 shares during the last quarter. Burns J W & Co. Inc. NY lifted its position in shares of Boeing by 0.4% during the 4th quarter. Burns J W & Co. Inc. NY now owns 12,202 shares of the aircraft producer’s stock worth $2,649,000 after buying an additional 50 shares in the last quarter. Finally, Sax Wealth Advisors LLC boosted its stake in shares of Boeing by 2.7% in the 4th quarter. Sax Wealth Advisors LLC now owns 1,945 shares of the aircraft producer’s stock worth $422,000 after buying an additional 51 shares during the last quarter. 64.82% of the stock is owned by hedge funds and other institutional investors.

About Boeing

Boeing Company (NYSE: BA) is an American multinational corporation that designs, manufactures and services commercial airplanes, defense systems, and space and security technologies. Founded in 1916 by William E. Boeing in Seattle, the company today operates as an integrated aerospace and defense contractor with a global customer base. Boeing relocated its corporate headquarters to Arlington, Virginia in 2022 and maintains extensive engineering, manufacturing and service operations across the United States and around the world.

Boeing’s principal lines of business include Commercial Airplanes, which produces and supports a range of jetliners used by airlines globally; Defense, Space & Security, which develops military aircraft, rotorcraft, surveillance and reconnaissance systems, satellites, and launch and missile systems; and Boeing Global Services, which provides aftermarket maintenance, training, spare parts, digital analytics and logistics support.