The Boeing Company (NYSE:BA) Receives $246.14 Consensus Target Price from Brokerages

Shares of The Boeing Company (NYSE:BA) have earned a consensus rating of “Moderate Buy” from the twenty-six brokerages that are currently covering the company, MarketBeat Ratings reports. Three equities research analysts have rated the stock with a sell rating, five have issued a hold rating, seventeen have issued a buy rating and one has issued a strong buy rating on the company. The average twelve-month target price among brokers that have updated their coverage on the stock in the last year is $246.1364.

BA has been the subject of several analyst reports. Argus upgraded shares of Boeing to a “hold” rating in a report on Monday, February 2nd. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Boeing in a research report on Wednesday, January 28th. The Goldman Sachs Group reiterated a “buy” rating on shares of Boeing in a research note on Tuesday, December 9th. Citigroup reissued a “buy” rating on shares of Boeing in a research report on Thursday, February 5th. Finally, Weiss Ratings upgraded Boeing from a “sell (d-)” rating to a “hold (c-)” rating in a research note on Wednesday, February 4th.

Insiders Place Their Bets

In related news, SVP Ann M. Schmidt sold 6,281 shares of Boeing stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $243.37, for a total transaction of $1,528,606.97. Following the sale, the senior vice president directly owned 13,978 shares in the company, valued at approximately $3,401,825.86. This trade represents a 31.00% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Mortimer J. Buckley acquired 2,230 shares of the business’s stock in a transaction on Tuesday, March 3rd. The stock was acquired at an average cost of $224.20 per share, for a total transaction of $499,966.00. Following the transaction, the director owned 4,430 shares of the company’s stock, valued at approximately $993,206. The trade was a 101.36% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Over the last three months, insiders have sold 21,012 shares of company stock valued at $4,980,687. 0.10% of the stock is owned by insiders.

Hedge Funds Weigh In On Boeing

Institutional investors have recently added to or reduced their stakes in the stock. Measured Wealth Private Client Group LLC purchased a new position in Boeing in the third quarter valued at about $25,000. Strive Financial Group LLC purchased a new stake in shares of Boeing during the 4th quarter worth approximately $25,000. CrossGen Wealth LLC purchased a new stake in shares of Boeing during the 4th quarter worth approximately $26,000. Ares Financial Consulting LLC bought a new stake in shares of Boeing in the 4th quarter worth approximately $26,000. Finally, 1 North Wealth Services LLC bought a new stake in shares of Boeing in the 4th quarter worth approximately $27,000. Institutional investors own 64.82% of the company’s stock.

Boeing Trading Up 2.5%

Shares of Boeing stock opened at $209.97 on Monday. The company has a market capitalization of $164.90 billion, a P/E ratio of 104.46 and a beta of 1.14. The stock has a fifty day simple moving average of $235.19 and a 200 day simple moving average of $219.17. Boeing has a 12-month low of $128.88 and a 12-month high of $254.35. The company has a current ratio of 1.19, a quick ratio of 0.40 and a debt-to-equity ratio of 8.37.

Boeing (NYSE:BA) last issued its quarterly earnings data on Tuesday, January 27th. The aircraft producer reported $9.92 earnings per share for the quarter, beating the consensus estimate of ($0.40) by $10.32. The company had revenue of $23.95 billion for the quarter, compared to the consensus estimate of $22.41 billion. Boeing’s revenue was up 57.1% on a year-over-year basis. During the same quarter last year, the business posted ($5.90) earnings per share. On average, sell-side analysts anticipate that Boeing will post -2.58 earnings per share for the current fiscal year.

Key Headlines Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Large U.S. Air Force E-7A/Wedgetail contract modification (~$2.34–$2.43B) expands Boeing’s defense backlog through 2032, providing near-term revenue visibility and supporting cash flow forecasts. Boeing wins $2.34B U.S. Air Force contract modification for E-7A aircraft
• Positive Sentiment: Reports note surging demand in military and other segments that could support higher production cadence and longer-term revenue upside (article highlights talk of “quadruple production” in some areas). This narrative boosts investor confidence in Boeing’s recovery trajectory. “Quadruple Production”: Boeing Stock (NYSE:BA) Jumps as Demand Surges
• Neutral Sentiment: Boeing’s commercial deliveries remain strong (February deliveries outpaced Airbus, hitting a multi‑year high), showing operational momentum even as quality checks continue. This helps offset near-term concerns. Boeing Deliveries Outpace Rival. Shares Dip On 737 MAX Wiring Issue.
• Neutral Sentiment: Broader contract awards reporting ( ~$2.49B update) highlights ongoing government work across Boeing and peers — supportive for backlog but not a game changer by itself. Boeing Contracts Get $2.49 Bil. Update; KC-135s Collide Over Iraq
• Negative Sentiment: Boeing is repairing up to ~25 undelivered 737 MAX jets after discovering wiring flaws caused by machining damage; deliveries may be delayed while inspections/rework proceed, pressuring near-term delivery counts and cash flow. Boeing repairing 25 737 MAX jets with wiring flaws, Bloomberg News reports
• Negative Sentiment: U.S. Air Force leadership has told lawmakers Boeing must fix ongoing KC‑46 tanker issues before additional orders, which could limit near-term follow‑on tanker revenue and weigh on program reputation. USAF general says Boeing has to fix tanker problems before US orders more
• Negative Sentiment: Investor sentiment remains cautious: recent wiring disclosures triggered share weakness over the past week as quality concerns persist despite strong delivery guidance and upbeat analyst coverage. Investors Are Betting on Boeing’s Turnaround Even as Quality Questions Linger

Boeing Company Profile

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.