Boeing (NYSE:BA) Given New $195.00 Price Target at Morgan Stanley

Boeing (NYSE:BA) had its price target cut by equities researchers at Morgan Stanley from $225.00 to $195.00 in a report released on Wednesday, Benzinga reports. The brokerage presently has an “equal weight” rating on the aircraft producer’s stock. Morgan Stanley‘s price target points to a potential upside of 16.01% from the stock’s previous close.

Several other equities research analysts have also recently commented on the company. Langenberg & Company set a $250.00 target price on Boeing in a research note on Tuesday. Deutsche Bank Aktiengesellschaft raised their price target on shares of Boeing from $244.00 to $248.00 and gave the stock a “hold” rating in a research note on Wednesday, July 29th. Sanford C. Bernstein reiterated an “outperform” rating on shares of Boeing in a report on Monday. Tigress Financial boosted their price objective on shares of Boeing from $295.00 to $305.00 and gave the stock a “buy” rating in a research report on Thursday, August 6th. Finally, William Blair restated an “outperform” rating on shares of Boeing in a report on Wednesday, September 30th. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, three have given a Hold rating and four have issued a Sell rating to the stock. Based on data from MarketBeat, Boeing has a consensus rating of “Moderate Buy” and an average price target of $259.62.

Boeing Price Performance

BA opened at $168.09 on Wednesday. The business’s 50-day moving average price is $199.09 and its two-hundred day moving average price is $218.16. Boeing has a 1 year low of $167.41 and a 1 year high of $254.35.

Boeing (NYSE:BA) last issued its quarterly earnings results on Tuesday, October 27th. The aircraft producer reported ($0.34) EPS for the quarter, missing analysts’ consensus estimates of ($0.25) by ($0.09). The firm had revenue of $24.19 billion during the quarter, compared to the consensus estimate of $23.95 billion. Boeing’s quarterly revenue was up 3.9% on a year-over-year basis. During the same quarter last year, the business posted ($7.47) EPS. Equities analysts anticipate that Boeing will post -1.08 EPS for the current year.

Hedge Funds Weigh In On Boeing

Several hedge funds and other institutional investors have recently made changes to their positions in the company. TOWER TRUST & INVESTMENT Co lifted its stake in Boeing by 4.3% in the third quarter. TOWER TRUST & INVESTMENT Co now owns 5,562 shares of the aircraft producer’s stock valued at $1,035,000 after acquiring an additional 227 shares during the last quarter. D.A. Davidson & CO. increased its stake in shares of Boeing by 2.9% during the 3rd quarter. D.A. Davidson & CO. now owns 228,642 shares of the aircraft producer’s stock worth $42,539,000 after purchasing an additional 6,403 shares during the last quarter. BOKF NA increased its stake in shares of Boeing by 47.9% during the 3rd quarter. BOKF NA now owns 16,162 shares of the aircraft producer’s stock worth $3,007,000 after purchasing an additional 5,235 shares during the last quarter. DecisionPoint Financial LLC raised its holdings in shares of Boeing by 112.3% in the 3rd quarter. DecisionPoint Financial LLC now owns 847 shares of the aircraft producer’s stock valued at $163,000 after purchasing an additional 448 shares during the period. Finally, North Dakota State Investment Board raised its holdings in shares of Boeing by 3.6% in the 3rd quarter. North Dakota State Investment Board now owns 23,282 shares of the aircraft producer’s stock valued at $4,332,000 after purchasing an additional 814 shares during the period. 64.82% of the stock is owned by institutional investors.

Key Headlines Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Boeing reported third-quarter revenue of $24.19 billion, up 3.9% year over year, while operating cash flow reached $1.5 billion and free cash flow was positive for a second consecutive quarter. The company also narrowed its full-year free-cash-flow target to approximately $2 billion. Boeing Reports Third Quarter Results
• Positive Sentiment: Total backlog increased to a record $745 billion, including more than 6,300 commercial aircraft. Boeing also received FAA certification milestones for the 737-7 and 737-10 and was selected by the U.S. Navy for the F/A-XX fighter program, supporting its long-term revenue outlook. Boeing’s Backlog Grew to $745 Billion
• Positive Sentiment: Citi maintained a Buy rating and a $260 price target, arguing that Boeing’s long-term cash-flow potential outweighs near-term weakness and delayed milestones. Analyst Reaffirms Buy on Boeing
• Neutral Sentiment: The 737 MAX 10’s certification removes a significant regulatory overhang, but deliveries will still depend on approvals in markets including Canada and Europe, as well as Boeing’s ability to stabilize factory output.
• Negative Sentiment: Boeing’s adjusted loss of $0.34 per share missed the consensus estimate of a $0.25 loss. Commercial Airplanes posted a $697 million operating loss, reflecting production costs, supply-chain pressure and an unfavorable delivery mix. Boeing Jetliner Production Challenges
• Negative Sentiment: Management pushed the 737 production ramp to 47 aircraft per month and delayed the 52-per-month target until late 2027. The company also acknowledged that its 500-aircraft full-year delivery goal is likely unattainable, raising concerns that the turnaround and cash-flow recovery will take longer.
• Negative Sentiment: Boeing halted share buybacks during the third quarter to prioritize liquidity, while a law firm announced an investigation into potential securities claims involving former Spirit AeroSystems investors who received Boeing shares in the 2025 merger. Boeing Halts Share Buybacks

Boeing Company Profile

The Boeing Company (NYSE: BA) is a global aerospace company that designs, manufactures and supports commercial airplanes, military aircraft, satellites, space systems and related products and services. Its offerings serve airlines, government agencies, defense organizations and other customers worldwide.

Boeing operates through three principal business areas: Commercial Airplanes, which develops and produces passenger and cargo aircraft; Defense, Space & Security, which provides military aircraft, weapons systems, satellites and space-related platforms; and Global Services, which offers parts, maintenance, training, engineering and other lifecycle support.

Founded in 1916 by William Boeing, the company has grown into one of the world’s major aerospace manufacturers.