Boeing (NYSE:BA) Coverage Initiated at Wells Fargo & Company

Stock analysts at Wells Fargo & Company assumed coverage on shares of Boeing (NYSE:BA) in a research report issued to clients and investors on Wednesday. The firm set an “overweight” rating and a $250.00 price target on the aircraft producer’s stock. Wells Fargo & Company‘s target price points to a potential upside of 25.61% from the company’s current price.

Other equities analysts have also issued reports about the company. Susquehanna reiterated a “positive” rating and set a $280.00 price objective on shares of Boeing in a research report on Thursday, January 15th. New Street Research set a $257.00 target price on Boeing in a research report on Tuesday, December 9th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Boeing in a research note on Wednesday, January 28th. Royal Bank Of Canada increased their price target on shares of Boeing from $265.00 to $275.00 and gave the company an “outperform” rating in a research report on Wednesday, January 28th. Finally, Citigroup restated a “buy” rating on shares of Boeing in a report on Thursday, February 5th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, five have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, Boeing currently has a consensus rating of “Moderate Buy” and an average target price of $254.10.

Boeing Stock Up 5.2%

Shares of NYSE:BA opened at $199.03 on Wednesday. Boeing has a 52-week low of $128.88 and a 52-week high of $254.35. The firm has a fifty day moving average of $225.74 and a 200 day moving average of $216.59. The firm has a market capitalization of $156.31 billion, a PE ratio of 99.02 and a beta of 1.14. The company has a debt-to-equity ratio of 8.37, a quick ratio of 0.40 and a current ratio of 1.19.

Boeing (NYSE:BA) last released its quarterly earnings results on Tuesday, January 27th. The aircraft producer reported $9.92 earnings per share for the quarter, beating analysts’ consensus estimates of ($0.40) by $10.32. The firm had revenue of $23.95 billion for the quarter, compared to analysts’ expectations of $22.41 billion. During the same quarter in the previous year, the business earned ($5.90) EPS. The company’s revenue for the quarter was up 57.1% on a year-over-year basis. As a group, research analysts anticipate that Boeing will post -2.58 EPS for the current fiscal year.

Insider Buying and Selling

In other Boeing news, EVP Uma M. Amuluru sold 1,503 shares of Boeing stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $233.78, for a total value of $351,371.34. Following the transaction, the executive vice president directly owned 19,015 shares of the company’s stock, valued at $4,445,326.70. The trade was a 7.33% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Mortimer J. Buckley acquired 2,230 shares of the stock in a transaction on Tuesday, March 3rd. The stock was bought at an average price of $224.20 per share, with a total value of $499,966.00. Following the transaction, the director directly owned 4,430 shares of the company’s stock, valued at approximately $993,206. The trade was a 101.36% increase in their position. The disclosure for this purchase is available in the SEC filing. In the last 90 days, insiders sold 21,012 shares of company stock worth $4,980,687. Insiders own 0.10% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in the company. Vanguard Group Inc. boosted its position in Boeing by 5.1% during the 4th quarter. Vanguard Group Inc. now owns 70,989,438 shares of the aircraft producer’s stock valued at $15,413,227,000 after buying an additional 3,460,021 shares during the period. Newport Trust Company LLC grew its holdings in Boeing by 1.0% in the 4th quarter. Newport Trust Company LLC now owns 29,485,294 shares of the aircraft producer’s stock worth $6,401,847,000 after acquiring an additional 286,848 shares during the last quarter. Geode Capital Management LLC increased its position in shares of Boeing by 3.2% in the fourth quarter. Geode Capital Management LLC now owns 17,025,435 shares of the aircraft producer’s stock valued at $3,679,592,000 after acquiring an additional 533,753 shares during the period. Fisher Asset Management LLC raised its stake in shares of Boeing by 2.5% during the fourth quarter. Fisher Asset Management LLC now owns 5,640,900 shares of the aircraft producer’s stock valued at $1,224,752,000 after acquiring an additional 135,860 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. raised its stake in shares of Boeing by 3.3% during the fourth quarter. Charles Schwab Investment Management Inc. now owns 4,370,415 shares of the aircraft producer’s stock valued at $948,905,000 after acquiring an additional 138,469 shares during the last quarter. Institutional investors own 64.82% of the company’s stock.

Boeing News Summary

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Federal appeals court upholds dismissal of the DOJ criminal case tied to the 737 MAX crashes — removes a major legal/prudential overhang and reduces potential future liabilities. US appeals court upholds decision to dismiss Boeing criminal case
• Positive Sentiment: Boeing Australia teams with Rheinmetall to offer autonomous combat aircraft to Germany — new defense pipeline and diversification of Boeing’s product mix. Rheinmetall and Boeing Australia to Supply Combat Aircraft to German Military
• Positive Sentiment: Boeing secured a $326M U.S. Army deal for six CH‑47F Block II helicopters — steady defense revenue and visible near‑term cash flow. The Boeing Company (BA) Secures $326M U.S. Army Contract for Six CH-47F Block II Helicopters
• Positive Sentiment: Boeing highlights Latin America growth ahead of the Chile air show — potential pipeline for narrowbody sales in a recovering regional market. Boeing highlights Latin America growth outlook ahead of Chile air show
• Positive Sentiment: Analysis notes new Vietnam airline orders and a growing backlog — supports revenue visibility even as margin/cash questions remain. Boeing (BA) Valuation Check After New Vietnam Aircraft Orders And Growing Backlog
• Positive Sentiment: Broad market rally (Dow, Nasdaq surge) lifted cyclicals including aerospace — macro tailwind into quarter‑end. Dow skyrockets by over 1,100 points, stocks rally to end Q1 2026
• Neutral Sentiment: Boeing will report Q1 results on April 22 — an upcoming catalyst that could drive volatility depending on guidance and cash‑flow disclosure. Boeing to Release First Quarter Results on April 22
• Neutral Sentiment: Wall Street analyst commentary shows pockets of optimism, but valuation and execution concerns keep estimates mixed — watch revisions ahead of earnings. Is Boeing (BA) a Buy as Wall Street Analysts Look Optimistic?
• Neutral Sentiment: AerSale’s 757 freighter lease underscores continued demand for freighter conversions but has limited direct impact on Boeing OEM metrics. AerSale Supports Central Asia Cargo Growth with Boeing 757 Freighter Lease to Stratos Freight
• Negative Sentiment: Analysis flags the Israel–Iran war’s shock to travel demand, oil/volatility and the Boeing vs. Airbus competitive dynamics — geopolitical risk could pressure near‑term commercial demand and margins. Boeing Vs. Airbus: The Iran War Shock And The Production Reality
• Negative Sentiment: Reports suggest NASA may reduce reliance on Boeing’s SLS rocket for future Artemis missions — potential long‑term hit to Boeing’s space revenue and strategic positioning. NASA May X Out Boeing’s SLS Rocket Ship From Future Moon Landings
• Negative Sentiment: Short pieces noting Boeing’s slide in some thematic trades (e.g., moon‑landing/space exposure) underline continued investor concern about execution and program risk. Is Boeing Out of the Moon Landing Trade? Boeing Stock (NYSE:BA) Slides

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.