Boeing (NYSE:BA) Reaches New 12-Month High After Better-Than-Expected Earnings

The Boeing Company (NYSE:BA) shares hit a new 52-week high during trading on Tuesday following a stronger than expected earnings report. The stock traded as high as $254.35 and last traded at $247.7680, with a volume of 12302054 shares. The stock had previously closed at $248.43.

The aircraft producer reported $9.92 EPS for the quarter, beating analysts’ consensus estimates of ($0.40) by $10.32. The business had revenue of $23.95 billion during the quarter, compared to analysts’ expectations of $22.41 billion. During the same quarter last year, the firm earned ($5.90) earnings per share. The firm’s quarterly revenue was up 57.1% compared to the same quarter last year.

Boeing News Roundup

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Q4 revenue and deliveries topped expectations — revenue rose ~57% to $23.95B driven by 160 commercial deliveries, and Boeing reported a large after‑tax gain tied to a business sale that produced a headline profit; management says 2025 marked the strongest deliveries since 2018. Boeing’s sales jump nearly 60% in 4Q
• Positive Sentiment: Wall Street is raising targets — several firms boosted forecasts and price targets after Q4 (examples cited include Citi, JPMorgan and RBC), reflecting improved free‑cash‑flow visibility and a recovery narrative. Boeing Analysts Boost Forecasts After Q4 Results
• Positive Sentiment: Demand backdrop remains strong — Boeing projects large long‑term demand in key regions (e.g., India & South Asia expected to add ~3,290 jets over 20 years), supporting backlog growth (record backlog cited at ~$682B). Boeing expects India, South Asia to add 3,290 jets
• Positive Sentiment: Strategic / sustainability moves — partnership with Israel’s Technion on sustainable aviation fuel (SAF) supports Boeing’s long‑term positioning as the industry pursues decarbonization goals. Boeing and Israel’s Technion partner on SAF
• Neutral Sentiment: Headline profit was materially driven by a one‑time gain from the Digital Aviation Solutions sale — that boost improves GAAP EPS but can mask operational trends investors watch (deliveries, production stability, cash flow). Boeing Reports Fourth Quarter Results
• Negative Sentiment: Operational and cash‑flow headwinds remain — reports note weaker gross margins and operating cash flow (operating cash flow ≈ $1.3B; free cash flow low), and some unit‑level losses that worry short‑term profitability. Revenue and EPS beat but margins and cash flow weaken
• Negative Sentiment: Inventory / finished‑goods cushion shrinking — analysts flagged a shrinking finished‑goods buffer as deliveries ramp, which could pressure near‑term flexibility if production hiccups recur. Finished goods cushion dwindles
• Negative Sentiment: Market reaction and risk premium — shares initially dipped in aftermarket/pre‑market trading despite beats as investors weighed one‑time gains against ongoing production, quality and legal/resolution risks. Stock drops despite Q4 beat

Wall Street Analysts Forecast Growth

Several analysts have recently issued reports on BA shares. TD Cowen reiterated a “buy” rating on shares of Boeing in a research report on Wednesday. Wolfe Research reiterated an “outperform” rating on shares of Boeing in a report on Tuesday. Sanford C. Bernstein reiterated an “outperform” rating on shares of Boeing in a research note on Wednesday. Royal Bank Of Canada increased their target price on Boeing from $265.00 to $275.00 and gave the company an “outperform” rating in a report on Wednesday. Finally, BNP Paribas Exane set a $150.00 price target on Boeing in a research note on Tuesday, November 18th. Two research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, three have given a Hold rating and four have given a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $245.65.

Insider Buying and Selling

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

Institutional Investors Weigh In On Boeing

Hedge funds have recently modified their holdings of the company. Harbor Asset Planning Inc. purchased a new stake in shares of Boeing in the 2nd quarter valued at approximately $25,000. Measured Wealth Private Client Group LLC acquired a new position in Boeing in the third quarter valued at approximately $25,000. American National Bank & Trust lifted its holdings in Boeing by 124.2% in the fourth quarter. American National Bank & Trust now owns 139 shares of the aircraft producer’s stock valued at $30,000 after acquiring an additional 77 shares during the last quarter. Reyes Financial Architecture Inc. purchased a new position in Boeing in the third quarter worth approximately $32,000. Finally, Davis Capital Management acquired a new stake in Boeing during the third quarter worth $33,000. Hedge funds and other institutional investors own 64.82% of the company’s stock.

Boeing Price Performance

The company has a quick ratio of 0.38, a current ratio of 1.19 and a debt-to-equity ratio of 8.37. The company has a market cap of $183.73 billion, a PE ratio of -17.67, a P/E/G ratio of 8.14 and a beta of 1.16. The stock has a 50-day simple moving average of $217.44 and a 200 day simple moving average of $218.74.

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.