The Boeing Company (NYSE:BA) Receives Consensus Recommendation of “Moderate Buy” from Analysts

The Boeing Company (NYSE:BA) has earned a consensus recommendation of “Moderate Buy” from the twenty-six research firms that are covering the company, Marketbeat Ratings reports. Three equities research analysts have rated the stock with a sell rating, five have given a hold rating, seventeen have assigned a buy rating and one has given a strong buy rating to the company. The average 12 month target price among analysts that have covered the stock in the last year is $246.1364.

Several research analysts have recently weighed in on the stock. Zacks Research upgraded shares of Boeing from a “strong sell” rating to a “hold” rating in a report on Tuesday, December 2nd. Citigroup reaffirmed a “buy” rating on shares of Boeing in a research report on Thursday, February 5th. TD Cowen reaffirmed a “buy” rating on shares of Boeing in a research note on Wednesday, January 28th. BNP Paribas Exane set a $150.00 price target on shares of Boeing in a report on Tuesday, November 18th. Finally, JPMorgan Chase & Co. boosted their price objective on shares of Boeing from $245.00 to $270.00 and gave the company an “overweight” rating in a research note on Wednesday, January 28th.

Insider Transactions at Boeing

In other Boeing news, Director Mortimer J. Buckley bought 2,230 shares of the company’s stock in a transaction that occurred on Tuesday, March 3rd. The stock was purchased at an average price of $224.20 per share, with a total value of $499,966.00. Following the transaction, the director owned 4,430 shares in the company, valued at $993,206. This trade represents a 101.36% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, EVP Howard E. Mckenzie sold 10,497 shares of the stock in a transaction on Thursday, February 5th. The stock was sold at an average price of $233.99, for a total transaction of $2,456,193.03. Following the completion of the sale, the executive vice president directly owned 14,692 shares of the company’s stock, valued at $3,437,781.08. The trade was a 41.67% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 21,012 shares of company stock worth $4,980,687 over the last ninety days. 0.09% of the stock is owned by insiders.

Institutional Trading of Boeing

Several large investors have recently bought and sold shares of BA. Redwood Family Wealth LLC purchased a new stake in shares of Boeing during the fourth quarter valued at approximately $341,000. Gunpowder Capital Management LLC dba Oliver Wealth Management purchased a new position in shares of Boeing in the fourth quarter valued at $63,000. Mengis Capital Management Inc. boosted its stake in shares of Boeing by 6.0% in the fourth quarter. Mengis Capital Management Inc. now owns 20,970 shares of the aircraft producer’s stock valued at $4,553,000 after purchasing an additional 1,195 shares during the period. Worthington Financial Partners LLC acquired a new stake in Boeing during the 4th quarter valued at $537,000. Finally, Bayban purchased a new stake in Boeing during the 4th quarter worth $29,000. Institutional investors and hedge funds own 64.82% of the company’s stock.

More Boeing News

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Reports say Boeing is closing in on a ~500‑aircraft 737 MAX deal with China, potentially one of the company’s largest orders and a major commercial backlog boost. Boeing close to 500-Jet Order with Trump-Xi Summit, Bloomberg News reports
• Positive Sentiment: After a White House meeting, President Trump said defense CEOs agreed to sharply accelerate production of advanced weaponry — a development that raises near‑term defense revenue expectations for major contractors including Boeing. Trump says defense CEOs agree to quadruple production of `Exquisite Class’ weaponry
• Positive Sentiment: Pentagon moves to secure funds and accelerate munitions production amid Middle East tensions — a potential near‑term tailwind for Boeing’s defense business. Pentagon Races to Secure Money for Iran Operations, Munitions
• Positive Sentiment: Insider buying: Boeing director Mortimer J. Buckley purchased ~2,230 shares (~$500k), a visible signal of insider confidence that can support sentiment. Boeing (NYSE:BA) Director Purchases $499,966.00 in Stock
• Positive Sentiment: Analyst/investor commentary (Gabelli, sector write‑ups) highlights Boeing as a beneficiary of a multi‑year defense buildout, supporting longer‑term conviction. Gabelli Likes Lockheed, RTX, Boeing — and a Small Supplier You’ve Never Heard Of
• Neutral Sentiment: Corporate outreach/PR items such as Boeing’s partnership with Jimma University and conference appearances are positive for brand but have limited near‑term P&L impact. Boeing and Jimma University partner
• Negative Sentiment: NASA shifted a key moon‑mission rocket component to United Launch Alliance after helium flow issues and updated timelines — a setback that adds pressure to Boeing’s space program credibility and revenue timing. NASA Updates Moon Mission Timeline
• Negative Sentiment: NASA labeled Starliner a Type A mishap and flagged governance/culture failings — this raises program risk, potential penalties, and continued investor scrutiny. NASA’s Starliner Mishap Findings
• Negative Sentiment: Coverage of commercial delivery weakness at Boeing and Airbus underscores execution risks that could weigh on near‑term revenue visibility. Deliveries Weakness Analysis
• Negative Sentiment: Regional environmental/legal headlines (lawsuit over hazardous substances in the Lower Duwamish) add a potential liability headline that could distract investors. Hazardous Substances Lawsuit

Boeing Stock Performance

Boeing stock opened at $231.12 on Monday. The stock has a fifty day moving average price of $235.70 and a 200 day moving average price of $219.73. Boeing has a 52 week low of $128.88 and a 52 week high of $254.35. The firm has a market capitalization of $181.51 billion, a P/E ratio of 114.99 and a beta of 1.14. 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 results on Tuesday, January 27th. The aircraft producer reported $9.92 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.40) by $10.32. The business had revenue of $23.95 billion during the quarter, compared to analyst estimates of $22.41 billion. The firm’s quarterly revenue was up 57.1% on a year-over-year basis. During the same period in the previous year, the business posted ($5.90) earnings per share. Equities research analysts anticipate that Boeing will post -2.58 earnings per share for the current year.

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.