Boeing (NYSE:BA) Trading 1.9% Higher – Here’s Why

The Boeing Company (NYSE:BA) shares were up 1.9% during trading on Tuesday . The company traded as high as $247.40 and last traded at $244.4770. Approximately 11,295,979 shares were traded during trading, an increase of 27% from the average daily volume of 8,859,981 shares. The stock had previously closed at $239.81.

Boeing News Summary

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Delta Air Lines placed a major order for up to 60 Boeing 787 Dreamliners (30 firm 787-10s plus options), marking Delta’s first direct 787 purchase and signaling renewed widebody demand from a top U.S. carrier. Delta orders up to 60 Boeing 787 Dreamliners (PR Newswire)
• Positive Sentiment: Aviation Capital Group (ACG) ordered 50 Boeing 737 MAX jets (25 737-8 and 25 737-10), boosting Boeing’s future narrowbody backlog and validating continued leasing-market demand for fuel-efficient MAX models. ACG orders 50 737 MAX jets (PR Newswire)
• Positive Sentiment: Boeing reported its busiest shipping year since 2018 with 600 commercial deliveries in 2025 and net orders that outpaced Airbus for the first time since 2018 — a clear sign of production recovery and improving commercial momentum. Boeing turnaround, highest deliveries since 2018 (Reuters)
• Positive Sentiment: Company release shows 160 deliveries in Q4 and full-year totals that include 600 commercial and 131 defense, demonstrating cross‑business production gains that reduce near-term revenue volatility concerns. Boeing fourth-quarter deliveries (PR Newswire)
• Neutral Sentiment: Positive media and commentator attention (including Jim Cramer) is amplifying bullish sentiment, which can lift the stock independently of fundamentals but also raises expectations. Jim Cramer bullish on Boeing (InsiderMonkey)
• Negative Sentiment: At least one analyst piece warns the recovery is uneven — ongoing regulatory scrutiny, quality and production risks, and execution issues could hang over the stock despite delivery gains. Investors should watch backlog conversion, margins on delivered units, and any fresh regulatory updates. Boeing: The sky is still clouded (Seeking Alpha)

Analysts Set New Price Targets

Several analysts recently commented on the company. UBS Group reaffirmed a “buy” rating on shares of Boeing in a research note on Wednesday, December 10th. Susquehanna cut their price objective on Boeing from $270.00 to $255.00 and set a “positive” rating for the company in a report on Wednesday, November 12th. Jefferies Financial Group set a $255.00 target price on shares of Boeing in a report on Tuesday, September 30th. New Street Research set a $257.00 target price on shares of Boeing in a research report on Tuesday, December 9th. Finally, Sanford C. Bernstein set a $277.00 price target on shares of Boeing and gave the company an “outperform” rating in a research report on Tuesday, January 6th. Three research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, three have issued a Hold rating and five have given a Sell rating to the stock. According to MarketBeat, Boeing has a consensus rating of “Moderate Buy” and a consensus price target of $235.54.

Boeing Stock Performance

The company’s 50-day moving average is $204.67 and its 200-day moving average is $216.24. The firm has a market cap of $185.82 billion, a price-to-earnings ratio of -17.87, a P/E/G ratio of 6.68 and a beta of 1.16.

Boeing (NYSE:BA) last announced its earnings results on Wednesday, October 29th. The aircraft producer reported ($7.47) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.51) by ($6.96). The business had revenue of $23.27 billion for the quarter, compared to the consensus estimate of $21.61 billion. During the same period in the previous year, the company posted ($10.44) earnings per share. The company’s revenue was up 30.4% on a year-over-year basis. On average, analysts predict that The Boeing Company will post -2.58 EPS for the current year.

Insider Buying and Selling at Boeing

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

Institutional Investors Weigh In On Boeing

Several institutional investors have recently modified their holdings of BA. Kingstone Capital Partners Texas LLC bought a new position in Boeing in the second quarter valued at approximately $378,459,000. Vanguard Group Inc. lifted its stake in shares of Boeing by 1.7% in the 2nd quarter. Vanguard Group Inc. now owns 66,773,360 shares of the aircraft producer’s stock valued at $13,991,022,000 after purchasing an additional 1,118,316 shares during the period. Ninety One UK Ltd bought a new position in shares of Boeing in the 3rd quarter worth $192,734,000. Amundi grew its stake in shares of Boeing by 75.5% during the second quarter. Amundi now owns 1,776,634 shares of the aircraft producer’s stock worth $376,700,000 after purchasing an additional 764,236 shares during the period. Finally, Newport Trust Company LLC grew its stake in shares of Boeing by 2.5% during the third quarter. Newport Trust Company LLC now owns 29,198,446 shares of the aircraft producer’s stock worth $6,301,901,000 after purchasing an additional 707,490 shares during the period. Institutional investors and hedge funds own 64.82% of the company’s stock.

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.