Boeing (NYSE:BA) Shares Down 1.2% – Time to Sell?

Shares of The Boeing Company (NYSE:BA) fell 1.2% during mid-day trading on Wednesday . The company traded as low as $237.10 and last traded at $241.7210. 9,937,100 shares changed hands during trading, an increase of 8% from the average session volume of 9,175,064 shares. The stock had previously closed at $244.56.

Key Headlines Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Air India ordered 30 additional 737 MAX jets (20 737‑8 and 10 737‑10), expanding Boeing’s single‑aisle backlog and supporting future revenue and cash flow as demand in India remains strong. Air India Orders 30 Boeing 737 MAX Jets
• Positive Sentiment: Boeing won additional defense work (second MH‑139A Grey Wolf award) alongside the Air India deal, diversifying near‑term revenue and supporting higher‑margin government backlog. Boeing Expands Global Footprint With Air India, US Air Force Contracts
• Positive Sentiment: Some analysts (Citigroup coverage) have raised bullish forecasts for BA, reflecting confidence in demand recovery, backlog monetization and improving margins — a catalyst for investor interest. Citigroup Forecasts Strong Price Appreciation for Boeing
• Neutral Sentiment: Market commentary notes Boeing is “flying steady into 2026” after a strong quarter, offering a constructive operational narrative but stopping short of removing execution caveats. Boeing Is Flying Steady Into 2026
• Neutral Sentiment: Analyst commentary (TipRanks) highlights the Air India order as strategic for future positioning even as the stock shows mixed near‑term reactions. “Position Air India Firmly for the Future…” Boeing Stock Slips
• Negative Sentiment: Supply‑chain frictions and production bottlenecks remain a headline risk, with recent coverage flagging mounting supplier issues that could slow deliveries and cash conversion. Boeing Stock Slides as Supply Chain Problems Mount
• Negative Sentiment: Analysts caution that the real bottleneck is 737 MAX delivery pace — backlog is large but monthly delivery rates determine revenue recognition and cash flow; slow ramp raises skepticism despite the backlog. Boeing’s 737 MAX Delivery Pace Tells the Truth
• Negative Sentiment: Market skepticism persists after prior missteps—commentators (e.g., Jim Cramer) note investor fatigue with execution issues; coupled with Boeing’s high leverage and stretched valuation metrics, this can limit multiple expansion. Jim Cramer on Boeing

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on BA shares. JPMorgan Chase & Co. boosted their target price on Boeing from $245.00 to $270.00 and gave the company an “overweight” rating in a research report on Wednesday. Citigroup increased their target price on shares of Boeing from $270.00 to $290.00 and gave the company a “buy” rating in a research note on Wednesday. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Boeing in a research note on Tuesday, December 9th. Tigress Financial reissued a “buy” rating and issued a $275.00 price objective on shares of Boeing in a research report on Monday, December 29th. Finally, BNP Paribas Exane set a $150.00 target price on Boeing in a research report on Tuesday, November 18th. Two research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, three have assigned a Hold rating and four have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Boeing presently has a consensus rating of “Moderate Buy” and an average price target of $245.65.

Boeing Stock Down 0.1%

The stock has a market cap of $177.72 billion, a PE ratio of 116.33, a price-to-earnings-growth ratio of 9.36 and a beta of 1.16. The business has a fifty day moving average of $219.62 and a 200-day moving average of $218.87. The company has a debt-to-equity ratio of 8.37, a current ratio of 1.19 and a quick ratio of 0.38.

Boeing (NYSE:BA) last issued its 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 the consensus estimate of $22.41 billion. During the same period last year, the firm earned ($5.90) earnings per share. The company’s revenue for the quarter was up 57.1% on a year-over-year basis. Equities research analysts anticipate that The Boeing Company will post -2.58 earnings per share for the current year.

Insider Transactions at Boeing

In other Boeing news, SVP Dana S. Deasy purchased 554 shares of Boeing stock in a transaction dated Monday, November 24th. The stock was acquired at an average price of $178.88 per share, for a total transaction of $99,099.52. Following the acquisition, the senior vice president owned 28,442 shares in the company, valued at $5,087,704.96. This trade represents a 1.99% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Uma M. Amuluru sold 1,366 shares of Boeing stock in a transaction that occurred on Thursday, November 6th. The shares were sold at an average price of $197.66, for a total transaction of $270,003.56. Following the transaction, the executive vice president directly owned 14,656 shares in the company, 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. Company insiders own 0.09% of the company’s stock.

Institutional Investors Weigh In On Boeing

A number of institutional investors have recently added to or reduced their stakes in BA. Secured Retirement Advisors LLC grew its stake in Boeing by 19.8% in the fourth quarter. Secured Retirement Advisors LLC now owns 6,901 shares of the aircraft producer’s stock valued at $1,498,000 after purchasing an additional 1,139 shares during the last quarter. Sigma Planning Corp grew its position in shares of Boeing by 17.5% in the 4th quarter. Sigma Planning Corp now owns 24,763 shares of the aircraft producer’s stock worth $5,376,000 after buying an additional 3,688 shares during the last quarter. North Star Investment Management Corp. raised its stake in shares of Boeing by 1.6% during the 4th quarter. North Star Investment Management Corp. now owns 2,833 shares of the aircraft producer’s stock worth $615,000 after acquiring an additional 44 shares in the last quarter. Activest Wealth Management lifted its position in Boeing by 21.9% during the fourth quarter. Activest Wealth Management now owns 295 shares of the aircraft producer’s stock valued at $64,000 after acquiring an additional 53 shares during the last quarter. Finally, Laurel Wealth Advisors LLC acquired a new stake in Boeing in the fourth quarter valued at approximately $61,000. Institutional investors 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.