Analysts Set The Boeing Company (NYSE:BA) PT at $272.44

The Boeing Company (NYSE:BA) has been given a consensus rating of “Moderate Buy” by the twenty-two brokerages that are presently covering the stock, Marketbeat.com reports. Three equities research analysts have rated the stock with a sell recommendation, six have assigned a hold recommendation, twelve have issued a buy recommendation and one has issued a strong buy recommendation on the company. The average 12-month price objective among analysts that have issued ratings on the stock in the last year is $272.5789.

Several equities research analysts recently weighed in on the company. BNP Paribas Exane upgraded Boeing from an “underperform” rating to an “outperform” rating and lifted their price target for the company from $230.00 to $300.00 in a research report on Monday, August 3rd. Robert W. Baird set a $300.00 price objective on Boeing in a report on Wednesday, July 29th. Citigroup lowered Boeing from a “buy” rating to a “sell” rating in a research report on Tuesday. William Blair restated an “outperform” rating on shares of Boeing in a report on Tuesday, July 28th. Finally, Sanford C. Bernstein assumed coverage on shares of Boeing in a research report on Tuesday. They issued an “outperform” rating on the stock.

Boeing Stock Performance

Shares of BA opened at $231.28 on Thursday. The company has a 50-day simple moving average of $221.13 and a two-hundred day simple moving average of $223.07. The company has a debt-to-equity ratio of 6.77, a current ratio of 1.14 and a quick ratio of 0.33. The firm has a market capitalization of $182.80 billion, a PE ratio of 100.12 and a beta of 1.21. Boeing has a one year low of $176.77 and a one year high of $254.35.

Boeing (NYSE:BA) last posted its earnings results on Tuesday, July 28th. The aircraft producer reported ($0.76) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.34) by ($0.42). Boeing had a negative return on equity of 346.82% and a net margin of 2.41%.The firm had revenue of $24.56 billion for the quarter, compared to analysts’ expectations of $24.26 billion. During the same quarter last year, the company posted ($1.24) EPS. The firm’s revenue was up 8.0% on a year-over-year basis. On average, analysts anticipate that Boeing will post -0.88 EPS for the current fiscal year.

More Boeing News

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Archer transaction sharpens Boeing’s strategic focus. Boeing plans to transfer Wisk Aero, Insitu and SkyGrid to Archer Aviation in exchange for a 19.75% Archer stake, warrants for up to $200 million of additional shares and a board role. Bank of America viewed the deal as sensible because it could allow Boeing to concentrate capital and management attention on commercial aircraft and core defense programs. Boeing’s Archer deal allows focus on core business
• Positive Sentiment: Analyst upgrade supports the recovery case. Argus upgraded BA from “Hold” to “Buy” and set a $265 price target, citing expected production growth and improving margins. Analysts also point to Boeing’s large backlog, rising deliveries and defense milestones as potential turnaround catalysts. Boeing upgraded at Argus on production growth
• Positive Sentiment: Delivery and defense activity provide operational support. Boeing delivered 53 aircraft in July, led by the 737 MAX and 787 Dreamliner. Separately, it signed agreements to support Poland’s Apache helicopter fleet and reportedly secured approximately $132 million in new defense-related contracts. Broader Pentagon efforts to replenish depleted missile inventories could also benefit Boeing’s defense operations, although the largest direct beneficiaries are expected to be Lockheed Martin and RTX. Boeing delivers 53 jets in July
• Neutral Sentiment: The Archer deal is strategically positive but financially mixed. Boeing gains exposure to Archer’s air-taxi and aviation-AI growth while divesting noncore assets, but the transaction’s benefits depend on Archer’s execution, regulatory approvals and the eventual value of Boeing’s equity stake. The deal is expected to close by the end of 2026. What the Boeing-Archer Aviation deal means for BA stock
• Negative Sentiment: COMAC’s C919 is emerging as a longer-term competitive threat. China’s C919 completed its first international commercial flight, highlighting Beijing’s ambition to challenge Boeing and Airbus in commercial aviation. While the near-term financial impact is limited, the milestone increases concerns about future market-share pressure, particularly in China and other international markets. China’s C919 jet makes first international commercial flight
• Negative Sentiment: Execution challenges remain. Production delays and continuing 777X issues temper optimism around Boeing’s backlog and delivery recovery. The company’s recent earnings also missed consensus on adjusted EPS, reinforcing concerns over margins, cash generation and the pace of the turnaround.

Insider Buying and Selling

In other Boeing news, Director Bradley D. Tilden acquired 1,370 shares of the business’s stock in a transaction on Wednesday, May 20th. The shares were acquired at an average price of $218.50 per share, for a total transaction of $299,345.00. Following the completion of the acquisition, the director owned 1,370 shares in the company, valued at $299,345. This trade represents a ∞ increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.10% of the stock is owned by insiders.

Hedge Funds Weigh In On Boeing

Several large investors have recently made changes to their positions in BA. Purus Wealth Management LLC grew its position in Boeing by 3.6% in the 4th quarter. Purus Wealth Management LLC now owns 1,177 shares of the aircraft producer’s stock worth $256,000 after purchasing an additional 41 shares during the period. West Wealth Group LLC lifted its holdings in shares of Boeing by 0.6% during the 4th quarter. West Wealth Group LLC now owns 7,279 shares of the aircraft producer’s stock valued at $1,581,000 after buying an additional 42 shares during the period. XML Financial LLC lifted its holdings in shares of Boeing by 0.5% during the 4th quarter. XML Financial LLC now owns 8,905 shares of the aircraft producer’s stock valued at $1,933,000 after buying an additional 43 shares during the period. Global Financial Private Client LLC boosted its stake in shares of Boeing by 1.1% in the 4th quarter. Global Financial Private Client LLC now owns 4,025 shares of the aircraft producer’s stock worth $874,000 after buying an additional 44 shares during the last quarter. Finally, North Star Investment Management Corp. boosted its stake in shares of Boeing by 1.6% in the 4th quarter. North Star Investment Management Corp. now owns 2,833 shares of the aircraft producer’s stock worth $615,000 after buying an additional 44 shares during the last quarter. 64.82% of the stock is currently owned by hedge funds and other institutional investors.

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.