Boeing (NYSE:BA) Trading 1.3% Higher on Analyst Upgrade

Shares of The Boeing Company (NYSE:BA) were up 1.3% on Monday after JPMorgan Chase & Co. raised their price target on the stock from $240.00 to $245.00. JPMorgan Chase & Co. currently has an overweight rating on the stock. Boeing traded as high as $217.15 and last traded at $216.8750. Approximately 5,447,690 shares were traded during mid-day trading, a decline of 35% from the average daily volume of 8,364,406 shares. The stock had previously closed at $214.08.

BA has been the subject of several other reports. Susquehanna lowered their target price on Boeing from $270.00 to $255.00 and set a “positive” rating for the company in a report on Wednesday, November 12th. UBS Group reaffirmed a “buy” rating on shares of Boeing in a research note on Wednesday, December 10th. Zacks Research raised shares of Boeing from a “strong sell” rating to a “hold” rating in a research report on Tuesday, December 2nd. BNP Paribas Exane began coverage on shares of Boeing in a research report on Tuesday, November 18th. They issued an “underperform” rating and a $150.00 price target for the company. Finally, Jefferies Financial Group set a $255.00 price objective on shares of Boeing in a research note on Tuesday, September 30th. Three research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, three have assigned a Hold rating and five have assigned a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $233.17.

Insiders Place Their Bets

In related news, EVP Uma M. Amuluru sold 1,366 shares of the company’s stock in a transaction on Thursday, November 6th. The stock was sold at an average price of $197.66, for a total value of $270,003.56. Following the transaction, 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 position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, SVP Dana S. Deasy purchased 554 shares of the company’s stock in a transaction on Monday, November 24th. The shares were purchased at an average price of $178.88 per share, for a total transaction of $99,099.52. Following the purchase, the senior vice president owned 28,442 shares in the company, valued at approximately $5,087,704.96. The trade was a 1.99% increase in their position. The SEC filing for this purchase provides additional information. 0.09% of the stock is owned by insiders.

Trending Headlines about Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Boeing won a roughly $930.8 million U.S. Navy contract to extend service life of up to 60 F/A‑18 E/F Super Hornets, supporting near‑term defense revenue and aftermarket work. Boeing (BA) Secures Major Navy Contract as Ratings Agencies Turn More Positive
• Positive Sentiment: Analyst momentum: Citi initiated coverage with a Buy (PT $265), J.P. Morgan reiterated Buy, and other outlets report analyst upgrades — these recommendations are helping lift the stock. Boeing (BA) Gets Buy Rating from Citi, Completes Spirit AeroSystems Acquisition
• Positive Sentiment: Market commentary turned more constructive — high‑profile voices (e.g., Jim Cramer) and media pieces say Boeing may have bottomed, boosting investor sentiment. Jim Cramer on Boeing: “I Think Boeing Has Bottomed”
• Positive Sentiment: Coulson Aviation launched a Boeing 767 VLAT firefighting program — a potential aftermarket and conversion opportunity for older 767s as other VLAT fleets age/retire. This supports aftermarket demand for Boeing derivatives. Coulson Aviation Announces Launch of Boeing 767 VLAT Program
• Neutral Sentiment: Boeing completed its acquisition of Spirit AeroSystems (reported by some outlets), a strategic move to consolidate supply chain control — could boost long‑run margin but integration risk remains. Boeing (BA) Gets Buy Rating from Citi, Completes Spirit AeroSystems Acquisition
• Neutral Sentiment: NASA/space items — Artemis II countdown drills and related NASA activity (including use of Boeing Starliner assets) signal program progress but are not immediate revenue drivers. Astronauts, launch teams practice Artemis 2 countdown – Spaceflight Now
• Neutral Sentiment: Industry/heritage story on BA 767 variants (historical interest) — little direct market impact. Why Were British Airways’ Boeing 767-300ERs So Different From Other 767s?
• Negative Sentiment: Regulatory risk: Boeing is seeking FAA permission/waivers to sell up to 35 additional 777 Freighters that would not meet tighter carbon rules taking effect in 2028 — this raises environmental/regulatory uncertainty and potential constraints on future freighter sales. Boeing (BA) Pushes FAA to Extend 777 Freighter Sales Before 2028 Rule Kicks In
• Neutral Sentiment: United Launch Alliance CEO Tory Bruno resigned — sector leadership change with limited immediate impact on Boeing but worth monitoring for defense/space program relationships. United Launch Alliance CEO Tory Bruno resigns

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in the business. Revolve Wealth Partners LLC acquired a new position in shares of Boeing in the 4th quarter valued at about $201,000. CW Advisors LLC boosted its position in Boeing by 22.0% in the 1st quarter. CW Advisors LLC now owns 23,649 shares of the aircraft producer’s stock worth $4,060,000 after purchasing an additional 4,257 shares in the last quarter. BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp grew its stake in shares of Boeing by 2.5% during the 1st quarter. BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp now owns 143,082 shares of the aircraft producer’s stock worth $24,403,000 after purchasing an additional 3,549 shares during the period. Smartleaf Asset Management LLC increased its holdings in shares of Boeing by 28.9% during the 1st quarter. Smartleaf Asset Management LLC now owns 3,611 shares of the aircraft producer’s stock valued at $626,000 after purchasing an additional 809 shares in the last quarter. Finally, Southeast Asset Advisors LLC lifted its stake in shares of Boeing by 84.2% in the 1st quarter. Southeast Asset Advisors LLC now owns 2,352 shares of the aircraft producer’s stock valued at $401,000 after purchasing an additional 1,075 shares during the period. Hedge funds and other institutional investors own 64.82% of the company’s stock.

Boeing Price Performance

The stock’s fifty day moving average is $201.75 and its 200-day moving average is $214.13. The stock has a market capitalization of $164.84 billion, a PE ratio of -15.85 and a beta of 1.18.

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

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.