Analysts Set The Boeing Company (NYSE:BA) Target Price at $237.46

Shares of The Boeing Company (NYSE:BA) have received a consensus rating of “Moderate Buy” from the twenty-seven analysts that are currently covering the firm, MarketBeat.com reports. Five equities research analysts have rated the stock with a sell recommendation, three have issued a hold recommendation, sixteen have given a buy recommendation and three have issued a strong buy recommendation on the company. The average 12 month price target among brokers that have issued a report on the stock in the last year is $237.4583.

A number of research analysts have issued reports on BA shares. Loop Capital set a $223.00 target price on Boeing in a research report on Monday, November 3rd. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Boeing in a report on Tuesday, December 9th. Citigroup increased their price objective on shares of Boeing from $265.00 to $270.00 and gave the company a “buy” rating in a research note on Tuesday, January 13th. New Street Research set a $257.00 target price on shares of Boeing in a research report on Tuesday, December 9th. Finally, Susquehanna reiterated a “positive” rating and set a $280.00 price target on shares of Boeing in a report on Thursday, January 15th.

Boeing Price Performance

Shares of BA opened at $249.00 on Friday. The firm has a 50 day simple moving average of $210.71 and a two-hundred day simple moving average of $217.66. Boeing has a one year low of $128.88 and a one year high of $249.52. The company has a market cap of $189.26 billion, a P/E ratio of -18.20, a P/E/G ratio of 7.05 and a beta of 1.16.

Boeing (NYSE:BA) last issued its quarterly 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 during the quarter, compared to the consensus estimate of $21.61 billion. During the same quarter last year, the firm posted ($10.44) EPS. The business’s revenue was up 30.4% on a year-over-year basis. On average, analysts expect that Boeing will post -2.58 earnings per share for the current fiscal year.

Trending Headlines about Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Bernstein raised its price target on Boeing to $277 (from $267) and named BA its “top pick in the US for 2026,” supporting investor optimism on upside potential and valuation. Bernstein Raises Boeing (BA) Target, Names It Its “Top Pick in the US for 2026”
• Positive Sentiment: UBS’s Dreamlifter tracker and delivery data point to accelerating Boeing 787 production in early January (Dreamlifter flights up ~69% YoY over a 30-day window), implying improving production momentum and potential for higher deliveries and revenue recognition. Boeing 787 production signals improve in early January, UBS analysts say
• Positive Sentiment: Market backdrop: analysts and commentators are highlighting larger U.S. defense spending as a structural tailwind for aerospace/defense names like Boeing, supporting longer-term demand for its defense backlog. Defense Spending Is Rising—Here Are 3 Stocks Built for Turbulent Times
• Positive Sentiment: Boeing and Ethiopian Airlines finalized an order for nine 787-9 Dreamliners (plus additional 737 MAX purchases), which modestly adds to Boeing’s large backlog and supports commercial demand narrative. Boeing and Ethiopian Airlines Announce Order for Nine 787 Dreamliners
• Neutral Sentiment: Market reaction to the new Dreamliner order has been muted in some coverage — analysts note that single-digit widebody orders are small relative to Boeing’s backlog and may not move the stock materially by themselves. Big New Dreamliner Order Proves Little Help for Boeing Stock (NYSE:BA)
• Neutral Sentiment: Boeing is due to report quarterly earnings next week, a likely near-term volatility catalyst; investors should watch delivery numbers, guidance, cash flow and any commentary on 737/787 production ramps. Boeing (BA) to Release Quarterly Earnings on Tuesday
• Negative Sentiment: Geopolitical/trade risk: an FT analysis highlights that retaliatory EU tariffs proposals could target Boeing among U.S. products, posing a downside policy risk if trade tensions escalate. What would EU’s €93bn retaliatory tariffs against US cover?

Insiders Place Their Bets

In other news, SVP Dana S. Deasy bought 554 shares of the stock in a transaction on Monday, November 24th. The stock was acquired at an average price of $178.88 per share, with a total value of $99,099.52. Following the acquisition, the senior vice president directly owned 28,442 shares in the company, valued at approximately $5,087,704.96. This trade represents a 1.99% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Uma M. Amuluru sold 1,366 shares of Boeing stock in a transaction dated Thursday, November 6th. The shares were 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 in the company, valued at $2,896,904.96. The trade was a 8.53% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.09% of the company’s stock.

Hedge Funds Weigh In On Boeing

Several institutional investors and hedge funds have recently added to or reduced their stakes in BA. Vanguard Group Inc. increased its holdings in Boeing by 1.1% in the third quarter. Vanguard Group Inc. now owns 67,529,417 shares of the aircraft producer’s stock valued at $14,574,874,000 after purchasing an additional 756,057 shares during the period. Newport Trust Company LLC grew its position in shares of Boeing by 2.5% in the 3rd quarter. Newport Trust Company LLC now owns 29,198,446 shares of the aircraft producer’s stock valued at $6,301,901,000 after buying an additional 707,490 shares during the last quarter. Geode Capital Management LLC increased its stake in shares of Boeing by 2.7% in the second quarter. Geode Capital Management LLC now owns 16,316,838 shares of the aircraft producer’s stock valued at $3,402,073,000 after buying an additional 432,026 shares during the period. Fisher Asset Management LLC raised its position in shares of Boeing by 3.3% during the third quarter. Fisher Asset Management LLC now owns 5,505,040 shares of the aircraft producer’s stock worth $1,188,153,000 after acquiring an additional 177,597 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. raised its position in shares of Boeing by 1.1% during the second quarter. Charles Schwab Investment Management Inc. now owns 4,242,397 shares of the aircraft producer’s stock worth $888,910,000 after acquiring an additional 44,338 shares during the last quarter. 64.82% of the stock is currently owned by institutional investors and hedge funds.

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.