William Blair Comments on Boeing’s Q2 Earnings (NYSE:BA)

The Boeing Company (NYSE:BA) – Equities researchers at William Blair decreased their Q2 2025 earnings per share estimates for shares of Boeing in a research note issued to investors on Wednesday, May 14th. William Blair analyst L. Dipalma now forecasts that the aircraft producer will post earnings per share of ($0.79) for the quarter, down from their prior estimate of ($0.64). The consensus estimate for Boeing’s current full-year earnings is ($2.58) per share. William Blair also issued estimates for Boeing’s Q3 2025 earnings at ($0.35) EPS, Q4 2025 earnings at $0.02 EPS, FY2025 earnings at ($1.61) EPS and FY2026 earnings at $3.65 EPS.

A number of other analysts have also weighed in on BA. Citigroup raised their target price on shares of Boeing from $210.00 to $220.00 and gave the company a “buy” rating in a research report on Thursday, April 24th. Morgan Stanley reiterated a “positive” rating on shares of Boeing in a research note on Friday. Cowen restated a “buy” rating on shares of Boeing in a research report on Wednesday, May 7th. JPMorgan Chase & Co. upped their target price on Boeing from $190.00 to $200.00 and gave the stock an “overweight” rating in a report on Wednesday, January 29th. Finally, Royal Bank of Canada reissued an “outperform” rating and set a $200.00 price target on shares of Boeing in a research note on Wednesday, April 23rd. Two investment analysts have rated the stock with a sell rating, three have issued a hold rating, eighteen have issued a buy rating and two have given a strong buy rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $204.35.

Boeing Trading Up 1.1%

BA opened at $207.48 on Monday. The company has a market cap of $156.44 billion, a P/E ratio of -11.33 and a beta of 1.41. The company’s 50 day moving average is $173.70 and its 200-day moving average is $169.40. Boeing has a 1-year low of $128.88 and a 1-year high of $209.66.

Boeing (NYSE:BA) last released its earnings results on Wednesday, April 23rd. The aircraft producer reported ($0.49) earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($1.39) by $0.90. The business had revenue of $19.50 billion during the quarter, compared to the consensus estimate of $19.57 billion. The business’s revenue was up 17.7% on a year-over-year basis. During the same quarter in the prior year, the firm earned ($1.13) EPS.

Institutional Investors Weigh In On Boeing

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Sierra Ocean LLC acquired a new stake in shares of Boeing in the 4th quarter valued at about $26,000. Sugar Maple Asset Management LLC acquired a new position in Boeing during the 4th quarter worth approximately $27,000. American National Bank & Trust boosted its holdings in Boeing by 474.1% in the first quarter. American National Bank & Trust now owns 155 shares of the aircraft producer’s stock worth $26,000 after acquiring an additional 128 shares in the last quarter. Fiduciary Advisors Inc. acquired a new stake in Boeing in the fourth quarter valued at approximately $28,000. Finally, HighMark Wealth Management LLC increased its holdings in shares of Boeing by 121.6% during the fourth quarter. HighMark Wealth Management LLC now owns 164 shares of the aircraft producer’s stock valued at $29,000 after acquiring an additional 90 shares in the last quarter. 64.82% of the stock is owned by institutional investors.

Insider Activity at Boeing

In other Boeing news, SVP Brendan J. Nelson sold 640 shares of the business’s stock in a transaction that occurred on Thursday, May 15th. The stock was sold at an average price of $206.28, for a total value of $132,019.20. Following the transaction, the senior vice president now directly owns 13,258 shares of the company’s stock, valued at approximately $2,734,860.24. The trade was a 4.60% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Uma M. Amuluru sold 3,159 shares of the stock in a transaction that occurred on Thursday, February 20th. The stock was sold at an average price of $180.69, for a total value of $570,799.71. Following the transaction, the executive vice president now owns 19,213 shares in the company, valued at $3,471,596.97. The trade was a 14.12% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 10,903 shares of company stock worth $2,082,169 over the last quarter. Company insiders own 0.09% of the company’s stock.

About Boeing

The Boeing Company, together with its subsidiaries, designs, develops, manufactures, sells, services, and supports commercial jetliners, military aircraft, satellites, missile defense, human space flight and launch systems, and services worldwide. The company operates through Commercial Airplanes; Defense, Space & Security; and Global Services segments.