Boeing (NYSE:BA – Get Free Report) had its target price lifted by equities research analysts at Morgan Stanley from $245.00 to $250.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The brokerage presently has an “equal weight” rating on the aircraft producer’s stock. Morgan Stanley’s price objective would suggest a potential upside of 7.85% from the stock’s previous close.
BA has been the subject of several other reports. Vertical Research restated a “buy” rating and issued a $281.00 price objective on shares of Boeing in a report on Tuesday, January 27th. Wells Fargo & Company assumed coverage on shares of Boeing in a report on Wednesday, April 1st. They issued an “overweight” rating and a $250.00 price objective for the company. Jefferies Financial Group restated a “buy” rating on shares of Boeing in a report on Wednesday, March 4th. TD Cowen restated a “buy” rating on shares of Boeing in a report on Wednesday, January 28th. Finally, Tigress Financial upped their price objective on shares of Boeing from $275.00 to $290.00 and gave the stock a “buy” rating in a report on Thursday, March 19th. Two analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have given a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $254.60.
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Boeing Trading Up 0.2%
Boeing (NYSE:BA – Get Free Report) last posted its quarterly earnings results on Wednesday, April 22nd. The aircraft producer reported ($0.20) EPS for the quarter, beating analysts’ consensus estimates of ($0.68) by $0.48. The firm had revenue of $22.22 billion for the quarter, compared to the consensus estimate of $22.15 billion. During the same quarter in the prior year, the company earned ($0.49) earnings per share. The company’s quarterly revenue was up 14.0% compared to the same quarter last year. On average, research analysts predict that Boeing will post -0.29 EPS for the current year.
Insider Buying and Selling at Boeing
In other Boeing news, Director Mortimer J. Buckley purchased 2,230 shares of the firm’s stock in a transaction that occurred on Tuesday, March 3rd. The stock was bought at an average cost of $224.20 per share, for a total transaction of $499,966.00. Following the purchase, the director directly owned 4,430 shares in the company, valued at $993,206. The trade was a 101.36% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Ann M. Schmidt sold 6,281 shares of the stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $243.37, for a total transaction of $1,528,606.97. Following the completion of the transaction, the senior vice president owned 13,978 shares of the company’s stock, valued at approximately $3,401,825.86. The trade was a 31.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 21,012 shares of company stock valued at $4,980,687 in the last quarter. 0.10% of the stock is owned by insiders.
Institutional Trading of Boeing
A number of institutional investors and hedge funds have recently bought and sold shares of the company. Vanguard Group Inc. increased its stake in Boeing by 5.1% during the 4th quarter. Vanguard Group Inc. now owns 70,989,438 shares of the aircraft producer’s stock valued at $15,413,227,000 after purchasing an additional 3,460,021 shares in the last quarter. Newport Trust Company LLC increased its stake in Boeing by 1.0% during the 4th quarter. Newport Trust Company LLC now owns 29,485,294 shares of the aircraft producer’s stock valued at $6,401,847,000 after purchasing an additional 286,848 shares in the last quarter. Geode Capital Management LLC increased its stake in Boeing by 3.2% during the 4th quarter. Geode Capital Management LLC now owns 17,025,435 shares of the aircraft producer’s stock valued at $3,679,592,000 after purchasing an additional 533,753 shares in the last quarter. Fisher Asset Management LLC increased its stake in Boeing by 2.5% during the 4th quarter. Fisher Asset Management LLC now owns 5,640,900 shares of the aircraft producer’s stock valued at $1,224,752,000 after purchasing an additional 135,860 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. increased its stake in Boeing by 3.3% during the 4th quarter. Charles Schwab Investment Management Inc. now owns 4,370,415 shares of the aircraft producer’s stock valued at $948,905,000 after purchasing an additional 138,469 shares in the last quarter. 64.82% of the stock is currently owned by institutional investors.
Trending Headlines about Boeing
Here are the key news stories impacting Boeing this week:
- Positive Sentiment: Q1 beat: Boeing reported a much smaller-than-expected loss (non?GAAP -$0.20), revenue of $22.22B (+14% Y/Y), 143 commercial deliveries and a record backlog near $695B — results investors view as proof the turnaround is gaining traction. Q1 2026 Earnings Call Transcript
- Positive Sentiment: FAA progress: Regulators say there are no current roadblocks to 737 Max 7 and Max 10 certification this year, reducing a key delivery/certification overhang if testing proceeds smoothly. FAA Certification Update
- Positive Sentiment: Large potential China order: CEO Kelly Ortberg publicly signaled confidence that an upcoming U.S.–China summit could unlock major aircraft orders, a catalyst for future revenue and backlog growth if realized. Reuters: Boeing CEO on China Orders
- Positive Sentiment: Street support and investor flows: Multiple analysts (TD Cowen, William Blair and others) reaffirmed bullish views citing production ramp, margin recovery and stronger cash flow outlook; options volume showed heavy call buying ahead/after results. Analyst Buy Ratings
- Neutral Sentiment: Macro and market swings: Broader market moves (geopolitical headlines around the Strait of Hormuz/Iran) are affecting futures and sentiment, so some intraday strength may reflect general market flows rather than company?specific news. Market Macro Headline
- Negative Sentiment: Cash strain remains: Operating cash flow was negative (~-$0.2B) and reported free cash flow (non?GAAP) was roughly -$1.5B for Q1; management outlined a path to positive FCF (CEO mentioned ~$3B target for 2026) but liquidity and high leverage remain investor concerns. Press Release: Q1 Results & Cash Flow
- Negative Sentiment: Program and delivery risks persist: Reports of wiring flaws and other technical/durability issues (including items in the 777X program) mean certification and delivery timelines could still produce setbacks. WSJ: Program Risks
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.
Further Reading
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