Boeing (NYSE:BA) Stock Gets Price Target Trim from TD Cowen

Boeing (NYSE:BA) had its price target reduced by TD Cowen from $240.00 to $210.00 in a research note released on Wednesday,Benzinga reports. They currently have a buy rating on the aircraft producer’s stock.

A number of other analysts also recently weighed in on BA. Rothschild & Co Redburn increased their price target on shares of Boeing from $260.00 to $285.00 and gave the company a “buy” rating in a research report on Thursday, July 30th. Cantor Fitzgerald lowered shares of Boeing to a “neutral” rating in a research note on Tuesday, August 11th. The Goldman Sachs Group restated a “buy” rating and set a $238.00 price objective on shares of Boeing in a report on Wednesday. Robert W. Baird lowered their target price on shares of Boeing from $300.00 to $230.00 and set an “outperform” rating for the company in a research note on Wednesday. Finally, Morgan Stanley cut their target price on shares of Boeing from $225.00 to $195.00 and set an “equal weight” rating on the stock in a report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, eight have issued a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat.com, Boeing has a consensus rating of “Moderate Buy” and an average target price of $246.92.

Boeing Stock Performance

Shares of Boeing stock opened at $171.41 on Wednesday. The firm has a fifty day moving average of $196.12 and a two-hundred day moving average of $217.21. The company has a current ratio of 1.13, a quick ratio of 0.33 and a debt-to-equity ratio of 6.31. Boeing has a 52 week low of $165.01 and a 52 week high of $254.35.

Boeing (NYSE:BA) last released its earnings results on Tuesday, October 27th. The aircraft producer reported ($0.34) earnings per share for the quarter, missing the consensus estimate of ($0.25) by ($0.09). Boeing had a net margin of 7.98% and a negative return on equity of 42.40%. The company had revenue of $24.19 billion during the quarter, compared to analyst estimates of $23.95 billion. During the same period in the previous year, the company posted ($7.47) EPS. The company’s quarterly revenue was up 3.9% compared to the same quarter last year. As a group, equities research analysts forecast that Boeing will post -1.48 earnings per share for the current year.

Hedge Funds Weigh In On Boeing

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Jupiter Topco LLC bought a new position in Boeing in the second quarter valued at $911,878,000. Bank of New York Mellon Corp acquired a new stake in Boeing in the 2nd quarter valued at $747,763,000. Legal & General Group Plc acquired a new stake in Boeing in the 2nd quarter valued at $710,816,000. Deutsche Bank AG bought a new stake in Boeing during the 2nd quarter worth about $539,456,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. bought a new stake in Boeing during the 2nd quarter worth about $441,997,000. 64.82% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Boeing is positioned to receive a sole-source contract worth up to $945.9 million from the U.S. Space Force for MILSATCOM sustainment, strengthening its defense and space backlog. Boeing To Receive Up to $945.9 Million Sole Source Contract for MILSATCOM Sustainment
• Positive Sentiment: Boeing’s 2026 air-cargo forecast projects global freight traffic will double by 2045, supporting potential demand for nearly 3,000 new and converted freighters over the next two decades. Boeing Sees Air Cargo Traffic Doubling By 2045
• Positive Sentiment: Growth in satellite reconnaissance, driven by defense spending, synthetic-aperture radar and artificial intelligence, provides a favorable long-term backdrop for Boeing’s space and defense activities. Global Satellite Reconnaissance Market Size, Trends and Forecast Report 2026
• Neutral Sentiment: Analysts at Susquehanna added coverage or otherwise expressed support for Boeing, but the broader analyst reaction remains mixed. Boeing Stock Picked Up by Analysts at Susquehanna
• Negative Sentiment: Boeing’s quarterly EPS loss of $0.34 missed the consensus loss estimate of $0.25. Although revenue exceeded expectations and increased year over year, the earnings shortfall renewed concerns about execution and profitability.
• Negative Sentiment: Analysts at JPMorgan, Baird, Morgan Stanley, Wells Fargo and TD Cowen lowered their Boeing price targets or issued cautious forecasts, signaling reduced confidence in the pace of the turnaround. Boeing Stock Price Target Cut by Morgan Stanley
• Negative Sentiment: Recent commentary argues that Boeing’s anticipated $10 billion cash-flow recovery has been pushed out, making the company’s high leverage and balance-sheet weakness more important to investors. Boeing: A $10 Billion Cash Flow Dream Delayed
• Negative Sentiment: A law firm is investigating potential securities-law violations, adding headline and litigation risk, although no wrongdoing has been established. Kaplan Fox Investigation

About Boeing

The Boeing Company (NYSE: BA) is a global aerospace company that designs, manufactures and supports commercial airplanes, military aircraft, satellites, space systems and related products and services. Its offerings serve airlines, government agencies, defense organizations and other customers worldwide.

Boeing operates through three principal business areas: Commercial Airplanes, which develops and produces passenger and cargo aircraft; Defense, Space & Security, which provides military aircraft, weapons systems, satellites and space-related platforms; and Global Services, which offers parts, maintenance, training, engineering and other lifecycle support.

Founded in 1916 by William Boeing, the company has grown into one of the world’s major aerospace manufacturers.