Boeing (NYSE:BA) Reaches New 1-Year High – Here’s What Happened

The Boeing Company (NYSE:BA)’s share price hit a new 52-week high on Tuesday . The company traded as high as $245.49 and last traded at $244.5680, with a volume of 2953809 shares trading hands. The stock had previously closed at $239.81.

Boeing News Summary

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Delta Air Lines placed a major order for up to 60 Boeing 787 Dreamliners (30 firm 787?10s), signalling strong OEM demand from a large carrier and supporting Boeing’s widebody recovery. Delta Air Lines Orders up to 60 Boeing 787 Dreamliners
• Positive Sentiment: Aviation Capital Group (ACG) ordered 50 Boeing 737 MAX jets (25 737?8 and 25 737?10), boosting Boeing’s narrowbody order book and signaling lessor confidence in MAX demand. This adds backlog visibility into the early 2030s. Aviation Capital Group Orders 50 Boeing 737 MAX Jets
• Positive Sentiment: Industry data show Boeing delivered 600 aircraft in 2025 — its highest annual total since 2018 — and won more net orders than Airbus for the first time in seven years, evidence the turnaround in production and sales is gaining traction. Boeing turnaround takes hold with highest annual jet deliveries since 2018
• Positive Sentiment: Boeing posted detailed fourth?quarter and full?year delivery tallies (160 Q4, 600 full year) across commercial and defense programs — a concrete operational improvement that supports revenue runway as deliveries convert to recognized revenue. Boeing Announces Fourth Quarter Deliveries
• Positive Sentiment: CNBC/Finbold highlight renewed bullish commentary, including Jim Cramer naming Boeing the stock he “most wanted to own” entering 2026 — media endorsements can amplify retail/flow buying momentum. Jim Cramer reveals the stock he ‘wanted to own most’ for 2026
• Neutral Sentiment: While Boeing won more net orders than Airbus, Airbus still delivered more aircraft in 2025 — mixed operational picture that suggests Boeing is gaining sales momentum but still catching up on deliveries. Boeing outsold Airbus last year for first time since 2018, deliveries rise to 600
• Neutral Sentiment: Market commentators and research outlets note BA has outpaced the market in recent sessions as news flow turns positive, but some gains reflect sentiment and order announcements rather than immediate earnings upgrades. Why Boeing (BA) Outpaced the Stock Market Today
• Negative Sentiment: Profitability remains a headwind: Boeing has reported quarterly EPS losses and analysts still expect negative full?year EPS — operational recovery in deliveries/orders may take time to translate into consistent profitability. (Background: recent quarterly EPS misses and analyst forecasts.)

Analysts Set New Price Targets

A number of brokerages have recently commented on BA. Sanford C. Bernstein set a $277.00 price target on Boeing and gave the company an “outperform” rating in a research note on Tuesday, January 6th. Jefferies Financial Group set a $255.00 target price on Boeing in a report on Tuesday, September 30th. Susquehanna dropped their target price on Boeing from $270.00 to $255.00 and set a “positive” rating for the company in a research report on Wednesday, November 12th. BNP Paribas set a $150.00 price target on Boeing in a report on Tuesday, November 18th. Finally, Zacks Research upgraded shares of Boeing from a “strong sell” rating to a “hold” rating in a report on Tuesday, December 2nd. Three equities research analysts have rated the stock with a Strong Buy rating, sixteen 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 data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $235.33.

Boeing Price Performance

The stock has a 50-day moving average price of $204.67 and a 200-day moving average price of $216.24. The company has a market capitalization of $186.24 billion, a P/E ratio of -17.94, a P/E/G ratio of 6.68 and a beta of 1.16.

Boeing (NYSE:BA) last announced its earnings results on Wednesday, October 29th. The aircraft producer reported ($7.47) EPS for the quarter, missing the consensus estimate of ($0.51) by ($6.96). The company had revenue of $23.27 billion during the quarter, compared to analyst estimates of $21.61 billion. During the same quarter in the previous year, the firm earned ($10.44) EPS. Boeing’s revenue was up 30.4% compared to the same quarter last year. Sell-side analysts anticipate that The Boeing Company will post -2.58 EPS for the current fiscal year.

Insider Buying and Selling at Boeing

In other news, SVP Dana S. Deasy bought 554 shares of the stock in a transaction that occurred 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 completion of the purchase, the senior vice president directly owned 28,442 shares of the company’s stock, valued at approximately $5,087,704.96. This represents a 1.99% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is available at this link. Also, EVP Uma M. Amuluru sold 1,366 shares of the business’s stock in a transaction on Thursday, November 6th. The shares were sold at an average price of $197.66, for a total transaction of $270,003.56. Following the completion of the transaction, the executive vice president owned 14,656 shares in the company, valued at approximately $2,896,904.96. The trade was a 8.53% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.09% of the company’s stock.

Institutional Investors Weigh In On Boeing

Several institutional investors and hedge funds have recently made changes to their positions in the business. Kingstone Capital Partners Texas LLC bought a new position in shares of Boeing during the 2nd quarter worth approximately $378,459,000. Vanguard Group Inc. increased its stake in shares of Boeing by 1.7% in the 2nd quarter. Vanguard Group Inc. now owns 66,773,360 shares of the aircraft producer’s stock valued at $13,991,022,000 after acquiring an additional 1,118,316 shares in the last quarter. Ninety One UK Ltd acquired a new position in shares of Boeing during the 3rd quarter valued at $192,734,000. Amundi lifted its position in shares of Boeing by 75.5% during the 2nd quarter. Amundi now owns 1,776,634 shares of the aircraft producer’s stock valued at $376,700,000 after acquiring an additional 764,236 shares during the period. Finally, Newport Trust Company LLC boosted its stake in Boeing by 2.5% during the third quarter. Newport Trust Company LLC now owns 29,198,446 shares of the aircraft producer’s stock worth $6,301,901,000 after acquiring an additional 707,490 shares in the last quarter. Institutional investors own 64.82% of the company’s stock.

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.