The Boeing Company

The Boeing Company

BAยทNYSE

$210.58

-6.1%
IndustrialsAerospace & Defense

The Boeing Company, together with its subsidiaries, designs, develops, manufactures, sales, services, and supports commercial jetliners, military aircraft, satellites, missile defense, human space flight and launch systems, and services worldwide. The company operates through four segments: Commercial Airplanes; Defense, Space & Security; Global Services; and Boeing Capital. The Commercial Airplanes segment provides commercial jet aircraft for passenger and cargo requirements, as well as fleet support services. The Defense, Space & Security segment engages in the research, development, production, and modification of manned and unmanned military aircraft and weapons systems; strategic defense and intelligence systems, which include strategic missile and defense systems, command, control, communications, computers, intelligence, surveillance and reconnaissance, cyber and information solutions, and intelligence systems; and satellite systems, such as government and commercial satellites, and space exploration. The Global Services segment offers products and services, including supply chain and logistics management, engineering, maintenance and modifications, upgrades and conversions, spare parts, pilot and maintenance training systems and services, technical and maintenance documents, and data analytics and digital services to commercial and defense customers. The Boeing Capital segment offers financing services and manages financing exposure for a portfolio of equipment under operating leases, sales-type/finance leases, notes and other receivables, assets held for sale or re-lease, and investments. The company was incorporated in 1916 and is based in Chicago, Illinois.

At a Glance

Live Snapshot
Market Cap$166.00B
EPS2.4900
P/E Ratio84.57
Earnings Date07/28/2026
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The Boeing Company Street Expectations Map

BA ยท NYSE

Wall Street analysts project that BA stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 279.10, with estimates ranging from a low of 250.00 to a high of 298.00.

Lowest Target
250.00
18.72%
Consensus Target
279.10
32.54%
Highest Target
298.00
41.51%

The consensus 1-year price target stands at 279.10, with estimates ranging from a low of 250.00 to a high of 298.00.

Analyst Consensus Analysis

Upside Potential

+32.5%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

17.2% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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The Boeing Company Forward Estimates of Revenue

BA ยท NYSE
Latest Revenue
89.46B
FY 2025
Avg Estimate
96.66B
FY 2026
Estimate Range
93.85B - 100.16B
Analyst Spread

Forward Growth Analysis

Projected Growth+8.0%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage19 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread7%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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The Boeing Company Forward Estimates of Net Income

BA ยท NYSE
Latest Net Income
2.23B
FY 2025
Avg Estimate
2.89B
FY 2026
Estimate Range
-1.25B - 4.20B
Analyst Spread

Forward Growth Analysis

Projected Growth+29.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage19 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread188%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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The Boeing Company Forward Estimates of EPS

BA ยท NYSE
Latest EPS
2.49
FY 2025
Avg Estimate
$2.08
FY 2026
Estimate Range
$-1.93 - $6.49
Analyst Spread

Forward Growth Analysis

Projected Growth-16.4%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread404%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookCautious

Analyst skepticism evidentโ€”carefully evaluate risks before investment decisions.

Key Insight

Declining estimates with wide disagreement: Analysts projecting contraction without consensus signals significant business uncertaintyโ€”exercise caution.

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The Boeing Company Forward Estimates of EBIT

BA ยท NYSE
Latest EBIT
5.41B
FY 2025
Avg Estimate
-8.19B
FY 2026
Estimate Range
-8.49B - -7.95B
Analyst Spread

Forward Growth Analysis

Projected Growth-251.5%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage19 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread7%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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The Boeing Company Forward Estimates of EBITDA

BA ยท NYSE
Latest EBITDA
7.36B
FY 2025
Avg Estimate
-5.21B
FY 2026
Estimate Range
-5.40B - -5.06B
Analyst Spread

Forward Growth Analysis

Projected Growth-170.8%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage19 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread7%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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The Boeing Company Forward Estimates of SG&A Expense

BA ยท NYSE
Latest SG&A Expense
6.09B
FY 2025
Avg Estimate
6.84B
FY 2026
Estimate Range
6.64B - 7.09B
Analyst Spread

Forward Growth Analysis

Projected Growth+12.3%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage19 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread7%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Well-supported growth expectations: Strong analyst coverage combined with positive growth projections provides confidence in forward outlook.

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The Boeing Company Insider Positioning

BA ยท NYSE

During the last 12 months, insiders have purchased $1.40M and sold $6.12M worth of BA shares, resulting in $4.72M of net selling activity.

3 Months

Bought

1.4K

299.35K

Sold

0

0.00

Net Activity

+299K

+$299K

3-6 Months

Bought

2.2K

499.97K

Sold

21.0K

4.98M

Net Activity

-4.5M

-$4.48M

6-9 Months

Bought

554

99.10K

Sold

1.4K

270.01K

Net Activity

-171K

-$171K

9-12 Months

Bought

2.2K

497.42K

Sold

3.8K

866.89K

Net Activity

-369K

-$369K

Top Buyers

1
BMJ

Buckley Mortimer J

Director

4.4K sharesโ€ข2 transactions

$997K

2
TBD

Tilden Bradley D

Director

1.4K sharesโ€ข1 transactions

$299K

3
DDS

Deasy Dana S

Officer: Cido, Svp Idt&S

554 sharesโ€ข1 transactions

$99K

Top Sellers

1
MHE

Mckenzie Howard E

Officer: Chief Engineer & Evp, Et&T

10.5K sharesโ€ข1 transactions

$2.46M

2
SAM

Schmidt Ann M

Officer: Svp, Chief Com & Brand Officer

6.3K sharesโ€ข1 transactions

$1.53M

3
AUM

Amuluru Uma M

Officer: Evp And Chief Hr Officer

5.6K sharesโ€ข3 transactions

$1.27M

4
RDC

Raymond David Christopher

Officer: Evp, Pres. & Ceo, Bgs

3.8K sharesโ€ข1 transactions

$867K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $4.72M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.23:1

Weak buy/sell ratio. Selling significantly exceeds buyingโ€”monitor for potential fundamental concerns.

Recent Trend (3 Months)

$299K

Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.

Insider Participation

Moderate Selling

4 insider sellers vs. 3 buyers. More insiders selling than buying suggests cautious or negative sentiment.