Zacks Research Analysts Lower Earnings Estimates for Boeing

The Boeing Company (NYSE:BA) – Analysts at Zacks Research decreased their Q1 2026 earnings estimates for shares of Boeing in a report issued on Friday, October 17th. Zacks Research analyst Team now expects that the aircraft producer will post earnings per share of $0.36 for the quarter, down from their previous estimate of $0.40. The consensus estimate for Boeing’s current full-year earnings is ($2.58) per share. Zacks Research also issued estimates for Boeing’s Q2 2026 earnings at $0.46 EPS.

Boeing (NYSE:BA) last posted its quarterly earnings data on Tuesday, July 29th. The aircraft producer reported ($1.24) EPS for the quarter, missing analysts’ consensus estimates of ($0.92) by ($0.32). The business had revenue of $22.75 billion for the quarter, compared to the consensus estimate of $20.13 billion. During the same period in the previous year, the company earned ($2.90) earnings per share. The company’s quarterly revenue was up 34.9% on a year-over-year basis.

A number of other research firms have also commented on BA. JPMorgan Chase & Co. upped their price objective on shares of Boeing from $230.00 to $251.00 and gave the company an “overweight” rating in a research note on Wednesday, July 30th. KGI Securities raised shares of Boeing from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 24th. Sanford C. Bernstein upped their price objective on shares of Boeing from $249.00 to $282.00 and gave the company an “outperform” rating in a research note on Thursday, October 2nd. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $250.00 price objective on shares of Boeing in a research note on Monday, September 29th. Finally, Morgan Stanley reaffirmed an “equal weight” rating on shares of Boeing in a research note on Monday, July 28th. Three analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, two have given a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat, Boeing currently has a consensus rating of “Moderate Buy” and an average target price of $240.20.

Boeing Trading Up 1.8%

BA stock opened at $216.78 on Monday. Boeing has a one year low of $128.88 and a one year high of $242.69. The firm has a market capitalization of $163.92 billion, a PE ratio of -13.13 and a beta of 1.47. The firm has a 50-day moving average of $222.92 and a two-hundred day moving average of $208.79.

Hedge Funds Weigh In On Boeing

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Vestcor Inc raised its position in Boeing by 9.0% during the first quarter. Vestcor Inc now owns 14,489 shares of the aircraft producer’s stock valued at $2,471,000 after acquiring an additional 1,195 shares in the last quarter. National Pension Service raised its position in Boeing by 19.6% during the first quarter. National Pension Service now owns 1,333,131 shares of the aircraft producer’s stock valued at $227,365,000 after acquiring an additional 218,049 shares in the last quarter. MFG Wealth Management Inc. bought a new position in Boeing during the first quarter valued at approximately $2,125,000. McElhenny Sheffield Capital Management LLC bought a new position in Boeing during the second quarter valued at approximately $62,859,000. Finally, Kelman Lazarov Inc. bought a new position in Boeing during the first quarter valued at approximately $262,000. Institutional investors own 64.82% of the company’s stock.

Insider Buying and Selling

In related news, Director Mortimer J. Buckley purchased 2,200 shares of Boeing stock in a transaction dated Tuesday, August 19th. The stock was acquired at an average cost of $226.10 per share, with a total value of $497,420.00. Following the completion of the transaction, the director directly owned 2,200 shares of the company’s stock, valued at $497,420. This trade represents a ∞ increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP David Christopher Raymond sold 3,771 shares of the firm’s stock in a transaction that occurred on Friday, August 8th. The shares were sold at an average price of $229.94, for a total transaction of $867,103.74. Following the transaction, the executive vice president directly owned 35,873 shares in the company, valued at approximately $8,248,637.62. The trade was a 9.51% decrease in their position. The disclosure for this sale can be found here. 0.09% of the stock is owned by corporate insiders.

Boeing Company Profile

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.