Boeing (NYSE:BA) Coverage Initiated by Analysts at Wells Fargo & Company

Analysts at Wells Fargo & Company assumed coverage on shares of Boeing (NYSE:BA) in a research report issued on Wednesday. The firm set an “overweight” rating and a $250.00 price target on the aircraft producer’s stock. Wells Fargo & Company‘s price target points to a potential upside of 25.61% from the company’s current price.

A number of other research analysts also recently issued reports on the stock. New Street Research set a $257.00 price objective on shares of Boeing in a research report on Tuesday, December 9th. Citigroup reaffirmed a “buy” rating on shares of Boeing in a research report on Thursday, February 5th. Tigress Financial lifted their target price on shares of Boeing from $275.00 to $290.00 and gave the company a “buy” rating in a research note on Thursday, March 19th. JPMorgan Chase & Co. boosted their price target on shares of Boeing from $245.00 to $270.00 and gave the company an “overweight” rating in a research report on Wednesday, January 28th. Finally, Zacks Research raised shares of Boeing from a “strong sell” rating to a “hold” rating in a research note on Tuesday, December 2nd. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, five have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, Boeing currently has an average rating of “Moderate Buy” and an average target price of $254.10.

Boeing Price Performance

Shares of BA stock opened at $199.03 on Wednesday. The company has a debt-to-equity ratio of 8.37, a quick ratio of 0.40 and a current ratio of 1.19. Boeing has a fifty-two week low of $128.88 and a fifty-two week high of $254.35. The firm has a market cap of $156.31 billion, a P/E ratio of 99.02 and a beta of 1.14. The business’s 50 day moving average price is $225.74 and its 200-day moving average price is $216.59.

Boeing (NYSE:BA) last announced its earnings results on Tuesday, January 27th. The aircraft producer reported $9.92 EPS for the quarter, beating analysts’ consensus estimates of ($0.40) by $10.32. The business had revenue of $23.95 billion for the quarter, compared to the consensus estimate of $22.41 billion. During the same quarter in the prior year, the company earned ($5.90) EPS. Boeing’s revenue was up 57.1% compared to the same quarter last year. On average, equities research analysts anticipate that Boeing will post -2.58 earnings per share for the current year.

Insider Transactions at Boeing

In other news, EVP Uma M. Amuluru sold 2,731 shares of the company’s stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $236.00, for a total value of $644,516.00. Following the sale, the executive vice president directly owned 11,925 shares of the company’s stock, valued at $2,814,300. This represents a 18.63% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available 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. Over the last three months, insiders sold 21,012 shares of company stock worth $4,980,687. Corporate insiders own 0.10% of the company’s stock.

Institutional Investors Weigh In On Boeing

Several hedge funds have recently bought and sold shares of the business. Measured Wealth Private Client Group LLC bought a new position in shares of Boeing during the third quarter valued at approximately $25,000. Strive Financial Group LLC bought a new stake in shares of Boeing in the 4th quarter worth approximately $25,000. Ares Financial Consulting LLC bought a new stake in shares of Boeing in the 4th quarter worth approximately $26,000. CrossGen Wealth LLC purchased a new stake in shares of Boeing in the 4th quarter worth approximately $26,000. Finally, Strategic Wealth Advisors LLC bought a new position in Boeing during the 4th quarter valued at approximately $27,000. Institutional investors own 64.82% of the company’s stock.

Boeing News Summary

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Federal appeals court upholds dismissal of the DOJ criminal case tied to the 737 MAX crashes — removes a major legal/prudential overhang and reduces potential future liabilities. US appeals court upholds decision to dismiss Boeing criminal case
• Positive Sentiment: Boeing Australia teams with Rheinmetall to offer autonomous combat aircraft to Germany — new defense pipeline and diversification of Boeing’s product mix. Rheinmetall and Boeing Australia to Supply Combat Aircraft to German Military
• Positive Sentiment: Boeing secured a $326M U.S. Army deal for six CH‑47F Block II helicopters — steady defense revenue and visible near‑term cash flow. The Boeing Company (BA) Secures $326M U.S. Army Contract for Six CH-47F Block II Helicopters
• Positive Sentiment: Boeing highlights Latin America growth ahead of the Chile air show — potential pipeline for narrowbody sales in a recovering regional market. Boeing highlights Latin America growth outlook ahead of Chile air show
• Positive Sentiment: Analysis notes new Vietnam airline orders and a growing backlog — supports revenue visibility even as margin/cash questions remain. Boeing (BA) Valuation Check After New Vietnam Aircraft Orders And Growing Backlog
• Positive Sentiment: Broad market rally (Dow, Nasdaq surge) lifted cyclicals including aerospace — macro tailwind into quarter‑end. Dow skyrockets by over 1,100 points, stocks rally to end Q1 2026
• Neutral Sentiment: Boeing will report Q1 results on April 22 — an upcoming catalyst that could drive volatility depending on guidance and cash‑flow disclosure. Boeing to Release First Quarter Results on April 22
• Neutral Sentiment: Wall Street analyst commentary shows pockets of optimism, but valuation and execution concerns keep estimates mixed — watch revisions ahead of earnings. Is Boeing (BA) a Buy as Wall Street Analysts Look Optimistic?
• Neutral Sentiment: AerSale’s 757 freighter lease underscores continued demand for freighter conversions but has limited direct impact on Boeing OEM metrics. AerSale Supports Central Asia Cargo Growth with Boeing 757 Freighter Lease to Stratos Freight
• Negative Sentiment: Analysis flags the Israel–Iran war’s shock to travel demand, oil/volatility and the Boeing vs. Airbus competitive dynamics — geopolitical risk could pressure near‑term commercial demand and margins. Boeing Vs. Airbus: The Iran War Shock And The Production Reality
• Negative Sentiment: Reports suggest NASA may reduce reliance on Boeing’s SLS rocket for future Artemis missions — potential long‑term hit to Boeing’s space revenue and strategic positioning. NASA May X Out Boeing’s SLS Rocket Ship From Future Moon Landings
• Negative Sentiment: Short pieces noting Boeing’s slide in some thematic trades (e.g., moon‑landing/space exposure) underline continued investor concern about execution and program risk. Is Boeing Out of the Moon Landing Trade? Boeing Stock (NYSE:BA) Slides

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.