Boeing (NYSE:BA) Shares Up 1.3% Following Analyst Upgrade

Key Points

• Shares rose about 1.3% after JPMorgan raised its price target from $240 to $245 and maintained an overweight rating; the stock carries a consensus "Moderate Buy" with an average target of $233.17.
• Boeing secured a roughly $930.8 million U.S. Navy contract to extend F/A‑18 service life and completed the Spirit AeroSystems acquisition—moves that support defense and aftermarket revenue but come amid regulatory risk over proposed 777 freighter sales before 2028 carbon rules.
• Latest results showed a large earnings miss (EPS $(7.47) vs. $(0.51) expected) despite revenue of $23.27 billion beating estimates; the company has a market cap of $164.84 billion and a negative P/E.

Shares of The Boeing Company (NYSE:BA - Get Free Report) rose 1.3% during mid-day trading on Monday after JPMorgan Chase & Co. raised their price target on the stock from $240.00 to $245.00. JPMorgan Chase & Co. currently has an overweight rating on the stock. Boeing traded as high as $217.15 and last traded at $216.8750. Approximately 5,447,690 shares traded hands during trading, a decline of 35% from the average daily volume of 8,364,406 shares. The stock had previously closed at $214.08.

BA has been the topic of several other research reports. UBS Group reaffirmed a "buy" rating on shares of Boeing in a report on Wednesday, December 10th. BNP Paribas set a $150.00 price target on shares of Boeing in a research note on Tuesday, November 18th. BNP Paribas Exane assumed coverage on shares of Boeing in a report on Tuesday, November 18th. They set an "underperform" rating and a $150.00 price objective for the company. Zacks Research raised Boeing from a "strong sell" rating to a "hold" rating in a research note on Tuesday, December 2nd. Finally, Weiss Ratings reaffirmed a "sell (d-)" rating on shares of Boeing in a research note on Wednesday, October 8th. Three analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, three have assigned a Hold rating and five have given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $233.17.

Insider Activity at Boeing

In other Boeing news, SVP Dana S. Deasy acquired 554 shares of the company's stock in a transaction that occurred on Monday, November 24th. The shares were 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. The trade was a 1.99% increase in their position. The purchase was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Uma M. Amuluru sold 1,366 shares of the firm's stock in a transaction that occurred 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 transaction, the executive vice president directly owned 14,656 shares of the company's stock, valued at $2,896,904.96. This represents a 8.53% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.09% of the company's stock.

Trending Headlines about Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Boeing won a roughly $930.8 million U.S. Navy contract to extend service life of up to 60 F/A‑18 E/F Super Hornets, supporting near‑term defense revenue and aftermarket work. Boeing (BA) Secures Major Navy Contract as Ratings Agencies Turn More Positive
• Positive Sentiment: Analyst momentum: Citi initiated coverage with a Buy (PT $265), J.P. Morgan reiterated Buy, and other outlets report analyst upgrades — these recommendations are helping lift the stock. Boeing (BA) Gets Buy Rating from Citi, Completes Spirit AeroSystems Acquisition
• Positive Sentiment: Market commentary turned more constructive — high‑profile voices (e.g., Jim Cramer) and media pieces say Boeing may have bottomed, boosting investor sentiment. Jim Cramer on Boeing: “I Think Boeing Has Bottomed”
• Positive Sentiment: Coulson Aviation launched a Boeing 767 VLAT firefighting program — a potential aftermarket and conversion opportunity for older 767s as other VLAT fleets age/retire. This supports aftermarket demand for Boeing derivatives. Coulson Aviation Announces Launch of Boeing 767 VLAT Program
• Neutral Sentiment: Boeing completed its acquisition of Spirit AeroSystems (reported by some outlets), a strategic move to consolidate supply chain control — could boost long‑run margin but integration risk remains. Boeing (BA) Gets Buy Rating from Citi, Completes Spirit AeroSystems Acquisition
• Neutral Sentiment: NASA/space items — Artemis II countdown drills and related NASA activity (including use of Boeing Starliner assets) signal program progress but are not immediate revenue drivers. Astronauts, launch teams practice Artemis 2 countdown - Spaceflight Now
• Neutral Sentiment: Industry/heritage story on BA 767 variants (historical interest) — little direct market impact. Why Were British Airways’ Boeing 767-300ERs So Different From Other 767s?
• Negative Sentiment: Regulatory risk: Boeing is seeking FAA permission/waivers to sell up to 35 additional 777 Freighters that would not meet tighter carbon rules taking effect in 2028 — this raises environmental/regulatory uncertainty and potential constraints on future freighter sales. Boeing (BA) Pushes FAA to Extend 777 Freighter Sales Before 2028 Rule Kicks In
• Neutral Sentiment: United Launch Alliance CEO Tory Bruno resigned — sector leadership change with limited immediate impact on Boeing but worth monitoring for defense/space program relationships. United Launch Alliance CEO Tory Bruno resigns

Institutional Investors Weigh In On Boeing

A number of large investors have recently made changes to their positions in the company. Sherman Porfolios LLC bought a new position in shares of Boeing during the third quarter worth $768,000. AIA Group Ltd lifted its stake in shares of Boeing by 31.4% in the 3rd quarter. AIA Group Ltd now owns 28,333 shares of the aircraft producer's stock valued at $6,115,000 after purchasing an additional 6,768 shares during the last quarter. Harbour Investment Management LLC purchased a new position in shares of Boeing in the 3rd quarter worth approximately $223,000. FNY Investment Advisers LLC lifted its position in Boeing by 112.8% in the third quarter. FNY Investment Advisers LLC now owns 11,557 shares of the aircraft producer's stock worth $2,494,000 after buying an additional 6,127 shares during the last quarter. Finally, Strategic Investment Solutions Inc. IL boosted its stake in Boeing by 6.3% during the third quarter. Strategic Investment Solutions Inc. IL now owns 1,646 shares of the aircraft producer's stock worth $355,000 after buying an additional 98 shares during the period. 64.82% of the stock is currently owned by institutional investors.

Boeing Stock Up 1.3%

The company's 50 day moving average price is $201.75 and its two-hundred day moving average price is $214.13. The firm has a market cap of $164.84 billion, a PE ratio of -15.85 and a beta of 1.18.

Boeing (NYSE:BA - Get Free Report) last posted its quarterly earnings data on Wednesday, October 29th. The aircraft producer reported ($7.47) earnings per share for the quarter, missing analysts' consensus estimates of ($0.51) by ($6.96). The company had revenue of $23.27 billion for the quarter, compared to the consensus estimate of $21.61 billion. Boeing's revenue for the quarter was up 30.4% compared to the same quarter last year. During the same quarter in the prior year, the business earned ($10.44) earnings per share. On average, analysts expect that The Boeing Company will post -2.58 earnings per share for the current fiscal year.

About Boeing

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.