Research Analysts Set Expectations for Boeing Q3 Earnings

Key Points

• William Blair has revised its Q3 2025 earnings per share estimate for Boeing to ($0.32), down from ($0.16), while the consensus estimate for the full-year earnings is ($2.58) per share.
• Boeing reported a Q2 loss of ($1.24) earnings per share, missing estimates, but achieved revenue of $22.75 billion, surpassing the consensus estimate of $20.13 billion.
• Despite some analysts downgrading Boeing's rating, the stock maintains a consensus rating of "Moderate Buy" with an average target price of $228.73.

The Boeing Company (NYSE:BA - Free Report) - Stock analysts at William Blair decreased their Q3 2025 EPS estimates for Boeing in a research report issued to clients and investors on Tuesday, July 29th. William Blair analyst L. Dipalma now expects that the aircraft producer will earn ($0.32) per share for the quarter, down from their previous forecast of ($0.16). The consensus estimate for Boeing's current full-year earnings is ($2.58) per share. William Blair also issued estimates for Boeing's Q4 2025 earnings at $0.08 EPS.

Other analysts have also recently issued research reports about the stock. Susquehanna increased their price target on shares of Boeing from $265.00 to $270.00 and gave the company a "positive" rating in a research note on Wednesday. KGI Securities upgraded shares of Boeing from a "hold" rating to a "strong-buy" rating in a research note on Thursday, July 24th. Sanford C. Bernstein reiterated an "outperform" rating on shares of Boeing in a research note on Monday, July 14th. Morgan Stanley reiterated an "equal weight" rating on shares of Boeing in a research note on Monday. Finally, TD Securities lowered shares of Boeing to a "cautious" rating in a research report on Thursday, May 22nd. Three investment analysts have rated the stock with a sell rating, three have given a hold rating, seventeen have issued a buy rating and three have issued a strong buy rating to the company's stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $228.90.

Boeing Stock Performance

BA stock traded up $0.10 during trading hours on Friday, reaching $221.94. The stock had a trading volume of 8,556,620 shares, compared to its average volume of 7,665,790. The stock has a 50-day simple moving average of $215.23 and a 200 day simple moving average of $188.67. Boeing has a fifty-two week low of $128.88 and a fifty-two week high of $242.69.

Boeing (NYSE:BA - Get Free Report) last announced its earnings results on Tuesday, July 29th. The aircraft producer reported ($1.24) EPS for the quarter, missing the consensus estimate of ($0.92) by ($0.32). The company had revenue of $22.75 billion for the quarter, compared to analyst estimates of $20.13 billion. During the same period last year, the firm earned ($2.90) EPS. The company's revenue was up 34.9% compared to the same quarter last year.

Insider Activity

In other Boeing news, EVP Jeffrey S. Shockey sold 3,205 shares of the firm's stock in a transaction dated Tuesday, May 13th. The shares were sold at an average price of $202.87, for a total value of $650,198.35. Following the transaction, the executive vice president directly owned 20,513 shares of the company's stock, valued at $4,161,472.31. This trade represents a 13.51% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Brendan J. Nelson sold 640 shares of the firm's stock in a transaction dated Thursday, May 15th. The shares were sold at an average price of $206.28, for a total transaction of $132,019.20. Following the completion of the transaction, the senior vice president directly owned 13,258 shares in the company, valued at approximately $2,734,860.24. This represents a 4.60% decrease in their ownership of the stock. The disclosure for this sale can be found here. 0.09% of the stock is owned by company insiders.

Hedge Funds Weigh In On Boeing

Hedge funds have recently bought and sold shares of the company. Harbor Asset Planning Inc. acquired a new position in Boeing during the 2nd quarter worth approximately $25,000. American National Bank & Trust increased its position in Boeing by 474.1% during the 1st quarter. American National Bank & Trust now owns 155 shares of the aircraft producer's stock worth $26,000 after purchasing an additional 128 shares in the last quarter. Piscataqua Savings Bank increased its position in Boeing by 1,712.5% during the 2nd quarter. Piscataqua Savings Bank now owns 145 shares of the aircraft producer's stock worth $30,000 after purchasing an additional 137 shares in the last quarter. REAP Financial Group LLC increased its position in Boeing by 60.2% during the 4th quarter. REAP Financial Group LLC now owns 173 shares of the aircraft producer's stock worth $31,000 after purchasing an additional 65 shares in the last quarter. Finally, Dogwood Wealth Management LLC increased its position in Boeing by 167.2% during the 4th quarter. Dogwood Wealth Management LLC now owns 179 shares of the aircraft producer's stock worth $32,000 after purchasing an additional 112 shares in the last quarter. 64.82% of the stock is owned by institutional investors.

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.