The Boeing Company (NYSE:BA) Receives Consensus Recommendation of "Moderate Buy" from Analysts

Key Points

• Analysts give Boeing a consensus recommendation of Moderate Buy from 24 brokers (15 buy, 2 strong buy, 4 hold, 3 sell) with an average 1‑year price target of $259.35.
• Boeing beat Q1 estimates with EPS of -$0.20 (vs. -$0.68) and revenue of $22.22B (+14% YoY), and operational momentum — including a successful MQ‑25A test flight and higher Q1 deliveries than Airbus (143 vs. 114) — supports near‑term revenue recognition.
• Despite positive results, investors remain cautious due to a high P/E (~112), heavy leverage (debt‑to‑equity 7.42) and recent insider selling (about 21,012 shares, $4.98M in the last three months), which has limited sustained upside.

The Boeing Company (NYSE:BA - Get Free Report) has been assigned an average recommendation of "Moderate Buy" from the twenty-four brokerages that are presently covering the company, Marketbeat reports. Three investment analysts have rated the stock with a sell recommendation, four have given a hold recommendation, fifteen have given a buy recommendation and two have issued a strong buy recommendation on the company. The average 1-year price target among brokers that have updated their coverage on the stock in the last year is $259.35.

Several equities analysts have commented on the stock. Wolfe Research reiterated an "outperform" rating and issued a $275.00 price target on shares of Boeing in a research note on Thursday. TD Cowen reiterated a "buy" rating on shares of Boeing in a research note on Wednesday, January 28th. UBS Group increased their price target on shares of Boeing from $275.00 to $285.00 and gave the company a "buy" rating in a research note on Wednesday, January 28th. Wells Fargo & Company assumed coverage on shares of Boeing in a research note on Wednesday, April 1st. They issued an "overweight" rating and a $250.00 price target on the stock. Finally, Argus upgraded shares of Boeing to a "hold" rating in a research note on Monday, February 2nd.

Insider Buying and Selling at Boeing

In other Boeing news, Director Mortimer J. Buckley bought 2,230 shares of the stock in a transaction dated Tuesday, March 3rd. The shares were acquired at an average cost of $224.20 per share, for a total transaction of $499,966.00. Following the completion of the transaction, the director owned 4,430 shares in the company, valued at approximately $993,206. The trade was a 101.36% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Ann M. Schmidt sold 6,281 shares of the firm's stock in a transaction that occurred on 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 transaction, the senior vice president owned 13,978 shares in the company, valued at approximately $3,401,825.86. This trade represents a 31.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 21,012 shares of company stock valued at $4,980,687. 0.10% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Boeing

Hedge funds have recently modified their holdings of the business. Appalachian Capital Management Ltd grew its position in Boeing by 8.1% in the 1st quarter. Appalachian Capital Management Ltd now owns 5,768 shares of the aircraft producer's stock valued at $1,148,000 after buying an additional 430 shares during the last quarter. HB Wealth Management LLC grew its position in Boeing by 13.8% in the 1st quarter. HB Wealth Management LLC now owns 27,598 shares of the aircraft producer's stock valued at $5,493,000 after buying an additional 3,356 shares during the last quarter. Leelyn Smith LLC lifted its holdings in Boeing by 4.0% in the first quarter. Leelyn Smith LLC now owns 26,305 shares of the aircraft producer's stock valued at $5,235,000 after acquiring an additional 1,021 shares during the period. PFG Investments LLC lifted its holdings in Boeing by 3.0% in the first quarter. PFG Investments LLC now owns 25,942 shares of the aircraft producer's stock valued at $5,163,000 after acquiring an additional 751 shares during the period. Finally, BIP Wealth LLC lifted its holdings in Boeing by 17.7% in the first quarter. BIP Wealth LLC now owns 1,663 shares of the aircraft producer's stock valued at $331,000 after acquiring an additional 250 shares during the period. 64.82% of the stock is currently owned by hedge funds and other institutional investors.

More Boeing News

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Boeing and the U.S. Navy completed a successful MQ‑25A Stingray test flight — a major program milestone that advances carrier integration and moves a defense revenue program closer to operational testing. Boeing, U.S. Navy Achieve Successful MQ-25A Test Flight
• Positive Sentiment: Data/analysis shows Boeing outpaced Airbus in Q1 deliveries (143 vs. 114) and delivery value, signaling stronger near‑term revenue recognition and operational momentum despite ongoing supply constraints. That supports the revenue/delivery narrative for investors focused on near‑term cash flow. Boeing Is Beating Airbus Where It Matters Most
• Positive Sentiment: Lockheed Skunk Works’ MDCX C2 platform controlled the MQ‑25A’s first flight, demonstrating interoperability and third‑party systems maturity that can de‑risk integration for Boeing’s naval tanker program. Skunk Works®' MDCX™ Controls Boeing MQ-25A™ First Flight
• Neutral Sentiment: Analyst pieces note Boeing’s preferred and common shares offer similar risk/reward (both rated holds), meaning limited near‑term upgrade catalysts from upgrades or strong buy recommendations. Boeing's Preferred And Common Shares Have Similar Risk And Reward: Both Are A Hold
• Neutral Sentiment: Coverage comparing Boeing to RTX highlights competition in defense momentum; these cross‑company comparisons frame relative expectations but don’t change Boeing’s program fundamentals. RTX vs. BA: Which Aerospace Player Holds Stronger Momentum Right Now?
• Neutral Sentiment: Market commentary and roundup pieces recap the MQ‑25A success, recent earnings beat, and analyst targets — useful for context but not new catalysts. What's Going On With Boeing Stock Monday?
• Negative Sentiment: Despite program wins, the stock slipped — illustrating that investors remain cautious about valuation (high P/E), heavy leverage and execution risk tied to MAX production and supply chains; positive defense news has not yet translated into sustained upside. Boeing Stock NYSE: BA Slips Despite Successful MQ-25A Test

Boeing Stock Performance

Shares of Boeing stock opened at $231.26 on Tuesday. The firm has a market capitalization of $182.30 billion, a P/E ratio of 112.26 and a beta of 1.13. Boeing has a 52 week low of $176.77 and a 52 week high of $254.35. The company has a quick ratio of 0.35, a current ratio of 1.18 and a debt-to-equity ratio of 7.42. The firm's 50 day moving average is $217.77 and its two-hundred day moving average is $217.07.

Boeing (NYSE:BA - Get Free Report) last announced its quarterly earnings results on Wednesday, April 22nd. The aircraft producer reported ($0.20) EPS for the quarter, beating the consensus estimate of ($0.68) by $0.48. The company had revenue of $22.22 billion during the quarter, compared to analysts' expectations of $22.15 billion. The business's revenue for the quarter was up 14.0% on a year-over-year basis. During the same quarter in the prior year, the company earned ($0.49) earnings per share. Research analysts forecast that Boeing will post -0.3 EPS 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.

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