Zacks Research Brokers Reduce Earnings Estimates for Boeing

The Boeing Company (NYSE:BA) – Stock analysts at Zacks Research decreased their Q1 2026 EPS estimates for shares of Boeing in a note issued to investors on Tuesday, August 19th. Zacks Research analyst Team now expects that the aircraft producer will earn $0.42 per share for the quarter, down from their prior forecast of $0.49. The consensus estimate for Boeing’s current full-year earnings is ($2.58) per share.

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

BA has been the topic of a number of other reports. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Boeing in a report on Monday, July 14th. Morgan Stanley reaffirmed an “equal weight” rating on shares of Boeing in a report on Monday, July 28th. Barclays upped their target price on shares of Boeing from $210.00 to $255.00 and gave the company an “overweight” rating in a report on Tuesday, July 29th. The Goldman Sachs Group set a $212.00 target price on shares of Boeing and gave the company a “buy” rating in a report on Thursday, June 12th. Finally, Redburn Atlantic raised shares of Boeing from a “hold” rating to a “strong-buy” rating and upped their target price for the company from $180.00 to $275.00 in a report on Friday, June 27th. Three analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, three have issued a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, Boeing currently has a consensus rating of “Moderate Buy” and an average price target of $228.90.

Boeing Stock Performance

Shares of BA stock opened at $225.3060 on Wednesday. The firm’s 50-day moving average is $220.17 and its 200-day moving average is $193.55. The stock has a market cap of $170.37 billion, a price-to-earnings ratio of -13.65 and a beta of 1.48. Boeing has a 52-week low of $128.88 and a 52-week high of $242.69.

Institutional Inflows and Outflows

Several hedge funds have recently made changes to their positions in BA. Castlekeep Investment Advisors LLC bought a new position in shares of Boeing during the fourth quarter worth approximately $568,000. Alyeska Investment Group L.P. bought a new position in shares of Boeing during the fourth quarter worth approximately $526,889,000. Zimmer Partners LP bought a new position in shares of Boeing during the fourth quarter worth approximately $393,736,000. Kingstone Capital Partners Texas LLC bought a new position in shares of Boeing during the second quarter worth approximately $378,459,000. Finally, Northern Trust Corp increased its holdings in shares of Boeing by 33.6% during the fourth quarter. Northern Trust Corp now owns 6,504,610 shares of the aircraft producer’s stock worth $1,151,316,000 after purchasing an additional 1,634,231 shares during the period. 64.82% of the stock is owned by institutional investors.

Insider Buying and Selling at Boeing

In other news, 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 of the company’s stock, valued at approximately $8,248,637.62. This trade represents a 9.51% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Company insiders own 0.09% of the company’s stock.

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.