Zacks Research Has Negative Outlook of Boeing Q1 Earnings

The Boeing Company (NYSE:BA) – Investment analysts at Zacks Research lowered their Q1 2026 EPS estimates for shares of Boeing in a research note issued on Thursday, September 18th. Zacks Research analyst Team now expects that the aircraft producer will earn $0.40 per share for the quarter, down from their previous forecast of $0.42. The consensus estimate for Boeing’s current full-year earnings is ($2.58) per share. Zacks Research also issued estimates for Boeing’s Q3 2026 earnings at $0.49 EPS, Q4 2026 earnings at $0.56 EPS, FY2026 earnings at $1.87 EPS, Q1 2027 earnings at $1.53 EPS, Q2 2027 earnings at $0.76 EPS and FY2027 earnings at $4.16 EPS.

A number of other equities research analysts have also issued reports on BA. Sanford C. Bernstein reiterated an “outperform” rating on shares of Boeing in a report on Monday, July 14th. KGI Securities upgraded shares of Boeing from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 24th. JPMorgan Chase & Co. increased their target price on shares of Boeing from $230.00 to $251.00 and gave the stock an “overweight” rating in a report on Wednesday, July 30th. Barclays increased their price objective on shares of Boeing from $210.00 to $255.00 and gave the company an “overweight” rating in a research report on Tuesday, July 29th. Finally, The Goldman Sachs Group set a $212.00 price objective on shares of Boeing and gave the company a “buy” rating in a research report on Thursday, June 12th. Three equities research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, three have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, Boeing presently has an average rating of “Moderate Buy” and a consensus price target of $230.77.

Boeing Stock Performance

Shares of BA stock opened at $215.67 on Friday. The firm’s 50 day moving average price is $227.97 and its 200-day moving average price is $200.77. Boeing has a one year low of $128.88 and a one year high of $242.69. The firm has a market cap of $163.08 billion, a P/E ratio of -13.06 and a beta of 1.48.

Boeing (NYSE:BA) last issued its quarterly earnings data 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 firm had revenue of $22.75 billion for the quarter, compared to analysts’ expectations of $20.13 billion. During the same quarter in the prior year, the company posted ($2.90) EPS. The business’s revenue was up 34.9% on a year-over-year basis.

Institutional Trading of Boeing

Several hedge funds and other institutional investors have recently made changes to their positions in BA. Kingstone Capital Partners Texas LLC acquired a new stake in shares of Boeing in the second quarter valued at about $378,459,000. Vanguard Group Inc. raised its position in Boeing by 1.9% during the first quarter. Vanguard Group Inc. now owns 65,655,044 shares of the aircraft producer’s stock worth $11,197,468,000 after acquiring an additional 1,212,327 shares during the last quarter. GAMMA Investing LLC raised its position in Boeing by 19,333.1% during the first quarter. GAMMA Investing LLC now owns 997,888 shares of the aircraft producer’s stock worth $170,190,000 after acquiring an additional 992,753 shares during the last quarter. Amundi raised its position in Boeing by 75.5% during the second quarter. Amundi now owns 1,776,634 shares of the aircraft producer’s stock worth $376,700,000 after acquiring an additional 764,236 shares during the last quarter. Finally, Bessemer Group Inc. raised its position in Boeing by 3,581.5% during the second quarter. Bessemer Group Inc. now owns 711,824 shares of the aircraft producer’s stock worth $149,149,000 after acquiring an additional 692,489 shares during the last quarter. Institutional investors and hedge funds own 64.82% of the company’s stock.

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 on Friday, August 8th. The shares were sold at an average price of $229.94, for a total value of $867,103.74. Following the completion of the sale, the executive vice president owned 35,873 shares in the company, valued at approximately $8,248,637.62. This trade represents a 9.51% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Mortimer J. Buckley acquired 2,200 shares of Boeing stock in a transaction that occurred on Tuesday, August 19th. The stock was bought at an average price of $226.10 per share, with a total value of $497,420.00. Following the purchase, the director directly owned 2,200 shares of the company’s stock, valued at approximately $497,420. This trade represents a ∞ increase in their ownership of the stock. The disclosure for this purchase can be found here. 0.09% of the stock is currently owned by company insiders.

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.