Boeing (NYSE:BA) Given New $290.00 Price Target at Citigroup

Boeing (NYSE:BA) had its price target boosted by Citigroup from $270.00 to $290.00 in a research report sent to investors on Wednesday,Benzinga reports. They currently have a buy rating on the aircraft producer’s stock.

BA has been the subject of a number of other reports. Zacks Research raised shares of Boeing from a “strong sell” rating to a “hold” rating in a research note on Tuesday, December 2nd. Jefferies Financial Group set a $255.00 price target on shares of Boeing in a report on Tuesday, September 30th. JPMorgan Chase & Co. boosted their price objective on Boeing from $240.00 to $245.00 and gave the stock an “overweight” rating in a research note on Friday, December 19th. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Boeing in a research note on Tuesday, December 9th. Finally, Sanford C. Bernstein lifted their target price on Boeing from $277.00 to $298.00 and gave the stock an “outperform” rating in a report on Thursday, January 15th. Two analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, three have issued a Hold rating and four have assigned a Sell rating to the company. According to data from MarketBeat, Boeing currently has a consensus rating of “Moderate Buy” and an average price target of $245.65.

Boeing Stock Performance

NYSE BA opened at $241.72 on Wednesday. The company has a debt-to-equity ratio of 8.37, a current ratio of 1.19 and a quick ratio of 0.38. Boeing has a 1-year low of $128.88 and a 1-year high of $254.35. The business has a 50 day simple moving average of $217.44 and a two-hundred day simple moving average of $218.74. The stock has a market capitalization of $183.73 billion, a PE ratio of -17.67, a P/E/G ratio of 8.14 and a beta of 1.16.

Boeing (NYSE:BA) last posted its earnings results on Tuesday, January 27th. The aircraft producer reported $9.92 EPS for the quarter, beating analysts’ consensus estimates of ($0.40) by $10.32. The firm had revenue of $23.95 billion for the quarter, compared to the consensus estimate of $22.41 billion. During the same quarter in the prior year, the company posted ($5.90) earnings per share. The firm’s revenue was up 57.1% compared to the same quarter last year. On average, research analysts predict that Boeing will post -2.58 EPS for the current fiscal year.

Insider Activity at Boeing

In other Boeing news, SVP Dana S. Deasy bought 554 shares of Boeing stock in a transaction on Monday, November 24th. The shares were acquired at an average price of $178.88 per share, for a total transaction of $99,099.52. Following the completion of the purchase, the senior vice president directly owned 28,442 shares in the company, valued at approximately $5,087,704.96. This trade represents a 1.99% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, EVP Uma M. Amuluru sold 1,366 shares of Boeing stock in a transaction on Thursday, November 6th. The stock was sold at an average price of $197.66, for a total value of $270,003.56. Following the sale, the executive vice president owned 14,656 shares of the company’s stock, valued at approximately $2,896,904.96. This trade represents a 8.53% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 0.09% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in the stock. Absher Wealth Management LLC grew its stake in Boeing by 25.5% in the 4th quarter. Absher Wealth Management LLC now owns 121,319 shares of the aircraft producer’s stock worth $26,341,000 after acquiring an additional 24,628 shares in the last quarter. Citizens & Northern Corp grew its stake in Boeing by 41.8% in the fourth quarter. Citizens & Northern Corp now owns 8,980 shares of the aircraft producer’s stock worth $1,950,000 after purchasing an additional 2,649 shares in the last quarter. Members Wealth LLC increased its holdings in Boeing by 12.0% during the 4th quarter. Members Wealth LLC now owns 1,305 shares of the aircraft producer’s stock worth $283,000 after purchasing an additional 140 shares during the period. Geneos Wealth Management Inc. increased its holdings in Boeing by 11.7% during the 4th quarter. Geneos Wealth Management Inc. now owns 9,224 shares of the aircraft producer’s stock worth $2,003,000 after purchasing an additional 969 shares during the period. Finally, Diversified Enterprises LLC raised its position in Boeing by 117.3% during the 4th quarter. Diversified Enterprises LLC now owns 2,145 shares of the aircraft producer’s stock valued at $466,000 after purchasing an additional 1,158 shares in the last quarter. Hedge funds and other institutional investors own 64.82% of the company’s stock.

Key Stories Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Q4 revenue and deliveries topped expectations — revenue rose ~57% to $23.95B driven by 160 commercial deliveries, and Boeing reported a large after‑tax gain tied to a business sale that produced a headline profit; management says 2025 marked the strongest deliveries since 2018. Boeing’s sales jump nearly 60% in 4Q
• Positive Sentiment: Wall Street is raising targets — several firms boosted forecasts and price targets after Q4 (examples cited include Citi, JPMorgan and RBC), reflecting improved free‑cash‑flow visibility and a recovery narrative. Boeing Analysts Boost Forecasts After Q4 Results
• Positive Sentiment: Demand backdrop remains strong — Boeing projects large long‑term demand in key regions (e.g., India & South Asia expected to add ~3,290 jets over 20 years), supporting backlog growth (record backlog cited at ~$682B). Boeing expects India, South Asia to add 3,290 jets
• Positive Sentiment: Strategic / sustainability moves — partnership with Israel’s Technion on sustainable aviation fuel (SAF) supports Boeing’s long‑term positioning as the industry pursues decarbonization goals. Boeing and Israel’s Technion partner on SAF
• Neutral Sentiment: Headline profit was materially driven by a one‑time gain from the Digital Aviation Solutions sale — that boost improves GAAP EPS but can mask operational trends investors watch (deliveries, production stability, cash flow). Boeing Reports Fourth Quarter Results
• Negative Sentiment: Operational and cash‑flow headwinds remain — reports note weaker gross margins and operating cash flow (operating cash flow ≈ $1.3B; free cash flow low), and some unit‑level losses that worry short‑term profitability. Revenue and EPS beat but margins and cash flow weaken
• Negative Sentiment: Inventory / finished‑goods cushion shrinking — analysts flagged a shrinking finished‑goods buffer as deliveries ramp, which could pressure near‑term flexibility if production hiccups recur. Finished goods cushion dwindles
• Negative Sentiment: Market reaction and risk premium — shares initially dipped in aftermarket/pre‑market trading despite beats as investors weighed one‑time gains against ongoing production, quality and legal/resolution risks. Stock drops despite Q4 beat

Boeing Company Profile

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.