Boeing (NYSE:BA) Stock Price Up 1.3% Following Earnings Beat

The Boeing Company (NYSE:BA) rose 1.3% during trading on Thursday following a better than expected earnings announcement. The company traded as high as $235.91 and last traded at $234.2910. Approximately 7,743,017 shares were traded during mid-day trading, an increase of 5% from the average daily volume of 7,359,827 shares. The stock had previously closed at $231.28.

The aircraft producer reported ($0.20) EPS for the quarter, topping the consensus estimate of ($0.68) by $0.48. The company had revenue of $22.22 billion for the quarter, compared to the consensus estimate of $22.15 billion. Boeing’s quarterly revenue was up 14.0% compared to the same quarter last year. During the same quarter last year, the business earned ($0.49) EPS.

More Boeing News

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Q1 results beat estimates: revenue rose ~14% to $22.2B, non‑GAAP loss narrowed to ($0.20) and deliveries rose, helping lift confidence in the operational recovery. Boeing Q1 results top estimates
• Positive Sentiment: Record backlog and delivery momentum: backlog expanded to roughly $695B and Boeing delivered more aircraft (143) in the quarter — signals of durable demand that support future revenue visibility. Boeing Loss Shrinks, Backlog Hits Record $695 Billion
• Positive Sentiment: Production and hiring ramp: Boeing is hiring rapidly (~100–140 factory workers/week) and management says 737 MAX production can increase, supporting margin recovery and delivery cadence. Is The Boeing Company (BA) One of the Best US Stocks to Invest in for Long Term?
• Positive Sentiment: Analyst support and price-target moves: multiple firms reiterated/raised ratings (Buy reiterations and price-target lifts, including a Morgan Stanley PT raise) after the beat, helping underpin near-term upside. Benzinga — Morgan Stanley price target note
• Neutral Sentiment: Bullish retail / options activity: unusually large call buying was reported after the print, which can amplify near-term upside but also reflects speculative positioning. Boeing Stock Pops on Quarterly Report
• Neutral Sentiment: CEO commentary on China orders: management is optimistic about large Chinese airline orders but acknowledged they depend on U.S. government-level engagement (political timing adds uncertainty). Boeing CEO: Trump is key to closing major plane order
• Negative Sentiment: Cash-flow and leverage remain concerns: despite operating improvements (big YoY cash-flow improvement noted by some analysts), Boeing still reported negative free cash flow on a non‑GAAP basis and carries substantial debt — a constraint on valuation until cash turns sustainably positive. How Boeing Is Pivoting From Crisis To Efficiency
• Negative Sentiment: Execution and regulatory risks persist (production quality, certification timelines): any setbacks on MAX variants or supply-chain/quality issues could re-weight the recovery narrative and hit the stock. Boeing narrows loss as aircraft deliveries rise

Analysts Set New Price Targets

BA has been the subject of a number of recent analyst reports. TD Cowen reaffirmed a “buy” rating on shares of Boeing in a report on Wednesday, January 28th. Morgan Stanley raised their price target on Boeing from $245.00 to $250.00 and gave the company an “equal weight” rating in a report on Thursday. Jefferies Financial Group reissued a “buy” rating on shares of Boeing in a report on Wednesday, March 4th. Vertical Research restated a “buy” rating and issued a $281.00 price objective on shares of Boeing in a research report on Tuesday, January 27th. Finally, Susquehanna restated a “positive” rating and issued a $280.00 price objective on shares of Boeing in a research report on Thursday, January 15th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $259.35.

Insider Transactions at Boeing

In other news, EVP Howard E. Mckenzie sold 10,497 shares of Boeing stock in a transaction on Thursday, February 5th. The stock was sold at an average price of $233.99, for a total value of $2,456,193.03. Following the completion of the sale, the executive vice president directly owned 14,692 shares of the company’s stock, valued at approximately $3,437,781.08. This trade represents a 41.67% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP Ann M. Schmidt sold 6,281 shares of Boeing stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $243.37, for a total value of $1,528,606.97. Following the completion of the sale, the senior vice president directly owned 13,978 shares of the company’s stock, valued at $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. Insiders sold a total of 21,012 shares of company stock valued at $4,980,687 over the last quarter. Corporate insiders own 0.10% of the company’s stock.

Institutional Investors Weigh In On Boeing

Hedge funds and other institutional investors have recently made changes to their positions in the company. Measured Wealth Private Client Group LLC acquired a new stake in shares of Boeing in the 3rd quarter valued at $25,000. Strive Financial Group LLC acquired a new stake in shares of Boeing in the 4th quarter valued at $25,000. Ares Financial Consulting LLC acquired a new stake in shares of Boeing in the 4th quarter valued at $26,000. CrossGen Wealth LLC acquired a new stake in shares of Boeing in the 4th quarter valued at $26,000. Finally, Strategic Wealth Advisors LLC acquired a new stake in shares of Boeing in the 4th quarter valued at $27,000. 64.82% of the stock is owned by institutional investors and hedge funds.

Boeing Price Performance

The company has a 50 day moving average price of $218.21 and a 200 day moving average price of $216.97. The company has a market capitalization of $184.00 billion, a price-to-earnings ratio of 113.73 and a beta of 1.13. The company has a current ratio of 1.18, a quick ratio of 0.40 and a debt-to-equity ratio of 7.42.

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.