Price Chart

Executive Summary

Argus Research double upgraded Boeing (BA) from Hold to Buy on August 11, 2026, setting a $265 price target, implying 13.8% upside from the current $232.79. The firm has a 54% accuracy rate on 339 calls with a 3.7% average return, placing it in the middle tier among covering analysts. Consensus is heavily bullish: 31 of 37 analysts (83.8%) rate BA Buy or Strong Buy, with a mean price target of $274.69 and a high of $305. The Argus target is 3.5% below the mean, slightly conservative. Momentum is positive with 2 upgrades and 0 downgrades in the past 30 days, and EPS revisions for the current quarter show 2 upward revisions in the last week. Insider activity includes a $299k buy by director Bradley Tilden, while institutional moves are mixed — King Luther Capital doubled its position but National Bank of Canada trimmed 59.7%. Short interest is elevated at 55.8% of volume. The double upgrade reinforces the bullish consensus but comes from a mid-accuracy firm, making it a confirmatory signal rather than a standalone catalyst.

Impact Score

Consensus & Targets

Of 37 analysts covering BA, 13 rate it Strong Buy, 18 Buy, and 6 Hold — representing 83.8% Buy/Strong Buy and 16.2% Hold. No Sell or Strong Sell ratings exist. The consensus is strongly bullish.

The mean price target is $274.69, median $277.5, high $305, and low $246. At the current price of $232.79, the implied upside to the mean is 18.0%. Argus's $265 target is 3.5% below the mean and 4.5% below the median, placing it on the conservative side of consensus.

Recent Analyst Activity

In the past 30 days, BA has received 2 upgrades (Argus and BNP Paribas) and 0 downgrades. EPS revisions for the current quarter show 2 upward revisions in the last 7 days (vs 0 down) and 3 up vs 2 down over 30 days, indicating slight positive estimate momentum. For the current fiscal year, revisions are 2 up vs 0 down in 7 days and 5 up vs 4 down in 30 days.

Firm Track Record — Argus Research

Argus Research accuracy: 54% on 339 calls | avg return: 3.7%

Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 15 firms with ≥5 scored calls.

Argus Research has a 54% accuracy rate on 339 calls with an average return of 3.7%. Among covering firms, top performers include TD Cowen (100% on 2 calls, avg return 13.4%), Jefferies (100% on 3 calls, avg return 11.2%), and Benchmark (67% on 3 calls, avg return 17.5%). Weakest performers are Stifel (33% on 3 calls, avg return -2.8%) and B of A Securities (50% on 6 calls, avg return -2.2%). Argus's accuracy is in line with the median firm.

Earnings Estimates

Cross-Platform Signals

Insider trades show a $299k buy by director Bradley Tilden on May 20, 2026, aligning with the bullish analyst signal. Institutional activity is mixed: King Luther Capital Management doubled its position (+136.1%), Clearstead Advisors added 46.6%, and Victory Capital added 81.1%, while National Bank of Canada trimmed 59.7% and Deutsche Bank cut 31.2%. Short interest is elevated at 55.8% of volume, which could amplify upside if positive catalysts emerge. No congressional trades were recorded.

Investment Themes

Documents Analyzed

Report based on filing metadata.

US Market Status