ANALYST-UPGRADE ·Filed Oct 9, 2026
Barclays initiates coverage on BA at Overweight
Latest settled — T+5d
BA ▼ -0.86% at T+5d
LONG call ✗ call lost -0.86% · α vs SPY +0.01% · entry $190.37 → $188.73
T+1d
-0.46%
call -0.46% · α -0.40%
$189.50
settled 7d ago
T+5d
-0.86%
call -0.86% · α +0.01%
$188.73
settled 3d ago
T+20d
—
call — · α —
—
in 18d
T+60d
—
call — · α —
—
in 3mo
Price Chart
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Executive Summary
Barclays initiates coverage on BA at Overweight
Impact Score
Base Score
2/7
LLM Adjustment
+0
Final Score
4/10
Consensus & Targets
Buy / Strong Buy
32 (86%)
Hold
5
Sell / Strong Sell
0
Total Analysts
26
Mean PT
$273.42
Median PT
$272.50
High PT
$305.00
Low PT
$248.00
Current Price
$192.72
Implied Upside
+41.9%
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-10-09 | TD Cowen | maintain | Buy | $240.00 |
| 2026-10-09 | Barclays | initiate | Overweight | $300.00 |
| 2026-09-21 | Jefferies | maintain | Buy | $265.00 |
| 2026-09-18 | B of A Securities | reiterate | Buy | — |
| 2026-08-11 | Argus Research | upgrade | Buy | $265.00 |
| 2026-08-06 | Tigress Financial | maintain | Buy | $305.00 |
| 2026-08-03 | BNP Paribas | upgrade | Outperform | — |
| 2026-07-29 | JP Morgan | maintain | Overweight | $290.00 |
| 2026-07-29 | RBC Capital | maintain | Outperform | $265.00 |
| 2026-05-18 | Citigroup | maintain | Buy | $260.00 |
Firm Track Record — Barclays
Barclays accuracy: 54% on 6742 calls | avg return: 4%
Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 15 firms with ≥5 scored calls.
| Firm | Accuracy | Calls | Avg Return | vs Average |
|---|---|---|---|---|
| TD Cowen | 100% | 2/2 | 13.4% | top tier |
| Jefferies | 100% | 3/3 | 11.2% | top tier |
| Goldman Sachs | 100% | 2/2 | 10.5% | top tier |
| Citigroup | 75% | 6/8 | 5.8% | top tier |
| UBS | 71% | 5/7 | 7.9% | top tier |
| RBC Capital | 70% | 7/10 | 4.8% | top tier |
| Benchmark | 67% | 2/3 | 17.5% | top tier |
| Morgan Stanley | 67% | 6/9 | 7.3% | top tier |
| Bernstein | 63% | 5/8 | 6.2% | top tier |
| JP Morgan | 63% | 5/8 | 4.1% | top tier |
Earnings Estimates
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| 0q | $-0.16 | $-0.55 — $0.23 | $25.0B | ↑0 ↓0 |
| +1y | $4.11 | $2.47 — $6.80 | $112.6B | ↑0 ↓0 |
| 0y | $-1.08 | $-1.80 — $-0.30 | $98.0B | ↑1 ↓0 |
| +1q | $0.02 | $-0.45 — $0.44 | $26.4B | ↑1 ↓0 |
Cross-Platform Signals
Congressional
Kevin Hern (republican) — sell $1,001 - $15,000
Congressional
Kevin Hern (republican) — sell $15,001 - $50,000
Institutional
Allianz Asset Management GmbH — trim (-40.4%)
Institutional
Corient Private Wealth LP — add (30.5%)
Institutional
VAN ECK ASSOCIATES CORP — near_exit (-99.8%)
Short Interest
Short: 3,514,206 | Exempt: 10,171 | TRF Vol: 6,372,571 | Short Ratio: 55.1% | Off-exchange volume (dark pool + OTC)
Investment Themes
Defense Tech
Documents Analyzed
Report based on filing metadata.
21 reports for BA
88% Hit rate best @ T+20▲ +12.56%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 9, 2026 9d ago | ANALYST-UPGRADE | $190.37 $188.73 | ▼ −0.86% | ▲ +0.01% | $190.21 (−0.08%) |
Sep 11, 2026 5w ago | GOVT-CONTRACT | $210.45 $198.20 | ▼ −5.82% | ▼ −5.60% | $190.21 (−9.62%) |
Aug 21, 2026 8w ago | 8-K | $210.46 $207.78 | ▼ −1.27% | ▼ −1.74% | $190.21 (−9.62%) |
Aug 13, 2026 9w ago | Court Ruling | $230.33 $215.10 | ▼ −6.61% | ▼ −4.65% | $190.21 (−17.42%) |
Aug 11, 2026 9w ago | ANALYST-UPGRADE | $233.08 $222.82 | ▼ −4.40% | ▼ −4.00% | $190.21 (−18.39%) |
Jul 30, 2026 11w ago | GOVT-CONTRACT | $220.90 $232.19 | ▲ +5.11% | ▲ +1.49% | $190.21 (−13.89%) |
Jul 28, 2026 11w ago | 8-K | $221.56 $233.49 | ▲ +5.38% | ▲ +3.12% | $190.21 (−14.15%) |
May 18, 2026 22w ago | Court Ruling | $220.54 $218.86 | ▲ +0.76% | ▲ +2.38% | $190.21 (+13.75%) |
Apr 22, 2026 25w ago | 8-K | $73.08 $71.77 | ▲ +1.80% | ▲ +1.85% | $190.21 (−160.28%) |
Mar 31, 2026 28w ago | Court Ruling | $198.97 $217.81 | ▲ +9.47% | ▲ +5.53% | $190.21 (−4.40%) |
Showing 10 of 21
US Market Status
Market Closed — Opens in 6h 35m
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