Market Cap
$147.0B
BA
BOEING CO
$193.11 ▲ +0.43%
Prev close $192.28Market cap$147.0B
ConsensusStrong Buy
12-mo target$273.42 (+41.6%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)38 New Institutional Positions12 Institutional ExitsCongressional Activity (2) Defense Tech
Snapshot
The big-picture read on BA right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (86%)
Inst. Holders
50 funds
Inst. Value
$108.5B
Inst. Activity
38 buys / 12 sells
Insider Activity
$799.3K buy / $5.0M sell
Insider Net $
-$4.2M
Social Sentiment
57° Neutral
SEC Reports
20
Congressional
8 trades
Price chart 30d -7.5%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 other
Sep 13, 2026 SEC INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of The Boeing Company - BA
NEW YORK, Oct. 1, 2026 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors
Boeing received a $210.6M contract modification from NASA for International Space Station work. This represents ~0.21% o
GOVT-CONTRACT — Impact 3/10
Aug 28, 2026 Insider
Aug 21, 2026 SEC Parker Stephen Kenneth surrendered for taxes 629.68 shares
EVP, Pres. & CEO, BDS @ $209.08 ($131.7K)
Boeing appointed Ryan L. Shedd as Senior Vice President and Controller (principal accounting officer), effective after t
8-K — Impact 2/10
Aug 17, 2026 Insider
MALAVE JESUS JR surrendered for taxes 4,205.138 shares
EVP and CFO @ $228.65 ($961.5K)
Aug 14, 2026 Insider
Raymond David Christopher gifted 907 shares
EVP, Pres. & CEO, BGS
Aug 13, 2026 Congress
Kevin Hern sell
$15,001 - $50,000 — House
Aug 13, 2026 Congress
Kevin Hern sell
$1,001 - $15,000 — House
Analyst ratings buy % +7.5%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
86% rate it Buy or better · 37 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 21, 2026 | Jefferies | MAINTAIN | Buy | 53% |
| Sep 18, 2026 | B of A Securities | REITERATE | Buy | 54% |
| Aug 11, 2026 | Argus Research | UPGRADE | Buy | 54% |
| Aug 6, 2026 | Tigress Financial | MAINTAIN | Buy | 59% |
| Aug 3, 2026 | BNP Paribas | UPGRADE | Outperform | — |
| Jul 29, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 29, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| May 18, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Apr 29, 2026 | Tigress Financial | MAINTAIN | Buy | 59% |
| Apr 23, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 14 | 18 | 5 | 0 | 0 | 86% | |
| Aug 1, 2026 | 13 | 18 | 6 | 0 | 0 | 84% | |
| Jul 1, 2026 | 13 | 18 | 6 | 0 | 0 | 84% | |
| Jun 1, 2026 | 13 | 18 | 6 | 0 | 0 | 84% | |
| May 1, 2026 | 13 | 18 | 6 | 0 | 0 | 84% | |
| Apr 1, 2026 | 13 | 18 | 6 | 0 | 0 | 84% | |
| Mar 1, 2026 | 13 | 17 | 7 | 0 | 0 | 81% | |
| Feb 1, 2026 | 13 | 18 | 6 | 0 | 0 | 84% |
Price targets
Where 26 covering analysts think BA trades over the next 12 months.
$273.42 +41.6% upside Strong Buy
Current$193.11 Low$248.00 Median$272.50 High$305.00 26 analysts
$248.00$305.00
Analyst rating Strong Buy· 1.5/5 as of Oct 2, 2026
Social media sentiment mood -33.3%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
57°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
20 SEC filing reports analyzed · 5 bullish, 3 bearish, 1 mixed, 11 neutral · avg impact 3.9/10.
BULLISHANALYST-UPGRADE4/10
Argus Research upgrades BA to Buy — PT $265 (+13.8%)
Aug 11, 2026
NEUTRALGOVT-CONTRACT3/10
Boeing received a $210.6M contract modification from NASA for International Space Station work. This
Sep 13, 2026
NEUTRAL8-K2/10
Boeing appointed Ryan L. Shedd as Senior Vice President and Controller (principal accounting officer
Aug 21, 2026
BULLISHCOURT-RULING6/10
The Delaware Court of Chancery granted Boeing's motion to dismiss a stockholder derivative lawsuit a
Aug 13, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
other
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of The Boeing Company - BA
NEW YORK, Oct. 1, 2026 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of The Boeing Company ("Boeing" or the "Company")
Oct 1, 2026
short_volume
Short Volume: BA — 55.1% short (3.5M / 6.4M)
Short: 3,514,206 | Exempt: 10,171 | TRF Vol: 6,372,571 | Short Ratio: 55.1% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
other
Ethiopian Airlines Orders Boeing 777 and 777-8 Freighters to Expand Cargo Fleet
Firm order includes eight 777-8 Freighters and two 777 Freighters First African carrier to purchase the world's newest widebody freighter, the 777-8 F
Sep 30, 2026
options_unusual
Unusual Put: BA $200 2026-10-16 — $7.6M premium
Vol: 5,876 vs OI: 9,262 (0.6x). Price: $13.00, IV: 31%, Delta: -0.79. Direction: UNKNOWN
Sep 30, 2026
short_volume
Short Volume: BA — 58.1% short (3.1M / 5.3M)
Short: 3,056,145 | Exempt: 882 | TRF Vol: 5,256,616 | Short Ratio: 58.1% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.16 | $-0.55–$0.23 | 97.9% | -10.2% | 6↑ 13↓ | $25.0B | 20 |
| Next Q | $0.02 | $-0.45–$0.44 | -99.8% | +35.8% | 7↑ 10↓ | $26.4B | 19 |
| Current FY | $-1.08 | $-1.80–$-0.30 | -191.1% | -0.8% | 2↑ 18↓ | $98.0B | 22 |
| Next FY | $4.11 | $2.47–$6.80 | 479.5% | -0.2% | 5↑ 11↓ | $112.6B | 21 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.159 | — |
| 7d ago | $-0.146 | -0.012 |
| 30d ago | $-0.144 | -0.015 |
| 60d ago | $-0.134 | -0.025 |
| 90d ago | $-0.088 | -0.071 |
Institutional ownership
Which big funds own BA (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $108.5B total value (501,195,244 shares) as of 2026-Q2. Top holders: Erste, BlackRock,, FMR. Net buying activity: 38 institutions added/increased vs 12 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 61,043,446 | $13.2B | 12.2% | — |
| FMR LLC | 58,951,274 | $12.8B | 11.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 51,463,432 | $11.1B | 10.3% | — |
| STATE STREET CORP | 38,047,990 | $8.2B | 7.6% | — |
| Capital World Investors | 30,665,928 | $6.6B | 6.1% | — |
| Newport Trust Company, LLC | 28,260,770 | $6.1B | 5.6% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 17,976,472 | $3.9B | 3.6% | — |
| LOOMIS SAYLES & CO L P | 13,915,261 | $3.0B | 2.8% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 13,414,486 | $2.9B | 2.7% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Capital Research Global Investors | DOUBLED | 4,069,127 | 9,023,177 | +121.7% | $2.0B |
| UBS Group AG | TRIM | 7,131,308 | 4,899,591 | -31.3% | $1.1B |
| DEUTSCHE BANK AG\ | TRIM | 3,620,940 | 2,492,058 | -31.2% | $539.5M |
| VICTORY CAPITAL MANAGEMENT INC | ADD | 1,134,583 | 2,054,226 | +81.1% | $444.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | ADD | 816,901 | 1,525,027 | +86.7% | $330.1M |
| PeakShares LLC | DOUBLED | 700 | 1,400 | +100.0% | $303.1M |
| PRIMECAP MANAGEMENT CO/CA/ | ADD | 795,910 | 1,039,910 | +30.7% | $225.1M |
| Capula Management Ltd | DOUBLED | 7,092 | 951,980 | +13323.3% | $206.1M |
| Connor, Clark & Lunn Investment Management Ltd. | ADD | 641,723 | 836,569 | +30.4% | $181.1M |
| Appaloosa LP | NEW | — | 800,000 | — | $173.2M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
23 insiders, 45 transactions. Net -$4.2M — $799.3K bought, $5.0M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 28, 2026 | Parker Stephen Kenneth | EVP, Pres. & CEO, BDS | TAX W/H | 629.68 | $209.08 | $131.7K |
| Aug 17, 2026 | MALAVE JESUS JR | EVP and CFO | TAX W/H | 4,205.138 | $228.65 | $961.5K |
| Aug 14, 2026 | Raymond David Christopher | EVP, Pres. & CEO, BGS | GIFT | 907 | — | — |
| Aug 10, 2026 | Ortberg Robert Kelly | President & CEO | TAX W/H | 6,232.647 | $234.09 | $1.5M |
| Jul 1, 2026 | Richardson John M | Director | AWARD | 228 | — | — |
| Jul 1, 2026 | Harris Stayce D. | Director | AWARD | 383 | — | — |
| Jul 1, 2026 | Gitlin David L. | Director | AWARD | 383 | — | — |
| Jul 1, 2026 | Bradway Robert A | Director | AWARD | 406 | — | — |
| Jul 1, 2026 | Doughtie Lynne M | Director | AWARD | 228 | — | — |
| Jul 1, 2026 | Joyce David Leon | Director | AWARD | 440 | — | — |
Congressional trades
BA trades disclosed by members of Congress, with disclosure delay.
5 members · 5 buys / 3 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 13, 2026 | Kevin Hern | R | HOUSE | SELL | $15,001 - $50,000 | Boeing Co | Sep 2, 2026(21d) |
| Aug 13, 2026 | Kevin Hern | R | HOUSE | SELL | $1,001 - $15,000 | Boeing Co | Sep 2, 2026(21d) |
| Mar 19, 2026 | Maria Elvira Salazar | R | HOUSE | BUY | $15,001 - $50,000 | Boeing Co | Apr 22, 2026(35d) |
| Mar 19, 2026 | Maria Elvira Salazar | R | HOUSE | BUY | $1,001 - $15,000 | Boeing Co | Apr 22, 2026(35d) |
| Feb 2, 2026 | Julia Letlow | R | HOUSE | BUY | $1,001 - $15,000 | Boeing Co | Mar 13, 2026(40d) |
| Dec 2, 2025 | Julie Johnson | D | HOUSE | BUY | $1,001 - $15,000 | Boeing Co | Aug 6, 2026(248d) |
| Dec 2, 2025 | Julie Johnson | D | HOUSE | SELL | $1,001 - $15,000 | Boeing Co | Aug 6, 2026(248d) |
| Feb 7, 2025 | Tim Walberg | R | HOUSE | BUY | $15,001 - $50,000 | Boeing Co | Jun 4, 2026(483d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for BA.
Shares short
14,211,516
Settlement Sep 15, 2026
Change vs prior
-10.7%
Semi-monthly cycle
Days to cover
3.0
At avg daily volume
Of shares outstanding
≈1.8%
Estimate — not % of float
All BA filing & press-release reports (20)
- Argus Research upgrades BA to Buy — PT $265 (+13.8%)Aug 11, 2026
- GOVT-CONTRACT reportSep 13, 2026
- 8-K reportAug 21, 2026
- COURT-RULING reportAug 13, 2026
- GOVT-CONTRACT reportAug 1, 2026
- 8-K reportJul 28, 2026
- COURT-RULING reportJul 4, 2026
- COURT-RULING reportJul 4, 2026
- COURT-RULING reportJul 4, 2026
- COURT-RULING reportJul 3, 2026
- COURT-RULING reportJul 2, 2026
- COURT-RULING reportJul 2, 2026
- COURT-RULING reportJun 3, 2026
- COURT-RULING reportMay 31, 2026
- COURT-RULING reportMay 18, 2026
- COURT-RULING reportMay 11, 2026
- 8-K reportApr 22, 2026
- DEFA14A reportMar 6, 2026
- DEFA14A reportMar 6, 2026
- CLUSTER reportMar 5, 2026