Recent Share Price Drop: Boeing's stock has taken a significant hit recently, with a nearly 19% decline over the past month, sparking intense discussion on X. Many users are debating whether this drop signals deeper operational issues or presents a potential opportunity for investors. The conversation remains heated as the aerospace giant navigates ongoing challenges.
Operational and Strategic Updates: Posts on X highlight Boeing's efforts to address quality defects and expand production of its 787 model, alongside new defense deals and orders from airlines like Emirates. However, delays in projects like the 777X and regulatory uncertainties continue to fuel skepticism among some investors. There's also buzz about the company's shift to recovery under new leadership, though concerns about execution linger.
Analyst and Investor Views: Recent chatter on X includes mixed reactions to analyst upgrades, with some seeing a bullish outlook due to Boeing's massive order backlog and market position. Others remain cautious, pointing to financial struggles and a potential credit rating downgrade to junk status. The divide in opinions keeps the dialogue engaging and unpredictable.
Note: This discussion summary was generated from an AI condensation of post data.
Boeing Insider Trading Activity
Boeing insiders have traded $BA stock on the open market 4 times in the past 6 months. Of those trades, 2 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $BA stock by insiders over the last 6 months:
- DAVID CHRISTOPHER RAYMOND (EVP, Pres. & CEO, BGS) sold 3,770 shares for an estimated $867,069
- MORTIMER J BUCKLEY purchased 2,200 shares for an estimated $497,420
- UMA M AMULURU (EVP and Chief HR Officer) sold 1,366 shares for an estimated $270,009
- DANA S DEASY (CIDO, SVP IDT&S) purchased 554 shares for an estimated $99,102
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Boeing Congressional Stock Trading
Members of Congress have traded $BA stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $BA stock by members of Congress over the last 6 months:
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 05/30.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Boeing Hedge Fund Activity
We have seen 1,246 institutional investors add shares of Boeing stock to their portfolio, and 927 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL RESEARCH GLOBAL INVESTORS removed 19,260,499 shares (-55.5%) from their portfolio in Q3 2025, for an estimated $4,156,993,499
- FMR LLC added 6,063,143 shares (+16.1%) to their portfolio in Q3 2025, for an estimated $1,308,608,153
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 2,407,509 shares (+70.6%) to their portfolio in Q3 2025, for an estimated $519,612,667
- CAPITAL INTERNATIONAL INVESTORS removed 2,396,479 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $502,134,244
- PRICE T ROWE ASSOCIATES INC /MD/ removed 2,277,977 shares (-14.5%) from their portfolio in Q3 2025, for an estimated $491,655,775
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 1,806,226 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $389,837,757
- BLACKROCK, INC. added 1,343,534 shares (+2.7%) to their portfolio in Q3 2025, for an estimated $289,974,943
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Boeing Government Contracts
We have seen $9,855,552,636 of award payments to $BA over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- F-15EX LOT 5 ADVANCED PROCUREMENT: $1,307,749,012
- CANADA AND GERMANY LOT 13 P-8A AIRCRAFT: $445,513,028
- SPACE LAUNCH SYSTEM (SLS) STAGES PRODUCTION AND EVOLUTION CONTRACT (SPEC): $436,339,058
- PROVIDE DEVELOPMENTAL HARDWARE AND TEST ARTICLES, AND MANUFACTURE AND ASSEMBLE ARES I UPPER STAGES. THE UPP...: $393,159,976
- INTERNATIONAL SPACE STATION: $344,833,535
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Boeing Analyst Ratings
Wall Street analysts have issued reports on $BA in the last several months. We have seen 13 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Freedom Capital Markets issued a "Buy" rating on 11/03/2025
- UBS issued a "Buy" rating on 10/30/2025
- JP Morgan issued a "Overweight" rating on 10/30/2025
- Bernstein issued a "Outperform" rating on 10/02/2025
- RBC Capital issued a "Outperform" rating on 09/29/2025
- Susquehanna issued a "Positive" rating on 09/15/2025
- Vertical Research issued a "Buy" rating on 09/08/2025
To track analyst ratings and price targets for Boeing, check out Quiver Quantitative's $BA forecast page.
Boeing Price Targets
Multiple analysts have issued price targets for $BA recently. We have seen 14 analysts offer price targets for $BA in the last 6 months, with a median target of $255.0.
Here are some recent targets:
- Charles Minervino from Susquehanna set a target price of $255.0 on 11/12/2025
- Sergey Glinyanov from Freedom Capital Markets set a target price of $223.0 on 11/03/2025
- Gavin Parsons from UBS set a target price of $275.0 on 10/30/2025
- Seth Seifman from JP Morgan set a target price of $240.0 on 10/30/2025
- Douglas Harned from Bernstein set a target price of $282.0 on 10/02/2025
- Ken Herbert from RBC Capital set a target price of $250.0 on 09/29/2025
- Robert Stallard from Vertical Research set a target price of $270.0 on 09/08/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
