Recent discussions on X about Boeing (BA) have centered around the company's resumption of airplane deliveries to China and a significant uptick in orders ahead of the Paris Air Show. Many users have highlighted the positive momentum, pointing to reports of Boeing booking 303 gross orders in May, the highest since late 2023, as a sign of recovery in the aerospace giant’s commercial segment. There’s also buzz around analyst upgrades, with some noting raised price targets and renewed confidence in long-term free cash flow projections.
However, not all chatter is unequivocally positive, as some voices on X express lingering concerns over past quality issues and the slow pace of rebuilding trust with airline partners. Despite these reservations, the tone leans toward optimism, fueled by recent strategic wins like the lifting of China’s delivery ban and strong quarterly sales growth. The conversation remains dynamic, with users closely watching how Boeing’s production ramp-up and upcoming air show performance will shape its trajectory.
Note: This discussion summary was generated from an AI condensation of post data.
Boeing Congressional Stock Trading
Members of Congress have traded $BA stock 13 times in the past 6 months. Of those trades, 7 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $BA stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 2 purchases worth up to $30,000 on 05/30, 03/31 and 1 sale worth up to $15,000 on 01/24.
- REPRESENTATIVE MARJORIE TAYLOR GREENE purchased up to $15,000 on 05/05.
- REPRESENTATIVE BRUCE WESTERMAN has traded it 2 times. They made 1 purchase worth up to $15,000 on 04/08 and 1 sale worth up to $15,000 on 04/21.
- REPRESENTATIVE ROBERT BRESNAHAN has traded it 3 times. They made 1 purchase worth up to $50,000 on 02/25 and 2 sales worth up to $65,000 on 04/08, 01/13.
- REPRESENTATIVE JULIE JOHNSON has traded it 3 times. They made 2 purchases worth up to $30,000 on 02/12, 01/15 and 1 sale worth up to $15,000 on 04/01.
- REPRESENTATIVE JEFFERSON SHREVE sold up to $50,000 on 02/24.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Boeing Insider Trading Activity
Boeing insiders have traded $BA stock on the open market 8 times in the past 6 months. Of those trades, 0 have been purchases and 8 have been sales.
Here’s a breakdown of recent trading of $BA stock by insiders over the last 6 months:
- STEPHANIE F POPE (EVP, Pres. & CEO, BCA) sold 16,768 shares for an estimated $3,081,579
- MICHAEL J CLEARY (Controller) has made 0 purchases and 3 sales selling 6,500 shares for an estimated $1,194,557.
- DAVID CHRISTOPHER RAYMOND (EVP, Pres. & CEO, BGS) sold 3,899 shares for an estimated $729,163
- JEFFREY S SHOCKEY (EVP, Gov Ops, GPP & CS) sold 3,205 shares for an estimated $650,198
- UMA M AMULURU (EVP and Chief HR Officer) sold 3,158 shares for an estimated $570,759
- BRENDAN J. NELSON (SVP, President, Boeing Global) sold 640 shares for an estimated $132,019
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Boeing Hedge Fund Activity
We have seen 990 institutional investors add shares of Boeing stock to their portfolio, and 1,121 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- D. E. SHAW & CO., INC. removed 5,669,196 shares (-99.6%) from their portfolio in Q1 2025, for an estimated $966,881,377
- CITADEL ADVISORS LLC removed 5,159,695 shares (-93.4%) from their portfolio in Q1 2025, for an estimated $879,985,982
- CAPITAL WORLD INVESTORS added 3,966,616 shares (+17.9%) to their portfolio in Q1 2025, for an estimated $676,506,358
- CASTLEKEEP INVESTMENT ADVISORS LLC removed 3,187,737 shares (-99.3%) from their portfolio in Q1 2025, for an estimated $543,668,545
- FMR LLC added 3,079,630 shares (+10.1%) to their portfolio in Q1 2025, for an estimated $525,230,896
- UBS GROUP AG removed 2,688,197 shares (-35.9%) from their portfolio in Q1 2025, for an estimated $458,471,998
- BANK OF AMERICA CORP /DE/ added 2,251,777 shares (+29.5%) to their portfolio in Q1 2025, for an estimated $384,040,567
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Boeing Government Contracts
We have seen $20,337,464,104 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: $3,725,470,357
- KC-X MODERNIZATION PROGRAM: $2,402,797,823
- CANADA AND GERMANY LOT 13 P-8A AIRCRAFT: $953,648,739
- F/A-18E AIRCRAFT: $873,467,054
- PROVIDE DEVELOPMENTAL HARDWARE AND TEST ARTICLES, AND MANUFACTURE AND ASSEMBLE ARES I UPPER STAGES. THE UPP...: $509,749,401
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 7 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Goldman Sachs issued a "Buy" rating on 05/23/2025
- Wells Fargo issued a "Underweight" rating on 05/22/2025
- Citigroup issued a "Buy" rating on 05/22/2025
- Susquehanna issued a "Positive" rating on 05/14/2025
- Cowen & Co. issued a "Buy" rating on 05/07/2025
- Benchmark issued a "Buy" rating on 04/23/2025
- RBC Capital issued a "Outperform" rating on 04/23/2025
To track analyst ratings and price targets for Boeing, check out Quiver Quantitative's $BA forecast page.
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.
