Alaska Airlines Order Boosts Confidence: Recent discussions on social media have centered around a significant order from Alaska Airlines for over 100 aircraft, including the 737 MAX 10 and 787 models. Many users see this as a strong vote of confidence in Boeing’s recovery efforts. The news has sparked renewed interest in the stock’s potential.
Ongoing Concerns Linger: Despite the positive buzz, some skepticism persists on social media regarding Boeing’s execution and quality control issues. Posts highlight past challenges with the 737 MAX and cash flow concerns as reasons for caution. The tone among critics remains wary, even with recent gains.
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 Revenue
Boeing had revenues of $23.3B in Q3 2025. This is an increase of 30.44% from the same period in the prior year.
You can track BA financials on Quiver Quantitative's BA stock page.
Boeing Congressional Stock Trading
Members of Congress have traded $BA stock 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $BA stock by members of Congress over the last 6 months:
- REPRESENTATIVE DAVID ROUZER sold up to $15,000 on 12/09.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $15,000 on 11/12.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Boeing Hedge Fund Activity
We have seen 1,229 institutional investors add shares of Boeing stock to their portfolio, and 831 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
- 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
- JENNISON ASSOCIATES LLC removed 1,250,326 shares (-9.9%) from their portfolio in Q3 2025, for an estimated $269,857,860
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Boeing Government Contracts
We have seen $12,323,804,379 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
- MANUFACTURE OF HORIZONTAL STABLIZIERS, LEFT, RIGHT AND CENTER FOR THE KC -135 AIRCRAFT.: $671,827,770
- SPACE LAUNCH SYSTEM (SLS) STAGES PRODUCTION AND EVOLUTION CONTRACT (SPEC): $543,587,033
- PROVIDE DEVELOPMENTAL HARDWARE AND TEST ARTICLES, AND MANUFACTURE AND ASSEMBLE ARES I UPPER STAGES. THE UPP...: $510,160,654
- CANADA AND GERMANY LOT 13 P-8A AIRCRAFT: $445,513,028
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 11 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Tigress Financial issued a "Buy" rating on 12/29/2025
- JP Morgan issued a "Overweight" rating on 12/19/2025
- Citigroup issued a "Buy" rating on 12/12/2025
- Freedom Capital Markets issued a "Buy" rating on 11/03/2025
- UBS issued a "Buy" rating on 10/30/2025
- Bernstein issued a "Outperform" rating on 10/02/2025
- RBC Capital issued a "Outperform" rating on 09/29/2025
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 13 analysts offer price targets for $BA in the last 6 months, with a median target of $265.0.
Here are some recent targets:
- Ivan Feinseth from Tigress Financial set a target price of $275.0 on 12/29/2025
- Seth Seifman from JP Morgan set a target price of $245.0 on 12/19/2025
- John Godyn from Citigroup set a target price of $265.0 on 12/12/2025
- 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
- Douglas Harned from Bernstein set a target price of $282.0 on 10/02/2025
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.
