Hiring Surge: Social media discussions highlight Boeing's accelerated hiring of 100 to 140 factory workers weekly, marking the fastest pace since 2024 to bolster production ramps. This supports a record backlog and staffing for new programs, with unionized headcount surpassing 34,000 amid retirements.
UK Contract Win: Traders buzz about a $1.2 billion deal from the UK, positioning it as a catalyst alongside resolved strikes and resuming production. Some draw parallels to past levels where shares exceeded $250, suggesting substantial upside potential.
Earnings Outlook: Ahead of Q1 results on April 22, optimism surrounds 737 production targets nearing 47 per month and paths to positive cash flow. Technical patterns like a five-year descending wedge testing $225-$232 resistance add to the bullish fervor, with sustained volume noted.
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 7 times in the past 6 months. Of those trades, 2 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $BA stock by insiders over the last 6 months:
- HOWARD E MCKENZIE (Chief Engineer & EVP, ET&T) sold 10,496 shares for an estimated $2,456,150
- ANN M SCHMIDT (SVP, Chief Com & Brand Officer) sold 6,281 shares for an estimated $1,528,613
- UMA M AMULURU (EVP and Chief HR Officer) has made 0 purchases and 3 sales selling 5,600 shares for an estimated $1,266,091.
- MORTIMER J BUCKLEY purchased 2,230 shares for an estimated $499,966
- 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 $23.9B in Q4 2025. This is an increase of 57.12% 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 5 times in the past 6 months. Of those trades, 2 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 JULIA LETLOW purchased up to $15,000 on 02/02.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $15,000 on 12/19 and 1 sale worth up to $15,000 on 11/12.
- REPRESENTATIVE DAVID ROUZER sold up to $15,000 on 12/09.
- REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 12/03.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Boeing Hedge Fund Activity
We have seen 1,271 institutional investors add shares of Boeing stock to their portfolio, and 903 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL RESEARCH GLOBAL INVESTORS removed 11,091,891 shares (-71.8%) from their portfolio in Q4 2025, for an estimated $2,408,271,373
- FMR LLC added 9,317,466 shares (+21.3%) to their portfolio in Q4 2025, for an estimated $2,023,008,217
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 8,669,642 shares (-74.5%) from their portfolio in Q4 2025, for an estimated $1,882,352,671
- PENTWATER CAPITAL MANAGEMENT LP added 4,115,200 shares (+165.0%) to their portfolio in Q4 2025, for an estimated $893,492,224
- WELLINGTON MANAGEMENT GROUP LLP removed 3,933,166 shares (-75.0%) from their portfolio in Q4 2025, for an estimated $853,969,001
- VANGUARD GROUP INC added 3,460,021 shares (+5.1%) to their portfolio in Q4 2025, for an estimated $751,239,759
- BLACKROCK, INC. added 2,683,054 shares (+5.2%) to their portfolio in Q4 2025, for an estimated $582,544,684
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Boeing Government Contracts
We have seen $18,926,835,605 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:
- KC-X MODERNIZATION PROGRAM: $2,474,937,347
- 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): $525,737,364
- CANADA AND GERMANY LOT 13 P-8A AIRCRAFT: $466,256,878
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 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Buy" rating on 01/28/2026
- UBS issued a "Buy" rating on 01/28/2026
- JP Morgan issued a "Overweight" rating on 01/28/2026
- Bernstein issued a "Outperform" rating on 01/15/2026
- Tigress Financial issued a "Buy" rating on 12/29/2025
- Freedom Capital Markets issued a "Buy" rating on 11/03/2025
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 10 analysts offer price targets for $BA in the last 6 months, with a median target of $272.5.
Here are some recent targets:
- John Godyn from Citigroup set a target price of $256.0 on 04/02/2026
- David Strauss from Wells Fargo set a target price of $250.0 on 04/01/2026
- Ivan Feinseth from Tigress Financial set a target price of $290.0 on 03/19/2026
- Sheila Kahyaoglu from Jefferies set a target price of $295.0 on 02/02/2026
- Gavin Parsons from UBS set a target price of $285.0 on 01/28/2026
- Ken Herbert from RBC Capital set a target price of $275.0 on 01/28/2026
- Seth Seifman from JP Morgan set a target price of $270.0 on 01/28/2026
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.
