Recent chatter on X about Boeing's stock has been buzzing with activity, largely driven by news of a significant order from Korean Air for 103 aircraft. Many users are expressing optimism about the potential for this deal to boost revenues and improve guidance, with some pointing to positive momentum in stock price and earnings growth. The aerospace giant's plans to increase production rates, pending regulatory approval, have also sparked discussions about future profitability.
However, not all sentiments are bullish, as some voices on X highlight concerns over Boeing's past focus on share repurchases rather than R&D, alongside ongoing production and regulatory uncertainties. There are also mentions of union negotiations and broader industry challenges that could impact the company’s trajectory. The conversation remains dynamic, reflecting a complex mix of hope and caution among investors.
Note: This discussion summary was generated from an AI condensation of post data.
Boeing Congressional Stock Trading
Members of Congress have traded $BA stock 8 times in the past 6 months. Of those trades, 4 have been purchases and 4 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 2 times. They made 2 purchases worth up to $30,000 on 05/30, 03/31 and 0 sales.
- REPRESENTATIVE JEFFERSON SHREVE sold up to $100,000 on 05/12.
- 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 sold up to $15,000 on 04/08.
- REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 04/01.
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, 1 have been purchases and 7 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
- DAVID CHRISTOPHER RAYMOND (EVP, Pres. & CEO, BGS) has made 0 purchases and 2 sales selling 7,669 shares for an estimated $1,596,232.
- MICHAEL J CLEARY (Controller) has made 0 purchases and 2 sales selling 5,000 shares for an estimated $926,027.
- JEFFREY S SHOCKEY (EVP, Gov Ops, GPP & CS) sold 3,205 shares for an estimated $650,198
- MORTIMER J BUCKLEY purchased 2,200 shares for an estimated $497,420
- 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 1,209 institutional investors add shares of Boeing stock to their portfolio, and 1,002 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL RESEARCH GLOBAL INVESTORS removed 5,278,472 shares (-13.2%) from their portfolio in Q2 2025, for an estimated $1,105,998,238
- FMR LLC added 4,051,637 shares (+12.1%) to their portfolio in Q2 2025, for an estimated $848,939,500
- CAPITAL INTERNATIONAL INVESTORS removed 2,396,479 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $502,134,244
- JENNISON ASSOCIATES LLC added 2,229,588 shares (+21.5%) to their portfolio in Q2 2025, for an estimated $467,165,573
- ZIMMER PARTNERS, LP removed 2,224,500 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $379,388,475
- JANUS HENDERSON GROUP PLC added 2,105,998 shares (+2495.9%) to their portfolio in Q2 2025, for an estimated $441,269,760
- NEWPORT TRUST COMPANY, LLC removed 2,049,386 shares (-6.7%) from their portfolio in Q2 2025, for an estimated $429,407,848
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Boeing Government Contracts
We have seen $15,797,487,872 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: $2,405,769,715
- F-15EX LOT 5 ADVANCED PROCUREMENT: $1,501,676,747
- CANADA AND GERMANY LOT 13 P-8A AIRCRAFT: $953,648,739
- JDAM LOT 29 DO: $500,850,207
- SPACE LAUNCH SYSTEM (SLS) STAGES PRODUCTION AND EVOLUTION CONTRACT (SPEC): $492,967,112
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 1 firms issue sell ratings.
Here are some recent analyst ratings:
- B of A Securities issued a "Buy" rating on 08/01/2025
- UBS issued a "Buy" rating on 07/30/2025
- RBC Capital issued a "Outperform" rating on 07/30/2025
- Susquehanna issued a "Positive" rating on 07/30/2025
- JP Morgan issued a "Overweight" rating on 07/30/2025
- Barclays issued a "Overweight" rating on 07/29/2025
- Citigroup issued a "Buy" rating on 07/14/2025
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 15 analysts offer price targets for $BA in the last 6 months, with a median target of $250.0.
Here are some recent targets:
- Ronald Epstein from B of A Securities set a target price of $270.0 on 08/01/2025
- Gavin Parsons from UBS set a target price of $280.0 on 07/30/2025
- Ken Herbert from RBC Capital set a target price of $250.0 on 07/30/2025
- Charles Minervino from Susquehanna set a target price of $270.0 on 07/30/2025
- Seth Seifman from JP Morgan set a target price of $251.0 on 07/30/2025
- David Strauss from Barclays set a target price of $255.0 on 07/29/2025
- Kristine Liwag from Morgan Stanley set a target price of $235.0 on 07/17/2025
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.
