Production Momentum: Social media discussions center on Boeing's recent FAA clearance to ramp up 737 MAX output to 38 aircraft per month, alongside validation of the MQ-28 stealth drone's performance. Analysts and traders note potential conversion of China's prior commitment for 200 jets into firm orders by year-end, fueling speculation on improved cash flow prospects.
Market Performance: Commentary highlights Boeing shares trailing the S&P 500 with just a 14.7% annual gain even after an earnings beat, prompting debates on whether defense contracts and production stabilization can close the gap. Some observers flag ongoing trading activity around key levels near $225, reflecting measured interest amid broader sector movements.
Recovery Outlook: Participants emphasize the company's reiterated production targets and lack of delivery delays tied to geopolitical tensions, though views remain divided on the pace of full financial turnaround. This blend of regulatory progress and order momentum has kept Boeing in focus as earnings season unfolds.
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 6 times in the past 6 months. Of those trades, 2 have been purchases and 4 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 2 sales selling 4,234 shares for an estimated $996,082.
- MORTIMER J BUCKLEY purchased 2,230 shares for an estimated $499,966
- BRADLEY D TILDEN purchased 1,370 shares for an estimated $299,345
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Boeing Revenue
Boeing had revenues of $22.2B in Q1 2026. This is an increase of 13.96% from the same period in the prior year.
You can track BA financials on Quiver Quantitative's BA stock page.
You can access data on BA stock through the Quiver Quantitative API.
Boeing Congressional Stock Trading
Members of Congress have traded $BA stock 6 times in the past 6 months. Of those trades, 4 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $BA stock by members of Congress over the last 6 months:
- REPRESENTATIVE MARIA ELVIRA SALAZAR has traded it 2 times. They made 2 purchases worth up to $65,000 on 03/19 and 0 sales.
- REPRESENTATIVE JULIA LETLOW purchased up to $15,000 on 02/02.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 12/19.
- 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. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
Boeing Hedge Fund Activity
We have seen 1,339 institutional investors add shares of Boeing stock to their portfolio, and 1,038 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. added 4,224,207 shares (+7.8%) to their portfolio in Q1 2026, for an estimated $817,510,780
- PENTWATER CAPITAL MANAGEMENT LP added 4,115,200 shares (+165.0%) to their portfolio in Q4 2025, for an estimated $893,492,224
- FMR LLC added 3,863,434 shares (+7.3%) to their portfolio in Q1 2026, for an estimated $747,690,382
- VANGUARD GROUP INC added 3,460,021 shares (+5.1%) to their portfolio in Q4 2025, for an estimated $751,239,759
- ALYESKA INVESTMENT GROUP, L.P. removed 2,250,411 shares (-99.9%) from their portfolio in Q1 2026, for an estimated $435,522,040
- NUVEEN, LLC removed 1,887,027 shares (-31.2%) from their portfolio in Q1 2026, for an estimated $365,196,335
- UBS GROUP AG added 1,852,530 shares (+35.1%) to their portfolio in Q1 2026, for an estimated $358,520,130
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Boeing Government Contracts
We have seen $22,058,689,460 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
- F-15 KOREA K+ FMS: $612,337,959
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
Boeing Analyst Ratings
Wall Street analysts have issued reports on $BA in the last several months. We have seen 5 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
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 9 analysts offer price targets for $BA in the last 6 months, with a median target of $275.0.
Here are some recent targets:
- John Godyn from Citigroup set a target price of $260.0 on 05/18/2026
- Ivan Feinseth from Tigress Financial set a target price of $295.0 on 04/29/2026
- Kristine Liwag from Morgan Stanley set a target price of $250.0 on 04/23/2026
- David Strauss from Wells Fargo set a target price of $250.0 on 04/01/2026
- 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
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.
