Q1 Earnings Beat Ignites Rally: Boeing's first-quarter results exceeded expectations, with revenue climbing 14% to $22.2 billion and a narrower loss per share of $0.20. Social media discussions emphasize the positive surprise, driving premarket gains of over 4% as investors applaud stabilizing production.
Record Backlog Signals Strength: The company delivered 143 aircraft, outpacing Airbus for the first time since 2019, while backlog swelled to a record $695 billion. Online chatter points to this as evidence of robust demand and supply chain recovery, bolstering confidence in future growth.
Insider Activity Adds Intrigue: Recent congressional purchases in Boeing stock have fueled speculation ahead of the earnings, coinciding with the upbeat report. Sentiment on social media leans bullish, with many viewing the results as a turning point despite ongoing cash flow challenges.
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 $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.
Boeing Congressional Stock Trading
Members of Congress have traded $BA stock 7 times in the past 6 months. Of those trades, 4 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 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. 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 1,277 institutional investors add shares of Boeing stock to their portfolio, and 916 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 $19,282,911,182 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.
