Earnings Surprise Fuels Optimism: Social media chatter around Boeing intensified following reports of stronger cash flow than anticipated in recent earnings, even as the company posted a miss and additional charges. Investors are weighing this against delays in key programs like the 777X.
Long-Term Backlog Potential: Many discussions emphasize the aerospace giant's extensive order backlog and rising deliveries, which could unlock substantial free cash flow by 2027 amid its duopoly status in commercial aviation. Government support is frequently cited as a stabilizing factor.
Short-Term Headwinds Noted: Caution persists regarding regulatory hurdles from the FAA and persistent cash consumption, leading some to highlight risks above recent trading levels.
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 $24.6B in Q2 2026. This is an increase of 7.96% 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 4 times in the past 6 months. Of those trades, 4 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $BA stock by members of Congress over the last 6 months:
- SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.
- 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.
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 1,235 institutional investors add shares of Boeing stock to their portfolio, and 945 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
- FMR LLC added 3,863,434 shares (+7.3%) to their portfolio in Q1 2026, for an estimated $747,690,382
- 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
- CAPITAL WORLD INVESTORS removed 1,461,836 shares (-5.4%) from their portfolio in Q1 2026, for an estimated $282,909,121
- DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN added 1,309,693 shares (+11977.1%) to their portfolio in Q1 2026, for an estimated $253,464,886
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 $24,861,882,358 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: $2,486,937,347
- E-7A RAPID PROTOTYPING: $1,023,380,192
- MANUFACTURE OF HORIZONTAL STABLIZIERS, LEFT, RIGHT AND CENTER FOR THE KC -135 AIRCRAFT.: $671,827,770
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 Price Targets
Multiple analysts have issued price targets for $BA recently. We have seen 4 analysts offer price targets for $BA in the last 6 months, with a median target of $255.0.
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
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.
