China Order Announcement: Social media erupted following President Trump's revelation that China's Xi Jinping agreed to buy 200 Boeing planes, surpassing the company's hoped-for 150 units. Enthusiasts noted this as a win amid U.S.-China trade dynamics, potentially revitalizing Boeing's order book.
Stock Price Reaction: Despite the news, Boeing shares plunged more than 4%, with traders questioning if the order fell short of lofty expectations. Discussions highlighted the firm's enormous backlog of nearly 7,000 planes, tempering views on the deal's urgency.
Ongoing Optimism: Bulls pointed to Trump's affinity for Boeing and bullish technical patterns breaking higher. Yet caution prevails over historical delivery risks from China commitments.
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
- 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. 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 1,329 institutional investors add shares of Boeing stock to their portfolio, and 963 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 9,317,466 shares (+21.3%) to their portfolio in Q4 2025, for an estimated $2,023,008,217
- 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
- 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
- STATE STREET CORP added 2,387,791 shares (+6.9%) to their portfolio in Q4 2025, for an estimated $518,437,181
- PRICE T ROWE ASSOCIATES INC /MD/ removed 1,979,762 shares (-14.7%) from their portfolio in Q4 2025, for an estimated $429,845,925
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 $20,196,871,018 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: $564,000,000
- SPACE LAUNCH SYSTEM (SLS) STAGES PRODUCTION AND EVOLUTION CONTRACT (SPEC): $545,173,364
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:
- 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
- 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
- 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.
