Boeing shares slide as investors refocus on near-term delivery uncertainty ahead of Q1 results

The Boeing Company (BA) is down 3.4% today. Here is some analysis on what might have caused this price movement.

Analysis: The move looks tied to renewed investor sensitivity around near-term commercial delivery timing, particularly on the 737 MAX, combined with positioning ahead of Boeing’s upcoming first-quarter earnings release. With deliveries a key driver of cash generation, any sign that handovers shift into the next quarter can pressure the stock.

Details:

Boeing disclosed first-quarter 2026 deliveries across major programs on April 14, a data point investors often use to frame revenue and cash flow expectations ahead of earnings.

Recent production updates indicated Boeing paused or slowed certain 737 MAX deliveries to perform rework after wiring damage was found on some undelivered aircraft, raising concerns about first-quarter delivery timing even if full-year targets are maintained.

Boeing has scheduled its Q1 2026 financial results for April 22, and the stock can be volatile into that event as the market recalibrates expectations for 2026 cash flow and production stability.

Sources:

Boeing Investor Relations, AeroTime, Boeing Investor Relations

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$BA Insider Trading Activity

$BA 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.

$BA Hedge Fund Activity

We have seen 1,271 institutional investors add shares of $BA stock to their portfolio, and 902 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.

$BA Government Contracts

We have seen $18,926,835,605 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.

$BA Congressional Stock Trading

Members of Congress have traded $BA stock 5 times in the past 6 months. Of those trades, 2 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 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.

$BA 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 $BA, check out Quiver Quantitative's $BA forecast page.

$BA 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.