Brokers Set Expectations for Boeing’s Q1 Earnings (NYSE:BA)

The Boeing Company (NYSE:BA) – Investment analysts at Zacks Research lifted their Q1 2026 earnings estimates for shares of Boeing in a research note issued to investors on Wednesday, March 26th. Zacks Research analyst R. Department now anticipates that the aircraft producer will earn $1.32 per share for the quarter, up from their prior forecast of $1.27. The consensus estimate for Boeing’s current full-year earnings is ($2.58) per share. Zacks Research also issued estimates for Boeing’s Q2 2026 earnings at $0.36 EPS.

Boeing (NYSE:BA) last announced its quarterly earnings results on Tuesday, January 28th. The aircraft producer reported ($5.90) earnings per share (EPS) for the quarter, missing the consensus estimate of ($1.60) by ($4.30). During the same period in the prior year, the company posted ($0.47) earnings per share.

Several other research analysts have also recently weighed in on BA. Susquehanna upped their price target on shares of Boeing from $200.00 to $205.00 and gave the company a “positive” rating in a report on Wednesday, January 29th. Wells Fargo & Company upped their target price on shares of Boeing from $103.00 to $113.00 and gave the stock an “underweight” rating in a research note on Monday, March 17th. StockNews.com raised Boeing to a “sell” rating in a research note on Wednesday, March 12th. Citigroup upped their price objective on Boeing from $207.00 to $210.00 and gave the stock a “buy” rating in a research report on Monday, February 10th. Finally, Royal Bank of Canada reiterated an “outperform” rating and set a $200.00 price objective on shares of Boeing in a report on Wednesday, January 29th. Two analysts have rated the stock with a sell rating, six have given a hold rating, fourteen have issued a buy rating and two have given a strong buy rating to the company. According to MarketBeat, Boeing has a consensus rating of “Moderate Buy” and a consensus target price of $195.68.

Boeing Stock Performance

NYSE BA opened at $172.98 on Friday. The stock has a market cap of $129.74 billion, a price-to-earnings ratio of -9.44 and a beta of 1.53. The business has a 50 day simple moving average of $173.98 and a 200 day simple moving average of $164.17. Boeing has a 52-week low of $137.03 and a 52-week high of $196.95.

Insiders Place Their Bets

In other news, EVP Uma M. Amuluru sold 3,159 shares of the stock in a transaction dated Thursday, February 20th. The shares were sold at an average price of $180.69, for a total value of $570,799.71. Following the transaction, the executive vice president now directly owns 19,213 shares of the company’s stock, valued at $3,471,596.97. This represents a 14.12 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Company insiders own 0.09% of the company’s stock.

Institutional Trading of Boeing

Several hedge funds and other institutional investors have recently modified their holdings of the stock. Penserra Capital Management LLC increased its stake in shares of Boeing by 17.5% during the third quarter. Penserra Capital Management LLC now owns 4,856 shares of the aircraft producer’s stock worth $738,000 after purchasing an additional 724 shares during the period. Truvestments Capital LLC bought a new position in Boeing during the 3rd quarter worth $58,000. Quantbot Technologies LP acquired a new stake in shares of Boeing during the third quarter worth $1,295,000. Cadence Bank boosted its position in shares of Boeing by 5.6% in the third quarter. Cadence Bank now owns 3,043 shares of the aircraft producer’s stock valued at $463,000 after acquiring an additional 162 shares during the period. Finally, Townsquare Capital LLC grew its stake in shares of Boeing by 53.0% in the third quarter. Townsquare Capital LLC now owns 83,727 shares of the aircraft producer’s stock valued at $12,730,000 after acquiring an additional 29,018 shares in the last quarter. Institutional investors own 64.82% of the company’s stock.

Boeing Company Profile

The Boeing Company, together with its subsidiaries, designs, develops, manufactures, sells, services, and supports commercial jetliners, military aircraft, satellites, missile defense, human space flight and launch systems, and services worldwide. The company operates through Commercial Airplanes; Defense, Space & Security; and Global Services segments.