Are Wall Street Analysts Bullish on Boeing Stock?

Core Insights - Boeing Company (BA) is a major player in the aerospace industry, with a market cap of $152.8 billion and operations in over 150 countries, serving clients like NASA and the U.S. Department of Defense [1] Stock Performance - BA shares have outperformed the broader market over the past year, gaining 32.3% compared to the S&P 500 Index's 19.6% increase [2] - However, in 2025, BA stock is up 15.6%, lagging behind the S&P 500's 16.5% rise year-to-date [2] - Compared to the SPDR S&P Aerospace & Defense ETF (XAR), which gained 59.8% over the past year and 49.4% year-to-date, BA's performance appears weaker [3] Q3 Financial Performance - Boeing's Q3 results showed operational gains and increased deliveries, but were impacted by a $4.9 billion charge related to 777X certification issues [4] - The company reported an adjusted loss per share of $7.47, which fell short of Wall Street's expectation of $3.85, despite revenue of $23.3 billion exceeding forecasts of $21.9 billion [4] Analyst Expectations - For the current fiscal year ending in December, analysts predict BA's loss per share to increase by 59.6% to $8.24 on a diluted basis [5] - The earnings surprise history for Boeing is mixed, with two beats and two misses in the last four quarters [5] - Among 25 analysts covering BA, the consensus rating is a "Strong Buy," with 19 "Strong Buy" ratings, two "Moderate Buys," three "Holds," and one "Strong Sell" [5] Analyst Ratings Update - The current analyst configuration is less bullish than three months ago, with 20 analysts suggesting a "Strong Buy" [6] - Susquehanna analyst Charles Minervino maintained a "Buy" rating on BA with a price target of $270, indicating a potential upside of 32% from current levels [6]