Boeing Gains 3% Following Price Target Raise at UBS

BofA Securities upgraded Boeing (NYSE:BA) to Buy from Neutral, significantly raising its price target to $260 from $185, citing improving fundamentals and growing strategic importance in global trade deals.

While Boeing’s backlog hasn’t historically driven BofA’s valuation outlook, recent developments have reshaped the narrative. The firm pointed to a series of international aircraft deals—spanning the UK, Qatar, UAE, and China—as evidence that Boeing jets are becoming a preferred bargaining chip in global trade negotiations, potentially setting a trend that benefits the aerospace giant long term.

Beyond trade tailwinds, BofA also highlighted internal progress at Boeing, including signs of production stabilization, cost carve-outs that reduce free cash flow pressure, and a more cohesive strategic focus across its divisions. Together, these factors signal to the firm that Boeing is turning a corner, creating an attractive entry point for investors.

Boeing (NYSE:BA) is a major player in the aerospace industry, known for manufacturing commercial jetliners, defense, space, and security systems. The company has faced challenges in recent years, particularly with its 737 MAX passenger jet. Despite these setbacks, Citigroup has maintained a "Buy" rating for Boeing, with the stock priced at $203.32 as of May 22, 2025.

Boeing is making strides to overcome past challenges by resuming a more dynamic production mode. The company plans to stabilize the production of its 737 MAX aircraft at 38 airplanes per month. This increase in production is due to improvements in Boeing's quality and safety culture, as noted by Doug Ackerman, Vice President of Quality for Boeing's Commercial Airplanes division.

To further enhance its operations, Boeing is focusing on improving its internal safety protocols. The company is making it easier for employees to report issues, a move aimed at rebuilding trust with federal regulators. This initiative is part of Boeing's efforts to demonstrate significant progress in improving its employee culture and ensuring compliance with safety standards.

Boeing's stock price reflects a slight increase, currently at $203.32, up by 0.11 or 0.05%. The stock has fluctuated between $201.91 and $204.73 today. Over the past year, Boeing's stock has seen a high of $209.66 and a low of $128.88. The company's market capitalization is approximately $153.3 billion, with a trading volume of 3,134,158 shares on the NYSE.

• Cowen & Co. maintains a "Buy" rating for Boeing (NYSE:BA), raising the price target from $180 to $200.
• The current stock price of Boeing is $185.56, with a slight decrease of 0.22% or $0.40.
• Boeing's stock has experienced volatility, trading between $183.50 and $186.70 today, indicating strong investor interest and engagement.

Boeing (NYSE:BA) is a leading aerospace company known for manufacturing commercial jetliners, defense, space, and security systems. It competes with companies like Airbus in the commercial aircraft sector. On May 7, 2025, Cowen & Co. maintained its "Buy" rating for Boeing, with the stock priced at $185.52. This reflects confidence in Boeing's market position and future prospects.

TD Cowen analyst Gautam Khanna also supports this positive outlook by raising Boeing's price target from $180 to $200. This suggests an expectation of growth in Boeing's stock value. The current stock price is $185.56, showing a slight decrease of 0.22% or $0.40. Despite this minor dip, the raised price target indicates potential for future gains.

Boeing's stock has shown volatility, trading between $183.50 and $186.70 today. Over the past year, it has reached a high of $196.95 and a low of $128.88. This range highlights the stock's fluctuations, yet the "Buy" rating suggests confidence in its upward trajectory. The company's market capitalization is approximately $139.9 billion, reflecting its significant presence in the aerospace industry.

Today's trading volume for Boeing is 5,355,022 shares on the NYSE. This level of activity indicates strong investor interest and engagement with the stock. The combination of a maintained "Buy" rating and an increased price target from TD Cowen suggests that Boeing is positioned for potential growth, despite recent price fluctuations.

• Cowen & Co. maintains a "Buy" rating for Boeing (NYSE:BA), raising the price target from $180 to $200.
• The current stock price of Boeing is $185.56, with a slight decrease of 0.22% or $0.40.
• Boeing's stock has experienced volatility, trading between $183.50 and $186.70 today, indicating strong investor interest and engagement.

Boeing (NYSE:BA) is a leading aerospace company known for manufacturing commercial jetliners, defense, space, and security systems. It competes with companies like Airbus in the commercial aircraft sector. On May 7, 2025, Cowen & Co. maintained its "Buy" rating for Boeing, with the stock priced at $185.52. This reflects confidence in Boeing's market position and future prospects.

TD Cowen analyst Gautam Khanna also supports this positive outlook by raising Boeing's price target from $180 to $200. This suggests an expectation of growth in Boeing's stock value. The current stock price is $185.56, showing a slight decrease of 0.22% or $0.40. Despite this minor dip, the raised price target indicates potential for future gains.

Boeing's stock has shown volatility, trading between $183.50 and $186.70 today. Over the past year, it has reached a high of $196.95 and a low of $128.88. This range highlights the stock's fluctuations, yet the "Buy" rating suggests confidence in its upward trajectory. The company's market capitalization is approximately $139.9 billion, reflecting its significant presence in the aerospace industry.

Today's trading volume for Boeing is 5,355,022 shares on the NYSE. This level of activity indicates strong investor interest and engagement with the stock. The combination of a maintained "Buy" rating and an increased price target from TD Cowen suggests that Boeing is positioned for potential growth, despite recent price fluctuations.

Boeing Co. (NYSE:BA) is a leading aerospace company known for manufacturing commercial jetliners, defense, space, and security systems. The company competes with other aerospace giants like Airbus. On April 23, 2025, Boeing reported an earnings per share (EPS) of -$0.49, which was better than the estimated EPS of -$1.18. The company also reported a revenue of approximately $19.5 billion, surpassing the estimated revenue of about $19.4 billion.

Boeing's shares surged in premarket trading after announcing a narrower-than-expected first-quarter adjusted loss. The adjusted loss per share was $0.49, better than the anticipated $1.24 loss per share forecasted by analysts polled by Visible Alpha. Despite the revenue of $19.5 billion being slightly below the expected $19.66 billion, the market reacted positively.

CEO Kelly Ortberg expressed optimism, highlighting improved operational performance due to a focus on safety and quality. This positive sentiment was reflected in a 5% rise in Boeing's shares following the results. However, the stock had been down 8% since the beginning of the year, indicating ongoing challenges.

Boeing's financial performance showed signs of recovery, driven by growth in its commercial plane business and an increase in its order backlog. The company's ability to secure more orders and enhance sales is a promising sign for its future prospects. This improvement comes after overcoming significant challenges, including a quality crisis and a debilitating strike in late 2024.

Despite these positive developments, Boeing faces financial challenges. The company has a negative price-to-earnings ratio of -9.88 and an earnings yield of -10.13%. Additionally, the debt-to-equity ratio is -13.87, indicating financial difficulties. The enterprise value to operating cash flow ratio is -13.47, highlighting potential issues in generating cash flow relative to its valuation.

Boeing Co. (NYSE:BA) is a leading aerospace company known for manufacturing commercial jetliners, defense, space, and security systems. The company competes with other aerospace giants like Airbus. On April 23, 2025, Boeing reported an earnings per share (EPS) of -$0.49, which was better than the estimated EPS of -$1.18. The company also reported a revenue of approximately $19.5 billion, surpassing the estimated revenue of about $19.4 billion.

Boeing's shares surged in premarket trading after announcing a narrower-than-expected first-quarter adjusted loss. The adjusted loss per share was $0.49, better than the anticipated $1.24 loss per share forecasted by analysts polled by Visible Alpha. Despite the revenue of $19.5 billion being slightly below the expected $19.66 billion, the market reacted positively.

CEO Kelly Ortberg expressed optimism, highlighting improved operational performance due to a focus on safety and quality. This positive sentiment was reflected in a 5% rise in Boeing's shares following the results. However, the stock had been down 8% since the beginning of the year, indicating ongoing challenges.

Boeing's financial performance showed signs of recovery, driven by growth in its commercial plane business and an increase in its order backlog. The company's ability to secure more orders and enhance sales is a promising sign for its future prospects. This improvement comes after overcoming significant challenges, including a quality crisis and a debilitating strike in late 2024.

Despite these positive developments, Boeing faces financial challenges. The company has a negative price-to-earnings ratio of -9.88 and an earnings yield of -10.13%. Additionally, the debt-to-equity ratio is -13.87, indicating financial difficulties. The enterprise value to operating cash flow ratio is -13.47, highlighting potential issues in generating cash flow relative to its valuation.

Citi analysts reaffirmed a Buy rating on Boeing (NYSE:BA) with a $210 price target, arguing that the market is undervaluing the company’s long-term growth prospects.

According to the bank, current valuations reflect an unrealistically low assumption of less than 1% free cash flow (FCF) growth indefinitely, whereas a 3% growth rate is achievable based on industry trends. If Boeing meets this target, the stock could see up to 50% upside from current levels.

The analysts pointed to several key growth drivers, including a 3.2% compound annual growth rate in global airline fleet expansion over the next 20 years, as well as a projected 3% annual increase in the Department of Defense’s base budget through fiscal 2030. These factors provide a strong foundation for sustained revenue growth in both the commercial aerospace and defense sectors.

Despite recent turbulence surrounding Boeing’s operational challenges, long-term fundamentals remain intact, and Citi sees a compelling investment opportunity as the company capitalizes on rising global demand for aircraft and defense contracts.