Arlington, Virginia-based The Boeing Company (BA) 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 has a market cap of $140.3 billion and operates through three segments: Commercial Airplanes; Defense, Space & Security; and Global Services.
BA stock has lagged behind the broader market over the past year, declining 11.1% compared to the S&P 500 Index’s ($SPX) 13.5% surge. Moreover, in 2026, the stock has fallen by nearly 19.1%, underperforming the SPX’s 12.3% rise.
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Focusing on its industry benchmark, the State Street Industrials Select Sector SPDR ETF (XLI) has risen 9.9% over the past year, outperforming the stock. In 2026, XLI has grown 8.6% and has also outperformed the stock.
www.barchart.com On Oct. 27, BA stock declined nearly 10.7% following the release of a disappointing Q3 2026 earnings. The company’s revenue came in at $24.2 billion and missed the Street’s estimates, with management citing higher defense and services volume alongside a less favorable commercial delivery mix as a reflection of the revenue. Additionally, its adjusted EPS amounted to $0.34, also failing to touch the consensus estimates.
For the current year, which ends in December, analysts expect BA’s loss per share to rise 83.5% to a loss per share of $1.76 on a diluted basis. The company surpassed the consensus estimate in only one of the last four quarters, while missing on three other occasions.
Despite its underperformance, among the 28 analysts covering BA stock, the consensus is a “Strong Buy.” That’s based on 22 “Strong Buy” ratings, three “Moderate Buys,” two “Holds,” and one “Strong Sell.”
www.barchart.com The configuration has grown more bearish, with the stock now having one Strong Buy rating as compared to none three months ago.
On Nov. 3, Wells Fargo analyst David E. Strauss maintained a “Buy” rating for BA stock and set a price target of $210.
BA’s mean price target of $236.70 indicates a 37.6% premium over the current market price. Its Street-high target of $305 implies a robust 77.3% upside from current levels.
On the date of publication, Aritra Gangopadhyay did not directly have a position in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
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