BA stock sentiment todayBoeing Co
Sentiment verdict
Gossip first, financials second — COLD at 85% confidence.
Last updated · cached analysis, refreshes periodically
BA
Boeing CoBoeing remains grounded by chronic quality control failures, labor unrest, and a balance sheet burdened by massive debt and cash burn.
Pick a name and you can add your own 1-, 3- and 6-month price calls — no account needed. The needle above shows where the crowd sits. Calls lock 48 hours after you make them, so every scorecard stays honest.
You'll show up on boards and The Floor under this name. Add an email later to keep your history.
No account needed. You can add an email later to keep your calls.
Already have an account? Sign in
See exactly how analyst targets, gossip sentiment and momentum are weighted into this 6-month forecast.
Sign in to go Pro →Full model breakdown (analyst / gossip / momentum weights) is a Pro feature. Modelled for BA. Not financial advice.
Price · last 12 months
Gossip
Market sentiment is dominated by the fallout from the 737 MAX door-plug incident, a costly 7-week machinist strike that crippled production, and leadership turnover under new CEO Kelly Ortberg.
- ·Safety and FAA production caps
- ·Mounting delivery delays for 777X
- ·Threat of credit rating downgrade to 'Junk' status
- ·Starliner program failures tarnishing space reputation
Financial
Financials are characterized by negative free cash flow ($10B+ expected burn in 2024) and a massive $50B+ debt load that limits R&D and dividend potential.
- ·Negative Net Income (GAAP loss of $6B+ in Q3 2024)
- ·Total Debt/Equity ratio exceeds 1,000%
- ·Operating margins compressed by high labor costs and rework
- ·Backlog remains high but liquidation is stalled by supply chain bottlenecks
Conviction
Whose money is actually in the stock — insider open-market trades and the patience of the institutional holder base.
Quiet accumulation — the chatter is cold but the smart money is leaning in.
- ·No open-market insider trades in the last 120 days.
Pro shows every named insider trade in the window (buyer, title, size, price, and whether it was a pre-scheduled 10b5-1 sale) plus the full holder register split into patient capital and fast money.
Unlock with Pro →Source: SEC EDGAR Form 4 + 13F holder register. Option exercises, grants, gifts and tax withholding are excluded — only open-market purchases and sales count. Not financial advice.
Risks
- ·Potential equity dilution via capital raises to maintain investment-grade rating
- ·Further FAA oversight limiting production rates below break-even
- ·Loss of market share to Airbus in the narrow-body segment
Peer temperature
How direct competitors stack up against BA right now.
- HOTEADSYAirbus SE
HOTTER — capturing Boeing's lost market share with a superior narrow-body backlog and a significantly cleaner balance sheet.
See full analysis → - NEUTRALLMTLockheed Martin Corp
WARMER — provides a safer haven with stable defense contracts and a 2.4% dividend yield while Boeing struggles with commercial volatility.
See full analysis → - HOTGEGE Aerospace
HOTTER — enjoys high-margin recurring revenue from engine services even when new aircraft deliveries are delayed.
See full analysis →
- BA-7.8%
- EADSY-0.4%
- LMT+25.1%
- GE-3.4%
Analyst price target
Consensus average of 19 analysts · median 240.00
Source: StockAnalysis.com · updated 2026-10-29
AI-generated analysis for informational purposes only. Not financial advice.