Boeing (NYSE:BA) Shares Down 1.3% – Should You Sell?

26 Jan 2026, 20:33 by Amy Steele · The Cerbat Gem

Shares of The Boeing Company (NYSE:BA – Get Free Report) fell 1.3% during mid-day trading on Monday . The company traded as low as $247.41 and last traded at $248.87. 8,406,842 shares traded hands during trading, a decline of 1% from the average session volume of 8,495,596 shares. The stock had previously closed at $252.15.

Key Boeing News

Here are the key news stories impacting Boeing this week:

Positive Sentiment: Boeing’s plan to increase 737 production and management commentary about improving free cash flow are front-and-center and seen as a longer-term positive for revenue and margin recovery. Boeing 737 production increase plans likely to overshadow expected fourth-quarter loss
Positive Sentiment: Airline customers report faster deliveries (e.g., Ryanair raising its outlook and Air Lease delivering a 737-8 to Air Canada), supporting revenue cadence and fleet renewal demand. Ryanair Boosts 2026 Outlook as Travel Demand Surges and Boeing Deliveries Accelerate Air Lease delivers 1st Boeing 737-8 to Air Canada
Positive Sentiment: Several analysts and commentators have lifted expectations or argue consensus is too subdued ahead of Q4, creating upside if results or guidance beat. Top Wall Street Forecasters Revamp Boeing Expectations Ahead Of Q4 Earnings Jim Cramer doubles down: ‘You just can’t beat Boeing’
Neutral Sentiment: Multiple earnings previews and options-commentary videos are raising focus on key metrics to watch (deliveries, production rate, free cash flow) but offer mixed near-term impact. What to expect from Boeing’s (BA) Q4 earnings New Tailwinds Backing Boeing Earnings & BA Example Options Trade
Neutral Sentiment: Smaller, tangential items — such as a Titomic appointment of a former Boeing exec — are unlikely to move BA stock materially. Titomic Adds Boeing Veteran Jim Chilton to Strategic Advisory Group
Negative Sentiment: Regulatory/safety headlines are a drag: a report flagged lavatories as a “dangerous design defect,” which can prompt scrutiny and reputational risk even if operational impact is limited. Boeing Stock (NYSE:BA) Loses Ground, Lavatories Declared “Dangerous Design Defect”
Negative Sentiment: Consensus expects Boeing to report another quarterly loss; a miss or weak guidance would likely drive further downside despite production tailwinds. Boeing Q4 earnings on deck: What to expect

Analyst Upgrades and Downgrades

BA has been the topic of several analyst reports. New Street Research set a $257.00 target price on Boeing in a research report on Tuesday, December 9th. UBS Group reiterated a “buy” rating on shares of Boeing in a research note on Wednesday, December 10th. Susquehanna reissued a “positive” rating and issued a $280.00 target price on shares of Boeing in a report on Thursday, January 15th. BNP Paribas Exane set a $150.00 price target on shares of Boeing in a report on Tuesday, November 18th. Finally, Weiss Ratings reiterated a “sell (d-)” rating on shares of Boeing in a research report on Wednesday, January 21st. Two analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, three have assigned a Hold rating and four have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Boeing presently has a consensus rating of “Moderate Buy” and a consensus price target of $241.26.

Read Our Latest Stock Analysis on BA

Boeing Trading Down 1.3%

The stock has a market capitalization of $189.16 billion, a PE ratio of -18.19, a PEG ratio of 7.18 and a beta of 1.16. The firm’s 50-day moving average price is $214.08 and its 200-day moving average price is $218.29.

Boeing (NYSE:BA – Get Free Report) last issued its quarterly earnings results on Wednesday, October 29th. The aircraft producer reported ($7.47) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.51) by ($6.96). The company had revenue of $23.27 billion during the quarter, compared to the consensus estimate of $21.61 billion. During the same period in the previous year, the company posted ($10.44) EPS. The firm’s revenue was up 30.4% compared to the same quarter last year. On average, equities research analysts predict that The Boeing Company will post -2.58 earnings per share for the current fiscal year.

Insider Activity

In other Boeing news, SVP Dana S. Deasy bought 554 shares of the business’s stock in a transaction dated Monday, November 24th. The shares were purchased at an average price of $178.88 per share, with a total value of $99,099.52. Following the completion of the purchase, the senior vice president owned 28,442 shares in the company, valued at $5,087,704.96. This represents a 1.99% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, EVP Uma M. Amuluru sold 1,366 shares of the stock in a transaction that occurred on Thursday, November 6th. The stock was sold at an average price of $197.66, for a total value of $270,003.56. Following the completion of the sale, the executive vice president owned 14,656 shares in the company, valued at approximately $2,896,904.96. The trade was a 8.53% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.09% of the company’s stock.

Hedge Funds Weigh In On Boeing

Hedge funds have recently bought and sold shares of the business. Revolve Wealth Partners LLC purchased a new position in Boeing in the 4th quarter worth about $201,000. Sivia Capital Partners LLC increased its position in shares of Boeing by 16.5% during the second quarter. Sivia Capital Partners LLC now owns 1,529 shares of the aircraft producer’s stock worth $320,000 after acquiring an additional 217 shares during the period. Kathmere Capital Management LLC raised its stake in shares of Boeing by 17.9% during the second quarter. Kathmere Capital Management LLC now owns 1,944 shares of the aircraft producer’s stock valued at $407,000 after acquiring an additional 295 shares in the last quarter. Patton Fund Management Inc. bought a new stake in shares of Boeing during the second quarter valued at approximately $259,000. Finally, ORG Partners LLC boosted its holdings in shares of Boeing by 7.7% in the second quarter. ORG Partners LLC now owns 964 shares of the aircraft producer’s stock valued at $202,000 after purchasing an additional 69 shares during the period. Institutional investors own 64.82% of the company’s stock.

About Boeing

(Get Free Report)

Boeing Company (NYSE: BA) is an American multinational corporation that designs, manufactures and services commercial airplanes, defense systems, and space and security technologies. Founded in 1916 by William E. Boeing in Seattle, the company today operates as an integrated aerospace and defense contractor with a global customer base. Boeing relocated its corporate headquarters to Arlington, Virginia in 2022 and maintains extensive engineering, manufacturing and service operations across the United States and around the world.

Boeing’s principal lines of business include Commercial Airplanes, which produces and supports a range of jetliners used by airlines globally; Defense, Space & Security, which develops military aircraft, rotorcraft, surveillance and reconnaissance systems, satellites, and launch and missile systems; and Boeing Global Services, which provides aftermarket maintenance, training, spare parts, digital analytics and logistics support.