Boeing (NYSE:BA) Stock Falls 1.6% – Time to Sell?

Posted by Francis Steltz on Sep 26th, 2026

The Boeing Company (NYSE:BA – Get Free Report) was down 1.6% during trading on Thursday. The stock traded as low as $194.40 and last traded at $196.7170. Approximately 9,537,810 shares traded hands during trading, an increase of 43% from the average daily volume of 6,673,486 shares. The stock had previously closed at $199.93.

Key Headlines Impacting Boeing

Here are the key news stories impacting Boeing this week:

Positive Sentiment: Major new orders strengthen Boeing’s backlog. Turkish Airlines finalized an agreement for up to 150 737 MAX jets, including 100 firm orders and 50 options. Boeing also received an order for 11 aircraft from Biman Bangladesh Airlines, adding to the carrier’s earlier purchases. These deals reinforce strong long-term demand for Boeing’s commercial aircraft. What Does Boeing Winning a 150 Jet Order Mean Now?
Positive Sentiment: Analyst sentiment improved. Wolfe Research upgraded Boeing from “hold” to “strong buy,” providing a potential near-term catalyst after the stock’s recent weakness. However, investors should treat brokerage recommendations cautiously because analyst ratings can be overly optimistic. Boeing Is Considered a Good Investment by Brokers
Positive Sentiment: 737 MAX certification and aftermarket initiatives offer additional support. Alaska Air expects the 737 MAX 10 to receive certification by the end of September and plans to take its first aircraft next spring. Boeing also completed its first 737 MAX landing-gear exchange for American Airlines, expanding a potentially recurring aftermarket revenue opportunity. Alaska Air Expects Boeing 737 MAX 10 Certification
Neutral Sentiment: Investors are focused on whether Boeing can convert demand into cash. The company is encouraging suppliers to adopt automation as production ramps, while labor-related risks have eased after the engineering union recommended a contract. Still, Boeing reportedly needs roughly $10 billion in cash flow to complete its turnaround, making execution more important than headline order volume. Boeing Recovery Hits Another Speed Bump
Negative Sentiment: Production remains the central weakness. Boeing’s 737 output at 47 aircraft per month is reportedly not yet stable because of a wing-shop bottleneck. Analysts say the turnaround depends on increasing deliveries and improving cash generation, while the stock’s elevated valuation leaves limited room for further execution disappointments. What Must Happen for Boeing Stock to Get Unstuck
Negative Sentiment: China-related upside has faded. Reports indicate that a major new Chinese aircraft commitment is unlikely to emerge from the Trump-Xi summit. That removes a closely watched catalyst and contributed to recent selling pressure, leaving investors focused on Boeing’s ability to execute its existing China-related agreements. Hope Fading for New Boeing Deal During US-China Summit

Analyst Upgrades and Downgrades

Several research analysts have weighed in on BA shares. Tigress Financial boosted their price target on Boeing from $295.00 to $305.00 and gave the stock a “buy” rating in a research report on Thursday, August 6th. JPMorgan Chase & Co. increased their price objective on Boeing from $270.00 to $290.00 and gave the company an “overweight” rating in a report on Wednesday, July 29th. Cantor Fitzgerald cut shares of Boeing to a “neutral” rating in a research note on Tuesday, August 11th. Jefferies Financial Group lowered their target price on shares of Boeing from $295.00 to $265.00 and set a “buy” rating on the stock in a report on Monday, September 21st. Finally, William Blair reaffirmed an “outperform” rating on shares of Boeing in a research report on Tuesday, July 28th. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating, five have issued a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $270.95.

Check Out Our Latest Report on BA

Boeing Stock Performance

The stock has a market capitalization of $156.41 billion, a price-to-earnings ratio of 85.67 and a beta of 1.21. The company’s fifty day simple moving average is $214.38 and its 200 day simple moving average is $217.29. The company has a quick ratio of 0.33, a current ratio of 1.14 and a debt-to-equity ratio of 6.77.

Boeing (NYSE:BA – Get Free Report) last posted its earnings results on Tuesday, July 28th. The aircraft producer reported ($0.76) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.34) by ($0.42). The company had revenue of $24.56 billion for the quarter, compared to analyst estimates of $24.26 billion. Boeing had a negative return on equity of 346.82% and a net margin of 2.41%.The business’s quarterly revenue was up 8.0% compared to the same quarter last year. During the same quarter in the prior year, the business posted ($1.24) EPS. On average, equities research analysts expect that The Boeing Company will post -0.91 earnings per share for the current year.

Hedge Funds Weigh In On Boeing

A number of hedge funds have recently bought and sold shares of BA. Jupiter Topco LLC acquired a new position in shares of Boeing during the 2nd quarter worth approximately $911,878,000. Bank of New York Mellon Corp acquired a new stake in shares of Boeing in the second quarter valued at approximately $747,763,000. Legal & General Group Plc bought a new stake in shares of Boeing in the second quarter valued at approximately $710,816,000. Deutsche Bank AG bought a new stake in shares of Boeing in the second quarter valued at approximately $539,456,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. acquired a new stake in Boeing during the second quarter worth approximately $441,997,000. 64.82% of the stock is owned by institutional investors.

Boeing Company Profile

(Get Free Report)

The Boeing Company is a global aerospace company that designs, manufactures and services commercial airplanes, military aircraft, satellites, space systems and other aerospace products. Its principal business areas include commercial airplanes, defense and security, and aftermarket services that support aircraft operations throughout their life cycles.

Boeing’s commercial portfolio includes the 737, 767, 777 and 787 families of jetliners, while its defense and space operations provide products and services for the U.S.