Boeing, Airbus receive orders for 42 planes from Japan Airlines

Written by Emily J. Thompson, Senior Investment Analyst

BA+0.29%

Source: SeekingAlpha

Updated: Mar 21 2024

0mins

Source: SeekingAlpha

$252.15+Infinity%1D

Analyst Views on BA

Wall Street analysts forecast BA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BA is 252.43 USD with a low forecast of 150.00 USD and a high forecast of 285.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

17 Analyst Rating

14 Buy

2 Hold

1 Sell

Strong Buy

Current: 251.410

Low

150.00

Averages

252.43

High

285.00

Current: 251.410

Low

150.00

Averages

252.43

High

285.00

Bernstein

Outperform

maintain

$267 -> $277

2026-01-06

Reason

Bernstein

Price Target

$267 -> $277

AI Analysis

2026-01-06

maintain

Outperform

Reason

Bernstein raised the firm's price target on Boeing to $277 from $267 and keeps an Outperform rating on the shares. Commercial aerospace stocks had an extraordinary year in 2025, and the firm expects 2026 to be another one. For 2026, demand remains very high and should outstrip supply beyond 2030. Bernstein top pick in the U.S. for 2026 is Boeing.

Kepler Cheuvreux

Reduce -> Hold

upgrade

2026-01-06

Reason

Kepler Cheuvreux

Price Target

2026-01-06

upgrade

Reduce -> Hold

Reason

Kepler Cheuvreux upgraded BAE Systems to Hold from Reduce with a price target of 1,860 GBp, up from 1,540 GBp. The firm cites valuation for the upgrade.

Unlock Full Analyst Thesis， Get the complete breakdown of rating reason for BA

Unlock Now

Bernstein

Outperform -> Market Perform

downgrade

£1,950

2026-01-06

Reason

Bernstein

Price Target

£1,950

2026-01-06

downgrade

Outperform -> Market Perform

Reason

Bernstein downgraded BAE Systems to Market Perform from Outperform with a 1,950 GBp price target. The firm expects European defense share performance "to be more heterogenous this year." It prefers "local champions in large markets, and superior portfolios." Bernstein adjusted ratings as part of its 2026 outlook.

Tigress Financial

NULL -> Buy

initiated

$275

2025-12-29

Reason

Tigress Financial

Price Target

$275

2025-12-29

initiated

NULL -> Buy

Reason

Tigress Financial reiterates a Buy rating on Boeing and initiates a 12-month price target of $275 on the shares. Boeing's record $600B backlog, representing more than 5,900 aircraft orders, provides multi-year revenue visibility, says the analyst, who notes that the firm's price target represents a potential return of over 25% from current levels.

About BA

The Boeing Company is an aerospace company. Its segments include Commercial Airplanes (BCA), Defense, Space & Security (BDS), and Global Services (BGS). Its BCA segment develops, produces and markets commercial jet aircraft principally for the commercial airline industry worldwide. Its family of commercial jet aircraft in production includes the 737 narrow-body model and the 767, 777 and 787 wide-body models. Its BDS segment is engaged in the research, development, production and modification of manned and unmanned military aircraft and weapons systems for strike, surveillance and mobility. Its BGS segment provides services to its commercial and defense customers worldwide. It sustains aerospace platforms and systems with a range of products and services, including supply chain and logistics management, engineering, maintenance and modifications, upgrades and conversions, spare parts, pilot and maintenance training systems and services, technical and maintenance documents, and others.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.