SpaceX's Valuation Surge: SpaceX is projected to reach a valuation of $800 billion, surpassing the combined market capitalization of the six largest U.S. defense contractors, which totals $709 billion.
Potential IPO Impact: The anticipated SpaceX IPO could potentially value the company at $1.5 trillion, indicating a significant shift in the aerospace and defense industry hierarchy.
Market Dynamics: SpaceX's growth is attributed to its innovative technologies, including the Starlink satellite internet and the Starship launch system, which are seen as more valuable than traditional defense infrastructure.
Challenges for Legacy Contractors: Established companies like Boeing and Lockheed Martin are facing production delays and cost overruns, while SpaceX is capitalizing on its monopoly in low-Earth orbit access.
BA
$206.33+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 249.07 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.
16 Analyst Rating
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 249.07 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.
13 Buy
2 Hold
1 Sell
Strong Buy
Current: 206.710
Low
150.00
Averages
249.07
High
285.00
Current: 206.710
Low
150.00
Averages
249.07
High
285.00
Jefferies
Jefferies
Buy
maintain
$255
2025-12-15
New
Reason
Jefferies
Jefferies
Price Target
$255
2025-12-15
New
maintain
Buy
Reason
The delivery of the first of two Air Force One 747-8s has been delayed from mid-2027 to mid-2028, with Boeing's (BA) fixed-price development program recording $2.8B in forward losses, including $379M in 2024, due to higher-than-expected costs from engineering changes and schedule delays, though this timeline was likely already contemplated, Jefferies tells investors in a research note. In the meantime, L3Harris (LHX) will perform retrofit modifications on a Qatari 747-8 accepted by the Pentagon in May 2025 to temporarily support the aging Air Force One fleet, the firm says. Jefferies has a Buy rating and $255 price target on Boeing shares.
Citi
initiated
$265
2025-12-11
Reason
Citi
Price Target
$265
2025-12-11
initiated
Reason
Citi initiated coverage of Boeing with a Buy rating and $265 price target. The firm launched coverage on 24 stocks in the aerospace and defense sector, saying the group faces a "number of megatrends" across commercial aerospace, defense, shipbuilding, and space. Citi sees these trends creating at least one trillion-dollar market cap company in the coming years. GE Aerospace could get there in as little as five years, Citi contends. The firm calls RTX "the Marquee Megatrend stock" and believes Boeing is an "unusually attractive mega-cap turnaround" story. The analyst expects improving trends in Q4 and continued momentum in Q1 for the sector.
Goldman Sachs
Buy
maintain
$257
2025-12-09
Reason
Goldman Sachs
Price Target
$257
2025-12-09
maintain
Buy
Reason
Goldman Sachs keeps a Buy rating and $257 price target on Boeing after the company's monthly aircraft delivery data. New aircraft order backlog remains large compared to supply and November gross orders were strong, building on the year-to-date momentum, the analyst tells investors in a research note. The backlog continues to support strong multi-year growth in deliveries across all aircraft platforms, the firm added.
BNP Paribas Exane
Underperform
initiated
$150
2025-11-18
Reason
BNP Paribas Exane
Price Target
$150
2025-11-18
initiated
Underperform
Reason
BNP Paribas Exane initiated coverage of Boeing with an Underperform rating and $150 price target.
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.
