Boeing's Early Deliveries: Boeing has expedited the delivery of 25 new MAX 8 aircraft to Ryanair, expected by October, allowing the airline to increase flight capacity ahead of the busy Christmas travel season.
Production Quality Improvement: Ryanair's CEO Michael O'Leary praised the quality of Boeing's deliveries, indicating that the company is stabilizing production after previous safety issues with the 737 MAX.
Strong Bookings and Pricing Outlook: Despite recent flight cancellations due to strikes, Ryanair maintains strong bookings, with ticket prices expected to recover this year, influenced by last-minute sales in September.
Call for EU Action on Strikes: O'Leary criticized the European Union for not doing enough to ensure air traffic can continue during strikes, particularly referencing disruptions caused by French air traffic controllers.
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
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.
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.
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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.
