Boeing Company (The)NYSE: BA
Industrials · Aerospace & Defense
$227.67
-0.59%
Vol: 2.8M
Research Digest
Friday, May 1, 2026
Boeing stock gains on Tigress Financial upgrade to $295 price target citing multi-cycle growth momentum from record backlog
Tigress Financial upgraded Boeing with a Buy rating and $295 price target, citing strong commercial, defense, and space growth supported by record backlog. Boeing stock up 1.96% in past 24 hours on positive analyst sentiment. Company expects 737 MAX production ramp to 47/month and certification of 737 MAX 7 and 10 later this year.
Previous Market Intelligence
13 daysApr 30Copa Airlines orders 40 Boeing 737 MAX aircraft worth $13.5B, Tigress Financial raises PT to $295Positive▶
Copa Airlines finalized order for 40 737 MAX aircraft with options for 20 more valued at $13.5B based on list prices. SCAT Airlines confirmed five additional 737-9 orders. Bangladesh signed deal to purchase 14 aircraft from Boeing. Boeing and LightSolver formed strategic partnership for laser-based accelerator for engineering simulations. Q1 earnings beat with revenue surge 14% YoY and cash burn easing. U.S. Army awarded Boeing $324M contract for six CH-47F Block II Chinook helicopters. Tigress Financial raised PT to $295 citing multi-cycle growth backed by record backlog. 16 analysts average Strong Buy with $269.44 PT.
Apr 29Boeing reports Q1 2026 revenue of $22.22B (+14%) with record $695B backlog, but stock drops 3.36% amid lingering profitability concernsMixed▶
Boeing reported Q1 2026 revenue of $22.22 billion (+14% YoY) above estimates with 143 deliveries and record $695 billion backlog. Q1 EPS of -$0.20 beat estimates of -$0.75 by 73%. Key catalysts include orders for 5 737 MAX jets from SCAT Airlines, 40–60 737 MAX jets from Copa Airlines, and strategic partnership with LightSolver to advance laser-based computing for engineering simulations. Stock declined 3.36% on April 29 despite positive results as investors remain concerned about production, certification, supply chain issues, and cash flow challenges. Analyst consensus is Moderate Buy.
Apr 16Boeing delivers 143 commercial jets in Q1 2026, beating Airbus, with earnings report scheduled for April 22 and $252 average price targetPositive▶
Boeing reported Q1 2026 aircraft deliveries of 143 commercial planes and 30 defense/space units, representing a 10.9% increase over Q1 2025. The company delivered 114 737s, 15 787 Dreamliners, eight 777s, and six 767s. Boeing is expected to report a loss of $0.39 per share on $22.15 billion in Q1 revenue when it releases results on April 22. Korean Air announced a 103-aircraft order worth $36.2 billion for delivery between 2026-2039. With a $545 billion backlog and Strong Buy consensus from 21 of 27 analysts, the stock has 16% implied upside to the $252 average price target.
Apr 14Boeing signals industrial recovery; Viasat enters AERA qualification for MAX, 777X, and 787Positive▶
Viasat entered Boeing qualification for AERA antenna systems. First profitable year since 2018. Q1 earnings April 22. Consensus Strong Buy $254.26 PT.
Apr 13Q1 earnings April 22; defense contracts and commercial delivery gainsPositive▶
Boeing will report Q1 2026 results on April 22 at 10:30 a.m. ET. Key wins: ViaSat-3 satellite delivery (April 7), 7-year Pentagon PAC-3 missile seeker contract, NASA Artemis II role. Surpassed Airbus in delivery rates. Stock closing $210.00 with consensus Moderate Buy and avg target $254.26 (16.83% upside).
Apr 10Boeing gains 3.8% on Iran ceasefire news; Q1 earnings April 22; Wells Fargo initiates coverage.Positive▶
Boeing shares jumped 3.8% on April 10 after Iran and U.S. agreed to two-week ceasefire. Wells Fargo initiated coverage with Overweight rating and $250 price target on April 1. Q1 2026 results will be released April 22 with earnings call at 10:30 a.m. ET. Boeing announced ViaSat-3 spacecraft delivery.
Apr 9Boeing Stock Rallies 3.7% on Defense Contracts and Iran CeasefirePositive▶
Boeing rose 3.7% after U.S.-Iran ceasefire eased geopolitical tensions. The company announced a seven-year cooperation agreement with DoD to triple PAC-3 missile seeker production capacity. Boeing reported first yearly profit since 2018 ($2.48 EPS on $89.5B revenue). New 737 MAX production line rollout and $101M Air Force KC-46 contract support continued momentum.
Apr 8Boeing confirms Q1 earnings April 22; Wells Fargo initiates Overweight with $250 PT.Positive▶
Boeing announced Q1 2026 results release for April 22 with 10:30 a.m. ET call. Wells Fargo initiated coverage April 1 with Overweight rating and $250 target. Stock at $207.85; back to profitability with 2025 revenue up 34%. 22 analysts recommend Buy.
Apr 7Boeing surges on $682 billion record backlog and Pentagon missile production expansion despite quality control headwinds.Positive▶
Boeing reached record backlog of $682 billion with 6,100+ commercial airplane orders while securing new Pentagon framework to triple PAC-3 missile seeker production. Stock gained 4% following Defense Department deal on April 1, with U.S. Appeals Court upholding 737 MAX criminal case dismissal. Company returned to profitability with 2025 EPS of $2.48 vs. $18.36 loss prior year. However, recent quality issues with electrical wiring scratches on undelivered 737 MAX jets create ongoing risks. Analyst target $270 vs. $200 current trading level suggests upside potential.
Apr 6Boeing Q1 earnings April 22; Citi lowers PT to $256; Alaska Airlines orders 105 737-10s.Positive▶
Boeing targeting MAX 7/MAX 10 certification in 2026 with improved 737 and 787 production. Projects $1-3B positive free cash flow for 2026. Q1 results April 22. Alaska Airlines ordered 105 737-10s with options for 35 more. Average PT $269.
Apr 3Wells Fargo upgrades Boeing to Strong Buy with $250 PT as Alaska Airlines books record order and Pentagon defense spending surges.Positive▶
Wells Fargo initiated coverage of Boeing with a strong-buy rating and $250 price target on April 2. Boeing secured Alaska Airlines' largest airplane order ever (105 737-10 jets plus options). Pentagon announced a seven-year framework to triple PAC-3 seeker production. Q1 earnings scheduled for April 22. Stock rose 5% as defense sector momentum accelerated. Citi lowered price target to $256 from $290 but maintains Buy rating.
Apr 1Boeing 777X scheduled for April first flight; Q1 2026 earnings due April 22 with 737 production ramp guidance.Positive▶
Boeing plans 777X commercial aircraft first flight in April 2026, marking key milestone for long-delayed program. Company will release Q1 2026 results on April 22. Boeing heads into 2026 targeting MAX 7 and MAX 10 certification with plans to increase 737 production to 47 per month. MQ-28 Ghost Bat landed Bundeswehr procurement slot via Rheinmetall partnership. Analyst consensus bullish with 20 of 28 analysts recommending Strong Buy and average price target of $270.92 (42.2% upside).
Mar 31Boeing receives 777-9 FAA certification milestone and $326M helicopter contract amid $54.1B debt.Mixed▶
Boeing 777-9 entering final FAA approval phase. $326M CH-47F Block II helicopter contract. Major Singapore Airshow landing gear deal. Air Astana ordered 15 787 Dreamliners. Stock at $190.52 with $54.1B debt. NASA Artemis II targeted April 1-6.
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