Boeing (NYSE:BA) Stock Jumps 2% – Here’s Why

29 Sep 2026, 21:22 by Kim Johansen · The Markets Daily

The Boeing Company (NYSE:BA – Get Free Report) was up 2% on Tuesday. The company traded as high as $190.91 and last traded at $187.9920. Approximately 10,214,660 shares traded hands during mid-day trading, an increase of 51% from the average daily volume of 6,748,244 shares. The stock had previously closed at $184.39.

Key Headlines Impacting Boeing

Here are the key news stories impacting Boeing this week:

Positive Sentiment: UBS called the recent selloff overdone, reiterating its Buy rating and arguing that the stock reflects near-term setbacks while assigning limited value to Boeing’s longer-term normalized earnings potential. UBS continues to forecast approximately $20 billion in free cash flow by 2030. Boeing shares rebound as UBS calls selloff overdone
Positive Sentiment: NASA backed a continued path for Boeing’s Starliner, including additional commercial crew missions and a potential uncrewed flight as early as 2027, followed by crewed missions targeted for 2028. NASA also committed $359 million in funding, providing a financial and strategic lifeline despite remaining safety and certification work. NASA Adds 2 Starliner Commercial Crew Missions
Positive Sentiment: Airline customers offered relatively reassuring comments on the MAX 10 issue: Alaska Airlines said it was not overly concerned, while Ryanair expects any certification delay to last days rather than weeks or months. CDB Aviation also delivered the first of four 737-8 aircraft to Norwegian, supporting Boeing’s delivery pipeline. Alaska Airlines CEO comments on MAX 10 delay
Neutral Sentiment: Boeing generated $1.185 billion of operating cash flow in the first half of 2026, versus a $1.389 billion outflow a year earlier. However, much of the improvement came from customer advances and progress billings, while inventory remained a significant cash use, making the durability of the recovery an investor focus. Boeing is generating cash again
Negative Sentiment: The FAA delayed certification of Boeing’s 737 MAX 10 after a software glitch was found that could interrupt automated navigation guidance during a go-around. The additional regulatory review revives concerns about delivery timing, execution risk and Boeing’s broader turnaround, even though airlines expect limited operational disruption. Boeing 737 MAX 10 certification delayed by software issue

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on BA. The Goldman Sachs Group cut Boeing from a “buy” rating to a “hold” rating in a report on Tuesday, August 11th. William Blair reaffirmed an “outperform” rating on shares of Boeing in a report on Tuesday, July 28th. JPMorgan Chase & Co. boosted their price target on shares of Boeing from $270.00 to $290.00 and gave the company an “overweight” rating in a research report on Wednesday, July 29th. BNP Paribas Exane raised shares of Boeing from an “underperform” rating to an “outperform” rating and upped their price objective for the stock from $230.00 to $300.00 in a research note on Monday, August 3rd. Finally, Barclays downgraded Boeing from an “equal weight” rating to an “underweight” rating in a report on Tuesday, August 11th. Two research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, six have issued a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat.com, Boeing presently has an average rating of “Moderate Buy” and an average target price of $270.95.

Read Our Latest Stock Analysis on BA

Boeing Price Performance

The company has a debt-to-equity ratio of 6.77, a current ratio of 1.14 and a quick ratio of 0.33. The firm has a market capitalization of $148.58 billion, a P/E ratio of 81.38 and a beta of 1.21. The company’s 50 day moving average price is $213.88 and its 200 day moving average price is $217.00.

Boeing (NYSE:BA – Get Free Report) last announced its quarterly earnings data on Tuesday, July 28th. The aircraft producer reported ($0.76) EPS for the quarter, missing analysts’ consensus estimates of ($0.34) by ($0.42). Boeing had a net margin of 2.41% and a negative return on equity of 346.82%. The firm had revenue of $24.56 billion during the quarter, compared to the consensus estimate of $24.26 billion. During the same quarter in the previous year, the business posted ($1.24) earnings per share. The firm’s quarterly revenue was up 8.0% on a year-over-year basis. As a group, sell-side analysts anticipate that The Boeing Company will post -0.91 EPS for the current fiscal year.

Institutional Investors Weigh In On Boeing

Institutional investors have recently modified their holdings of the business. Highland Investment Advisors LLC bought a new position in Boeing in the second quarter valued at approximately $26,000. 1 North Wealth Services LLC bought a new stake in Boeing in the fourth quarter valued at about $27,000. Wealth Preservation Advisors LLC lifted its stake in Boeing by 66.7% in the fourth quarter. Wealth Preservation Advisors LLC now owns 125 shares of the aircraft producer’s stock valued at $27,000 after buying an additional 50 shares during the period. Strategic Wealth Advisors LLC bought a new position in Boeing during the second quarter worth about $27,000. Finally, Bell Investment Advisors Inc acquired a new stake in shares of Boeing in the 2nd quarter valued at approximately $29,000. Institutional investors and hedge funds own 64.82% of the company’s stock.

About Boeing

(Get Free Report)

The Boeing Company (NYSE: BA) is a global aerospace company that designs, manufactures and supports commercial airplanes, military aircraft, spacecraft and related systems. Its commercial portfolio includes the 737, 787 Dreamliner and 777 families, as well as the 777X program. Boeing sells aircraft to airlines, cargo operators and leasing companies around the world.