Should I Buy BA? BA 2026 Analysis

Should You Buy Boeing Co (BA) Today? Analysis, Price Targets, and 2026 Outlook.

Conclusion

Hold

Latest Price

243.030

1 Day change

2.57%

52 Week Range

254.350

Analysis Updated At

2026/02/04

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Not a good buy right now for an impatient entry: technical trend is still bearish (negative/expanding MACD) and price is sitting just above first support (~232), which risks a breakdown.
Options flow is mixed (bullish open interest positioning but bearish today volume skew), suggesting near-term hedging/demand for puts despite longer-term optimism.
Sentiment from institutions/politicians is cautious: hedge funds net selling (accelerating) and Congress shows only sales in the last 90 days.
Analysts are broadly constructive with rising price targets (long-term cash-flow normalization story), but near-term execution/cash headwinds remain the key risk—this setup looks better after a technical reversal, not during a downside momentum phase.
Intellectia signals do not provide a timing edge today (no AI Stock Picker / SwingMax entry), so there’s no strong reason to force an immediate buy pre-market.

Technical Analysis

Current pre-market ~233.92 is below the pivot (241.84), keeping the bias bearish until reclaimed.
MACD histogram -3.033 and negatively expanding: downside momentum is still strengthening.
RSI(6) ~24.5: deeply oversold/washed-out conditions, which can produce bounces, but oversold alone is not a buy trigger when MACD is still deteriorating.
Key levels: Support S1 ~232.14 (very close), then S2 ~226.15; Resistance at pivot ~241.84, then R1 ~251.54.
Moving averages converging: suggests a transition phase, but not yet a confirmed uptrend.
Pattern-based forward look provided: ~50% chance of -1.77% next day, +2.72% next week, and -9.71% next month—near-term choppy, medium-term risk still skewed down.

Options Data

Bullish

Open Interest Put-Call Ratio

Bearish

Option Volume Put-Call Ratio

Open interest put/call 0.86: positioning leans modestly bullish (more calls than puts outstanding).
Volume put/call 1.22: today’s trading skew is bearish/defensive (puts traded more than calls).
Options activity elevated: today’s volume ~~118% of 30-day average; open interest also elevated (~~109% vs avg) → heightened positioning/attention.
Implied vol (30d) ~30.7 vs historical vol ~31.3: roughly in-line; IV percentile ~31 and IV rank ~11.8 suggest options are not extremely “expensive,” but flow indicates near-term caution.

Technical Summary

Sell

Buy

Positive Catalysts

- Continued commercial demand signals: Air Cambodia placed its first order for up to 20 Boeing 737 MAX aircraft.
- Bullish sell-side stance reinforced: multiple firms raised price targets post-earnings; JPMorgan kept BA as a favored name while maintaining a bullish rating.
- Longer-term narrative improving: analysts increasingly frame results as a bridge toward normalized cash flow in 2026 and stronger FCF in the out years.

Neutral/Negative Catalysts

- Momentum is currently negative (bearish MACD expansion) and price is pressing support, increasing short-term downside risk.
- Hedge funds are selling (selling amount up ~121% QoQ), a notable sentiment headwind.
- Congress trading in last 90 days shows 4 sales and 0 purchases (cautious signal from political/influential trading data).
- Near-term cash-flow/execution headwinds remain a recurring theme even in bullish notes (needs “grinding away on execution”).

Financial Performance

Latest quarter: 2025/Q4.
Revenue: $23.95B, up +57.12% YoY (strong top-line rebound vs prior-year comps).
Profitability quality weakened materially: Net income $8.13B reported down -307.34% YoY; EPS 10.44 down -296.61% YoY; gross margin 7.57 down -172.58% YoY.
Takeaway: sales recovery is strong, but margins/earnings trend (as provided) looks unstable and supports the market’s focus on execution and sustainable cash generation rather than revenue alone.

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

Recent trend: clear upswing in optimism—multiple price target raises clustered around the Q4 print (Jefferies to $295; Citi to $290; UBS to $285; RBC to $275; JPMorgan to $270; TD Cowen to $270; Morgan Stanley to $245).
Wall Street “pros” view: improving transparency/quality focus, manageable production/delivery ramp outlook (737 MAX/787), and a path to normalized/free cash flow expansion in 2026+.
Wall Street “cons” view: near-term free cash flow still pressured by persistent one-time cash headwinds and execution risk; upside requires consistent production stability and multi-year delivery/quality follow-through.
Net: sell-side is broadly bullish long-term, but that doesn’t solve the immediate timing problem while the chart remains in a downside momentum phase.

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 USD and a high forecast of 285 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: 236.950

Low

150

Averages

252.43

High

285

Current: 236.950

Low

150

Averages

252.43

High

285

Jefferies

Buy

maintain

$295

AI Analysis

2026-02-05

New

Reason

Jefferies

Price Target

$295

AI Analysis

2026-02-05

New

maintain

Buy

Reason

Jefferies keeps a Buy rating on Boeing with a $295 price target saying President Trump wrote on social media about positive phone call with China President Xi ahead of his trip in April. The post directly mentions aircraft and engines, which could be a signal for China's first Boeing 737 orders since 2017, the analyst tells investors in a research note. Jefferies points out that China accounted for 21% of Boeing's deliveries from 2010-2019.

Citi

John Godyn

Buy

maintain

$290

2026-02-05

New

Reason

Citi

John Godyn

Price Target

$290

2026-02-05

New

maintain

Buy

Reason

Citi analyst John Godyn added an "upside 30-day catalyst watch" on Boeing while keeping a Buy rating on the shares with a $290 price target. The firm's analysis indicates the company's deliveries have "suddenly caught up" to meet Q1 consensus estimates. Boeing's deliveries have "dramatically improved" starting on January 28, the analyst tells investors in a research note.

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BA Should I Buy

BA Should I Buy

Should You Buy Boeing Co (BA) Today? Analysis, Price Targets, and 2026 Outlook.

Technical Analysis

Options Data

Technical Summary

Positive Catalysts

Neutral/Negative Catalysts

Financial Performance

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

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