Key Stats for Boeing Stock
- Price change for Boeing stock: -1.6%
- $BA Share Price as of Jan. 27: $245
- 52-Week High: $254
- $BA Stock Price Target: $258
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)>>>
What Happened?
Boeing (BA) stock dipped 1.6% yesterday despite reporting better-than-expected revenue for the fourth quarter.
The company brought in $23.9 billion in revenue, beating Wall Street’s estimate of $22.6 billion and marking a 57% jump from last year.
The problem? Boeing posted an adjusted loss of $1.12 per share, significantly worse than the $0.39 loss analysts expected.
This adjusted figure strips out an $ 11.83-per-share gain from the sale of the company’s Jeppesen aircraft navigation unit for $10.6 billion.
While CEO Kelly Ortberg emphasized the company’s turnaround momentum, with airplane deliveries hitting their highest level since 2018, the core business performance fell short of expectations.
- Boeing delivered 600 aircraft in 2025, nearly double the prior year’s total. The company also secured 1,173 net orders for the year, actually outselling rival Airbus.
- Cash flow came in at $375 million for the quarter, roughly double what Wall Street anticipated.
- For 2026, management expects positive free cash flow between $1 billion and $3 billion as production ramps continue.
However, Boeing stock faced headwinds from persistent challenges. The defense unit recorded a $565 million loss on the KC-46 tanker program due to higher production costs and supply chain issues.
The company also disclosed a potential durability issue with the 777X engine during recent inspections, though management doesn’t expect this to delay 2027 deliveries.
See analysts’ growth forecasts and price targets for Boeing stock (It’s free!) >>>
What the Market Is Telling Us About Boeing Stock
The modest decline in Boeing stock suggests investors are taking a cautious view despite the revenue beat.
The market appears focused on the underlying operational miss rather than the one-time gain from the business sale.
Boeing stock investors seem concerned about the pace of the turnaround.
- While deliveries are improving, the company still needs FAA approval to boost 737 MAX production beyond 42 aircraft per month.
- Certification delays on the 737 MAX 7, MAX 10, and 777X programs continue to weigh on investor confidence.
The revised free cash flow guidance also raised eyebrows.
Management walked through several temporary headwinds totaling roughly $6 billion to $7 billion that are suppressing 2026 cash flow.
These include customer considerations for past delivery delays, excess advance payments working off, and continued losses from fixed-price defense programs.
On an adjusted basis, stripping out these one-time impacts, Boeing would generate high single-digit billions in free cash flow.
This helped support the company’s longer-term target of reaching $10 billion in annual free cash flow, which CFO Jay Malave called “very attainable.”
Still, Boeing stock investors want to see consistent execution. The company has spent years navigating crises from the 737 MAX crashes to production quality issues.
Despite positive signs, the market is clearly waiting for sustained proof that the turnaround is real before getting too excited.
Estimate a company’s fair value instantly (Free with TIKR) >>>
How Much Upside Does Boeing Stock Have From Here?
With TIKR’s new Valuation Model tool, you can estimate a stock’s potential share price in under a minute.
All it takes is three simple inputs:
- Revenue Growth
- Operating Margins
- Exit P/E Multiple
If you’re not sure what to enter, TIKR automatically fills in each input using analysts’ consensus estimates, giving you a quick, reliable starting point.
From there, TIKR calculates the potential share price and total returns under Bull, Base, and Bear scenarios so you can quickly see whether a stock looks undervalued or overvalued.
See a stock’s true value in under 60 seconds (Free with TIKR) >>>
Looking for New Opportunities?
- See what stocks billionaire investors are buying so you can follow the smart money.
- Analyze stocks in as little as 5 minutes with TIKR’s all-in-one, easy-to-use platform.
- The more rocks you overturn… the more opportunities you’ll uncover. Search 100K+ global stocks, global top investor holdings, and more with TIKR.
Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
