Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
3
institutions
Market cap
$166.3B
790M shares
52-week range
$176.77 – $254.35
43% from low
Sector
AIRCRAFT
Exchange
NYSE
CS
P/S (TTM)
1.8
Boeing is a major aerospace and defense firm operating in three segments: commercial airplanes; defense, space, and security; and global services. Boeing's commercial airplanes segment competes with Airbus in the production of aircraft that can carry more than 130 passengers. Boeing's defense, space, and security segment competes with defense contractors such as Lockheed Martin and Northrop Grumman to create military aircraft, satellites, and weaponry. Global services provides aftermarket support to airlines.
www.boeing.comNo one on the platform currently holds BA.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 931,464 | $185.4M |
| Appaloosa LPas of 2024-06-30 | 210,000 | $38.2M |
No one on the platform has traded BA yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | -9.4% | — | — | — | ||
| Rev. Growth % | 34.5% | 9.0% | ||||
| Profit Margin % | 2.5% | -6.5% | -2.9% | |||
| Free Cash Flow Margin % | -2.1% | -4.3% | -2.7% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is — on the P/E track.
At today's price, your expected annual return is — on the P/E track.
At today's price, your expected annual return is — on the P/E track.
Also held through funds
2 more books hold BA indirectly · VTI 0.2% of fund
| 6,453 |
| $1.4M |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $98.1B | +11.3% | $-1.00 | $-1.65–$-0.13 | — | 16 |
| 2027 | $112.7B | +14.8% | $3.99 | $1.65–$5.39 | 52.6× | 16 |
| 2028 | $123.3B | +9.5% | $8.09 | $5.17–$12.75 | 26.0× | 14 |
| 2029 | $134.9B | +9.4% | $12.18 | $11.50–$12.92 | 17.3× | 7 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 4 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-28 | $-0.34 | $-0.76 | -123.5% |
| 2026-04-22 | $-0.68 | $-0.20 | +70.8% |
| 2026-01-27 | $-0.44 | $9.92 | +2362.1% |
| 2025-10-29 | $-5.16 | $-7.47 | -44.8% |
| 2025-07-29 | $-1.40 | $-1.24 | +11.4% |
| 2025-04-23 | $-1.17 | $-0.49 | +58.1% |
| 2025-01-28 | $-1.60 | $-5.90 | -268.8% |
| 2024-10-23 | $-10.35 |
| $-10.44 |
| -0.9% |
| $63.8B |
| — |
| LHXL3Harris Technologies, Inc. | $248.93 | +1.38% | $46.4B | — |
| LMTLockheed Martin Corporation | $529.38 | +0.99% | $122.2B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
Finally, defense stocks are starting to enter RSI oversold. The last column on the right is the RSI. This is not going to be a quick flip, and there is more room to fall, but accumlation below $55 will return nice gains if you are patient. But...this is 3x leverage, so don't go all-in at once. You have to accumulate gradually, especially during downtrend like right now. $DFEN $GE $GD $BA $HWM
View on StockTwits ↗
$BA Trump promised to talk about boing with China, around the time the vote with the union will take place 😱 OCT 02 calls is sitting there like a golden goose waiting for us to take it
View on StockTwits ↗
Boeing received a $552.1 million U.S. Department of Defense contract modification for production and delivery of MQ-25A Stingray aircraft for the U.S. Navy. The award covers three low-rate initial production Lot One aircraft and long-lead components for three additional Lot Two aircraft. Work will be led by Boeing’s St. Louis facility, which accounts for 56% of the contract, with additional activity in California, Indiana, Texas, Canada, Missouri, Kansas and other locations. Completion is expected in July 2031. The Navy will fund the award with $100 million in FY2025 aircraft procurement funds and $64.4 million in FY2026 funds. Naval Air Systems Command in Patuxent River, Maryland, is the contracting activity. The contract was awarded noncompetitively as a modification to a previously issued firm-fixed-price advance acquisition agreement. $BA
View on StockTwits ↗$BA Nice Navy contract for Boeing $$$$$$$$$$$$$$$
View on StockTwits ↗$BA Boeing has been awarded with $ 552 Million dollar Navy contract. News just out!
View on StockTwits ↗
$BA The FED refused to hike rates on Biden until mid-2022 and CPI had already passed 8% while repeating the Biden admin's "transitory" term which obviously was not true. The FED cut rates 3X for the Biden admin at the 2024 elections including a jumbo 50 basis points in SEP to juice the economy and markets for the incumbents. Notably, core CPI was 2.4% in that SEP 2024 jumbo cut EXACTLY where it is today. If the FED hikes rates just before the midterms on Trump at the exact same core CPI number that they jumbo cut for Harris, then the evidence is 100% conclusive that the FED is an arm of the Democrat party and will act against the interest of the American people to help Democrats particularly at election time when it was once considered taboo to change policy. This doesn't even account for the fact that members of the FOMC donate over 80% to the Democrat party with their political contributions. If the FED hikes rates, should the Trump admin dissolve the Democrat run FED?
View on StockTwits ↗
10th delivery this month, 114th this quarter, 428tg this year 6 737 2 787 1 777F 1 KC46 $BA
View on StockTwits ↗
$BA https://www.nasdaq.com/articles/boeing-delivered-51-jets-august-heres-why-stock-finally-back-above-200
View on StockTwits ↗$BA Waiting on Union contract deal to make its move.
View on StockTwits ↗
$BA Volume is so low today. No one is paying attention. This is why, when it moves, it moves in clips of 10+. Doesn't take much to get things flying. :) ✈️
View on StockTwits ↗$BA https://www.tipranks.com/news/blurbs/jefferies-reaffirms-their-buy-rating-on-boeing-ba-blurbs-news-3
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.