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BABA

The Boeing Company

$BA·$150B·Aerospace & Defense·Industrials
$190.21+0.8%YTD-13.5%1Y-10.2%
Price updated 8h ago·X counts updated 5d ago
BABA
$BAThe Boeing Company
$190.21+0.78%790 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $BA on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

790X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $BA's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data8 posts analyzed · as of 2026-09-15

Chartists point to a contracting super-long base and profitable short-put/long-call swings, with $250C 01/2027 finally bouncing. Boeing is one of the few Dow components in positive territory on a down tape.

Read what X is saying about $BA

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $BA — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Boeing is sitting in a super-long base — revenue growing again, but operating losses still real into Oct 27.

Boeing is the US commercial-aircraft duopoly leg plus Defense & Space. The company has spent four years absorbing MAX, 787, and quality-control fallout, and the stock has been trapped in a wide, long range as execution slowly improves.

  • Revenue is finally reaccelerating: Q1 up 14% YoY with operating margin crawling back toward break-even — not profitable yet, but the trajectory off the bottom is clean, and 787 deliveries have stabilized.
  • 52-week range position is 20% with vol multiplier at 1.91 — that is heavy volume at the lower end of a long base, which historically precedes directional moves rather than more chop.
  • At PE 77x on recovery earnings this is cheap only if 2027 margins reach 7-8% — bulls are buying 2027 call strikes rather than today's P&L, which is the honest read.

Oct 27 Q3 is the gate — delivery count, cash flow, and any 2027 margin commentary are what matter. A clean quarter with cash-flow-positive guidance resolves the base higher; another miss and the long range gets longer.

Agrees with X sentimentThe thread has the right technical framing — contracting super-long base, option swings paying for believers, Dow positive on a down tape — just note the trade still depends on Oct 27 showing an operational inflection the chart alone cannot manufacture.

What to watch: Oct 27 Q3 — delivery count by program, free cash flow, and any 2027 margin guide. Another delivery miss or a new quality-control headline extends the base; a clean operational quarter resolves it higher.

On the calendar: 2026-10-27 — Q3 earnings

Read the AI verdict on $BA

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Designs and manufactures commercial airliners (737, 787) and military aircraft, navigating production and quality recovery.

Industry overviewAI analysisGenerated by AI from underlying data

Where Aerospace & Defense sits in its cycle right now — and what that implies for $BA.

Aerospace & Defense · Industrials

No material change from last week — Defense procurement backlogs remain intact on NATO 2% GDP commitments.

What this means for $BA

Direct beneficiary — Designs and manufactures commercial airliners (737, 787) and military aircraft, navigating production and quality recovery.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
-5.3%YTD
+1.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
77.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-7.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-5.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-0.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-87.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
4.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
7.9Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 28, 2026$-0.76$-0.28-170.6%
Q1 2026Apr 22, 2026$-0.20$-0.68+70.8%
Q4 2025Jan 27, 2026$9.92$-0.44+2362.1%
Q3 2025Oct 29, 2025$-7.47$-5.16-44.8%
Next earningsTue, Oct 27·consensus EPS $-0.24

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$22.2B+14.0%11.5%2.0%$-0.11$-1.5B
Q4 FY25$23.9B+57.1%7.6%-3.4%$10.59$-1.2B
Q3 FY25$23.3B+30.4%-10.2%-20.6%$-7.14$1.8B
Q2 FY25$22.7B+34.9%10.7%-1.2%$-0.92$-200.0M

Forward consensus

5-year forecast · up to 20 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$97.8B$96.2B – $99.3B-$1.07-$1.72 – -$0.1420
FY27$112.1B$107.8B – $114.6B$3.69$1.51 – $4.9919
FY28$123.3B$114.6B – $133.3B$7.82$5.16 – $10.6220
FY29$135.5B$129.2B – $141.7B$12.03$11.30 – $12.7510
FY30$146.1B$139.4B – $152.9B$14.97$14.07 – $15.8710

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.17%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-7.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-13.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 789.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.265-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyMay 20Bradley D TildenDirector1.4K sh$299K
+ 15 other (11 awards · 3 inkinds · 1 gift) in window

See when $BA insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementAug 288-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Boeing entered into a new $3.0 billion 364-day unsecured revolving credit facility on August 22, 2026, co-arranged by Citibank and JPMorgan Chase, replacing its prior $3.0 billion revolving credit facility. The facility matures August 23, 2027, bears interest at Term SOFR plus a spread ranging from 1.25% to 1.70% depending on Boeing’s credit ratings, and is available for general corporate purposes including commercial paper backup. Borrowings are also subject to a 0.10% SOFR adjustment; a facility fee applies to the entire commitment regardless of usage. This refinancing maintains Boeing’s core liquidity backstop on substantially similar terms as it navigates its ongoing operational and financial recovery.

8-KOfficer or director changeAug 218-K — Item 5.02: Officer or director change
3New insider — initial holdingsJun 263
AI summary

Donald W. Ruhmann, Boeing's newly appointed Chief Aerospace Safety Officer, filed a Form 3 on June 26, 2026, disclosing initial beneficial ownership of 13,364.836 shares of Boeing common stock directly (including 10,484.290 restricted stock units vesting in tranches from February 2027 through February 2029) and 110.837 shares indirectly via Boeing's 401(k) plan. No derivative securities were reported. This is a routine administrative Section 16 initial-ownership filing for a new officer — no market transaction occurred.

+ 8 other (2 10-Qs · 2 earnings 8-Ks · 2 13Gs · 1 11-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Boeing sales chief McMullen to retire, company memo saysreuters.com·12h agoMorgan Stanley sets Boeing stock price targetfinbold.com·18h agoBoeing (BA) Outperforms Broader Market: What You Need to Knowzacks.com·1d agoBoeing Fell Back Below $200 Ahead of a Strike Deadline. Here's Why I'd Buy the Fear After New Contracts Were Signedfool.com·1d agoThe Boeing Company $BA Stock: First Citizens Bank & Trust Co. Boosts Stakedefenseworld.net·2d ago

In themes

Explore the broader themes this ticker is being talked about under.

Space EconomyDefense & Drones

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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