Arlington, Virginia-based The Boeing Company (BA) is a leading global aerospace and defense manufacturer that designs, produces, and supports commercial jetliners, military aircraft, satellites, and space systems across over 150 countries. With a market cap of $167.8 billion, Boeing’s operations span the Americas, Indo-Pacific, Europe, and internationally.

The aircraft manufacturer has gained 25.6% on a YTD basis and 30.8% over the past 52 weeks, outshining the S&P 500 Index’s ($SPX) 7.6% rise in 2025 and 18.4% gains over the past year.

Zooming in further, Boeing has notably lagged behind the industry-focused SPDR S&P Aerospace & Defense ETF’s (XAR) 30.8% gains on a YTD basis and 51.2% surge over the past year.

On July 29, Boeing reported its Q2 2025 earnings, highlighting a strong recovery with total revenue surging 35% year-over-year to $22.7 billion, fueled by a 63% increase in commercial jet deliveries and steady growth across its defense and services segments. Commercial airplane revenue soared 81% to $10.9 billion, while the company’s total backlog expanded to $619 billion, backed by more than 5,900 aircraft orders. Boeing also made notable progress on the bottom line, with its core loss narrowing to $1.24 per share, beating Wall Street’s projections. 

However, its shares dipped 4.4% post earnings release amid negative margins in its commercial aircraft unit, certification delays for key models like the 737 MAX 7/10 and 777-9, and ongoing safety and regulatory scrutiny.

For fiscal 2025, ending in December, analysts expect BA’s loss per share to narrow 88.5% year-over-year to $2.34. However, the company has a mixed earnings surprise history, having surpassed the estimates in two of the past four quarters while missing on two other occasions. 

Boeing holds a consensus “Strong Buy” rating overall. Of the 26 analysts covering the stock, opinions include 20 “Strong Buys,” two “Moderate Buys,” and four “Holds.”

This configuration is slightly more bullish than a month ago, when 19 analysts gave “Strong Buy” recommendations.

On Aug. 1, BofA Securities analyst Ronald Epstein reiterated a "Buy" rating on Boeing and raised the price target from $260 to $270.

Boeing’s mean price target of $253.58 indicates a 14.1% premium to current price levels, while its Street-high target of $287 suggests a staggering 29.1% upside potential.