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BABoeing

$187.77-0.29%Delayed market dataAerospace mfg.Aerospace & defense · 9 peers →

What's moving this stock lately

1 direct · 3 2nd-order · 0 thematic

Ranked by relevance and recency.

#1Impact3.75%bullishDirectHow the Trump-Xi Meeting Could Move Nvidia, Boeing and Your 401(k)15d ago
Chinese airlines resuming large 737 MAX orders would directly unfreeze a years-long backlog of Boeing deliveries to China
Impact chain →
Also named: NVDA · AMD · 0981.HK · SPR · AIR.PA · ADM
#2Impact0.36%bearish2nd-orderSpaceX Logs NASA Launch Success, Jumps Into Gas Turbine Business38d ago
As a ULA joint-venture partner, Boeing's share of the government launch market is further eroded by SpaceX
Impact chain →
Also named: SPCX · RKLB · GEV · CAT · TSLA
#3Impact0.27%bullish2nd-orderIs the Trump Administration Slamming the Brakes on SpaceX's Roaring Rebound?40d ago
Boeing's space unit, including Starliner, could see more government order tilt if SpaceX faces setbacks.
Impact chain →
Also named: SPCX · RKLB · TSLA · ASTS · IRDM · LMT
#4Impact0.21%bearish2nd-orderSpaceX Rises 7% as Starship Test 14 Approaches, Tesla Jumps 7%, Rocket Lab Ticks Up35d ago
A successful Starship test would reinforce SpaceX's technological lead in the launch market, posing a competitive threat to future contracts for Boeing's ULA joint venture
Impact chain →
Also named: SPCX · RKLB · TSLA · RIVN

🎯 Market expectations

Estimate coverage Low · 37/100

Nasdaq analyst consensus · the pre-news baseline

There is no clear consensus on this stock (thin coverage or wide disagreement) — 'beating expectations' means little here.

Next quarter (Sep 2026) consensus-$0.15Estimate range -$0.40 ~ $0.10 · 7 analysts

History: actual vs consensusavg -129%

Jun 2026-$0.76 vs -$0.34-123.53%
Mar 2026-$0.20 vs -$0.95+78.95%
Dec 2025-$1.91 vs -$0.40-377.5%
Sep 2025-$7.47 vs -$3.85-94.03%

Analyst estimates, not our forecast · not investment advice

🏛️ Company factsSEC filings + FINRA official data

Annual revenue $89.5B · latest quarter up 8% YoY · profitable (FY net income $2.2B) · short activity within its normal range.

FY revenue

$89.5B

2025-12

Latest Q YoY

+8%

Gross margin

4.8%

FY net income

$2.2B

Diluted EPS

$2.49

Short volume

47.5%

20d avg 44% · normal

🐋 5%+ ownership filings (last 180d)

The following investors reported beneficial ownership of more than 5% in recent SEC filings. "Activist" filers stated an intent to influence control of the company; "Passive" indicates the filer did not report such an intent.

2026-05-14passive (13G)Capital World Investors
2026-04-29passive (13G)VANGUARD CAPITAL MANAGEMENT LLC

🕰️ Price × news · analysis history

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The 69 past analyses on this chart are Pro — price and volume only for now▂ volume

📜 Call history (newest first

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Current conviction

Crowding

Risk temperature

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