Boeing (BA)
NYSEIndustrialsAerospace & DefenseSnapshot 2026-11-04
$177.00+2.13%
Close 2026-11-04 · 1-day change
NYSEIndustrialsAerospace & DefenseSnapshot 2026-11-04
Research Workspace
Put BA beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Aerospace & Defense is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Net income improves to at least $8 billion by end 2025: Comparison needs review.
View ThesisRevenue growth is accelerating — up about 18% over the past year.
View GrowthRanks in the weakest quality tier of its industry — roughly the bottom 30%, softest on share dilution.
View QualityManagement screens weak on capital allocation, earnings delivery, the balance sheet.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskBoeing's 737 MAX ramp to 52 units per month drives the turnaround. Revenue growth is slowing, with the latest quarter showing a 4% rise. The company missed its earnings target by 62% in the third quarter. It trades at 20 times earnings, below the 29 times peer median. The price reflects less growth than our forecast suggests. The net income pillar is under pressure, though the comparison is unverified. The thesis comparison is not yet verified. Peer multiples imply a price about 31% above where it trades. The thesis is on watch, and this read is provisional.
Trailing returns as of 2026-11-04. BA is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 28 analysts currently covering BA (as of Nov 2026).
Based on 11 Wall Street analysts offering 12-month price targets for BA in the last 4 months.
Continue this research
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| BA Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 3 valuation methods, at three horizons. As of 2026-11-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Aerospace & Defense — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put BA next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Increase production and deliver customer commitments
Factory stalls directly hinder production and delivery commitments.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-11-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $177.00
The last 12 months of price, then the range of analyst 12-month targets from today’s $177.00.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Increase production and deliver customer commitments
Large order supports production ramp and revenue.
Threatens: Strengthen the balance sheet and focus on core businesses
Legal claim for refund highlights delivery failures and balance sheet risk.
Threatens: Increase production and deliver customer commitments
Undelivered aircraft refund claim highlights delivery delays.
Advances: Increase production and deliver customer commitments
Small order supports delivery commitments.
Advances: Increase production and deliver customer commitments
Delivery advances a customer commitment, but one aircraft has limited impact on Boeing’s broader execution challenges.
Threatens: Complete development and aircraft certification programs
MAX 10 approval advances certification, but Q3's reality check signals execution setbacks.
Threatens: Increase production and deliver customer commitments
Record backlog highlights strong demand, but inability to build aircraft threatens delivery and production execution.
