Boeing (BA)
NYSEIndustrialsAerospace & DefenseSnapshot 2026-07-07
$231.63-1.24%
Close 2026-07-07 · 1-day change
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Track BA free→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 steady. 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.
Management is running behind on a stated commitment.
View ThesisRevenue growth is accelerating — up about 33% over the past year.
View GrowthRanks in the weakest quality tier of its industry — roughly the bottom 24%, softest on share dilution.
View QualityManagement screens weak on capital allocation, earnings delivery, the balance sheet, market reaction to earnings.
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 2% a day.
View RiskBoeing's growth depends on ramping up 737 MAX production to meet demand. Revenue grew 14% year over year, and the last quarter beat expectations. It trades at 2.0× price-to-sales, below the peer median of 3.5×. The market is pricing in more growth than forecasted, indicating full expectations. A specific risk is the 18% chance of missing outlooks in the next quarter. Peer multiples imply a price about 23% below where it trades; this read is provisional.
Trailing returns as of 2026-07-07. BA is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 27 analysts currently covering BA (as of Jul 2026).
Based on 3 Wall Street analysts offering 12-month price targets for BA in the last 4 months.
A consensus fair price across 5 valuation methods, at three horizons. Current price $231.63. As of 2026-07-08. 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.
Advances: Stabilize operations and complete development programs
Growth opportunity aligns with stabilizing operations.
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 2026-07-07. EPS is implied from price ÷ P/E. Not investment advice.
Current $231.63
The last 12 months of price, then the range of analyst 12-month targets from today’s $231.63.
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.
Loss of contract impacts Boeing's competitive position.
Advances: Build on momentum with record backlog
Increased output supports backlog and growth objectives.
Advances: Restore trust and progress in recovery
Partnership enhances trust and recovery in Saudi market.
Advances: Build on momentum with record backlog
New order enhances backlog and growth potential.
Advances: Build on momentum with record backlog
Strengthens backlog and demand for Boeing freighters.
Advances: Stabilize operations and complete development programs
New line supports operational stability and growth objectives.
Threatens: Restore trust and progress in recovery
IT outage undermines trust and operational recovery efforts.