Boeing (BA)
NYSEIndustrialsAerospace & DefenseSnapshot 2026-09-04
$212.25+0.83%
Close 2026-09-04 · 1-day change
NYSEIndustrialsAerospace & DefenseSnapshot 2026-09-04
QuarterlyIQ Insights · BA
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 4 valuation methods, at three horizons. As of 2026-09-06. 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.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $212 BA trades at 1.8× p/s, below its 3.3× p/s peer median, but our blended $166 fair value sits below the price. We hold it with low confidence: our number sits well below the analyst range and its earnings are too depressed to value on P/E (we anchor on sales instead). Analysts target $260–$305. Note: our $166 fair value sits below the entire analyst range ($260–$305). The flat-multiple read looks rich, but earnings are inflecting up — trailing growth is accelerating and forward estimates confirm — so we've softened our read rather than brand an accelerating name expensive. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $265.00 | — | — | Analyst | high |
| Peer P/E | 12M | $75.82 | 30.7 | 2.47 | ntm analyst | high |
| Peer P/S | 12M | $391.74 | 3.3 | 118.89 | TTM | high |
| triangulated | 12M | $44.89 | 30.2 | 1.49 | Triangulated | high |
| Peer P/E |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
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.
$260.00 – $305.00 (median $265.00) · 5 analysts · as of 2026-08-11
No fragility gates fired. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Looks more expensive than peers.
Self-history needs ~20 months of data.
Trailing four: 2025-Q2, 2025-Q3, 2026-Q1, 2026-Q2
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| 3Y |
| $99.87 |
| 30.7 |
| 3.25 |
| Hist. CAGR(prov.) |
| medium |
| Peer P/S | 3Y | $597.82 | 3.3 | 181.43 | Analyst | medium |
| Peer P/E | 5Y | $131.56 | 30.7 | 4.29 | Hist. CAGR(prov.) | medium |
| Peer P/S | 5Y | $787.49 | 3.3 | 239.00 | Analyst | medium |