Here’s What Wall St. Experts Are Saying About Boeing Ahead Of Earnings

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Boeing (BA) is expected to report results for its fiscal fourth quarter on Tuesday, January 27, with a conference call scheduled for 10:30 am EDT. What to watch for:


OUTLOOK: According to current consensus data from Yahoo Finance, Boeing is expected to report Q4 losses per share of (39c) and Q4 revenue of $22.81B.


FAVORABLE BACKDROP: Susquehanna raised the firm’s price target on Boeing to $280 from $255 and kept a Positive rating on the shares. The firm increased targets in the aerospace and defense group as part of its Q4 preview. The fundamental backdrop across commercial aerospace, defense, and aftermarket is “quite favorable,” Susquehanna tells investors in a research note. The firm cites its bullish outlook across the submarkets over the medium term for the target increases.


INCREASING CONFIDENT: Bernstein analyst Douglas Harned raised the firm’s price target on Boeing to $298 from $277, keeping an Outperform rating on the shares. Boeing is the firm’s top Aerospace & Defense pick for 2026, as Bernstein has increasing confidence in the growth path for the company.


MOMENTUM TO CONTINUE: Citi analyst John Godyn raised the firm’s price target on Buy-rated Boeing to $270 from $265. The firm updated estimates and price targets in the aerospace and defense group. The sector’s momentum is likely to continue through the first half of 2026, the analyst tells investors in a research note.


DELIVERIES: Boeing announced program deliveries across its commercial and defense operations for the fourth quarter of 2025, including 160 commercial airplane deliveries and 37 total deliveries in its defense, space and security programs. The company also announced program deliveries across its commercial and defense operations for FY25, including 600 commercial airplane deliveries and 131 total deliveries in its defense, space and security programs.


SECOND PHASE OF TESTING: The Federal Aviation Administration, FAA, has approved Boeing’s MAX 10, the largest variant of its 737 MAX jet, to move to the second phase of flight testing, Dan Catchpole and David Shepardson of Reuters report, citing a source familiar with the program.


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