The Boeing Company (BA)

The Boeing Company (BA) is trading near the bottom of its 52-week range after a sharp reaction to its October 27, 2026 earnings report, where adjusted EPS of -$0.34 missed the -$0.20 estimate by 70.00%. The price sits at 11% of its 52-week range, 5.78% above the $165.01 low and 31.38% below the $254.35 high, and it is below its 50-day and 200-day moving averages ($190.34 and $213.99). Analysts remain largely positive: 25 of 28 rate the stock buy or strong buy, and the median 12-month target is $235.00. CleaRank's own rating is Hold, with a score of 51 out of 100, which is more cautious than the Wall Street consensus of Buy.

The most recent report, dated October 27, 2026, is the main reason the stock has been under pressure. Adjusted earnings per share came in at -$0.34 against an estimate of -$0.20, a miss of 70.00%. It was the second miss in a row: the July 28, 2026 report also missed, with EPS of -$0.76 against an estimate of -$0.31. Across the four most recent reports, two beat the estimate and two missed, and in two cases the share price fell in the first session.

The business is growing faster than its sector. Return on equity is 34.62%, against a sector median of 17.8%. Those figures are strong, but they sit alongside an operating margin of -0.29%, a net profit margin of 7.7%, and a debt-to-equity ratio of 7.39. The gap between a fast-growing top line and a thin operating margin is the central tension in the stock.

On trailing earnings the stock looks cheap. Its trailing P/E is 18.01, which is 47.0% below the sector median of 34.0. Investors who look at the P/E should note that trailing GAAP EPS of $9.69 is a different measure from the adjusted quarterly losses in the earnings record.

Over the last 18 months, insiders sold $6.9M of stock across 8 sales and bought $2.9M across 6 open-market purchases. Insider sales are often planned in advance or made to cover tax on vesting shares, so they carry less weight than open-market buying. Taken together, insider activity has been mixed rather than a clear signal in either direction.

The base case is that BA stays in its current weak trend while the market weighs its losses against its revenue growth. Revenue grew 13.96% in the latest quarter year on year and analysts expect revenue to rise 8.2% this fiscal year, but analysts' average EPS estimate for this fiscal year is -$2.02, so the earnings picture has to improve before the trend can turn. For the stock to recover, it would need to reclaim the 20-day EMA at $178.49 and then the 50-day SMA at $190.34, and the EPS estimate for next fiscal year is $2.16, which would be the key number to watch. Analysts' targets run from $157.00 to $305.00, with a median of $235.00. A further EPS miss, or a break below the $165.01 low, would weaken the case and raise the risk of a retest of lower prices. The stock's beta of 1.33 and its typical daily move of 2.38% mean that sharp swings in both directions are normal for this name.

Support: the nearest level below the price is the 52-week low at $165.01, which the stock would meet first on a fall. Resistance: the nearest level above the price is the 20-day EMA at $178.49, followed by the 50-day SMA at $190.34, the 200-day SMA at $213.99, and the 52-week high at $254.35. The stock has to clear the $178.49 and $190.34 levels to show that the decline is slowing.