Barclays Rates The Boeing (BA) Overweight, $300 Price Target

Barclays maintains its Overweight rating on Boeing, setting a price target of $300, a 58.79% upside from the current price.

By EarningsIQ Research Desk · Published Oct 16, 2026, 1:59 PM EDT

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Barclays rated The Boeing Company ($BA) "Overweight" with a $300 price target on October 9, 2026.

Since the rating, $BA is down 0.1% after 1 week and down 0.1% to date (from the $190.37 close on Oct 9, 2026).

BA The Boeing Company

$190.21 -16.49% year to date

Daily close · Oct 16, 2026

Key Points

On October 9, 2026, Barclays reiterated its Overweight rating on The Boeing Company (BA) with a price target of $300.00.
Barclays's $300 price target implies 58.79% upside from The Boeing Company's ($BA) current $188.93 share price.
As of October 16, 2026, Boeing shares recently traded around $188.93, which is below its 50-day and 200-day moving averages by 8.4% and 14.0%, respectively.
The company has a market cap of about $149.17 billion and is expected to report earnings on October 27, 2026.

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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated The Boeing Company alert may contain errors. Disclosures

On October 9, 2026, Barclays reiterated its Overweight rating on The Boeing Company (BA) with a price target of $300. This comes as Boeing continues to navigate challenges in the aerospace and defense sector. The stock recently traded around $188.93 as of October 16, 2026.

Barclays' Call on Boeing

Barclays has a positive outlook on Boeing, maintaining its Overweight rating. The firm set a price target of $300, suggesting significant upside potential from the current trading level. This rating highlights Barclays' confidence in Boeing's ability to recover and grow amid industry pressures.

Other Institutional Activity in Boeing

Several other institutions have also shown interest in Boeing. Blackrock Inc. holds about 61,043,446 shares worth around $11.6 billion after increasing its position by 2,851,410 shares. FMR, LLC owns 58,951,274 shares valued at approximately $11.2 billion, having added 2,075,949 shares. Vanguard Capital Management LLC has 51,463,432 shares worth about $9.8 billion, increasing its stake by 459,040 shares. State Street Corporation holds 38,047,990 shares valued at around $7.2 billion, with a recent increase of 624,965 shares. Lastly, Capital World Investors has 30,665,928 shares worth about $5.8 billion after boosting its holdings by 4,937,320 shares.

The Boeing Company Stock Up 2.3%

Boeing shares are currently trading below their 50-day moving average of $206.21 and 200-day moving average of $219.64, indicating a challenging market position. The stock is about 25.7% below its 52-week high of $254.35, but it remains 6.9% above its 52-week low of $176.77. The recent price reflects a significant discount compared to the analysts' average price target of $268.15.

12-month forecast

$BA price target

The Boeing Company daily closes and this analyst's $300 target. Not advice.

Recent Earnings

In its most recent earnings report, Boeing reported trailing twelve-month revenue of approximately $93.99 billion and earnings per share (EPS) of $2.80. The company has shown a year-over-year revenue growth of 8.0%. Boeing's next earnings report is scheduled for October 27, 2026.

Earnings drift grade

Outlook vs expectations on the last report — not price action.

B+ 78/100

Reported Apr 22, 2026

Forward outlook
3 analysts raised price targets.
EPS & revenue
EPS beat estimates by 76.7%. Revenue missed estimates by 1.0%.
Profit surprise
EBITDA beat sharply. Operating income beat sharply.
Pre-earnings setup
Bar was high, analysts already very bullish.
Analyst signal
3 target raises.
Earnings quality
Gross margin down 0.9 points. Negative free cash flow.

Earnings Call Summary

Boeing had a strong start to 2026 with 22.2 billion dollars in revenue, up 14 percent. The 737 program delivered 114 aircraft and stabilized at 42 per month after fixing wiring issues on 25 planes. The 787 was held back by seat certification delays but remains on track. Defense revenue grew 21 percent to 7.6 billion dollars, driven by higher demand from military conflicts. Free cash flow usage of 1.5 billion in the quarter was better than expected due to recovery and good timing.

Guidance Boeing expects to deliver 500 737s and 90 to 100 787s in 2026. The company guides for 1 billion to 3 billion dollars in free cash flow for the year. Production rates will increase to 47 per month on the 737 this summer and to 10 per month on the 787 later in the year.

Good report. The company beat and showed some forward improvement, with a few meaningful caveats.

Insider Buying and Selling at The Boeing Company

In recent insider trading activity, Mortimer J. Buckley, a Director, bought 2,230 shares at an average price of $224.20 on March 3, 2026. Another Director, Bradley Douglas Tilden, purchased 1,370 shares at $218.50 on May 20, 2026. On the selling side, Officer Ann M Schmidt sold 6,281 shares at $243.37 on February 17, 2026, and Officer Uma M Amuluru sold 1,503 shares at $233.78 on February 24, 2026.

Analysts Set New Price Targets

On October 9, 2026, Barclays initiated its coverage of Boeing with an Overweight rating and a price target of $300. Earlier in the month, TD Cowen maintained a Buy rating with a target of $240. Argus Research upgraded Boeing to a Buy rating with a target of $265, while B of A Securities reiterated its Buy rating with a target of $270.

About Boeing

The Boeing Company, based in Arlington, VA, is a leading player in the aerospace and defense industry. It designs and manufactures commercial jetliners and military aircraft, along with satellites and various space systems. As it continues to adapt to market changes, analysts expect Boeing to leverage its innovative capabilities to drive future growth.

Bottom Line

Investors should keep an eye on Boeing's upcoming earnings report on October 27, 2026, as it may provide further insights into the company's performance and outlook. With Barclays' recent reiteration of its Overweight rating and a significant price target, the market will be watching closely for any developments.