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Boeing (NYSE: BA) Maintains "Buy" Rating with Increased Price Target

  • Cowen & Co. reaffirms a "Buy" rating for Boeing (NYSE: BA), raising the price target from $260 to $270.
  • Boeing reports record backlogs and improved operational performance in Q4 2025, despite facing cash flow challenges.
  • The company's commitment to a turnaround includes a four-point plan focusing on stabilizing the business and enhancing safety and quality in commercial production.

Boeing (NYSE: BA) is a leading aerospace company known for its commercial airplanes, defense, and space systems. On January 28, 2026, Cowen & Co. maintained its "Buy" rating for Boeing, with the stock priced at $244.56. TD Cowen also raised Boeing's price target from $260 to $270, as highlighted by TheFly, indicating confidence in the company's future performance.

Boeing's recent earnings call for the fourth quarter of 2025 revealed improved operational performance and increased commercial production stability. The company reported record backlogs, which is a positive sign for future revenue. However, Boeing still faces cash flow challenges due to delayed certifications and previous delivery disruptions.

President and CEO Kelly Ortberg emphasized Boeing's commitment to a turnaround, highlighting stronger performance and record backlogs across its sectors. Ortberg outlined a four-point plan to stabilize the business, execute development programs, change company culture, and build a new future. This plan aims to address the challenges Boeing faces.

In 2025, Boeing increased its commercial production, delivering the highest number of commercial airplanes since 2018. This achievement is part of a safety and quality plan, reflecting Boeing's focus on improving its operations. Despite these efforts, the stock price has decreased by 1.56% or $3.87, with a current price of $244.56.

Boeing's stock has fluctuated between a low of $238.75 and a high of $254.35 today. Over the past year, the stock reached a high of $254.35 and a low of $128.88. The company's market capitalization is approximately $191.51 billion, with a trading volume of 20,482,088 shares on the NYSE.