Update shared on01 Aug 2025
Fair value Increased 5.21%Despite a notable downgrade in revenue growth forecasts, a modest improvement in net profit margin has contributed to an increased consensus analyst price target for Boeing, now rising from $237.47 to $249.44.
What's in the News
- Boeing preparing X-37B OTV-8 spaceplane for launch, featuring advanced quantum inertial sensor technology and high-bandwidth inter-satellite laser communications, in partnership with U.S. Space Force and Defense Innovation Unit.
- Successful launch and in-orbit signal acquisition of 9th and 10th O3b mPOWER satellites for SES, equipped with software-defined, military-hardened connectivity solutions; satellites now en route to medium Earth orbit.
- Gulf Air orders 12 Boeing 787 Dreamliners with options for six more, strengthening its international network and supporting U.S. aerospace jobs.
- Q2 2025 deliveries totaled 150 commercial airplanes and 36 defense, space, and security units; YTD totals at 280 commercial and 62 defense, space, and security deliveries.
- CFO transition announced: Jesus "Jay" Malave to succeed Brian West, bringing financial leadership experience from Lockheed Martin, L3Harris, and United Technologies.
Valuation Changes
Summary of Valuation Changes for Boeing
- The Consensus Analyst Price Target has risen from $237.47 to $249.44.
- The Consensus Revenue Growth forecasts for Boeing has significantly fallen from 17.2% per annum to 14.9% per annum.
- The Net Profit Margin for Boeing has risen slightly from 6.16% to 6.30%.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.