Update shared on 29 Nov 2025
Fair value Decreased 1.73%Boeing's analyst price target has been revised downward by $4.32 to $245.00. This reflects updated assumptions in revenue growth, profit margin, and valuation metrics according to analysts.
What's in the News
- Boeing secured a $4.7 billion contract to produce 96 AH-64E Apache helicopters for the Polish Armed Forces. This is the largest international Apache order to date and supports local industry and training programs in Poland. (Key Developments)
- Boeing was awarded multiyear contracts worth $2.7 billion to deliver over 3,000 Patriot Advanced Capability-3 (PAC-3) seekers through 2030. Record production rates are targeted for the year. (Key Developments)
- The US Federal Aviation Administration granted Boeing approval to increase 737 MAX production from 38 to 42 planes per month. This lifts restrictions after addressing quality and safety concerns. (Key Developments)
- Boeing and flydubai signed a Memorandum of Understanding for 75 new 737 MAX airplanes and 75 options, supporting fleet modernization and network expansion in the Middle East. (Key Developments)
- Emirates placed a new order for 65 Boeing 777X aircraft, bringing its total 777X orders to 270. This further strengthens its position as the largest 777X customer. (Key Developments)
Valuation Changes
- Consensus Analyst Price Target has decreased from $249.32 to $245.00, reflecting a modest downward revision.
- Discount Rate has risen slightly from 8.30% to 8.32%, which signals a marginal adjustment in perceived risk.
- Revenue Growth Forecast has increased from 12.76% to 13.34%, indicating stronger anticipated sales expansion.
- Net Profit Margin projection has edged down from 6.22% to 6.17%.
- Future P/E Estimate has fallen significantly from 41.0x to 33.9x. This suggests revised expectations for future earnings relative to price.
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.