Boeing (BA) Stock Forecast & Price Target

Boeing's positive financial outlook is underscored by a significant 10.16% year-over-year increase in net sales revenue, rising from $73.29 billion to $80.76 billion for the 12 months ending September 2025. Notably, the commercial airplanes segment contributed to this growth with a remarkable 49% year-over-year revenue increase to $11.09 billion, fueled by a 38% rise in deliveries and strong demand for both the 737 and 787 models. Additionally, the defense, space, and security segment also showed strong performance, with a 25% year-over-year revenue increase to $6.90 billion, further enhancing Boeing's position amidst robust industry demand and a replacement cycle for aircraft.

Boeing has experienced a significant decline in key financial metrics, with Economic Profit decreasing 25.06% year-over-year, resulting in a loss of $13.32 billion. Additionally, Net Operating Profit After Tax fell 25.07%, and Return on Capital worsened from -15.05% to -16.83%, indicating ongoing operational difficulties. Contributing to this negative outlook are increased FAA oversight, tariff risks, and persistent supply chain uncertainties that continue to challenge the company's performance in a competitive market.