Aerospace and defense company Boeing (BA) is set to report its fourth-quarter 2025 results after the market closes on Tuesday, January 27. The stock is up about 41% in 2025, helped by rising production of its key jet programs, more aircraft deliveries, and expectations that cash flow will improve in the years ahead. Overall, Wall Street remains upbeat about BA stock ahead of the earnings report.
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What to Expect from Boeing on January 27
Wall Street expects Boeing to report a narrower loss per share of $0.45 for Q4 2025 compared to $5.90 in the prior-year quarter. Meanwhile, revenue is expected to increase 46% to $22.25 billion.
Investors will be watching for updates on aircraft deliveries, production ramp-ups for the 737 and 787 programs, and any signals on cash flow improvement in 2026.
Analysts Weigh in on Boeing’s Upcoming Earnings
Ahead of the Q4 print, Bernstein analyst Douglas Harned raised his price target on Boeing to $298 from $277 and kept an Outperform rating. He said Boeing is his “top aerospace pick for 2026,” as production of the 737 and 787 is picking up and execution is improving. Harned also noted that demand for new planes remains strong and well above supply, which should support higher cash flow and leave room for further upside in the stock.
Likewise, UBS analyst Gavin Parsons reiterated a Buy rating on Boeing and kept his $275 price target, pointing to clear signs of improving 787 production. He said Dreamlifter cargo flights, which are used to move parts for the 787, rose 69% from a year ago and now point to a production pace close to Boeing’s target of eight planes per month. Parsons added that flight activity in January has been especially strong, suggesting parts supply is improving and that Boeing is on track to lift 787 output steadily this year.
Is Boeing a Good Stock to Buy Right Now?
Turning to Wall Street, analysts have a Strong Buy consensus rating on BA stock based on 14 Buys, two Holds and one Sell assigned in the past three months, as indicated by the graphic below. The average BA price target of $258.85 per share implies 2.96% upside potential.
