Bank of America Maintains Buy Rating on Boeing with $270 Price Target

Bank of America Securities maintains a Buy rating for Boeing with a price target of $270. Analyst Ronald Epstein has a top 100 ranking with an 18.3% average return and 65.78% success rate. The Street has a Strong Buy consensus rating with a $256.68 average price target, a 15.71% upside from current levels. However, corporate insider activity is negative with an increase in insiders selling their shares over the past quarter.

Bank of America Securities maintains a Buy rating for Boeing with a price target of $270. Analyst Ronald Epstein, with a top 100 ranking, has an 18.3% average return and a 65.78% success rate, boosting confidence in the stock. However, the Street has a Strong Buy consensus rating with an average price target of $256.68, indicating a 15.71% upside from current levels [1]. Despite this optimism, corporate insider activity is negative, with an increase in insiders selling their shares over the past quarter [2].

Boeing reported solid Q2 results, with revenue of $22.75 billion, topping expectations. Its adjusted loss of $1.24 per share was less than forecast. The company delivered 150 airplanes, its most since 2018, reflecting a turnaround [1]. Bank of America's Epstein noted that Boeing's production stabilization and operational performance improvement are key drivers of the positive outlook.

Analysts have mixed views on Boeing's near-term prospects. While William Blair decreased their Q3 2025 earnings per share estimates, several other analysts, including Sanford C. Bernstein and Cowen, reaffirmed their "buy" ratings and increased their price targets [2]. Epstein predicts that orders will increase as President Donald Trump continues to work through deals globally.

Insider activity has been mixed. SVP Brendan J. Nelson sold 640 shares, while EVP Jeffrey S. Shockey sold 3,205 shares, representing a 4.60% and 13.51% decrease in their ownership, respectively [2]. However, other institutional investors, such as Revolve Wealth Partners LLC and Bank Pictet & Cie Europe AG, have increased their positions in Boeing [2].

Boeing's history and future prospects remain intertwined with its aerospace hub in Wichita, Kansas. The city has a long history of aerospace manufacturing, producing 1,600 Boeing B-29 Superfortress bombers during World War II. Today, Boeing's Dreamlifter transports fuselage sections for the 737 and 787 Dreamliner across the country [3].

In conclusion, Boeing presents a complex investment opportunity. While analysts maintain a positive outlook, insider selling and mixed analyst estimates suggest caution. Investors should carefully consider these factors before making a decision.

References:
[1] https://www.cnbc.com/2025/08/01/bank-of-america-raises-boeing-price-target.html
[2] https://www.marketbeat.com/instant-alerts/research-analysts-set-expectations-for-boeing-q3-earnings-2025-08-01/
[3] https://simpleflying.com/why-boeing-dreamlifter-fly-air-force-base/