Boeing (BA) Stock Drops 15% But Analysts See 44% Upside — Here’s Why

TLDR

• Tigress Financial raised its Boeing price target to $290, maintaining a Buy rating
• Boeing stock is down 4.1% in the past week and 15.8% over the past month, but up 16.4% year-over-year
• Wall Street’s 12-month average price target is $278.50 vs. the last close of $201.18
• Boeing’s Q4 and full-year 2025 showed an inflection in revenue growth, hitting $89.5 billion — up 34.5% over 12 months
• Jefferies separately holds a $295 price target, citing a potential Chinese order of up to 500 MAX aircraft

Boeing (BA) stock has had a rough few weeks. It’s down 4.1% over the past week and 15.8% over the past month. But Wall Street isn’t hitting the eject button just yet.

The Boeing Company, BA

On March 19, 2026, Tigress Financial Partners analyst Ivan Feinseth reiterated his Buy rating on BA and raised his 12-month price target to $290. That’s above the current Street average of $278.50 and well above Boeing’s last close of $201.18.

Feinseth’s call puts implied upside at roughly 44% from current levels. Not a small number.

The upgrade was driven by Boeing’s Q4 and full-year 2025 results, which Feinseth described as showing a clear inflection in scale, profitability, cash generation, and demand visibility. Revenue hit $89.5 billion over the last twelve months — a 34.5% increase. Gross margins, however, remain under pressure at 4.83%.

What’s Driving the Bull Case

Tigress points to Boeing’s record backlog across commercial jets, defense, space, and services as a core pillar of the thesis. The firm also called out the high-margin Global Services segment as a driver of recurring revenue growth.

Boeing’s CFO Jay Malave told the Bank of America Global Industrials Conference that the commercial airplanes division is expected to show flat or potentially positive margins this year. That division posted a loss of $632 million in 2025 and $2.1 billion in 2024, so even flat would be a step forward.

Tigress also flagged rising global security spending and what it called the intensifying space race as long-term growth drivers for Boeing’s defense and space businesses.

Jefferies and the China Order

Jefferies has separately maintained a Buy rating on Boeing with a $295 price target. The firm pointed to ongoing trade talks between the U.S. and China, which reportedly include a potential order of up to 500 MAX aircraft.

That order is expected to be announced during President Trump’s planned visit to Beijing, though no deal has been confirmed.

Analyst targets across Wall Street currently range from $215 to $300. InvestingPro data notes the stock may be overvalued relative to its Fair Value estimate at current levels — a counterpoint worth noting.

Airbus, meanwhile, delivered 75 aircraft in Q1 2026 per Barclays estimates, with the A321 accounting for the largest share. Airlines across the Middle East and Asia have paused aircraft orders due to the ongoing conflict in Iran, which has disrupted travel demand and pushed jet-fuel prices higher.

Boeing’s last closing price was $201.18.

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