Key Takeaways:
- Boeing's supply chain faces challenges due to tariffs, with significant impacts from Japan and Italy.
- Analysts remain optimistic, with an average price target suggesting an 11.18% upside.
- Market sentiment for Boeing is "Outperform" according to 29 brokerage firms.
Boeing's Supply Chain and Tariff Impacts
Boeing Co (BA, Financial) has acknowledged the ongoing challenges posed by first-quarter tariffs. While the company benefits from a robust U.S.-based supply chain, components imported from Japan and Italy are subject to a 10% tariff, adding complexity to their operations. Retaliatory tariffs further complicate aircraft deliveries to China, leading some Chinese customers to defer accepting new aircraft. These international trade tensions underscore the importance of Boeing's global partnerships and the intricate nature of its supply networks.
Wall Street Analysts' Price Targets and Recommendations
Wall Street analysts offer a positive outlook for Boeing Co, based on the latest one-year price targets from 24 analysts. The average target price is set at $197.84, with expectations ranging from a high of $233.00 to a low of $140.00. This average target indicates a potential upside of 11.18% from Boeing's current trading price of $177.95. Investors can explore further estimates on the Boeing Co (BA, Financial) Forecast page.
The consensus recommendation from 29 brokerage firms stands at 2.2, suggesting that Boeing Co is currently rated as "Outperform." This recommendation is part of a rating scale from 1 to 5, where 1 indicates a Strong Buy and 5 denotes a Sell, reflecting a generally favorable sentiment among market analysts.
GuruFocus Estimate of Boeing's GF Value
The GF Value for Boeing Co is estimated at $181.86 over the next year, predicting a moderate upside of 2.2% from its current price of $177.95. This GF Value, calculated by GuruFocus, represents the fair value at which the stock should be trading. It incorporates historical trading multiples, previous business growth, and future business performance estimates. For a deeper dive into Boeing's valuation metrics, visit the Boeing Co (BA, Financial) Summary page.
