BA vs. LMT: Which Aerospace-Defense Giant Offers Better Value Today?
Both Boeing and Lockheed Martin benefit from significant exposure to military aircraft, space systems and government defense contracts.
BA - The Boeing Company
Price:
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--
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CONSENSUS:
Buy
DETAILS
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PRICE TARGET:
$279.10
DETAILS
HIGH:
$298.00
LOW:
$250.00
MEDIAN:
$280.50
CONSENSUS:
$279.10
UPSIDE:
27.43%
Stock News
Where Will Boeing Stock Be in 10 Years?
Few dispute that Boeing will have a new narrow-body in place over the next decade, but the question is in what form and what it will take to get there.
Jury clears Boeing in 737 MAX fraud lawsuit
Boeing was found not guilty of hiding safety problems with 737 MAX jets sold to LOT Polish Airlines last decade, a jury ruled Friday in U.S. District Court in Seattle.
Why Is Boeing (BA) Down 6.2% Since Last Earnings Report?
Boeing (BA) reported earnings 30 days ago. What's next for the stock?
One-Fifth of SpaceX Revenue Comes From Uncle Sam: The Defense Contractors That Should Worry
SpaceX's S-1 just handed legacy defense investors a number they cannot ignore.
Is Boeing's Growing Backlog Strengthening Its Recovery Prospects?
BA's record $695B backlog, rising aircraft deliveries and defense growth signal improving operations and stronger revenue visibility.
Why Boeing Has the Most to Lose If Tesla and SpaceX Ever Combine
Gene Munster of Deepwater Asset Management and Elon Musk biographer Walter Isaacson have floated the idea that Tesla (NASDAQ: TSLA | TSLA Price Prediction) and SpaceX could combine within the next decade.
China confirms Boeing order: is the BA dip a buy opportunity?
China confirmed it will buy 200 Boeing jets following the Trump-Xi meeting in Beijing, marking the US planemaker's biggest breakthrough in the Chinese market in nearly a decade. Beijing's Commerce Ministry confirmed on May 20 that China plans to buy 200 Boeing aircraft, including GE Aerospace-powered jets and related parts.
China confirms order for 200 Boeing planes, calls aviation key area for U.S. cooperation
China confirmed an order package covering 200 Boeing aircraft and related equipment. A Washington state official told CNBC she expected additional Chinese demand for Boeing jets.
China, U.S. Reach Limited Trade Agreements on Boeing Jets, Beef Imports
China agreed to purchase 200 Boeing jets and resume imports of some U.S. beef products, marking one of the clearest signs yet of easing trade tensions between the two countries.
China says it will buy 200 Boeing jets, seek extension of US tariff truce
China will buy 200 Boeing jets and seek an extension of the trade agreement with the United States reached in Kuala Lumpur last year, the Chinese Commerce Ministry said on Wednesday.
Stocks That Failed The Core Earnings Test In Q2 2026
The Boeing Company is removed from the Bloomberg New Constructs Core Earnings Leaders Index due to overstated GAAP earnings and negative Core Earnings. BA's Core Earnings for 2025 are -$2.6B versus GAAP net income of $1.9B, with significant earnings distortion from non-operating items. Boeing earns an Unattractive Stock Rating, with a 0% ROIC, negative economic book value, and a market-implied growth period exceeding 100 years.
U.S. Military Drone Production Relies Heavily on Chinese Rare Earth Magnets
U.S. Military Drone Production Relies Heavily on Chinese Rare Earth Magnets PR Newswire NEW YORK, May 19, 2026
U.S. Military Drone Production Relies Heavily on Chinese Rare Earth Magnets
/PRNewswire/ -- The Pentagon recently placed the largest drone order in American history - 30,000 one-way attack drones, with plans to scale past 300,000 by
Boeing and Gilat Achieve Key In-Cabin Offerability Milestone for Sidewinder Line-fit Multi‑Orbit Solution
Advances availability of an open, no lock‑in line‑fit model for IFC service providers Advances availability of an open, no lock‑in line‑fit model for IFC service providers
Exclusive: India to monitor Boeing fuel-switch test tied to Air India London incident
Indian air safety officials plan to travel to Seattle to observe Boeing's testing of a fuel-control switch panel that was removed from an Air India 787 in February after the pilots on a London-Bengaluru flight flagged a possible defect, according to documents seen by Reuters.
Forget Boeing. Every Plane Trump Just Sold to China Needs a GE Engine and GE Is Already Making Money
Everyone is talking about Boeing (NYSE:BA | BA Price Prediction) after President Trump's China trip produced headlines about an initial order for 200 aircraft, with the possibility of expanding the deal to 750, the first major Boeing sale to China in nearly a decade.
Citi Calls the Aerospace Selloff a Gift, Raises Boeing Price Target to $260
A major analyst just offered a bull case for Boeing (NYSE:BA | BA Price Prediction) stock, framing the recent aerospace selloff as a buying window for patient investors.
Boeing Just Got Its First Major China Order in Nearly a Decade and the Stock Is Down 7%. Here Is Why That Is the Entry
At roughly $220, Boeing (NYSE:BA | BA Price Prediction) is a Buy.
Todd Graves’ Billion-Dollar Chicken Chain Started With the Worst Grade in Business School
Todd Graves told Masters of Scale host Jeff Berman that his Raising Cane's business plan earned the worst grade in his partner's business class, despite being painstakingly detailed. "The professor said, the plan's exceptional. I mean, I knew details. I knew exactly what our aprons would cost to get washed," Graves recalled. The strategic flaw,... Todd Graves' Billion-Dollar Chicken Chain Started With the Worst Grade in Business School
Price Targets
Boeing price target raised to $295 from $290 at Tigress Financial
$295.00
(was $222.22)
Tigress Financial
Boeing price target raised to $275 from $250 at Wolfe Research
$275.00
(was $233.87)
Wolfe Research
Boeing price target raised to $250 from $245 at Morgan Stanley
$250.00
(was $233.66)
Morgan Stanley
Boeing price target raised to $295 from $290 at Jefferies
$295.00
(was $233.72)
Jefferies
Boeing price target raised to $275 from $265 at RBC Capital
$275.00
(was $241.43)
Ken Herbert
·
RBC Capital
Boeing price target raised to $245 from $235 at Morgan Stanley
$245.00
(was $240.53)
Morgan Stanley
Boeing price target raised to $285 from $275 at UBS
$285.00
(was $244.56)
Gavin Parsons
·
UBS
Boeing (BA) PT Raised to $281 at Vertical Research Partners
$281.00
(was $244.56)
Robert Stallard
·
Vertical Research
Boeing price target raised to $280 from $255 at Susquehanna
$280.00
(was $247.25)
Susquehanna
Boeing price target raised to $298 from $277 at Bernstein
$298.00
(was $242.61)
Douglas Harned
·
Bernstein
Boeing price target raised to $277 from $267 at Bernstein
$277.00
(was $230.02)
Bernstein
Tigress sets $275 price target on Buy-rated Boeing
$275.00
(was $216.21)
Tigress Financial
Boeing's aircraft order backlog remains large, says Goldman Sachs
$257.00
(was $200.54)
New Street
BNP starts Boeing with Underperform, says estimates too high
$150.00
(was $189.63)
BNP Paribas
Boeing (BA) PT Lowered to $267 at Bernstein SocGen Group
$267.00
(was $194.85)
Douglas Harned
·
Bernstein
Boeing price target lowered to $255 from $270 at Susquehanna
$255.00
(was $195.21)
Susquehanna
Freedom Capital Markets Upgrades Boeing (BA) to Buy
$223.00
(was $201.02)
Sergey Glinyanov
·
Loop Capital Markets
Boeing price target lowered to $275 from $280 at UBS
$275.00
(was $213.58)
UBS
Boeing NGSA timeline remains 2035-plus, says Jefferies
$255.00
(was $215.81)
Jefferies
Boeing upgraded to Buy at Vertical amid 'mid-cycle' shift in aerospace upcycle
$270.00
(was $230.53)
Robert Stallard
·
Vertical Research