UBS raises Boeing stock price target to $280 on operational improvements

Published 30/07/2025, 16:20
UBS raises Boeing stock price target to $280 on operational improvements

Investing.com - UBS raised its price target on Boeing (NYSE:BA) to $280.00 from $255.00 on Wednesday, while maintaining a Buy rating on the aircraft manufacturer’s stock. The stock, currently trading at $227.09, has shown strong momentum with a 27.73% gain year-to-date, according to InvestingPro data.

The price target increase follows what UBS described as "operational and financial improvement" at Boeing since the fourth-quarter 2024 strike, developments that the firm had previously considered "highly unlikely." However, InvestingPro’s analysis indicates the company’s overall financial health score remains weak, with particular challenges in profit margins.

UBS noted Boeing has progressed from a complete production halt to manufacturing 38 MAX aircraft per month, with "supportive quality KPIs" and improved supply chain health combined with better buffer inventory visibility.

The firm also highlighted Boeing’s Defense business, which it characterized as "on the road to recovery," and mentioned the company’s recent F-47 contract win as a positive factor.

UBS stated it believes Boeing is in the "very early stages of a long-term operational turnaround that will drive robust free cash flow generation."

In other recent news, Boeing reported strong second-quarter results, with core earnings per share of -$1.24, surpassing consensus expectations of -$1.40. The company also posted revenues of $22.75 billion, exceeding analyst projections of $21.68 billion. Following these results, several firms have adjusted their price targets for Boeing. Bernstein raised its target to $287, citing strong quarterly performance. Susquehanna increased its target to $270, highlighting Boeing’s pivotal turnaround, especially in the Commercial Airplanes segment, where the company delivered 150 aircraft in the quarter. Deutsche Bank (ETR:DBKGn) set a new target of $255, pointing to improved production and financial stability. Barclays (LON:BARC) also raised its target to $255, despite noting a surprising market reaction to the financial results. Additionally, Boeing secured a $37.9 million contract for P-8A Canada Training Systems, further expanding its business operations.

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