Analysts Hold Zero Sell Ratings on Boeing Stock
The aircraft manufacturer remains favored by Wall Street analysts despite a significant stock price decline this year.
Updated on Oct. 15, 2026 in Public Companies
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Boeing stock currently carries zero sell ratings from market analysts as the company navigates a quiet period ahead of its third-quarter earnings report. Despite falling 26 percent from its peak in late January 2026, the company is viewed as materially derisked.
Why it matters
The company’s outlook has improved following FAA clearance of 737 Max software and the resolution of union walkout threats. Additionally, securing major defense contracts reinforces long-term stability for the firm.
Boeing is currently valued at 71 times forward earnings and has secured the Air Force F-47 and Navy F/A-XX fighter programs. These defense initiatives are projected to be worth more than $200 billion.
The players
Boeing
This major aerospace corporation is a primary contractor for the U.S. government and a leading manufacturer of commercial aircraft.
Federal Aviation Administration
This national authority oversees all aspects of civil aviation in the United States and manages air traffic control and safety certifications.
The details
Analysts have moved to support the stock due to the FAA review panel concluding that the 737 Max software issue presents no safety threat. The company is now in a quiet period while analysts monitor industry-wide fuel price trends and specific defense contract awards.
Timeline
Late January 2026: Boeing stock reached its annual high.
Week of October 6, 2026: FAA panel cleared 737 Max software.
October 27, 2026: Boeing reports Q3 earnings.
2027: Expected period for above-market stock returns.
Market Landscape
Boeing’s current position reflects a stabilization of its commercial aerospace division following the resolution of scrutiny regarding the FAA certification process. The move to secure key defense programs positions the company to better withstand the volatility often seen in commercial aviation manufacturing cycles.
Retail investors should note that while analysts maintain a positive outlook, the stock’s current valuation at 71 times forward earnings indicates high market expectations. Decisions should account for the upcoming earnings report on October 27 which may influence near-term price volatility.
The takeaway
The lack of sell ratings suggests that institutional confidence is shifting toward the company's long-term defense contract potential. Investors are advised to balance this outlook against the company's high forward earnings valuation and broader industry risks.
What happens next
Boeing is scheduled to report its third-quarter financial results on October 27, 2026.
Further reading
Learn more about corporate performance in the Public Companies section.
Source note: This article includes information reported by Quartz.
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