BA Stock: Insider Activity, Filings & Research
Drillr aggregates AI research, SEC filings, earnings signals and alt-data for BA. 13 published articles.
Insider Activity
Over the trailing 90-day window, Boeing insiders executed one open-market purchase and no sales, resulting in net insider buying of $299.3K. Director Tilden Bradley D purchased $299.3K of stock on 2026-05-22, generating a perfect insider sentiment score of 100/100. The company's stock declined 2.9% over the three-month period, while institutional investors showed accumulating activity via 13F filings. The absence of insider selling and singular concentrated buy-signal suggest conviction among company leadership despite recent price weakness.
Updated Jun 4, 2026 · based on SEC Form 4 filings · not investment advice
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| May 22, 2026 | TILDEN BRADLEY Ddirector | Buy | 1,370 | $218.50 |
| Apr 3, 2026 | Doughtie Lynne Mdirector | Grant | 241 | — |
| Apr 3, 2026 | Gitlin David L.director | Grant | 404 | — |
| Apr 3, 2026 | GOOD LYNN Jdirector | Grant | 428 | — |
| Apr 3, 2026 | Richardson John Mdirector | Grant | 241 | — |
| Apr 3, 2026 | Harris Stayce D.director | Grant | 404 | — |
| Apr 3, 2026 | MOLLENKOPF STEVEN Mdirector | Grant | 706 | — |
| Apr 3, 2026 | JOHRI AKHILdirector | Grant | 428 | — |
| Apr 3, 2026 | Bradway Robert Adirector | Grant | 428 | — |
| Apr 3, 2026 | Joyce David Leondirector | Grant | 465 | — |
| Apr 3, 2026 | TILDEN BRADLEY Ddirector | Grant | 404 | — |
| Apr 3, 2026 | Buckley Mortimer Jdirector | Grant | 404 | — |
| Mar 5, 2026 | Buckley Mortimer Jdirector | Buy | 2,230 | $224.20 |
| Feb 26, 2026 | Amuluru Uma Mofficer: EVP and Chief HR Officer | Sell | 1,503 | $233.78 |
| Feb 26, 2026 | Shockey Jeffrey Sofficer: EVP, Gov Ops, GPP & CS | Tax | 4,444 | $232.26 |
Source: BA SEC Form 4 filings, latest May 22, 2026. For informational purposes only — not investment advice.
Research
Will Boeing's Q1 Revenue Beat and Delivery Execution Sustain Its Operational Recovery?
Boeing's Q1 2026 revenue beat of $22.2B vs $21.99B expected and improved EPS of -$0.20 vs -$0.66 expected signal operational recovery progress. The stock surged 4.71% pre-market. The thesis hinges on sustained delivery execution, with Q2 commercial jet delivery volumes being the critical test.
NASA Artemis II Success: LMT Leads 6 Defense Stocks Ranked for Lunar Economy Upside
Artemis II's safe return on April 11, 2026, de-risks NASA's lunar program, favoring contractors like LMT and NOC with direct hardware roles. We rank six stocks by exposure, ranking LMT highest for its Orion primacy and steady growth. Risks include delays and competition from private launchers.
LMTNOCRTXLMT & NOC Surge on China-Iran Missile Warning — Is XLE the Casualty?
Trump's warning over China's alleged anti-air missiles to Iran heightens Middle East risks, positioning Lockheed Martin and Northrop Grumman for backlog growth amid record demand, while XLE grapples with oil volatility. LMT and NOC boast strong financials—$75B/$44B sales guidance, robust FCF—trading at reasonable multiples with 38-50% 1Y gains. Investors should favor defense over energy as U.S. aid ramps.
XLELMTNOCBA's SLS Moon Rocket at Risk: 5 Space Stocks Poised to Win NASA's Next Contracts
Boeing's SLS faces Trump NASA scrutiny, per April 11 Bloomberg report, boosting Lockheed, Northrop, Rocket Lab, BWXT, and Intuitive Machines for lunar bases and nuclear propulsion. LMT and NOC top ranked for stability; BA lags. Article analyzes financials and exposure.
LMTRTXNOCUK Missile Defense Gap Warning: RTX and LMT Positioned for Billions in New Contracts
Ex-RAF official's warning on UK's ballistic missile gaps signals procurement urgency, favoring RTX and LMT's Patriot/THAAD dominance amid $450B+ combined backlogs. Financial strength (double-digit margins, robust FCF) positions them for billions in contracts, while BA remains sidelined. Bullish: 15-20% upside on European ramp.
RTXLMTAUKUS Defense Boom: Why LMT and RTX Win While Others Miss Out
As Australia prepares for a significant defense buildout in response to rising geopolitical tensions, US defense contractors are poised to benefit. Companies like Lockheed Martin and Raytheon Technologies are well-positioned to capture substantial contracts, while others like Northrop Grumman and General Dynamics also stand to gain from increased spending. This article explores the potential winners in this evolving landscape.
LMTNOCRTXUkraine Aid Surge: Why LMT, RTX, CAT and PWR Are Primed for a Revenue Windfall
European ministers' Ukraine visit highlights surging military aid and reconstruction, benefiting US defense leaders like RTX and LMT via munitions replenishment, and infrastructure firms CAT and PWR through rebuild contracts. With Europe committing billions, these six stocks offer tailwinds from 5-20% revenue growth and strong FCF. Ranked by conviction: RTX tops for balanced exposure.
NOCRTXLMTNATO Defense Spending Surge: 6 US Aerospace Stocks — RTX, LMT, BA and More — Set to Win
Trump's NATO withdrawal threat over Iran forces Europe's rearming, boosting US defense primes while commercial aerospace surges. RTX and LMT lead with massive backlogs and F-35/missile exposure; all six analyzed with FY2025 financials show tailwinds.
RTXLMTNOCAAPL AI Pivot: Why the New On-Device LLM Matters More Than the iPhone 17
Trump's NATO exit threats are forcing Europe to invest billions in defense manufacturing, creating export bonanzas for US primes like RTX and LMT. With backlogs surging and guidance upbeat, these firms offer compelling tailwinds—ranked by exposure and value.
RTXLMTNOCGOOGL $75B Wiz Deal: Cloud Security Leader at 37x Revenue — Is It Worth the Premium?
SpaceX's confidential IPO filing spotlights ARK ETFs with private stakes and suppliers like NOC, RTX, LHX, and BA. These positions offer leveraged upside from valuation unlock and ecosystem expansion, ranked by conviction from ARKK top.
ARKKARKWNOCSpaceX $1.75T IPO Filing Lifts Aerospace Sector — Why RKLB Is the Biggest Winner
SpaceX's confidential IPO filing at ~$1.75T has buoyed aerospace stocks, validating the sector. Rocket Lab shines with growth and backlog, while LMT offers defense stability; BA and SPCE lag. Bullish on RKLB as prime beneficiary.
RKLBLMTSPCEOil Hits Record High: COP, XOM, CVX Cash In While BA and AMZN Face the Squeeze
Oil's record high on April 7 spotlights winners like COP, XOM, CVX with surging FCF, versus losers BA, AMZN, JPM facing cost/inflation pressures. Ranked picks favor lean producers.
XOMCVXCOPSatellite Broadband Rules Eased: 6 Space Stocks Poised to Win — ASTS, RKLB, BA & More
US regulators' plan to ease power limits on space-based broadband, per Reuters April 8, boosts satellite internet viability. AST SpaceMobile, Rocket Lab, Planet Labs, Boeing, Lockheed Martin, and Northrop Grumman emerge as top US-listed winners, ranked by growth and valuation in the SpaceX-fueled economy.
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