Bloomberg is reporting that China is in discussions with Boeing to contract for as many as 500 aircraft for purchase. The deal would be the first major agreement in eight years, which coincided with a presidential visit during Trump's first administration.
Boeing stock has soared 25% in six months on record orders and defense wins, but supply risks and weak ROIC raise investor concerns.
Market forces often act like a pendulum, swinging from bullish to bearish again with each cycle. This principle applies to broader indexes like the S&P 500 or Nasdaq-100 and individual stocks.
Boeing is showing clear signs of operational recovery, with improved stability in 737 MAX and 787 deliveries supporting bullish momentum. July airplane orders were weak, but year-to-date order activity and backlog remain strong, alleviating concerns about future demand. Delivery rates are rising, driven by increased production and clearing inventory, positioning Boeing for higher output in 2026.
Boeing continues to consolidate its gains as production of its key moneymaker, the 737MAX, neared its monthly production cap and progress on other programs was evident, despite an ongoing strike in its defense unit.
Boeing (BA) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
American Airlines wants to fly more on the West Coast and in the Pacific, partially through a codeshare with Alaska Airlines, but the carrier appears not to want the flying to be done by its own pilots.
I maintain a Buy rating on Boeing due to strong revenue growth and expanding margins. Boeing's recent product expansion will support the company to resume shareholder returns as its operating margins turn positive. The company needs to show the ability to continue executing on its portfolio enabling increased production expansion.
Boeing leads in net orders and order value for H1 2025, but Airbus is narrowing the gap, especially in single-aisle jets. Airbus maintains a lead in unit deliveries, but Boeing's wide-body strength gives it a delivery value advantage—though this may not last. Boeing faces regulatory caps and dwindling MAX inventory, while Airbus struggles with supply chain constraints impacting its ramp-up.
A U.K. authority “cleared the anticipated acquisition” by Boeing of Spirit AeroSystems.
Officials said they wouldn't open an in-depth probe into Boeing's deal to acquire the fuselage maker, effectively clearing the transaction.
Zacks.com users have recently been watching Boeing (BA) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.