What Happened?
Shares of aerospace and defense company Boeing (NYSE: BA) jumped 2.2% in the morning session after the company announced its single largest order in its history from Uzbekistan Airways and as reports suggested a major deal with China was in its final stages.
The deal with Uzbekistan Airways was for up to 22 787 Dreamliners and was valued at over $8 billion. Adding to the optimism, the U.S. ambassador to China, David Perdue, said that the two countries were in the final stages of talks for a “huge” aircraft order. This potential deal helped fuel investor confidence.
In other developments, Boeing also submitted proposals to European Union regulators to secure approval for its planned purchase of key supplier Spirit AeroSystems. The positive news flow suggested growing demand for the planemaker's aircraft, with Kazakhstan also signaling plans to expand its own fleet of Boeing planes in the coming years.
After the initial pop the shares cooled down to $216.27, up 1.9% from previous close.
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What Is The Market Telling Us
Boeing’s shares are not very volatile and have only had 7 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful, although it might not be something that would fundamentally change its perception of the business.
The biggest move we wrote about over the last year was 6 months ago when the stock dropped 10.1% on the news that China imposed a 34% tariff on all U.S. imports amid escalating trade war tensions. This was partly in response to the "reciprocal tariffs" announced by the Trump administration the previous day, with levies on Chinese goods estimated to be as high as 50%. Already facing increased competition from domestic aircraft manufacturers, Boeing risked becoming even less competitive.
Also, China has historically been a significant source of demand for Boeing's commercial aircraft, and the new tariffs could delay or derail future orders. For investors, this development raised concerns about Boeing's ability to regain momentum in a market essential to its growth.
Boeing is up 25.8% since the beginning of the year, and at $216.27 per share, it is trading close to its 52-week high of $237.38 from September 2025. Investors who bought $1,000 worth of Boeing’s shares 5 years ago would now be looking at an investment worth $1,431.
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