Boeing’s shares surged following announcements of significant trade agreements between the U.S. and UK. The U.S. Commerce Secretary Howard Lutnick confirmed a $10 billion order for Boeing planes as part of a bilateral deal, triggering a 3.9% rise in stock price on Thursday. This development coincided with British Airways owner IAG placing an order for 71 long-haul aircraft split between Airbus and Boeing, including 32 Boeing jets primarily for fleet replacements. Investors responded positively, with Blue Capital Inc. acquiring nearly $1.6 million in Boeing shares, making it their 29th largest holding—a clear sign of renewed confidence in the company.
China Lifts Delivery Ban Amid Tariff Easing
Boeing also benefited from China’s decision to lift its delivery ban on U.S.-built aircraft after temporary tariff reductions were agreed upon by the U.S. and China. Chinese regulators informed domestic airlines they could resume accepting Boeing planes, reversing a prior suspension that forced undelivered aircraft back to the U.S. This shift followed reports of de-escalation efforts lasting up to 90 days, though no specific timeline was provided for resuming deliveries or resolving broader trade tensions between the two nations. Current tariffs stand at 30%, according to one report.
Investor Activity Reflects Mixed Signals
While institutional investors like Blue Capital showed optimism through substantial share purchases, others exhibited caution. BOKF NA sold 1,967 shares during Q4, reducing its stake by 11.7% but maintaining a $2.56 million holding. Smaller institutions joined cautiously as Boeing's stock fluctuated amid mixed signals about global demand and geopolitical factors influencing supply chains. The company saw pre-market gains linked to temporary U.S.-China tariff reductions; however, long-term stability remains uncertain due to ongoing trade dynamics affecting key markets such as China.
IAG Orders Highlight Fleet Expansion Plans
British Airways owner IAG finalized orders for 71 long-haul aircraft from Airbus and Boeing, including rights to purchase up to 10 additional 787s or 13 A330-900neo planes. This expansion aligns with recent U.S.-UK trade deals but raises questions about how effectively Boeing can meet growing international demand while navigating regulatory hurdles in critical regions like Asia-Pacific.
* AI generated summary of articles
BA News
14-May-2025 1:08 AM CST - Investing Snacks Analysts Blink and Boeing Bounces 1.3% Boeing's stock inched up 1.3% after StockNews.com upgraded its rating from "sell" to "hold," marking a subtle but symbolic shift. Several analysts joined the upgrade parade, issuing bullish ratings and nudging up price targets despite recent earnings losses.
13-May-2025 11:09 AM CST - Tokenist Boeing's Deliveries Surged in April Despite Challenges Boeing (NYSE: BA) has reported a significant increase in its jet deliveries for April 2025, nearly doubling the figures from the same month last year. This comes as the company delivered 45 commercial jets,
13-May-2025 10:33 AM CST - Seeking Alpha Boeing boosts jet deliveries in April, but still trails Airbus Boeing (NYSE:BA) delivered 45 commercial aircraft in April, nearly doubling its total from the same month last year, as the U.S. aerospace giant works to accelerate output and improve cash flow after years of setbacks.
13-May-2025 10:12 AM CST - Reuters Boeing deliveries nearly double in April April was the fourth consecutive month in which Boeing delivered more than 40 jets. The company has focused on stabilizing the production rate of its bestselling 737 MAX, which was hamstrung by quality problems in 2024.
13-May-2025 8:05 AM CST - Seeking Alpha Boeing: A Contrarian Bet With Big Upside Potential Boeing's recovery signals make it a contrarian buy with 26% upside. Click to know more about BA's growth potential, improving revenues, and acquisition benefits.
13-May-2025 6:55 AM CST - Seeking Alpha Boeing shares rise on report that China lifted delivery ban Boeing's (NYSE:BA) stock edged up by 1.7% in premarket trading Tuesday following a report that China quietly lifted restrictions on the delivery of its aircraft. The end to the ban signals a thaw in trade tensions after Washington and Beijing reached a deal to temporarily ease steep reciprocal tariffs,
13-May-2025 5:21 AM CST - Reuters China lifts Boeing delivery ban as tariff war cools, Bloomberg News reports China has removed a ban on airlines taking delivery of Boeing planes after the United States and China agreed a temporary cut in steep tariffs, Bloomberg News reported on Tuesday, citing sources familiar with the matter.
13-May-2025 3:43 AM CST - Yahoo Finance UK Trending tickers: Coinbase, Amazon, Meta, Boeing and M&S Shares of Coinbase (COIN) surged more than 10% in pre-market trading after the company confirmed it will join the S&P 500 index (^GSPC), replacing Discover Financial Services (DFS). The change will take effect before trading begins on May 19,
12-May-2025 3:03 PM CST - Seeking Alpha Boeing Wins Big In Trade With $22 Billion In New Orders Boeing's recent orders from IAG and Qatar Airways highlight its strong position. Read how these orders and others frame the larger discussion around trade.
Latest BA Trades by Congress Members
5-MAY-2025 - Marjorie Taylor Greene, GA (District 14) purchased between $1,001 and $15,000.
Boeing’s shares surged following announcements of significant trade agreements between the U.S. and UK. The U.S. Commerce Secretary Howard Lutnick confirmed a $10 billion order for Boeing planes as part of a bilateral deal, triggering a 3.9% rise in stock price on Thursday. This development coincided with British Airways owner IAG placing an order for 71 long-haul aircraft split between Airbus and Boeing, including 32 Boeing jets primarily for fleet replacements. Investors responded positively, with Blue Capital Inc. acquiring nearly $1.6 million in Boeing shares, making it their 29th largest holding—a clear sign of renewed confidence in the company.
China Lifts Delivery Ban Amid Tariff Easing
Boeing also benefited from China’s decision to lift its delivery ban on U.S.-built aircraft after temporary tariff reductions were agreed upon by the U.S. and China. Chinese regulators informed domestic airlines they could resume accepting Boeing planes, reversing a prior suspension that forced undelivered aircraft back to the U.S. This shift followed reports of de-escalation efforts lasting up to 90 days, though no specific timeline was provided for resuming deliveries or resolving broader trade tensions between the two nations. Current tariffs stand at 30%, according to one report.
Investor Activity Reflects Mixed Signals
While institutional investors like Blue Capital showed optimism through substantial share purchases, others exhibited caution. BOKF NA sold 1,967 shares during Q4, reducing its stake by 11.7% but maintaining a $2.56 million holding. Smaller institutions joined cautiously as Boeing's stock fluctuated amid mixed signals about global demand and geopolitical factors influencing supply chains. The company saw pre-market gains linked to temporary U.S.-China tariff reductions; however, long-term stability remains uncertain due to ongoing trade dynamics affecting key markets such as China.
IAG Orders Highlight Fleet Expansion Plans
British Airways owner IAG finalized orders for 71 long-haul aircraft from Airbus and Boeing, including rights to purchase up to 10 additional 787s or 13 A330-900neo planes. This expansion aligns with recent U.S.-UK trade deals but raises questions about how effectively Boeing can meet growing international demand while navigating regulatory hurdles in critical regions like Asia-Pacific.
* AI generated summary of articles
BA News
14-May-2025 1:08 AM CST - Investing Snacks Analysts Blink and Boeing Bounces 1.3% Boeing's stock inched up 1.3% after StockNews.com upgraded its rating from "sell" to "hold," marking a subtle but symbolic shift. Several analysts joined the upgrade parade, issuing bullish ratings and nudging up price targets despite recent earnings losses.
13-May-2025 11:09 AM CST - Tokenist Boeing's Deliveries Surged in April Despite Challenges Boeing (NYSE: BA) has reported a significant increase in its jet deliveries for April 2025, nearly doubling the figures from the same month last year. This comes as the company delivered 45 commercial jets,
13-May-2025 10:33 AM CST - Seeking Alpha Boeing boosts jet deliveries in April, but still trails Airbus Boeing (NYSE:BA) delivered 45 commercial aircraft in April, nearly doubling its total from the same month last year, as the U.S. aerospace giant works to accelerate output and improve cash flow after years of setbacks.
13-May-2025 10:12 AM CST - Reuters Boeing deliveries nearly double in April April was the fourth consecutive month in which Boeing delivered more than 40 jets. The company has focused on stabilizing the production rate of its bestselling 737 MAX, which was hamstrung by quality problems in 2024.
13-May-2025 8:05 AM CST - Seeking Alpha Boeing: A Contrarian Bet With Big Upside Potential Boeing's recovery signals make it a contrarian buy with 26% upside. Click to know more about BA's growth potential, improving revenues, and acquisition benefits.
13-May-2025 6:55 AM CST - Seeking Alpha Boeing shares rise on report that China lifted delivery ban Boeing's (NYSE:BA) stock edged up by 1.7% in premarket trading Tuesday following a report that China quietly lifted restrictions on the delivery of its aircraft. The end to the ban signals a thaw in trade tensions after Washington and Beijing reached a deal to temporarily ease steep reciprocal tariffs,
13-May-2025 5:21 AM CST - Reuters China lifts Boeing delivery ban as tariff war cools, Bloomberg News reports China has removed a ban on airlines taking delivery of Boeing planes after the United States and China agreed a temporary cut in steep tariffs, Bloomberg News reported on Tuesday, citing sources familiar with the matter.
13-May-2025 3:43 AM CST - Yahoo Finance UK Trending tickers: Coinbase, Amazon, Meta, Boeing and M&S Shares of Coinbase (COIN) surged more than 10% in pre-market trading after the company confirmed it will join the S&P 500 index (^GSPC), replacing Discover Financial Services (DFS). The change will take effect before trading begins on May 19,
12-May-2025 3:03 PM CST - Seeking Alpha Boeing Wins Big In Trade With $22 Billion In New Orders Boeing's recent orders from IAG and Qatar Airways highlight its strong position. Read how these orders and others frame the larger discussion around trade.
