What Happened?
Shares of aerospace and defense company Boeing (NYSE: BA) jumped 4.2% in the morning session after reports the Federal Aviation Administration (FAA) planned to ease restrictions on its aircraft deliveries and after the company secured major new orders from several airlines.
The FAA was expected to restore Boeing's authority to perform final safety checks on its 737 MAX jets, a significant milestone in the company's recovery from a series of safety crises. This news signaled growing confidence in the aerospace giant's operations. Adding to the positive developments, Boeing secured sizable aircraft orders. Turkish Airlines placed its largest-ever purchase for Boeing wide-body aircraft, an order for up to 75 787 Dreamliners, and also announced its intent to purchase up to 150 more 737 MAX airplanes.
After the initial pop the shares cooled down to $222.05, up 4% 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 previous big move we wrote about was 3 days ago when the stock gained 2.2% on the news that 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.
Boeing is up 29.2% since the beginning of the year, and at $222.05 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 $1,337.
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