Weekly Special Report: BOEING (#BOEING)

BOEING: ABOUT THE COMPANY AND COMMERCIAL AIRCRAFT DEMAND

• THE COMPANY: The Boeing Co. is an aerospace company that manufactures commercial jetliners and defense, space, and security systems.
• MARKET SHARE BY COMMERCIAL AIRCRAFT DELIVERIES: Boeing is the second-largest company in the sector with around 43% of the market share. Airbus leads the way (56%), followed by Boeing (43%) and Others (1%). 

• GLOBAL COMMERCIAL AIRCRAFT ORDERS (+9% annually) HIT HIGHEST FIRST-QUARTER LEVEL SINCE 2013. According to industry data, the world’s top three aircraft manufacturers — Boeing, Airbus, and COMAC — received around 569 commercial aircraft orders during Q1 2026, marking the strongest first quarter for orders in 13 years. Growth was mainly driven by rising demand for single-aisle aircraft used for short-haul travel.

• BREAKING (APRIL 22): Q1 2026 EARNINGS SHOWED REVENUE GROWTH ACROSS ALL MAIN SEGMENTS. Boeing reported total Q1 revenue of approximately $22.2 billion, up 14% compared to the same quarter last year. Commercial Airplanes revenue rose 13% to $9.2 billion, Defense, Space & Security revenue increased 21% to $7.6 billion, while Global Services revenue climbed 6% to $5.4 billion.

Source: Boeing; Aerospace Global news; flightplan.forecastinternational.com; adsgroup.org.uk

GEOPOLITICS: U.S. – CHINA SUMMIT

• EVENT (MAY 14 – MAY 15): U.S. PRESIDENT TRUMP TO VISIT CHINA AND MEET PRESIDENT XI. The rare in-person meeting, already once delayed due to the U.S.-Iran conflict, is now scheduled for May 14–15, according to the White House. Last time the two leaders met in person (Busan, October 2025), the meeting was described as productive and positive, resulting in a partial trade truce and progress on tariffs. The Trump administration is also expected to be accompanied by CEOs and executives from major U.S. companies, including Boeing, Nvidia, Apple, Exxon, Qualcomm, Blackstone, Citigroup, and Visa.

BOEING, CHINA, AND THE TRUMP ADMINISTRATION

• BOEING AND CHINA: POTENTIAL 600-AIRCRAFT DEAL UNDER DISCUSSION. Industry sources say Boeing and Chinese officials have been in prolonged talks regarding a potential order that could include around 500 Boeing 737 MAX jets and 100 widebody aircraft. If finalized, it would mark China’s first major Boeing order since 2017. The potential 600-aircraft deal with China would roughly equal Boeing’s entire commercial production output for 2025.

LAST MAJOR CHINA ORDER ANNOUNCED DURING TRUMP’S FIRST TERM. In November 2017, during Trump’s visit to Beijing, Boeing and China Aviation Supplies Holding Co. announced orders and commitments for 300 aircraft, a package Boeing valued at more than $37 billion at list prices.

• BREAKING (APRIL 22, 2026): BOEING CEO SAYS U.S. ADMINISTRATION SUPPORT IS KEY FOR CHINA DEAL. Boeing CEO Kelly Ortberg said the company is counting on support from the Trump administration to help unlock a long-awaited aircraft order from China. According to Reuters, Ortberg stated that Boeing does not expect a near-term large order from China without broader diplomatic progress between both countries.

Source: Reuters; aerotime.aero

BOEING: STOCK PERFORMANCE UNDER DONALD TRUMP AS PRESIDENT OF THE USA

• HISTORICAL PERFORMANCE: THE STOCK PRICE ROSE 123.64% DURING THE FIRST TWO YEARS OF TRUMP’S FIRST PRESIDENTIAL TERM (JANUARY 20, 2017 – JANUARY 20, 2019). Within the first two years, the Boeing stock price rose 123.64%.

Data Source: Bloomberg Terminal; Meta Trader 4 Platform;

Please note that past performance does not guarantee future results

• SECOND TERM OF U.S. PRESIDENT DONALD TRUMP (SINCE JANUARY 20, 2025): THE BOEING STOCK PRICE HAS RISEN AROUND 40% SO FAR SINCE DONALD TRUMP ASSUMED OFFICE IN HIS SECOND TERM (JANUARY 20, 2025 – MAY 11, 2026).

Source: Bloomberg Terminal; Meta Trader 4 Platform

BOEING: PRICE ACTION

• THE STOCK PRICE HIT AN ALL-TIME HIGH OF $445.34 ON MARCH 1, 2019. Boeing was last trading around $238, and if a full recovery follows recent all-time highs, the stock price could see an upside of around 87%. However, the price could move in the other direction.
• FORECAST (Source: Bloomberg Terminal): Baird forecasts $300; Jefferies forecasts $295; Goldman Sachs forecasts $293. UBS forecasts $285. JPMorgan forecasts $270. Citigroup forecasts $256.

#BOEING, May 11, 2026
Current Price:   238

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1.  The above calculations are made based on 1.00 lot which is equivalent of 1000 units
2.  Calculations for exchange rate used as of 13:20 (GMT+1) 11/05/2026

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