Boeing Stock Jumps 4% Following Reports Of Massive China Jet Order

Aditya Raghunath4 minute read
Reviewed by: Thomas Richmond
Last updated Mar 9, 2026

Key Stats for Boeing Stock

  • Price change for Boeing stock on Friday: 4%
  • $BA Share Price as of Mar. 6: $231
  • 52-Week High: $254
  • $BA Stock Price Target: $272

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What Happened?

Boeing (BA) stock jumped 4% on Friday after Bloomberg reported the company is close to landing its biggest order from China in nearly a decade.

  • According to the report, Boeing is negotiating a deal for up to 500 737 MAX jets.
  • The order could be announced when President Trump travels to Beijing for a state visit, currently scheduled for March 31 to April 2.
  • The two sides are also reportedly in talks for roughly 100 widebody jets, including 787 and 777X aircraft.
BA Stock Revenue, EBIT & Free Cash Flow Estimates in Billion USD (TIKR)

Boeing declined to comment, and the deal was not officially confirmed. Sources said that several points remain unresolved.

Still, the news is significant.

  • China once made up about 25% of Boeing’s order book.
  • Today, Chinese airlines account for just 2% of Boeing’s backlog.

That’s a dramatic shift — and it explains why any sign of a thaw in the relationship gets investors excited.

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What the Market Is Telling Us About Boeing Stock

Boeing stock has had a complicated relationship with China for years.

During previous trade tensions, Beijing ordered its airlines in April to stop taking Boeing deliveries entirely. That freeze lifted, but orders never really recovered.

The country still needs planes badly. Aviation analysts estimate China requires at least 1,000 imported jets just to maintain growth and replace aging aircraft.

That’s a lot of pent-up demand sitting on the sidelines.

BA Stock Valuation Model (TIKR)

A 500-plane order would be a major win for Boeing at a critical moment.

  • The company delivered 600 commercial aircraft in 2025 — its best year since 2018 — and is pushing production higher on both the 737 and 787 programs.
  • More orders from China would add to an already record $567 billion commercial backlog and strengthen the long-term case for Boeing stock.

That said, investors should be cautious.

A similar mega-deal between China and Airbus last year was reported and never materialized.

The political dynamics here are real — Trump has previously threatened export controls on Boeing parts in response to Chinese trade actions. Deals like this tend to be fluid until they’re signed.

Boeing stock is up, but the market seems to be pricing in possibility, not certainty.

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How Much Upside Does Boeing Stock Have From Here?

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Disclaimer:

Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!

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