Why Is Boeing (BA) Stock Soaring Today

What Happened?

Shares of aerospace and defense company Boeing (NYSE:BA) jumped 7.2% in the morning session after the company reported impressive first-quarter 2025 results, which significantly blew past analysts' EBITDA and EPS expectations, signaling improved profitability. 

On the other hand, its revenue slightly missed. Still production of the company's signature 737 planes remained on schedule. Overall, we think this was a solid quarter with some key areas of upside amidst low expectations.

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What The Market Is Telling Us

Boeing’s shares are not very volatile and have only had 8 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 19 days ago when the stock dropped 10.1% after 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 0.2% since the beginning of the year, but at $172.20 per share, it is still trading 10% below its 52-week high of $191.42 from June 2024. Investors who bought $1,000 worth of Boeing’s shares 5 years ago would now be looking at an investment worth $1,250.

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