From StockTwits: 2025-04-15 21:52:00

Boeing Co. stock fell over 2.3% after China ordered its airlines to halt further deliveries from the U.S. planemaker amid the trade war. Despite this, analysts and investors are not overly concerned about the impact. China has also instructed carriers to freeze purchases of aircraft-related equipment from U.S. companies. Morgan Stanley believes the risk for Boeing is minimal compared to a decade ago, with Chinese demand accounting for less than 6% of Boeing’s total order book for 2025-2028. BofA analyst Ronald Epstein called the situation unsustainable and believes Boeing could redirect orders to other markets like India. Wells Fargo lowered its price target on Boeing due to global economic concerns.



Read more at StockTwits: Analysts See Limited Fallout After China Reportedly Suspends Deliveries, Retail Unfazed