Why Boeing Stock Jumped 50%?
Boeing (BA)’s stock soared 50%, powered not just by a sharp revenue jump but also a surge in valuation appetite. Behind the scenes: booming orders, production ramps, and regulatory moves—all reshaping investor confidence. Let’s unpack what truly fueled this impressive rally.
Below is an analytical breakdown of stock movement into key contributing metrics.
| 4192025 | 1142026 | Change | |
|---|---|---|---|
| Stock Price ($) | 161.9 | 242.6 | 49.9% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 66,517.0 | 80,757.0 | 21.4% |
| P/S Multiple | 1.8 | 2.3 | 26.9% |
| Shares Outstanding (Mil) | 739.3 | 760.1 | -2.8% |
| Cumulative Contribution | 49.7% |
So what is happening here? The stock surged 50%, driven by a 21% lift in revenue and a 27% boost in valuation multiple. Let’s dive into the key moves behind these impressive gains.
Here Is Why Boeing Stock Moved
- Q3 Earnings & 777X Charge: Q3 2025 loss per share missed estimates due to a $4.9B 777X charge and 2027 delivery delay.
- Strong 2025 Orders: Boeing exceeded Airbus in 2025 net orders with 1,173 jets, highest since 2018.
- Increased Deliveries: 2025 commercial aircraft deliveries hit 600, a 72.4% YoY jump; Q4 strong.
- FAA Oversight/MAX 10: Continued FAA scrutiny. 737 MAX 10 certification faced de-icing delays into 2026.
- Production Rate Hike: FAA approved 737 MAX production increase to 42/month from 38 in Oct 2025.
Our Current Assesment Of BA Stock
Opinion: We currently find BA stock fairly priced. Why so? Have a look at the full story. Read Buy or Sell BA Stock to see what drives our current opinion.
Risk: A good way to gauge risk for Boeing is by checking its past drops during major market hits. It fell about 57% in the Dot-Com crash and took a deeper dive of roughly 71% in the Global Financial Crisis. During the 2018 correction, the decline was milder, around 26%, but still notable. The Covid pandemic wiped out nearly 73%, the worst drop on this list, and the recent inflation shock saw a 57% fall. So, even with solid fundamentals, Boeing isn’t immune to sharp sell-offs when the market turns south.
BA stock may have seen strong gains recently, but investing in a single stock without detailed, thorough analysis can be risky. The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 — the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.