Boeing: Goldman Sees Minimal Impact From China Delivery Freeze, Points To Strong Asia Demand
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 16 2025
0mins
Should l Buy BA?
Source: Benzinga
Boeing's Market Position: Goldman Sachs analyst Noah Poponak maintains a Buy rating on Boeing with a price target of $213, noting that the impact of halted deliveries from Chinese airlines due to U.S.–China trade tensions will be minimal as China represents only 2% of Boeing's backlog.
Future Prospects: Poponak believes Boeing can redirect its inventory of 737 MAX 8 aircraft intended for China to other Asian markets, particularly India, which shows strong demand for narrowbody jets, allowing Boeing to sustain its delivery schedule without reliance on Chinese orders.
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Analyst Views on BA
Wall Street analysts forecast BA stock price to rise
16 Analyst Rating
14 Buy
1 Hold
1 Sell
Strong Buy
Current: 196.420
Low
150.00
Averages
269.14
High
298.00
Current: 196.420
Low
150.00
Averages
269.14
High
298.00
About BA
The Boeing Company is an aerospace company. Its segments include Commercial Airplanes (BCA), Defense, Space & Security (BDS), and Global Services (BGS). Its BCA segment develops, produces and markets commercial jet aircraft principally for the commercial airline industry worldwide. Its family of commercial jet aircraft in production includes the 737 narrow-body model and the 767, 777 and 787 wide-body models. Its BDS segment is engaged in the research, development, production and modification of manned and unmanned military aircraft and weapons systems for strike, surveillance and mobility. Its BGS segment provides services to its commercial and defense customers worldwide. It sustains aerospace platforms and systems with a range of products and services, including supply chain and logistics management, engineering, maintenance and modifications, upgrades and conversions, spare parts, pilot and maintenance training systems and services, technical and maintenance documents, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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