Boeing Shares Buoyed by Order Prospects and Production Targets

A series of developments at the start of the month have placed aerospace giant Boeing back in the spotlight, centering on potential landmark orders and confirmed delivery goals. The company faces the critical challenge of operationally meeting anticipated demand as it navigates this period of commercial opportunity.

Adding concrete business to the speculation, Air Cambodia finalized an agreement at the Singapore Airshow in early February 2026. The carrier placed an order for up to 20 aircraft from the 737 MAX family. The deal comprises 10 firm orders for the 737-8 model, with options for an additional 10 jets.

This transaction is notable as it marks Air Cambodia's first direct purchase from Boeing. Furthermore, it aligns with a broader industry trend where airlines in high-growth regions are modernizing their fleets with more fuel-efficient aircraft.

Speculative Mega-Deals on the Horizon

Reports from India have generated significant market attention. The country's Minister of Commerce and Industry, Piyush Goyal, indicated potential aircraft orders with an approximate value of up to $80 billion. While these orders have not yet been formally placed, the statement underscores the substantial potential for additional large-scale contracts. According to the reports, the total value could be considerably higher when including engines and spare parts.

In a parallel development, media outlets are reporting preliminary discussions in Saudi Arabia. The state-owned airline, Saudia, is said to be in early-stage talks concerning a major aircraft agreement, engaging with both Boeing and its European rival Airbus. Crucially, these discussions are explicitly in a very early phase, with no firm details available regarding the scale or timeline of any potential deal.

Should investors sell immediately? Or is it worth buying Boeing?

Key Developments at a Glance:
* Air Cambodia: Order for up to 20 Boeing 737 MAX jets (10 firm, 10 options).
* India: Potential aircraft orders worth up to $80 billion (not yet finalized).
* Saudi Arabia: Saudia in preliminary talks with Boeing and Airbus.

2026 Production Roadmap: Goals Affirmed, Expansion Conditional

Commercial headlines would hold little weight without the manufacturing capacity to support them. Boeing has reaffirmed its 2026 delivery targets, aiming for approximately 500 deliveries from its 737 family. For the widebody 787 Dreamliner program, the target is set between 90 and 100 aircraft.

On the operational front, the company is working to increase production rates. Output of the 737 is now considered stable at 42 jets per month, with plans to raise this to 47 per month by the end of the year. This increase, however, remains "subject to" approval from the U.S. Federal Aviation Administration (FAA). Boeing also anticipates beginning deliveries of upgraded 787-9 and 787-10 variants in the first half of 2026; these models are designed to offer increased range or additional cargo capacity depending on the configuration.

Internally, the corporation announced a consolidation of engineering work related to the 787 Dreamliner. This move could result in the relocation of up to 300 jobs from Washington state to South Carolina.

The generally constructive news flow has found some reflection in the company's recent stock performance. Over the past seven trading days, Boeing's share price has advanced approximately 4%, despite a marginally weaker session today.