Trump's China Visit Could Be a Turning Point for Boeing Stock (BA)

Below are the specific parameters for the Boeing trade idea. The ticker for trading via RoboForex MobileTrader and MT5 on RoboForex is BA.

From 13 to 15 May 2026, Donald Trump is visiting China with a delegation that includes some of the biggest names in American business: Kelly Ortberg (Boeing), Elon Musk (Tesla / SpaceX), Tim Cook (Apple), David Solomon (Goldman Sachs), Larry Fink (BlackRock), Jane Fraser (Citi), Dina Powell McCormick (Meta), and other leaders from finance, technology, and aerospace.

For Boeing, this is a political mechanism for returning to the Chinese market — because politics, more than anything else, has been the barrier between Boeing and Chinese orders over the past several years. Boeing CEO Kelly Ortberg has stated that without the support of the US administration, Boeing does not expect to close a major Chinese order in the near term.

Beijing and Boeing have been in discussions over a deal that could include up to 500 Boeing 737 MAX aircraft and additional wide-body jets. If agreements are signed following the negotiations, it would be the first major Chinese order for Boeing since 2017 — and one of the most powerful external catalysts for BA shares in years.

In November 2017, during Trump's first presidential visit to Beijing, Boeing announced a deal to supply 300 aircraft to China worth approximately 37 billion USD. At the time, China remained one of Boeing's most important markets, and large orders were seen as a natural part of the company's long-term commercial growth.

Then came April 2018: the US announced plans to introduce 25% tariffs on Chinese imports, and China responded with mirror measures — including a proposed 25% tariff on certain American aircraft, including select Boeing models. This was not yet an outright ban, it was the first sign that Boeing's position in China was softening.

The next blow came in 2019, following the second 737 MAX crash. China suspended most Boeing orders and deliveries, and the MAX crisis quickly spread beyond a single aircraft model. Boeing's 2019 revenue fell 24%, commercial segment revenue dropped 44%, and the company swung from a net profit of 10.46 billion USD to a net loss of 636 million USD.

Against this backdrop, Airbus moved quickly to fill the gap. In 2021, Boeing delivered just 8 aircraft to China, while Airbus delivered 142. That same year, China's three largest state-owned carriers agreed to purchase 292 Airbus jets — a clear signal that Chinese buyers were redistributing orders in favour of the European manufacturer.

Boeing never completely exited China. The company resumed direct deliveries, but the process has remained highly unstable and dependent on the state of US-China trade relations. In 2025, as a new tariff escalation unfolded, China ordered a halt to incoming Boeing jets. The company was forced to find alternative buyers for already-completed aircraft. Deliveries eventually resumed after a temporary easing of tensions — but the episode showed that Boeing's China business is still hostage to politics.

The strategic value of the market, however, has not changed. Boeing forecasts that China will need around 8,830 new commercial aircraft over the next 20 years, and the company's annual report identifies China as a significant market for its commercial segment.

As of May 2026, Barchart analyst ratings for Boeing shares show a strong consensus in favour of buying: 24 out of 29 tracked analysts rate BA as Buy, and only 1 recommends Sell.

On the daily chart, BA shares crossed the 200-day Moving Average from below on 14 April 2026 and held above it — a signal that points to the possible start of a new uptrend. Boeing's Q1 2026 earnings report, released on 22 April, added further optimism, and shares continued to rise toward the 237 USD level.

Markets move on expectations. Investors are already pricing in a positive outcome from the Boeing CEO's China visit, which is visible in the recent price action. On 12 May, shares pulled back intraday, but buyers stepped in by the close and recovered most of the loss. Rising trading volume confirms the demand for BA shares.

Based on the current technical picture, the setup is as follows: buy at the market price of 237 USD, Stop Loss below the nearest support at 230 USD, and Take Profit at the resistance zone near 267 USD.

Below is a sample trading strategy for BA shares. This example is for educational purposes only and does not constitute investment advice. Investors should assess their own risk tolerance independently.

A risk-to-reward ratio of 1:4 is a strong setup for positional trading. Keep in mind that markets are volatile: BA shares can move both for and against an open position.

Like any trade idea based on a specific event, this scenario carries risks that are important to factor in before making a decision:

Over the past several years, Boeing has steadily lost ground in the Chinese market. Trade tensions and the 737 MAX crisis together dealt a heavy blow to deliveries, financial results, and the trust of Chinese customers. Airbus moved quickly to capitalise on that opening, and Boeing is now working to rebuild access to one of the world's largest commercial aviation markets.

If this week's negotiations produce a concrete agreement, it would signal a meaningful restoration of trust — and give Boeing's 737 MAX and wide-body production lines a significant demand boost.

For BA shares, such a scenario could become one of the strongest external drivers in recent years. In the short term, this could lead to a sharp rise in share prices, followed by a pullback as investors take profits. However, in the long term, a full-scale return to the Chinese market could support further growth in Boeing’s stock.

From a technical standpoint, the setup supports the idea: BA is holding above the MA200, pullbacks are being bought, and volume is growing. A position at current levels of 237 USD, with Take Profit at 267 USD and Stop Loss at 230 USD, offers a risk-to-reward ratio of 1:4.