New York, Feb 7, 2026, 17:47 EST — The market has shut for the day.
- Boeing closed out Friday with a gain of roughly 2.6%, finishing the session at $243.03 a share.
- Traders kept an eye on order chatter linked to Saudi Arabia, as well as India-U.S. trade headlines, heading into the weekend.
- Supply-chain bottlenecks and shifting policy out of Washington both loom as short-term wild cards.
Shares of Boeing added 2.6% Friday, recently changing hands at $243.03. Traders zeroed in on new headlines about aircraft demand, giving the stock a lift into the weekend. During the session, shares moved between $236.70 and $246.19.
With U.S. markets closed Saturday, attention shifts to Monday’s open to see if Boeing’s bid sticks absent fresh headlines. For now, traders are sizing up large order chatter as a stand-in for how much faith there is in Boeing hitting its delivery targets — even as actually getting the jets built on schedule remains the heavier lift.
India and the U.S. are on track to finalize a trade pact in March, according to India’s trade minister Piyush Goyal, who spoke Thursday. A joint statement is expected in the next four or five days. Goyal said India plans to purchase roughly $500 billion in U.S. goods over five years, including $70–80 billion worth of Boeing aircraft. He estimated orders for aircraft, engines and parts—already placed or nearly finalized—could total $100 billion. “A formal agreement on this deal will take 30-45 days and will be signed in March,” Goyal told reporters. 1
Saudi Arabia’s Saudia is holding initial discussions with both Boeing and Airbus over a possible order of at least 150 jets, split between narrowbody and widebody models, Bloomberg News reported on Thursday, citing sources with knowledge of the talks. Narrowbody refers to single-aisle jets, while widebody planes feature two aisles and are flown on longer hauls. Reuters said it was unable to immediately confirm the Bloomberg report. 2
Investors got another signal from recent filings. Boeing Chief Engineer Howard McKenzie unloaded 10,496.818 shares on Feb. 5 at roughly $233.99 each, according to a Form 4. After the sale, he still directly owns 14,691.827 shares.
Still, parts and engines are capping the upside for any rally built on new orders. “We are afraid that this new norm will stay, which is completely unacceptable,” said Jeffrey Lam, chief operating officer and president of commercial aerospace at ST Engineering, speaking with Reuters at the Singapore Airshow about the hit from supply-chain snags. The Reuters report noted that delays from Airbus and Boeing are forcing airlines to hold onto aging jets longer, as suppliers scramble to meet both fresh production and ongoing maintenance needs. 3
Regulatory hurdles aren’t going away. Air India is looking into whether its crew properly followed compliance steps after a Boeing jet left London with a suspected fuel-switch issue, eventually being grounded once it reached India. Now, British authorities have given the carrier a week to reply or face possible regulatory penalties, Reuters said. “The safety of our passengers and crew remains Air India’s highest priority,” the airline said. 4
Defense stocks could grab headlines in Washington next week, with contractors on alert as the Pentagon gears up to unveil which companies might be hit by new limits on buybacks and dividends. The move comes under an executive order tying shareholder payouts to the pace of weapons shipments, according to Reuters. “If progress doesn’t continue to be made, we will take enforcement actions,” said Chief Pentagon spokesman Sean Parnell in a statement. 5
There’s a calendar driver in play. The Singapore Airshow wraps up on Feb. 8, and investors are eyeing any last-minute orders or hints from customers that could sway the demand story heading into Monday’s session. 6
Boeing optimists have a clear playbook: rumors become actual orders, deliveries roll out, and the shares react. But the usual risks remain—supply hiccups, regulators stepping in, or an unexpected policy jolt could snap Friday’s rally. Now, focus shifts to possible developments from the India-U.S. joint statement due in days, any fresh order news as the airshow winds down by Sunday, and the defense-contractor list out of Washington, which might drop early next week.
