New York, Feb 3, 2026, 14:30 ET — Regular session
Boeing (NYSE:BA) shares slipped roughly 0.9% to $230.90 in Tuesday’s afternoon session, after earlier hitting a high of $238.80. The stock hovered close to its day low of $229.11.
The dip comes as investors digest a flood of aviation news from the Singapore Airshow, where demand is climbing but supply chain bottlenecks are delaying deliveries. “As the aviation market continues to grow, there is a mismatch of demand-supply,” Jeffrey Lam, president of ST Engineering’s commercial aerospace division, said. Competitors like Airbus and China’s COMAC are also making moves; Jefferies analysts estimate this event has driven about 5% of global airshow orders since 2012. Reuters
Boeing’s stock moves as much on delivery speed and program risks as it does on new orders. Even a minor technical glitch can overshadow a modest order win, at least initially.
GE Aerospace said Monday it’s investigating a possible durability problem with the GE9X engine used on Boeing’s 777X, but stressed it’s too soon to know the full impact. Bloomberg News reported the issue involves an engine seal. Boeing CEO Kelly Ortberg revealed the concern last week, yet the company still aims to begin deliveries in 2027. The 777X has already been delayed by six years, with Boeing taking more than $15 billion in charges on the program. Boeing declined to comment Monday. Reuters
Air India grounded a Boeing 787 Dreamliner on Monday after a pilot spotted a potential fault with the aircraft’s fuel control switch. Sources told Reuters the pilot raised the alarm after landing in Bengaluru, following a flight from London. The airline said it was working closely with Boeing “on a priority basis,” with Boeing confirming it is providing support. These switches, which manage fuel flow to the engines, are at the heart of the investigation into last year’s Air India Dreamliner crash that claimed 260 lives. Reuters
Regulators remain a key wildcard for Boeing’s production plans in the short term. FAA chief Bryan Bedford confirmed the agency is still reviewing Boeing’s bid to ramp up 737 MAX output from 42 to 47 planes per month. Reuters
At the airshow, Air Cambodia placed an order for 10 Boeing 737 MAX jets, with an option to buy 10 more, Boeing confirmed. Cambodia’s civil aviation minister, Mao Havannall, called the deal “a strong and positive signal” of closer ties with the United States during a news conference. Reuters noted the purchase is tied to talks aimed at reducing a U.S. tariff on Cambodian goods, scaling back from a threatened 49% to 19%. Reuters
Air Cambodia CEO Dr. David Zhan called the 737-8 “the ideal combination of range, capacity and fuel efficiency” as the airline gears up for its next growth stage. Boeing sales exec Brad McMullen said the company is “proud to welcome” Air Cambodia as a new 737 MAX customer, noting this will be the first Boeing plane flown by a Cambodian carrier. MediaRoom
Boeing also revealed a setback in its defense efforts in Asia. The company has stopped building F-15 fighter jets for Indonesia, ending what it had once promoted as a signature deal to boost Jakarta’s military. “It is no longer an active campaign for us,” Bernd Peters said, referring to the 2023 agreement for 24 F-15EX jets, which still required U.S. government approval. Reuters
Boeing shares fell amid a broader market downturn, as Wall Street struggled Tuesday. Losses in software and cloud sectors triggered a more extensive selloff. Reuters
Near-term risks center on execution hiccups: a 777X engine seal review, increased focus on a 787 cockpit control, and potential delays in raising production caps could all shift delivery schedules. That’s typically when the stock starts to wobble.
The Singapore Airshow continues until Feb. 8. Traders are keeping an eye out for new customer deals and updates on production bottlenecks or shifts in delivery schedules. singaporeairshow.com
