Reports indicate that Boeing is on the verge of securing its most significant commercial aircraft agreement with China in nearly a decade. According to information from Bloomberg and BFMTV, the American aerospace giant is in discussions to sell as many as 600 jets, a potential deal of a scale that commands the industry’s full attention.
A Strategic Reopening of Aviation Trade
Should it be finalized, this agreement would represent far more than a simple transaction. It would signal a substantial reset in aviation sector trade relations, following years where Boeing’s presence in the critical Chinese market has been minimal. The negotiations are reportedly timed to conclude alongside a planned state visit to Beijing by U.S. President Donald Trump, scheduled for March 31 to April 2, 2026.
The potential order is said to comprise approximately 500 units of the 737 MAX model, alongside roughly 100 wide-body aircraft from the 787 and 777X families.
Market Context and Competitive Landscape
Market analysts estimate that China requires a minimum of 1,000 imported aircraft to meet its expanding capacity needs. Boeing would not be the sole beneficiary of this demand; Chinese authorities are also understood to be negotiating a separate deal for an additional 500 planes with its European rival, Airbus.
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The competitive pressure in the market remains intense. However, a successful conclusion to these talks would secure Boeing a strategically vital position for the future.
Analyst Sentiment and Stock Performance
Following the market close on March 7, Bernstein analyst Douglas Harned reaffirmed his “Outperform” rating for Boeing, setting a price target of $298. The current analyst consensus stands at “Strong Buy,” with an average price target near $252. This aligns with a late-February reiteration from Bank of America, which maintained a “Buy” rating and a $270 target.
Boeing’s share price, while trading approximately 10% below its 52-week high of 214 euros, has advanced about 42% over the past twelve months. The prospective China deal is now viewed as a potential catalyst for further gains, provided negotiations are successfully wrapped up in time for the presidential visit at the end of March.
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