The favorable trade between the United Kingdom and the United States has ignited bullish sentiment, causing the stock price of Boeing Company (BA.US) to rebound strongly.

The Boeing Company (BA.US) saw its stock price rise by 3.3% on Thursday, closing at $191.7, far outperforming the S&P 500 and Dow Jones Industrial Average, both of which saw around 0.6% gains on the same day. This performance caught the market's attention, and what not only boosted investor confidence was a new trade agreement between the US and the UK. According to US President Trump, the UK will purchase $10 billion worth of planes from Boeing Company. Analysts point out that while this is a positive sign, it is not the main reason for the stock price increase that day. After all, Boeing Company currently has a backlog of $435 billion in commercial aviation orders, which, based on expected 2025 production levels, will keep Boeing Company busy for nearly the next decade. What truly drove the rise in Boeing Company's stock price was the broader message conveyed by this agreement, and there may be more similar international trade agreements on the way. As one of the largest export companies in the US, nearly half of Boeing Company's revenue in 2024 is expected to come from overseas markets. The global market is crucial for Boeing Company, and the presence of tariffs and trade barriers could potentially hinder overseas demand and hand market share over to its competitor Airbus, which currently does not face similar trade obstacles. It is worth noting that Boeing Company's stock price has risen by 5% since the beginning of 2024, and by 23% since the presidential election on November 5, 2024. This demonstrates that investors are gradually regaining confidence in the company's prospects. However, Boeing Company still faces several challenges that need to be addressed urgently. Apart from actively pursuing international orders, the company still has unresolved issues with production quality and capacity improvement. Since 2018, Boeing Company has not achieved a full-year profit, indicating that its path to recovery still requires time and continuous effort.