The newly imposed tariffs on imports by the current President of the United States (US), Donald Trump, are affecting Boeing stock (NYSE:BA) (BA2.68). Boeing stocks are experiencing a high volume of sell-offs, and analysts are advising against buying. As shown in an article by The Motley Fool, an investment guidance company covering stock news and coverage, should shares continue to spike, competitors to Boeing, like rival aircraft manufacturer Airbus, could see their shares increase in demand.
The drop in shares for Boeing may result in orders being placed with competitor aircraft manufacturers because of concerns about Boeing’s finances and ability to keep up with demand, plus issues that arise from the new tariffs on imports, like:
Importing aircraft parts is needed for the initial aircraft build, which can result in delays and a rise in the costs of parts.
Deadlines are not met due to delayed deliveries of aircraft parts and equipment.
Contracts may be breached due to delays, and the initial cost of aircraft parts increases because import charges were not factored in upfront.
The majority of deliveries can be impacted as they need to be delivered to the US, for example, from Mexico.
Import tariffs are imposed, with up to 50% of imports facing the tariffs.
Many will be wondering if now is the most sensible time to invest in Boeing. As reported by The BBC. Referencing The Motley Fool’s current forecast for buying Boeing shares:
Should you invest $1,000 in Boeing right now?
Before you buy stock in Boeing, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Boeing wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004… if you invested $1,000 at the time of our recommendation, you’d have $524,504!*
Stocks fall for Boeing
If many investors avoid buying Boeing shares, or even sell their current stocks, analysts could see catastrophic falls in stocks for Boeing. As with any market, stocks can rise and fall with current trends. Returns on investment are a risk. Many are watching closely to see how Boeing stocks will continue to react to the tariffs coming into place in the US, with Mexico, Canada and China being hit with 25% import tariffs. With goods imported into the US from those countries, Boeing could well see significant costs rise. Boeing (BA) stocks are currently falling, so many may avoid initially investing or not increase the stock numbers they hold because of the current stock prices and forecasts.
The new US tariffs could see stock prices plummet
The Forbes article “Why you shouldn’t be buying Boeing stock” explained the drop in Boeing shares of 7% as of March 4th, 2025. March 6th saw a drop of 2.6%. Since Boeing relies on imports of aircraft parts and supplies to manufacture new aircraft, the tariffs in particular affect the company as a whole. The tariff costs were unexpected and not factored into their sums when billing. For example, airlines purchase new aircraft from Boeing at a set price. This price does not include the price of the import tariffs, meaning Boeing takes a hit and has to cover the cost. Manufacturing aircraft for orders worldwide means substantial orders which will be hit by the 25% import tariffs entering the US. Boeing’s (BA) current price stands at $154.18 per share, (as of 8th March 2025). Last, March 8th, 2024, the price per Boeing (BA) share was $198.49, a significant drop.
Previous stock drops
Looking back on previous drops in Boeing stocks, Forbes reports on how the aircraft manufacturer’s stocks were impacted by the worldwide pandemic, which saw a substantial drop in prices: “BA stock fell 71.9% from a high of $338.30 on February 19th, 2020 to $95.01 on March 22nd, 2020″. This is seen at an even lower price than today’s share price for Boeing (BA). 2024 saw a 30% drop in Boeing’s (BA) stock prices last year. Additionally, Forbes online market recently summarized Boeing stock as “very weak”:
• Growth: Neutral
• Profitability: Extremely Weak
• Financial Stability: Weak
• Downturn Resilience: Very Weak
• Overall: Very Weak
Concerns
As mentioned above, March 6th, 2025 saw a drop of 2.6% in Boeing stock, whereby Google currently shows the rise and fall of share prices for Boeing (BA), where shareholders can monitor price hikes and falls live, twenty-four hours a day. Google also shows Boeing’s total revenue fall of -30.77%, compared with revenue from December 2024. Boeing’s drop in revenue outlines their substantial losses for the financial year 2024.
One dollar coins and two dollars bills. Photo: Pixabay
Weak financial health score given to Boeing
Investing in Boeing stocks currently may not be the best idea, with various articles reporting a worrying trend. It was reported by investing.com that Boeing’s controller, Michael J. Cleary, sold Boeing’s common stock, totaling $268.530, for the sale of 1,500 shares, as of February 2025. The article highlighted the recent transaction:
“The transaction comes as Boeing, with a market capitalization of $130.91 billion, maintains an overall “WEAK” Financial Health Score according to InvestingPro‘s comprehensive analysis, which offers 8 additional key insights about the company’s performance and outlook.”
The video below describes how airline stocks have recently dropped for Boeing due to the recent 25% US tariffs being implemented:
ForexLive shows market insight into Boeing (BA) stock with its “Is Boeing Worth a Buy, (Again)?” article. Their expert analyst, Itai Levitan, explains that Boeing stock has taken a “3-week pullback” and should only be bought at one’s own risk, guiding buyers to consider any stock through the advantages and disadvantages of a “buy-the-dip plan”, which includes recent market behavior, pre-market insight, and the risks of missing the trade opportunities. Managing the risks of investments and following information and online trends can help guide investors on what stock is a good option, the best time to buy and sell, including reward to risk ratios, to help determine which stock to invest in.
Many reports are considering how the tariffs may impact the aviation industry as a whole:
Boeing has not issued a statement regarding the newly imposed tariffs or commented on the recent drops in their stock prices. Unsurprisingly, Boeing’s current Facebook feed shows no mention of their stocks or tariff concerns, with a recent post showing the delivery of an Apache helicopter, AH64, to the British Army:
Fleet = complete! ✅ We’ve delivered the 50th #AH64 E-model Apache attack helicopter to the British Army at a ceremony…
Posted by The Boeing Company on Thursday, March 6, 2025
According to MarketBeat, as of March 8th, 2025, Boeing has an average rating of “Moderate Buy” and an average price target of $195.16. Marketbeat’s article also stated that 0.16% of Boeing’s stock is owned by insiders of the company. Uma Amuluru, Boeing’s chief human resources officer, recently sold 3,159 worth of her shares with the price averaging at $180.69. Many are keeping a close eye on Boeing’s stocks, watching exactly who is selling and buying. The Marketbeat article details a number of companies which have recently increased their stock in Boeing, such as investment company, Charles Schwab Investment Management Inc., buying 981,796 shares. WMG Financial Advisors LLC also increased their shares, as did Winslow Asset Management Inc and Mission Wealth Management LP, who bought 677 new shares from Boeing.
Photo: Boeing
Investors Business Daily advised their readers that 100% of the investment could be lost, should they invest in Boeing stock. Additionally, highlighting the risks of buying shares and having a stop-loss percentage in place, such as 20% for your capital when investing, Barcharts’ online article “Is Boeing Stock a Buy, Sell, or Hold as Elon Musk Aids in Air Force One Plans?” outlined how “moderate buy” was concluded by a total of 25 analysts when advising on purchasing Boeing (BA) stock.
Elon Musk could step in and assist Boeing with delivering the delayed Boeing 747 aircraft, according to the article. The article also detailed that there was good support from analysts; “BA received a price target increase from Citigroup to $210 from $207″. Boeing’s current stock prices can both rise and fall as the new US tariffs change and exert influence on the world’s largest aircraft manufacturer. Boeing designs and supplies commercial and military aircraft and even satellites to the world but cannot do so without deliveries they require, which may be hit by the new import tariffs.
