Why is Boeing stock rallying today?

The FAA ordered inspections of 2,000 Boeing 737NG aircraft after reports of mid-flight pitch movements. The directive targets issues with the horizontal stabilizer's hinges and jackscrew.

The FAA certified Boeing's 737 MAX 10 on 20 October 2026, following extensive testing. Deliveries are expected soon. Airlines like Delta and American plan upgrades. The MAX 10 has 1,555 orders, representing over 30% of Boeing's outstanding 737 MAX orders.

Boeing has received US approval to directly sell parts and aircraft to Belarusian carrier Belavia, easing sanctions initially lifted in September 2025. Belavia's CEO confirmed the authorization, allowing direct purchases of spare parts and negotiations for new aircraft. The decision follows US-Belarus talks, but concerns remain about potential indirect benefits to sanctioned Russia. Belavia operates 12 Boeing aircraft among its fleet.

CNBC's Jim Cramer recommended buying GE Aerospace (GE) shares, citing strong commercial engine and equipment orders despite a recent stock drop. He believes Boeing (BA) will take longer to recover due to lowered cash flow outlook. Both stocks fell post-earnings.

Boeing received a contract for 22 more F-15EX fighters, bringing the total under contract to 120. CEO Ortberg expects additional orders and revised defense revenue growth to mid-single digits. Boeing Defense, Space & Security booked $23B in Q3 orders and has a $101B backlog. No delivery timeline or contract value was disclosed.

The US has authorized Boeing to resume cooperation with Belarusian airline Belavia, allowing the purchase of aircraft components and potential new jet negotiations. The authorization follows earlier Treasury Department approval and aligns with eased sanctions on Belarus. Belavia operates a fleet of 18 aircraft, including Boeing models, and faced US restrictions since 2022.