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Boeing Is a Bargaining Chip in the Trade War. But There’s Also a Big Tariffs Risk. - Barron's

1. Boeing's aircraft exports amount to $124 billion, aiding the trade balance. 2. Trade tariffs have severely impacted Boeing's sales potential to key markets. 3. Boeing requires foreign commitments to offset trade tariffs effectively. 4. Kahyaoglu rates Boeing stock as 'Buy' with a price target of $220. 5. Boeing faces uncertainty, with shares down 17% since tariff announcements.

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FAQ

Why Bearish?

Existing tariffs significantly raise jet prices, hindering Boeing's competitiveness. Historical trends show negative stock reactions to trade disputes.

How important is it?

Tariffs directly threaten Boeing’s market position and profitability, making this timely and impactful.

Why Short Term?

Immediate effects of tariffs could lead to order cancellations and influence Q1 earnings.

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