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Look to Boeing as Lesson on Why It Isn’t Time to Buy Ford and GM Stocks Yet - Barron's

1. Boeing shares dropped 20% after a 737 MAX incident. 2. Boeing expected $5B profit but reported nearly $11B loss in 2024. 3. Automakers face similar risks with new tariffs affecting profits. 4. 25% import tariffs could severely impact Ford and GM earnings. 5. Expect more supply-chain disruptions, affecting the wider industry.

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FAQ

Why Bearish?

Boeing's recent performance underlines potential challenges; past incidents show market sensitivity to bad news.

How important is it?

The article highlights systemic risk factors that could affect Boeing's market position and performance.

Why Long Term?

Similar to Boeing, prolonged tariffs could lead to ongoing supply-chain issues and profit reductions over months.

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