Boeing Stock Gains As Singapore Airlines, Qantas Reportedly Eye Major Wide-Body Jet Orders

• Singapore Airlines is in early talks to buy at least 50 large passenger jets, including Boeing's 777X and Airbus' A350-1000.
• Australia’s Qantas is weighing an order for roughly 20 Airbus A350 or Boeing 787 wide-body aircraft.
• Boeing and Airbus have declined to comment on the active, multi-billion-dollar negotiations.

Boeing shares gained about 4% on Thursday after a media report said two of the Asia-Pacific region's largest carriers, Singapore Airlines and Qantas Airways, are in separate talks with Boeing and Airbus to purchase dozens of wide-body aircraft.

Singapore Airlines Looks To Buy 50 Jets from Boeing And Airbus

Singapore Airlines is in early-stage discussions with Boeing and its European planemaker rival Airbus to acquire a minimum of 50 of the commercial aviation industry's largest passenger jets, Reuters reported, citing industry sources. The multi-billion-dollar acquisition is aimed at anchoring the airline’s next major growth phase, which is slated to begin in the next decade.

The Singaporean flag carrier is currently evaluating the 400-seat Boeing 777X—the largest twin-engine jetliner currently available—alongside the slightly smaller Airbus A350-1000. According to sources cited by Reuters, the framework of the potential agreement could also include purchase options for dozens of additional aircraft beyond the initial 50.

The move highlights Singapore Airlines' commitment to aggressive capacity expansion, moving counter to several industry competitors who have scaled back operations amid fluctuating fuel costs and broader economic uncertainties.

Australia’s Qantas Is Also Looking To Buy From Boeing And Airbus

Concurrently, Australia's Qantas Airways is evaluating a separate order for roughly 20 wide-body aircraft to support its ongoing fleet renewal strategy, according to Reuters sources.

The confidential negotiations focus on acquiring more Boeing 787 Dreamliners or the primary variant of the Airbus A350. The potential purchase would augment Qantas' existing long-haul modernization strategy, which previously established firm orders and purchase rights for 24 wide-body jets to systematically phase out its older Airbus A330 and A380 fleets starting in fiscal year 2027.

When approached for comment on the separate discussions, representatives for both Airbus and Boeing declined to comment to Reuters.

A spokesperson for Qantas told Reuters that the airline remains in regular communication with aircraft manufacturers as a routine part of its fleet management strategy, noting that it currently has no official updates or orders to announce. Singapore Airlines did not immediately respond to requests for comment.

BA Retail View 

Retail sentiment on Stocktwits was “bearish” with “normal” message volumes. 

Retail chatter on BA jumped 45% over the past week and over 300% in the last 30 days on Stocktwits. 

One user noted that BA fundamentals were improving, though it remains a weak stock. 

BA stock has gained 1.3% year-to-date. The iShares Dow Jones US Aerospace & Defense ETF gained 3% on Thursday.

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