NEW YORK, Feb 16, 2026, 19:26 EST — Market closed.
- Boeing shares last closed Friday at $242.96, up 1.5%.
- U.S. stock markets are closed Monday for Washington’s Birthday; trading resumes Tuesday.
- Watchlist: 737 MAX output plans, supply-chain quality, and progress on 777X and MAX certification.
Boeing shares will reopen for U.S. trading on Tuesday after the New York Stock Exchange shut for Washington’s Birthday, with investors coming back to a familiar mix of production milestones and aviation safety headlines. Boeing stock last closed at $242.96 on Friday, up 1.5%. (New York Stock Exchange)
With the tape dark on Monday, the next session will be about price discovery. Boeing has a way of moving fast when the news turns sharp, even when nothing changes inside the factories.
Why it matters now is simple and a bit unforgiving: Boeing’s recovery pitch still rests on stable output and steady cash coming in from aircraft handovers. If either slips, the stock tends to feel it quickly.
On Feb. 10, a Boeing executive said the planemaker aims to open a fourth 737 MAX production line in Everett, Washington, in midsummer, part of a broader push to lift output of its best-selling jet. Katie Ringgold, vice president and 737 program general manager, told a supplier conference that Boeing is “currently increasing” production from 38 jets a month to 42 and that suppliers should expect further increases over the next 18 months. (Reuters)
Quality in the supply chain remains the other pressure point. Ihssane Mounir, Boeing’s senior vice president for global supply chain and fabrication, told the same supplier gathering that Boeing now spends 40% fewer hours fixing supply-chain problems than it did in 2024, and he said defects from Spirit AeroSystems have fallen since Boeing tightened inspections. (Reuters)
Boeing has also tried to back up the “stability” line with hard counts. It said on Feb. 10 it delivered 46 jets in January and logged 103 net new orders, beating Airbus on both measures for the month. Deliveries matter because planemakers collect most of the payment when they hand a jet over to a customer. (Reuters)
In its last quarterly report, Boeing said fourth-quarter results reflected a $9.6 billion gain tied to the sale of part of its Digital Aviation Solutions business, while operating cash flow was $1.3 billion. Chief executive Kelly Ortberg said the company made “significant progress” in 2025 and described the priority list as stable operations, finishing development programs and rebuilding trust. (Boeing Investors)
The next big development program marker is the 777X. A company document seen by Reuters showed Boeing plans the first flight of a production 777X in April, an important step for a jet that has run years late and accumulated about $15 billion in charges, according to the report. (Reuters)
Certification is another lingering catalyst — and another source of delay risk. FAA Administrator Bryan Bedford said in January the agency is not the roadblock to certifying the 737 MAX 7 and MAX 10, adding that Boeing still has to do the work; certification is the regulator sign-off required before a new aircraft model can enter service. (Reuters)
Safety headlines are still never far away. FlightGlobal reported on Monday that Nigerian investigators are probing an in-flight engine incident on an Arik Air Boeing 737-700 on Feb. 11 in which the engine nacelle was destroyed and there was evidence of damage to the aircraft’s vertical fin; the outlet said Arik reported no injuries among the 80 passengers on board. (Flight Global)
But the risk for investors is also plain: any fresh incident that draws regulator attention, or any stumble in the production ramp, can slow deliveries and squeeze cash flow. Boeing’s timetable-heavy story does not leave much room for rework.
For traders, the next catalyst is immediate — how Boeing stock trades when Wall Street reopens on Tuesday, Feb. 17. After that, focus shifts back to monthly delivery tallies, the midsummer target for the new 737 line, and the planned April first-flight milestone for a production 777X.
