American Eagle Slips, KKR Gains, Boeing Lands Major Deal
May 14, 2025
American Eagle is feeling the heat as it slashes its financial guidance, leading to a drop in shares due to disappointing sales. Meanwhile, KKR is on the rise after a significant upgrade by Morgan Stanley, reflecting growing confidence in the capital markets. In a thrilling development, Boeing has clinched its largest aircraft deal ever with Qatar Airways, a monumental $96 billion order that promises to boost jobs and showcase resilience in the aviation industry. Tune in for insights on these market movers!
04:13
forum Ask episode
web_stories AI Snips
view_agenda Chapters
auto_awesome Transcript
info_circle Episode notes
insights INSIGHT
American Eagle Cites Economic Uncertainty
American Eagle pulled its full-year guidance after a tough quarter with inventory write-down and discounting.
The company cites broad macroeconomic uncertainty rather than direct tariff impact causing sales decline.
insights INSIGHT
KKR Poised for Recovery
Morgan Stanley upgraded KKR to overweight, expecting capital markets recovery.
The firm benefits from tariff de-escalation and improved macroeconomic prospects.
insights INSIGHT
Boeing's Record Qatar Deal
Boeing secured its largest-ever aircraft order from Qatar Airways valued at $96 billion.
This deal boosts Boeing's presence in the Gulf and supports U.S. jobs amid presidential attention.
Get the Snipd Podcast app to discover more snips from this episode
- American Eagle (AEO) shares slip as the company pulled its guidance for the full year following a first quarter that was marred by discounting and a write-down of inventory, sending the stock down in New York trading. In a preliminary earnings release, the apparel chain said comparable sales are expected to be down about 3% in the three-month period ended May 3. Revenue is projected to be about $1.1 billion, a decline of roughly 5% from a year earlier.
- KKR & Co. (KKR) shares rose after Morgan Stanley upgraded the private equity firm to overweight from equal-weight, recommending it as a way to play the anticipated capital markets recovery. “Leaning into risk with upgrade of KKR on the back of greater-than-expected tariff de-escalation with China, and scope for better-than-feared macro path ahead, with lower recession probability, less upward inflation pressure and reduced tail risk,” wrote Morgan Stanley analysts including Michael Cyprys.
- Boeing (BA) shares are up after the company landed its biggest-ever aircraft order, with Qatar Airways agreeing to purchase up to 210 widebody aircraft, including the 787 Dreamliner and 777X model, in a deal worth $96 billion. The deal is a major win for Boeing, Qatar Airways, and President Donald Trump, who witnessed the signing ceremony and touted the pact as a record that would help secure jobs at home. The announcement in the marble-clad halls of the Qatari Royal Court gave each of the parties in attendance a big win: Trump is on a mission to the Persian Gulf to pull in trillions of dollars of commercial accords to showcase his dealmaking chops. Qatar and its namesake airline get to cement their relationship with the US by backing the country’s biggest exporter. And Boeing walks away with an order that extends its dominance in a region that’s been a major buyer of its most expensive jets.
Stock Movers