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American Eagle Slips, KKR Gains, Boeing Lands Major Deal | Stock Movers

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May 14, 2025

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On this episode of Stock Movers:

- 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.

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American Eagle Slips, KKR Gains, Boeing Lands Major Deal

Guests & Subjects Covered

Stock MoversAmerican Eagle AEONew YorkCo KKRMorgan StanleyMichael CyprysBoeing BAQatar Airways

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American Eagle Slips, KKR Gains, Boeing Lands Major Deal | Stock Movers · Bloomberg Podcasts · Sentinel