Consensus BAE Systems plc

Equities

BA.

GB0002634946

Aerospace & Defense

Market Closed - London S.E. Other stock markets 16:35:18 23/01/2026 GMT			5-day change	1st Jan Change
2,027.00 ^GBX	+2.12%		-0.69%	+18.26%

06:24pm	Markets buffeted by geopolitics, defence waiting in the wings
05:01pm	FTSE 100 flatlines as gold and silver gleam again	AN

Evolution of the Average Target: BAE Systems plc

Evolution of the Target Price: BAE Systems plc

Changes in Analyst Recommendations: BAE Systems plc

0671ce71d416c786077381866225.W5usLkJHj87cyIoM8pXDASIFjmYTkYdIYBGVN3ba970.Avz8fQUm6J2IsMh6hcaEU3FNwB9S1clxCl7vYRiRqPwBrdUDFSHu-4783w~151a4cd2807d6db0dd6401f53bee58cb

Analysts' recommendations: BAE Systems plc

01-13	Deutsche Bank Downgrades BAE Systems to Hold, Trims PT	MT
01-13	BAE SYSTEMS : Downgraded to Neutral by Deutsche Bank	ZD
01-13	Deutsche Bank cuts Haleon; Jefferies likes THG	AN
01-12	Berenberg: BAE Systems Poised for Midterm Revenue Growth; Price Target Up	MT
01-12	Morgan Stanley cuts Mondi; BofA cuts Ashtead	AN
01-09	Berenberg raises M&S; BofA cuts Barratt Redrow	AN
01-06	Bernstein Downgrades BAE Systems to Market Perform, Lowers PT	MT
01-06	RBC raises Diageo; BofA cuts JD Sports Fashion	AN
12-23	Morgan Stanley Keeps BAE Systems at Overweight, Raises PT	MT
12-17	European defence spending shifts to execution
12-05	JPMorgan likes Greggs; RBC cuts Bank of Ireland	AN
12-04	UK stocks rise on boost from industrials and financials	RE
11-25	AlphaValue/Baader Europe Upgrades BAE Systems to Add, Trims PT	MT
11-20	Intesa Sanpaolo Begins BAE Systems' Coverage at Underperform	MT
11-12	SSE surges on investment plan; FTSE edges up	AN
11-05	Leonardo will exceed its targets, CEO says	RE
15/09/25	UBS starts Smurfit WestRock with 'neutral'	AN
12/09/25	The stock market regains its cloak of invincibility
12/09/25	STOXX 600 ends higher after ECB's expected 'hold' verdict, defence stock boost (Sept 11)	RE
22/08/25	All eyes are on Jackson Hole
20/08/25	RBC raises Aberdeen; Exane BNP cuts Fevertree	AN
04/08/25	BAE SYSTEMS : Jefferies upgrades stock
04/08/25	Jefferies lifts BAE Systems; HSBC cuts Shell	AN
31/07/25	Deutsche cuts Rio Tinto; Kepler raises Unite	AN
30/07/25	BAE SYSTEMS : BAE Systems H1 2025: Stumbling blocks amid upbeat outlook

More recommendations

Sector Comparison:

	Add to a list 0 selected To use this feature you must be a member Log in Sign up	Consensus	Analysts' recommendations evolution (4 months)	Financial estimates divergence	Analysts' Target price divergence	Objective/dr gap
	BAE SYSTEMS PLC					+7.56%
	GE AEROSPACE					+20.56%
	RTX CORPORATION					+3.3%
	ROLLS-ROYCE HOLDINGS PLC					-0.13%
	RHEINMETALL AG					+22.63%
	GENERAL DYNAMICS CORPORATION					+7.43%
	NORTHROP GRUMMAN CORPORATION					+1.49%
	L3HARRIS TECHNOLOGIES, INC.					+2.32%
	AXON ENTERPRISE, INC.					+34.2%
	ROCKET LAB CORPORATION					-4.57%
	Average					+9.48%
	Weighted average by Cap.					+10.01%

See all sector consensus

Analysts' Consensus

Sell

Buy

Mean consensus

OUTPERFORM

Number of Analysts

Last Close Price

19.85GBP

Average target price

21.35GBP

Spread / Average Target

+7.56%

High Price Target

26.00GBP

Spread / Highest target

+30.98%

Low Price Target

17.00GBP

Spread / Lowest Target

-14.36%

Analyst Consensus Detail

Consensus revision (last 18 months)

Analysts covering the company

Deutsche Bank Research
Bernstein
Morgan Stanley
AlphaValue/Baader Europe
Intesa Sanpaolo
alphavalue	Saïma Hussain
Kepler Cheuvreux
Haitong International Research
Mediobanca
Bank of America Securities/Merrill Lynch
CIC Market Solutions
ODDO BHF
JEFFERIES	Chloe Lemarie
JPMorgan
Deutsche Bank Securities
Goldman Sachs
Barclays
Berenberg Bank
Jefferies & Co.
Exane BNP
DZ Bank
UBS
Societe Generale
Shore Capital
Citigroup
BANK OF AMERICA (BOFA)	Benjamin Heelan