Consensus BAE Systems plc

Equities

BA.

GB0002634946

Aerospace & Defense

Market Closed - London S.E. Other stock markets 16:35:06 17/06/2025 BST			5-day change	1st Jan Change
1,931.00 ^GBX	+0.16%		+0.44%	+68.13%

06-17	Leonardo, Airbus, Thales to assess feasibility of space alliance by end-July	RE
06-17	Leonardo CEO sees advantages in new entrants to GCAP fighter programme	RE

Evolution of the Average Target: BAE Systems plc

Evolution of the Target Price: BAE Systems plc

Changes in Analyst Recommendations: BAE Systems plc

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Analysts' recommendations: BAE Systems plc

BofA on the changes in the European defense industry	06-16	FW
Nordnet: Risk appetite for defense companies has increased again	06-16	FW
Bank of America Upgrades BAE Systems to Buy	06-11	MT
Bofa makes several recommendation changes for European defense stocks - BN	06-10	FW
CIC Market Solutions Kicks Off BAE Systems Coverage at Neutral	06-10	MT
BAE SYSTEMS : Target upgrade by 15.9%	04-09
Oddo BHF Downgrades BAE Systems to Underperform, Lifts PT	03-04	MT
Global markets live: Intel, Alphabet, BP plc, BAE Systems, Alibaba…	02-19
BAE SYSTEMS : BAE delivers a strong year, but conservative guidance takes the shine off	02-19
Danske Bank analysts believe in dramatically higher defense spending - Di	02-17	FW
BAE SYSTEMS : Gets a Neutral rating from Jefferies	18/10/24	ZD
Penser believes Mildef may get order linked to Danish BAE Systems vehicle order	26/08/24	FW
BAE SYSTEMS : H1 24: shooting straight at target	02/08/24
BAE SYSTEMS : BAE posted outstanding results accompanied by a guidance upgrade	01/08/24
Analyst recommendations: Apple, Alphabet, Fortinet, 3M Company, IBM...	29/07/24
JPMorgan Lifts BAE Systems PT, Keeps at Overweight	21/06/24	MT
DEFENCE STOCKS : still worth the hassle?	18/06/24
Bank of America Downgrades BAE Systems to Neutral from Buy, Lifts PT	13/05/24	MT
Deutsche Bank Lifts BAE Systems PT, Maintains Buy Rating	12/04/24	MT
BAE SYSTEMS : Deutsche Bank gives a Buy rating	12/04/24	ZD
BAE Systems Signs Contract for Weapons Maintenance, Repair in Ukraine	10/04/24	MT
Goldman Sachs Boosts BAE Systems PT, Affirms Neutral Rating	09/04/24	MT
Defense stocks in Europe fall - Goldman Sachs sees valuation risks	09/04/24	FW
Barclays Raises BAE Systems PT, Keeps Overweight Rating	12/03/24	MT
Analyst recommendations: Coinbase, Dell Technologies, Mongodb, Broadcom, Lucid Group...	08/03/24

More recommendations

Sector Comparison:

	Add to a list 0 selected To use this feature you must be a member Log in Sign up	Consensus (Composite)	Analysts' recommendations evolution (4 months)	Financial estimates divergence	Analysts' Target price divergence	Ecart obj. / dr
	BAE SYSTEMS PLC					-1.58%
	GE AEROSPACE					+3.7%
	RTX CORPORATION					-3.95%
	ROLLS-ROYCE HOLDINGS PLC					-3.04%
	RHEINMETALL AG					+11.83%
	GENERAL DYNAMICS CORPORATION					+4.55%
	NORTHROP GRUMMAN CORPORATION					+8.38%
	AXON ENTERPRISE, INC.					-7.23%
	L3HARRIS TECHNOLOGIES, INC.					+4.34%
	Average					+1.89%
	Weighted average by Cap.					+1.55%

See all sector consensus

Analysts' Consensus

Sell

Buy

Mean consensus

OUTPERFORM

Number of Analysts

Last Close Price

19.31GBP

Average target price

19.01GBP

Spread / Average Target

-1.58%

High Price Target

23.50GBP

Spread / Highest target

+21.70%

Low Price Target

13.00GBP

Spread / Lowest Target

-32.68%

Analyst Consensus Detail

Consensus revision (last 18 months)

Analysts covering the company

Bank of America Securities/Merrill Lynch
CIC Market Solutions
alphavalue	Saïma Hussain
ODDO BHF
JEFFERIES	Chloe Lemarie
JPMorgan
Deutsche Bank Securities
DEUTSCHE BANK RESEARCH	Christophe Menard
Goldman Sachs
Barclays
Berenberg Bank
Jefferies & Co.
Exane BNP
DZ Bank
UBS
Societe Generale
Shore Capital
Morgan Stanley
Citigroup
BANK OF AMERICA (BOFA)	Benjamin Heelan
Bernstein