BAE Systems plc (LON:BA) Receives Average Rating of “Moderate Buy” from Analysts

BAE Systems plc (LON:BA) has earned an average rating of “Moderate Buy” from the five research firms that are currently covering the firm, Marketbeat reports. Two equities research analysts have rated the stock with a hold rating and three have issued a buy rating on the company. The average 1-year target price among analysts that have updated their coverage on the stock in the last year is GBX 2,267.50.

Several analysts recently issued reports on the company. Jefferies Financial Group reiterated a “hold” rating and set a GBX 2,100 price objective on shares of BAE Systems in a report on Friday. JPMorgan Chase & Co. boosted their target price on BAE Systems from GBX 2,400 to GBX 2,450 and gave the company an “overweight” rating in a research note on Friday.

Insider Activity at BAE Systems

In other news, insider Brad Greve purchased 2,760 shares of the stock in a transaction that occurred on Friday, June 5th. The stock was acquired at an average price of GBX 1,909 per share, with a total value of £52,688.40. Also, insider Tom Arseneault sold 44,140 shares of the stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of GBX 2,032, for a total value of £896,924.80. In the last three months, insiders purchased 2,784 shares of company stock valued at $5,304,824. 0.14% of the stock is currently owned by company insiders.

BAE Systems Stock Performance

BA opened at GBX 2,094 on Monday. The company has a quick ratio of 0.91, a current ratio of 1.02 and a debt-to-equity ratio of 73.96. The firm has a market cap of £64.83 billion, a PE ratio of 35.92, a P/E/G ratio of 3.33 and a beta of 0.01. The business has a fifty day simple moving average of GBX 1,912.19 and a 200-day simple moving average of GBX 2,032.36. BAE Systems has a fifty-two week low of GBX 1,012.50 and a fifty-two week high of GBX 1,415.25.

BAE Systems (LON:BA) last posted its quarterly earnings data on Thursday, July 30th. The company reported GBX 38.90 earnings per share for the quarter. BAE Systems had a net margin of 7.19% and a return on equity of 17.49%. As a group, equities analysts predict that BAE Systems will post 73.537927 EPS for the current fiscal year.

BAE Systems News Summary

Here are the key news stories impacting BAE Systems this week:

• Positive Sentiment: Guidance raised after strong first-half performance: BAE Systems increased its 2026 outlook as first-half profit and earnings growth benefited from robust defense demand and higher orders. The results reported quarterly EPS of GBX 38.90, with a 7.28% net margin and 18.23% return on equity. BAE Systems upgrades full-year guidance as H1 profit rises
• Positive Sentiment: JPMorgan raises target and remains bullish: JPMorgan lifted its price target from GBX 2,400 to GBX 2,450 and assigned an “overweight” rating, indicating confidence in BAE’s earnings prospects and potential upside. Digital Look broker views
• Positive Sentiment: Large submarine contract reinforces backlog visibility: BAE Systems reportedly secured a £5.9 billion contract connected with the UK’s Dreadnought submarine program, supporting long-term revenue visibility and its maritime defense business. BAE Systems secures £5.9bn contract for Dreadnought submarines
• Positive Sentiment: Defense-spending cycle remains favorable: Reports highlight increased government spending and elevated geopolitical tensions as drivers of strong demand for BAE’s aircraft, submarines, weapons and electronic systems. UK’s BAE lifts outlook as global defense demand continues to surge
• Neutral Sentiment: Mixed broker view: Jefferies reaffirmed its “hold” rating while raising its price target to GBX 2,100, suggesting more limited upside than JPMorgan’s target. Digital Look broker views
• Neutral Sentiment: BAE is expanding its industrial presence in India and launching a radio-frequency and wireless-engineering master’s program, initiatives that could strengthen future capabilities but are unlikely to materially affect near-term earnings. BAE Systems expands industrial footprint in India
• Negative Sentiment: BAE’s warning that the window for adding new partners to the Global Combat Air Programme is closing could increase execution and partnership risks, although it may also accelerate program decisions. BAE Boss Sees Window Closing For New GCAP Partners

About BAE Systems

BAE Systems plc provides defense, aerospace, and security solutions worldwide. The company operates through five segments: Electronic Systems, Platforms & Services, Air, Maritime, and Cyber & Intelligence. The Electronic Systems segment offers electronic warfare systems, navigation systems, electro-optical sensors, military and commercial digital engine and flight controls, precision guidance and seeker solutions, military communication systems and data links, persistent surveillance capabilities, space electronics, and electric drive propulsion systems.