Evolution of the Average Target: BAE Systems plc

Evolution of the Target Price: BAE Systems plc

Changes in Analyst Recommendations: BAE Systems plc

85d4a41810c2906b6cdd4abb08442._LFoulQ4ejgSMd7nzwfwsst9OHjXMPtfoBHoU4HcGqM.pehc2TFzIHRFfabWvH2v8PMHV0yOaMwLylWdMfHvSc-M6yfNGg0Oan9uiw~e56f8b0d9871e1e5c2f65b366bb699f5
08-13 JPMorgan cuts M&G and L&G but raises Aviva AN
08-11 RBC Starts BAE Systems Coverage at Sector Perform on Slower Growth Profile Amid Defense Tailwinds MT
08-11 Goldman and UBS cut Legal & General to 'sell' AN
08-11 RBC and Barclays upbeat on European defense stocks FW
07-30 BAE Systems: BAE Systems H1 2026: Broad-based delivery lifts guidance Alphavalue
07-30 Berenberg raises Rio Tinto; HSBC ups Centrica AN
07-29 AlphaValue/Baader Europe Downgrades BAE Systems to Reduce, Lifts PT MT
07-10 AlphaValue/Baader Europe Upgrades BAE Systems to Add, Trims PT MT
07-10 Citi and Jefferies say buy Astra after tumble AN
07-09 WINNERS & LOSERS: Astra down on failed test; Computacenter ups outlook AN
07-08 The end of Europe’s defense dream? Alphavalue
07-07 AlphaValue/Baader Europe Downgrades BAE Systems to Reduce, Lifts PT MT
06-26 AlphaValue/Baader Europe Upgrades BAE Systems to Add MT
05-29 BAE Systems extends gains as Bernstein confirms rating Zonebourse
05-29 BAE Systems Continues Ascent as Bernstein Reaffirms Rating Zonebourse
05-28 Mediobanca Upgrades BAE Systems to Outperform, Raises PT MT
05-28 Mediobanca ups BAE; Berenberg says 'buy' Aviva AN
05-14 LBBW raises Shell; DZ Bank cuts Vodafone AN
04-17 Exane BNP raises BP and cuts Shell AN
04-13 Bernstein cuts Wizz Air and easyJet AN
03-26 UBS raises Close Bros; Goldman reinitiates HSBC AN
03-26 Hensoldt surges on buy rating as air defense takes center stage DP
03-05 BAE Systems Price Target, Estimates Lifted as Berenberg Notes Upside from Higher US Defense Spending MT
03-05 Berenberg reiterates its rating and raises its target on BAE Systems Zonebourse
03-05 Deutsche Bank and Barclays cut Vistry AN

Consensus Analysts' recommendations evolution (4 months) Financial estimates divergence Analysts' Target price divergence Objective/dr gap
+10.83%
+4.27%
+5.22%
+3.89%
+6.55%
+3.21%
+11.43%
+43.55%
+18.07%
Average +11.89%
Weighted average by Cap. +9.00%
See all sector consensus

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
19
Last Close Price
22.36GBP
Average target price
23.43GBP
Spread / Average Target
+4.78%
High Price Target
26.20GBP
Spread / Highest target
+17.17%
Low Price Target
17.00GBP
Spread / Lowest Target
-23.97%

Analyst Consensus Detail

Consensus revision (last 18 months)

Analysts covering the company

alphavalue Saïma Hussain
AlphaValue/Baader Europe
Mediobanca
Deutsche Bank Research
Bernstein
Morgan Stanley
Intesa Sanpaolo
Kepler Cheuvreux
Haitong International Research
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
Trader
Investor
Global
Quality
ESG MSCI
-
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
19
Last Close Price
22.36GBP
Average target price
23.43GBP
Spread / Average Target
+4.78%

Quarterly revenue - Rate of surprise