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RBC Capital Starts BAE Systems (BA:LN) (BAESY) at Sector Perform

Tue, 11 Aug 2026 02:44:47 -0400

RBC Capital analyst Colin Moody initiates coverage on BAE Systems (BA:LN) (OTC: BAESY) with a Sector Perform rating and a price target of GBP22.00.

The analyst comments: “While benefitting from wider defence tailwinds, we see BAE under-growing its European peers given its geographic and product mix (10% EBITA CAGR to 2030E vs. peer average 16%). Geographically, this is driven by high US/UK exposure (70% of sales) growing at +11% / 8% vs NATO Europe (12% of sales) growing at +16% p.a. Product-wise, we see a highly diversified portfolio, but with notable slower growing fixed-wing platform exposure (37% of sales). Framed against

RBC Capital Starts BAE Systems (BA:LN) (BAESY) at Sector Perform

Tue, 11 Aug 2026 02:44:47 -0400

RBC Capital analyst Colin Moody initiates coverage on BAE Systems (BA:LN) (OTC: BAESY) with a Sector Perform rating and a price target of GBP22.00.

RBC Capital Starts BAE Systems (BA:LN) (BAESY) at Sector Perform

Tue, 11 Aug 2026 02:44:47 -0400

RBC Capital analyst Colin Moody initiates coverage on BAE Systems (BA:LN) (OTC: BAESY) with a Sector Perform rating and a price target of GBP22.00.

RBC Capital Starts BAE Systems (BA:LN) (BAESY) at Sector Perform

Tue, 11 Aug 2026 02:44:47 -0400

RBC Capital analyst Colin Moody initiates coverage on BAE Systems (BA:LN) (OTC: BAESY) with a Sector Perform rating and a price target of GBP22.00.

RBC Capital Starts BAE Systems (BA:LN) (BAESY) at Sector Perform

Tue, 11 Aug 2026 02:44:47 -0400

RBC Capital analyst Colin Moody initiates coverage on BAE Systems (BA:LN) (OTC: BAESY) with a Sector Perform rating and a price target of GBP22.00.

RBC Capital Starts BAE Systems (BA:LN) (BAESY) at Sector Perform

Tue, 11 Aug 2026 02:44:47 -0400

RBC Capital analyst Colin Moody initiates coverage on BAE Systems (BA:LN) (OTC: BAESY) with a Sector Perform rating and a price target of GBP22.00.

BAE Systems (BA:LN) (BAESY) PT Raised to GBP26.20 at Morgan Stanley

Fri, 07 Aug 2026 03:59:16 -0400

Morgan Stanley analyst Ross Law raised the price target on BAE Systems (BA:LN) (OTC: BAESY) to GBP26.20 (from GBP24.20) while maintaining a Overweight rating.

BAE Systems (BA:LN) (BAESY) PT Raised to GBP26.20 at Morgan Stanley

Fri, 07 Aug 2026 03:59:16 -0400

Morgan Stanley analyst Ross Law raised the price target on BAE Systems (BA:LN) (OTC: BAESY) to GBP26.20 (from GBP24.20) while maintaining a Overweight rating.

BAE Systems (BA:LN) (BAESY) PT Raised to GBP26.20 at Morgan Stanley

Fri, 07 Aug 2026 03:59:16 -0400

Morgan Stanley analyst Ross Law raised the price target on BAE Systems (BA:LN) (OTC: BAESY) to GBP26.20 (from GBP24.20) while maintaining a Overweight rating.

BAE Systems (BA:LN) (BAESY) PT Raised to GBP26.20 at Morgan Stanley

Fri, 07 Aug 2026 03:59:16 -0400

Morgan Stanley analyst Ross Law raised the price target on BAE Systems (BA:LN) (OTC: BAESY) to GBP26.20 (from GBP24.20) while maintaining a Overweight rating.

BAE Systems (BA:LN) (BAESY) PT Raised to GBP24.50 at JPMorgan

Fri, 31 Jul 2026 05:04:56 -0400

JPMorgan analyst David Perry raised the price target on BAE Systems (BA:LN) (OTC: BAESY) to GBP24.50 (from GBP24.00) while maintaining a Overweight rating.

BAE Systems (BA:LN) (BAESY) PT Raised to GBP24.50 at JPMorgan

Fri, 31 Jul 2026 05:04:56 -0400

JPMorgan analyst David Perry raised the price target on BAE Systems (BA:LN) (OTC: BAESY) to GBP24.50 (from GBP24.00) while maintaining a Overweight rating.

BAE Systems (BA:LN) (BAESY) PT Raised to GBP24.50 at JPMorgan

Fri, 31 Jul 2026 05:04:56 -0400

JPMorgan analyst David Perry raised the price target on BAE Systems (BA:LN) (OTC: BAESY) to GBP24.50 (from GBP24.00) while maintaining a Overweight rating.

BAE Systems (BA:LN) (BAESY) PT Raised to GBP24.50 at JPMorgan

Fri, 31 Jul 2026 05:04:56 -0400

JPMorgan analyst David Perry raised the price target on BAE Systems (BA:LN) (OTC: BAESY) to GBP24.50 (from GBP24.00) while maintaining a Overweight rating.

BAE Systems (BA:LN) (BAESY) PT Lowered to GBP21 at Jefferies

Fri, 10 Jul 2026 05:14:19 -0400

Jefferies analyst Chloe Lemarie lowered the price target on BAE Systems (BA:LN) (OTC: BAESY) to GBP21.00 (from GBP22.00) while maintaining a Hold rating.

BAE Systems (BA:LN) (BAESY) PT Lowered to GBP21 at Jefferies

Fri, 10 Jul 2026 05:14:19 -0400

Jefferies analyst Chloe Lemarie lowered the price target on BAE Systems (BA:LN) (OTC: BAESY) to GBP21.00 (from GBP22.00) while maintaining a Hold rating.

BAE Systems (BA:LN) (BAESY) PT Lowered to GBP21 at Jefferies

Fri, 10 Jul 2026 05:14:19 -0400

Jefferies analyst Chloe Lemarie lowered the price target on BAE Systems (BA:LN) (OTC: BAESY) to GBP21.00 (from GBP22.00) while maintaining a Hold rating.

BAE Systems (BA:LN) (BAESY) PT Lowered to GBP21 at Jefferies

Fri, 10 Jul 2026 05:14:19 -0400

Jefferies analyst Chloe Lemarie lowered the price target on BAE Systems (BA:LN) (OTC: BAESY) to GBP21.00 (from GBP22.00) while maintaining a Hold rating.

Erste Group Downgrades BAE Systems (BA:LN) (BAESY) to Hold

Thu, 25 Jun 2026 08:23:56 -0400

Erste Group analyst Hans Engel downgraded BAE Systems (BA:LN) (OTC: BAESY) from Buy to Hold with a price target of GBp0.00.

Erste Group Downgrades BAE Systems (BA:LN) (BAESY) to Hold

Thu, 25 Jun 2026 08:23:56 -0400

Erste Group analyst Hans Engel downgraded BAE Systems (BA:LN) (OTC: BAESY) from Buy to Hold with a price target of GBp0.00.

Erste Group Downgrades BAE Systems (BA:LN) (BAESY) to Hold

Thu, 25 Jun 2026 08:23:56 -0400

Erste Group analyst Hans Engel downgraded BAE Systems (BA:LN) (OTC: BAESY) from Buy to Hold with a price target of GBp0.00.

Erste Group Downgrades BAE Systems (BA:LN) (BAESY) to Hold

Thu, 25 Jun 2026 08:23:56 -0400

Erste Group analyst Hans Engel downgraded BAE Systems (BA:LN) (OTC: BAESY) from Buy to Hold with a price target of GBp0.00.

BAE Systems Plc (BA:LN) (BAESY) New Top Pick in EU Defence at Morgan Stanley

Thu, 25 Jun 2026 02:23:17 -0400

Morgan Stanley analyst Ross Law lowered the price target on BAE Systems Plc (BA:LN) (OTC: BAESY) to GBp24.20 (from GBp26.62) while maintaining a Overweight rating.

The analyst comments: “We designate BAE our new Top Pick in EU Defence. We continue to see upside to forecasts, expect current overhangs to subside, and think the recent derating offers an attractive entry point. We move our PT to £24.20, offering >30% upside.

We continue to see material further earnings upside from expected increases in US and Middle East defence budgets, where the group is well exposed. The group's unique geographic and domain exposures mean it

BAE Systems Plc (BA:LN) (BAESY) New Top Pick in EU Defence at Morgan Stanley

Thu, 25 Jun 2026 02:23:17 -0400

Morgan Stanley analyst Ross Law lowered the price target on BAE Systems Plc (BA:LN) (OTC: BAESY) to GBp24.20 (from GBp26.62) while maintaining a Overweight rating.

BAE Systems Plc (BA:LN) (BAESY) New Top Pick in EU Defence at Morgan Stanley

Thu, 25 Jun 2026 02:23:17 -0400

Morgan Stanley analyst Ross Law lowered the price target on BAE Systems Plc (BA:LN) (OTC: BAESY) to GBp24.20 (from GBp26.62) while maintaining a Overweight rating.