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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10-02 And in the End, Europe Takes the Hit Zonebourse
09-10 UBS starts Bellway and Taylor Wimpey at 'sell' AN
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

Consensus Analysts' recommendations evolution (4 months) Financial estimates divergence Analysts' Target price divergence Objective/dr gap
+28.18%
+26.78%
+22.01%
+16.58%
+15.98%
+41.26%
+25.98%
+43.34%
+27.32%
Average +27.49%
Weighted average by Cap. +26.80%


Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
20
Last Close Price
19.21GBP
Average target price
23.23GBP
Spread / Average Target
+20.91%
High Price Target
26.20GBP
Spread / Highest target
+36.39%
Low Price Target
17.00GBP
Spread / Lowest Target
-11.50%

Analyst Consensus Detail

Consensus revision (last 18 months)

Trader
Investor
Global
Quality
ESG MSCI
AA