BAE Systems plc (LON:BA)
1,972.00
-20.50 (-1.03%)
Sep 25, 2026, 4:36 PM GMT
BAE Systems Stock Forecast
Stock Price Forecast
According to 20 analysts polled by S&P Global, BAE Systems stock has a consensus rating of "Buy" and an average price target of 2,331p. The average 1-year stock price forecast is 18.19% higher than the current stock price, while the lowest is 1,700p (-13.79%) and the highest is 2,620p (+32.86%).
Price Target: 2,331p (+18.19%)
Analyst Consensus: Buy
Price Target
Chart* Price targets were last updated on Aug 11, 2026.
Analyst Ratings
The average analyst rating for BAE Systems stock is "Buy". This means that analysts believe this stock is likely to outperform the market over the next twelve months.
Recommendation Trends
| Rating | Apr '26 | May '26 | Jun '26 | Jul '26 | Aug '26 | Sep '26 |
|---|---|---|---|---|---|---|
| Strong Buy | 7 | 7 | 8 | 8 | 8 | 8 |
| Buy | 3 | 3 | 3 | 3 | 3 | 3 |
| Hold | 6 | 6 | 5 | 5 | 6 | 7 |
| Sell | 0 | 0 | 0 | 0 | 0 | 0 |
| Strong Sell | 2 | 2 | 2 | 2 | 2 | 2 |
| Total | 18 | 18 | 18 | 18 | 19 | 20 |
Latest Forecasts
| Analyst | Firm | Rating | Rating | Action | Price Target | Upside | Date |
|---|---|---|---|---|---|---|---|
| Deutsche Bank | Deutsche Bank | Hold Maintains 2,140p → 2,325p | Hold | Maintains | 2,140p → 2,325p | +17.90% | Aug 11, 2026 |
| RBC Capital | RBC Capital | Hold Initiates 2,200p | Hold | Initiates | 2,200p | +11.56% | Aug 11, 2026 |
| Morgan Stanley | Morgan Stanley | Buy Maintains 2,420p → 2,620p | Buy | Maintains | 2,420p → 2,620p | +32.86% | Aug 7, 2026 |
| Jefferies | Jefferies | Hold Maintains 2,100p | Hold | Maintains | 2,100p | +6.49% | Jul 30, 2026 |
| Kepler Capital | Kepler Capital | Buy Upgrades 2,160p → 2,085p | Buy | Upgrades | 2,160p → 2,085p | +5.73% | Jun 24, 2026 |
Financial Forecast
Revenue This Year
33.18B
from 28.34B
Increased by 17.10%
Revenue Next Year
36.22B
from 33.18B
Increased by 9.15%
EPS This Year
0.84
from 0.75
Increased by 11.68%
EPS Next Year
0.96
from 0.84
Increased by 14.12%
EPS and Forward PE are based on non-GAAP adjusted numbers. Financial currency is GBP.