BAE Systems plc (LON:BA)
London · Delayed Price · Currency is GBP · Price in GBX 1,971.00
-54.00 (-2.67%)
Jul 7, 2026, 4:40 PM GMT
BAE Systems Stock Forecast
Stock Price Forecast
According to 18 analysts polled by S&P Global, BAE Systems stock has a consensus rating of "Buy" and an average price target of 2,305p. The average 1-year stock price forecast is 16.94% higher than the current stock price, while the lowest is 1,700p (-13.75%) and the highest is 2,650p (+34.45%).
Price Target: 2,305p (+16.94%)
Analyst Consensus: Buy
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 | Feb '26 | Mar '26 | Apr '26 | May '26 | Jun '26 | Jul '26 |
|---|---|---|---|---|---|---|
| Strong Buy | 8 | 7 | 7 | 7 | 8 | 8 |
| Buy | 3 | 3 | 3 | 3 | 3 | 3 |
| Hold | 6 | 6 | 6 | 6 | 5 | 5 |
| Sell | 0 | 0 | 0 | 0 | 0 | 0 |
| Strong Sell | 2 | 2 | 2 | 2 | 2 | 2 |
| Total | 19 | 18 | 18 | 18 | 18 | 18 |
Latest Forecasts
| Analyst | Firm | Rating | Rating | Action | Price Target | Upside | Date |
|---|---|---|---|---|---|---|---|
| Kepler Capital | Kepler Capital | Buy Upgrades 2,160p → 2,085p | Buy | Upgrades | 2,160p → 2,085p | +5.78% | Jun 24, 2026 |
| Morgan Stanley | Morgan Stanley | Buy Maintains 2,662p | Buy | Maintains | 2,662p | +35.06% | Jun 23, 2026 |
| Goldman Sachs | Goldman Sachs | Buy Maintains 2,400p | Buy | Maintains | 2,400p | +21.77% | May 13, 2026 |
| Jefferies | Jefferies | Hold Maintains 2,200p | Hold | Maintains | 2,200p | +11.62% | May 8, 2026 |
| UBS | UBS | Buy Maintains 2,650p | Buy | Maintains | 2,650p | +34.45% | Apr 10, 2026 |
Financial Forecast
Revenue This Year
33.21B
from 28.34B
Increased by 17.21%
Revenue Next Year
35.96B
from 33.21B
Increased by 8.28%
EPS This Year
0.83
from 0.75
Increased by 10.41%
EPS Next Year
0.95
from 0.83
Increased by 13.99%
EPS and Forward PE are based on non-GAAP adjusted numbers. Financial currency is GBP.
Revenue Forecast
| Revenue | 2026 | 2027 | 2028 |
|---|---|---|---|
| High | 35.1B | ||
| Avg | 33.2B | ||
| Low | 32.3B |
Revenue Growth
| Revenue Growth | 2026 | 2027 | 2028 |
|---|---|---|---|
| High | 24.0% | ||
| Avg | 17.2% | ||
| Low | 14.0% |
EPS Forecast
| EPS | 2026 | 2027 | 2028 |
|---|---|---|---|
| High | 0.86 | ||
| Avg | 0.83 | ||
| Low | 0.80 |
EPS Growth
| EPS Growth | 2026 | 2027 | 2028 |
|---|---|---|---|
| High | 14.4% | ||
| Avg | 10.4% | ||
| Low | 6.8% |