BAE Systems Analysis (March 2026) | Price Development & Price Target

BAE Systems

LSE:BA.

£ 20,67

£-0,36 (-1,71%)

20,67 £

£-0,36 (-1,71%)

End-of-day quote: 03/27/2026

BAE Systems Stock Value

The analyst rating for LSE:BA. is currently Outperform.

Outperform

BAE Systems Company Info

EPS Growth 5Y

9,80%

Market Cap

£62,87 B

Long-Term Debt

£7,19 B

Quarterly earnings

07/30/2026 (E)

Dividend

£0,36

Dividend Yield

1,73%

Founded

1979

Industry

Industrials

Country

United Kingdom

Website

BAE Systems

ISIN Number

GB0002634946

Website

http://www.baesystems.com

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

£23,21

12.29%

Last Update: 03/27/2026

Analysts: 18

Highest Price Target £26,00

Average Price Target £23,21

Lowest Price Target £17,00

In the last five quarters, BAE Systems’s Price Target has risen from £9,65 to £15,35 - a 59,07% increase. Fourteen analysts predict that BAE Systems’s share price will increase in the coming year, reaching £23,21. This would represent an increase of 12,29%.

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What does BAE Systems do?

BAE Systems plc is a global defense, aerospace, and security company headquartered in London, United Kingdom. It operates across a wide range of sectors, providing advanced technology solutions and services to customers worldwide. The company specializes in designing, manufacturing, and supporting a variety of systems and products that enhance national security and defense capabilities. The company is known for its commitment to innovation, operational excellence, and sustainable business pract...

The company specializes in designing, manufacturing, and supporting a variety of systems and products that enhance national security and defense capabilities. The company is known for its commitment to innovation, operational excellence, and sustainable business practices. The company serves a diverse clientele, including national governments, defense agencies, and commercial enterprises, ensuring that it meets the unique requirements of each customer segment.

Business Segments

The company operates through several key business segments, each contributing to the company’s overall capabilities and market presence. The primary segments include Electronic Systems, Platforms & Services, Air, Maritime, and Cyber & Intelligence.

Electronic Systems focuses on delivering advanced electronic systems and solutions for defense and commercial applications. This segment is well-positioned for growth, addressing current and evolving US defense priorities. It is characterized by a diverse portfolio of products, including precision weapon systems, avionics, and electronic warfare solutions. The company continues to invest in research and development to maintain its technological edge and meet the changing demands of its customers.

Platforms & Services encompasses the design and production of various military platforms, including ground vehicles and naval systems. This segment is underpinned by a strong order backlog and incumbencies on key franchise programs, such as the US Army's Armored Multi-Purpose Vehicle and the US Marine Corps’ Amphibious Combat Vehicle. The company is committed to enhancing its capabilities in land systems and naval operations, ensuring alignment with the strategic objectives of its customers.

Air focuses on the development and support of advanced air systems, including fighter jets and unmanned aerial vehicles. The company plays a significant role in the F-35 sustainment program and is involved in the production of rear fuselage assemblies. The Air segment is also engaged in collaborative projects, such as the Global Combat Air Program (GCAP) with Japan and Italy, which aims to develop next-generation combat aircraft capabilities.

Maritime involves the design, construction, and maintenance of naval vessels and systems. The company remains a leading provider of naval gun and missile launch programs, as well as ship repair activities for the US Navy. The Maritime segment is committed to supporting the operational needs of naval forces while investing in advanced technologies to enhance maritime security.

Cyber & Intelligence provides solutions that address the growing demand for cybersecurity and intelligence capabilities. The company has established a new Digital Intelligence business to enhance its non-US digital and data capabilities, focusing on delivering integrated solutions that improve customer alignment and operational effectiveness.

Business Strategy

The company’s business strategy is centered on innovation, operational excellence, and sustainable practices. The company aims to leverage its technological expertise and strong market position to capitalize on emerging opportunities in the defense and security sectors. The company’s strategy includes investing in research and development to drive innovation and enhance its product offerings. By focusing on advanced technologies, the company seeks to address the evolving needs of its customers and maintain its competitive advantage.

The company is committed to building strong partnerships with governments, defense agencies, and other stakeholders to foster collaboration and ensure alignment with national security objectives. This collaborative approach enables the company to deliver tailored solutions that meet the specific requirements of its customers while enhancing overall mission effectiveness. The company’s emphasis on sustainability is reflected in its commitment to responsible environmental stewardship and community engagement, ensuring that its operations contribute positively to society.

Additionally, the company is focused on developing a diverse and skilled workforce to support its strategic goals. The company invests in talent development programs, including apprenticeships and graduate initiatives, to prepare the next generation of workers for future challenges in the defense industry. By fostering a culture of inclusion and diversity, the company aims to enhance creativity and innovation within its workforce.

Products and Services

The company offers a wide range of products and services across its various business segments. The company’s product portfolio includes advanced defense systems, military vehicles, naval vessels, and electronic warfare solutions. In the Electronic Systems segment, the company provides precision weapon systems, avionics, and communication systems designed to enhance the operational capabilities of military forces.

In the Platforms & Services segment, the company specializes in the design and production of armored vehicles, artillery systems, and naval platforms. The company’s offerings include the Armored Multi-Purpose Vehicle, M109A7 self-propelled howitzer, and various naval gun systems. The company also provides maintenance and support services for these platforms, ensuring their operational readiness.

Under the Air segment, the company is involved in the production of fighter jets and unmanned aerial vehicles, with a significant focus on the F-35 program. The company’s services include aircraft sustainment, upgrades, and modernization efforts to enhance the capabilities and longevity of air platforms.

In the Maritime segment, the company designs and constructs naval vessels, including surface ships and submarines. It also provides repair and maintenance services to ensure the operational effectiveness of naval forces. The company’s offerings in this segment are critical for maintaining maritime security and supporting naval operations.

The Cyber & Intelligence segment focuses on delivering integrated solutions for cybersecurity and intelligence operations. The company provides advanced software and systems that enhance situational awareness, data analysis, and threat detection capabilities for defense and security agencies.

Geographical Markets Served, Recent Acquisitions

The company serves a diverse range of geographical markets, including the United Kingdom, the United States, Europe, the Middle East, and Asia-Pacific regions. The company has established a strong presence in these markets through strategic partnerships and collaborations with local governments and defense agencies.

In recent years, the company has made significant acquisitions to enhance its capabilities and expand its market presence. Notably, the company completed the sale of its financial crime detection business on 28 October 2022, which was part of its ongoing strategy to streamline operations and focus on core defense and security sectors. The establishment of the Digital Intelligence business also reflects the company’s commitment to enhancing its non-US digital and data capabilities, aligning with the growing demand for integrated intelligence solutions.

Customers

The company serves a diverse range of customers, including national governments, defense agencies, and commercial enterprises. The company’s primary customer base includes the United Kingdom Ministry of Defense, the United States Department of Defense, and various international defense organizations. The company collaborates closely with these customers to deliver tailored solutions that meet their unique requirements.

The company’s extensive experience and expertise in the defense sector enable it to serve a wide array of customer categories, including air, land, and maritime forces. The company is committed to understanding the specific needs of its customers and delivering high-quality products and services that enhance their operational capabilities.

Sales and Marketing

The company employs a multifaceted approach to sales and marketing, leveraging various channels to reach its diverse customer base. The company engages in direct sales to government agencies and defense organizations, utilizing a dedicated sales force that understands the unique requirements of the defense sector. Additionally, the company participates in industry conferences, trade shows, and exhibitions to showcase its products and services to potential customers.

The company’s marketing efforts focus on building strong relationships with key stakeholders, including government officials, defense agencies, and industry partners. By fostering collaboration and open communication, the company aims to position itself as a trusted partner in the defense and security sectors. The company also utilizes digital marketing strategies to enhance its visibility and reach a broader audience.

History

The company was founded in 1970. The company was incorporated in 1979. The company was formerly known as British Aerospace plc and changed its name to BAE Systems plc in May 2000.

BAE Systems Questions and Answers

Which sectors generate sales and which are the top 3 markets?

**Revenue distribution by sectors:** - Defense: 70% - Aerospace: 20% - Electronics and Cybersecurity: 10% **TOP 3 markets and their percentage shares:** - United States: 45% - United Kingdom: 25% - Saudi Arabia: 15% BAE Systems plc generates the majority of its revenue from the defense sector, fol...

At which locations are the company’s products manufactured?

**Production sites of BAE Systems:** - **United Kingdom:** Headquarters and several production facilities, especially for marine and aviation technology. - **United States:** Numerous locations, primarily for defense electronics and land vehicles. - **Australia:** Production and maintenance facilit...

What strategy does BAE Systems pursue for future growth?

**Revenue Growth:** Estimated 6-8% annually (2025-2028) **Focus on Defense Technology:** BAE Systems plc is increasingly focusing on the development and deployment of advanced defense technologies, including cybersecurity, autonomous systems, and artificial intelligence. These technologies are cruc...

Which raw materials are imported and from which countries?

**Main raw materials:** Aluminum, steel, titanium, electronic components **Countries of origin:** - **Aluminum:** Canada, Russia - **Steel:** Germany, China - **Titanium:** USA, Russia - **Electronic components:** Taiwan, South Korea, Japan BAE Systems plc is a leading company in the defense and a...

How strong is the company’s competitive advantage?

**Market share in the defense sector:** Approx. 10% (2024, estimation) **R&D expenditure:** 1.5 billion GBP (2024) **Contract backlog:** 60 billion GBP (2024) BAE Systems plc has a significant competitive advantage in the global defense sector. The company benefits from a strong market share an...

What is the share of institutional investors and insider buying/selling?

**Institutional investor share:** approx. 70% (2025, estimated based on historical data) **Insider purchases/sales:** No significant transactions in the last year (2025) The institutional investor share in BAE Systems plc traditionally stands at around 70%, indicating the trust of large investment...

What percentage market share does BAE Systems have?

**Market share of BAE Systems plc:** 8% (estimated for 2025 in the global defense sector) **Top competitors and their estimated market shares:** 1. **Lockheed Martin** - 12% 2. **Raytheon Technologies** - 10% 3. **Northrop Grumman** - 9% 4. **Boeing Defense, Space & Security** - 8% 5. **BAE Sys...

Is BAE Systems stock currently a good investment?

**Revenue Growth:** 8% (2024) **Order Backlog:** £58 billion (2024) **Research & Development:** £1.5 billion (2024) BAE Systems plc recorded a revenue growth of 8% in 2024, attributed to strong demand for defense and security technologies. The company's order backlog amounts to £58 billi...

Does BAE Systems pay a dividend – and how reliable is the payout?

**Dividend yield:** 3.8% (estimated for 2025) **Dividend history:** Continuous payout over the last 5 years BAE Systems plc has pursued a consistent dividend policy in recent years. The dividend yield for 2025 is estimated at 3.8%, which is competitive compared to other companies in the defense a...

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BAE Systems Stock Value

BAE Systems Company Info

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the industrials sector (5Y.)

What does BAE Systems do?

BAE Systems Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

New support ticket

Explore

BAE Systems Stock Value

BAE Systems Company Info

Analyst Price Target The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the industrials sector (5Y.)

What does BAE Systems do?

BAE Systems Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.