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BAE Systems (BA) Stock Forecast & Price Target

BAE Systems logo
GBX 2,044 -48.00 (-2.29%)
As of 08/28/2026

BAE Systems - Analysts' Recommendations and Stock Price Forecast (2026)

Consensus Rating

Sell
0
Hold
4
Buy
2

Based on 6 Wall Street analysts who have issued ratings for BAE Systems in the last 12 months, the stock has a consensus rating of "Hold." Out of the 6 analysts, 4 have given a hold rating, and 2 have given a buy rating for BA.

Consensus Price Target

GBX 2,275
According to the 6 analysts' twelve-month price targets for BAE Systems, the average price target is GBX 2,275. The highest price target for BA is GBX 2,450, while the lowest price target for BA is GBX 2,100. The average price target represents a forecasted upside of 11.30% from the current price of GBX 2,044.
MarketBeat calculates consensus analyst ratings for stocks using the most recent rating from each Wall Street analyst that has rated a stock within the last twelve months. Each analyst's rating is normalized to a standardized rating score of 1 (sell), 2 (hold), 3 (buy) or 4 (strong buy). Analyst consensus ratings scores are calculated using the mean average of the number of normalized sell, hold, buy and strong buy ratings from Wall Street analysts. Each stock's consensus analyst rating is derived from its calculated consensus ratings score (0 to .5 = Strong Sell, .5 to 1 = Sell, 1 to 1.5 = Reduce, 1.5 to 2.5 = Hold, 2.5 to 3.0 = Moderate Buy, 3.0 to 3.5 = Buy, >3.5 = Strong Buy). MarketBeat's consensus price targets are a mean average of the most recent available price targets set by each analyst that has set a price target for the stock in the last twelve months. MarketBeat's consensus ratings and consensus price targets may differ from those calculated by other firms due to differences in methodology and available data.
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BA Analyst Ratings Over Time

TypeCurrent Forecast
8/31/25 to 8/31/26
1 Month Ago
8/1/25 to 8/1/26
3 Months Ago
6/2/25 to 6/2/26
1 Year Ago
8/31/24 to 8/31/25
Strong Buy
0 Strong Buy rating(s)
0 Strong Buy rating(s)
0 Strong Buy rating(s)
0 Strong Buy rating(s)
Buy
2 Buy rating(s)
3 Buy rating(s)
4 Buy rating(s)
3 Buy rating(s)
Hold
4 Hold rating(s)
2 Hold rating(s)
2 Hold rating(s)
1 Hold rating(s)
Sell
0 Sell rating(s)
0 Sell rating(s)
0 Sell rating(s)
0 Sell rating(s)
Consensus Price TargetGBX 2,275GBX 2,267.50GBX 2,228GBX 1,964.25
Consensus RatingHoldModerate BuyModerate BuyModerate Buy

BA Analyst Recommendations By Month

The chart below shows how a company's ratings by analysts have changed over time. Each bar represents the previous year of ratings for that month. Within each bar, the sell ratings are shown in red, the hold ratings are shown in yellow, the buy ratings are shown in green, and the strong buy ratings are shown in dark green.
Skip Chart & View Analyst Rating History

BA Price Targets by Month

The chart below shows how a company's share price and consensus price target have changed over time. The dark blue line represents the company's actual price. The lighter blue line represents the stock's consensus price target. The even lighter blue range in the background of the two lines represents the low price target and the high price target for each stock.
Skip Chart and View Analyst Price Target HistorySkip Chart & View Price History Table

BAE Systems Stock vs. The Competition

TypeBAE SystemsIndustrials Companies
Consensus Rating Score
2.33
2.30
Consensus RatingHoldHold
News Sentiment Rating
Neutral News

See Recent BA News
Positive News
DateBrokerageAnalystActionRatingPrice TargetReport Date
Upside/Downside
Details
8/11/2026 Reiterated RatingSector performGBX 2,200-1.96%
8/10/2026 Boost TargetHoldGBX 2,140 ➝ GBX 2,325+3.61%
7/31/2026 Boost TargetOverweightGBX 2,400 ➝ GBX 2,450+19.51%
7/31/2026 Reiterated RatingHoldGBX 2,100+2.44%
3/5/2026 Boost TargetHoldGBX 2,000 ➝ GBX 2,300+1.37%
9/5/2025 Reiterated RatingOverweight
7/31/2025 Boost TargetBuyGBX 2,145 ➝ GBX 2,192+22.80%

Analyst ratings data on MarketBeat is provided by Benzinga and other data providers. This page was last refreshed on Monday at 02:29 AM ET.


Should I Buy BAE Systems Stock? BA Pros and Cons Explained

These pros and cons were generated based on recent news and financial data from MarketBeat in order to provide readers with the fastest and most accurate insights. They were last updated on Saturday, August 29, 2026. Please send any questions or comments about these BAE Systems pros and cons to contact@marketbeat.com.

BAE Systems
Bull Case

green Wall Street bull icon

Here are some ways that investors could benefit from investing in BAE Systems plc:

  • BAE Systems plc has advanced to Phase 2 of DARPA’s THREADS program, enhancing its potential for future research and development contracts in advanced semiconductor and electronic technologies.
  • The current stock price is around GBX 2,259, reflecting a strong market position and investor confidence in the company's growth prospects.
  • Recent reports indicate that Ukraine is utilizing a BAE Systems-linked drone for long-range operations, showcasing the demand for the company's unmanned systems and its strategic role in defense initiatives.
  • BAE Systems plc is exploring opportunities related to Australian-made radar systems for the Royal Navy, which could lead to new contracts and revenue streams in naval defense.
  • The company reported a net margin of 7.19% and a return on equity of 17.49%, indicating strong financial health and effective management of shareholder equity.

BAE Systems
Bear Case

red Wall Street bear icon

Investors should be bearish about investing in BAE Systems plc for these reasons:

  • BAE Systems plc recently agreed to pay $36 million to settle 104 alleged export violations, which may raise concerns about compliance and regulatory scrutiny affecting future operations.
  • Despite positive developments, the company faces geopolitical sensitivities due to its involvement in defense programs, which could impact its reputation and market stability.
  • While the company has a solid financial performance, any potential downturn in defense spending by governments could adversely affect its revenue and profitability.
  • Insider share purchases, while signaling some confidence, were modest and may not significantly influence overall investor sentiment or stock performance.
  • Ongoing legal and compliance issues could create uncertainty for investors, potentially leading to volatility in stock performance and market perception.

BA Forecast - Frequently Asked Questions

According to the research reports of 6 Wall Street equities research analysts, the average twelve-month stock price forecast for BAE Systems is GBX 2,275, with a high forecast of GBX 2,450 and a low forecast of GBX 2,100.

6 Wall Street equities research analysts have issued "buy," "hold," and "sell" ratings for BAE Systems in the last twelve months. There are currently 4 hold ratings and 2 buy ratings for the stock. The consensus among Wall Street equities research analysts is that investors should "hold" BA shares. A hold rating indicates that analysts believe investors should maintain any existing positions they have in BA, but not buy additional shares or sell existing shares.

According to analysts, BAE Systems's stock has a predicted upside of 11.30% based on their 12-month stock forecasts.

BAE Systems has been rated by research analysts at Deutsche Bank Aktiengesellschaft, Jefferies Financial Group, JPMorgan Chase & Co., and Royal Bank Of Canada in the past 90 days.

Analysts like BAE Systems more than other "industrials" companies. The consensus rating score for BAE Systems is 2.33 while the average consensus rating score for "industrials" companies is 2.30. Learn more on how BA compares to other companies.


MarketBeat monitors more than a dozen sources for BAE Systems analyst ratings, with the most recent rating issued on 8/11/2026.
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