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Bae Systems (BAESY) Stock Forecast & Price Target

Bae Systems logo
$106.54 -3.13 (-2.85%)
As of 09/22/2026 03:59 PM Eastern

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

Consensus Rating

Sell
0
Hold
6
Buy
2

Based on 8 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 8 analysts, 6 have given a hold rating, and 2 have given a buy rating for BAESY.

Consensus Price Target

$113.00
6.06% Upside
According to the 8 analysts' twelve-month price targets for Bae Systems, the average price target is $113.00. The highest price target for BAESY is $113.00, while the lowest price target for BAESY is $113.00. The average price target represents a forecasted upside of 6.06% from the current price of $106.54.
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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BAESY Analyst Ratings Over Time

TypeCurrent Forecast
9/23/25 to 9/23/26
1 Month Ago
8/24/25 to 8/24/26
3 Months Ago
6/25/25 to 6/25/26
1 Year Ago
9/23/24 to 9/23/25
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)
2 Buy rating(s)
4 Buy rating(s)
Hold
6 Hold rating(s)
5 Hold rating(s)
3 Hold rating(s)
1 Hold rating(s)
Sell
0 Sell rating(s)
0 Sell rating(s)
0 Sell rating(s)
1 Sell rating(s)
Consensus Price Target$113.00N/AN/AN/A
Forecasted Upside6.06% UpsideN/AN/AN/A
Consensus RatingHoldHoldHoldModerate Buy

BAESY 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.
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BAESY 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.
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Bae Systems Stock vs. The Competition

TypeBae SystemsIndustrials CompaniesBroader Market
Consensus Rating Score
2.25
2.30
2.53
Consensus RatingHoldHoldModerate Buy
Predicted Upside6.06% Upside98.98% Upside17.93% Upside
News Sentiment Rating
Neutral News

See Recent BAESY News
Positive News
Positive News
DateBrokerageAnalystActionRatingPrice TargetReport Date
Upside/Downside
Details
9/10/2026
BNP Paribas Exane logo
BNP Paribas Exane
5 of 5 stars
 Initiated CoverageNeutral$113.00+10.22%
8/11/2026 Reiterated RatingHold
8/11/2026 Initiated CoverageSector Perform
6/25/2026 Reiterated RatingOverweight
6/25/2026 DowngradeBuyHold
6/24/2026 UpgradeHoldBuy
2/18/2026 Reiterated RatingHold
1/6/2026 DowngradeOutperformMarket Perform
9/19/2025 Initiated CoverageBuy
6/10/2025 UpgradeUnderperformBuy
3/10/2025DowngradeStrong-BuyHold

Analyst ratings data on MarketBeat is provided by Benzinga and other data providers. This page was last refreshed on Wednesday at 03:44 AM ET.


Should I Buy Bae Systems Stock? BAESY 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 Sunday, September 20, 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:

  • Recent contract wins demonstrate strong demand for the company's products, including a $818 million contract boost for US Army armored vehicles announced in September 2026, which directly supports revenue growth and operational stability.
  • The company is expanding its product portfolio into high-growth areas with the launch of the Shadow EW compact electronic warfare solutions in September 2026, which are designed for small airborne platforms and offer cost-effective capabilities in contested environments.
  • BAE Systems plc offers a dividend yield of 2.20%, providing a steady income stream for investors, which is a notable feature for a stock currently trading at $108.51.
  • The stock has shown positive momentum recently, crossing above its 200-day moving average in August 2026, which is a technical indicator often interpreted by investors as a sign of strengthening long-term price trends.
  • Short interest in the stock has decreased significantly, dropping by 36.9% in August 2026 to 40,428 shares, suggesting that fewer investors are betting against the company and potentially reducing downward price pressure.

Bae Systems
Bear Case

red Wall Street bear icon

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

  • Analysts at Erste Group Bank recently cut their full-year 2026 earnings per share estimates for BAE Systems plc to $4.54, down from a prior estimate of $4.56, indicating a slight downward revision in expected profitability for the current year.
  • The company faces regulatory and legal risks, as evidenced by a $36 million fine for illegal exports reported in August 2026, which can impact brand reputation and result in direct financial costs.
  • BAE Systems plc carries a debt-to-equity ratio of 0.60, meaning the company has a moderate level of leverage relative to its equity, which can increase financial risk during periods of economic uncertainty or rising interest rates.
  • The stock's current price of $108.51 is below its 52-week high of $126.00, indicating that the stock has experienced a significant pullback from its peak valuation over the past year.
  • The consensus rating from brokerages is currently "Hold," with five analysts recommending hold and three recommending buy, suggesting that the market is divided on the stock's near-term upside potential and lacks a strong consensus for aggressive buying.

BAESY Forecast - Frequently Asked Questions

According to the research reports of 8 Wall Street equities research analysts, the average twelve-month stock price forecast for Bae Systems is $113.00, with a high forecast of $113.00 and a low forecast of $113.00.

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

According to analysts, Bae Systems's stock has a predicted upside of 6.06% based on their 12-month stock forecasts.

Over the previous 90 days, Bae Systems's stock had 1 downgrade by analysts.

Bae Systems has been rated by research analysts at BNP Paribas Exane, Deutsche Bank Aktiengesellschaft, Erste Group Bank, Morgan Stanley, and Royal Bank Of Canada in the past 90 days.

Analysts like Bae Systems less than other "industrials" companies. The consensus rating score for Bae Systems is 2.25 while the average consensus rating score for "industrials" companies is 2.30. Learn more on how BAESY compares to other companies.


MarketBeat monitors more than a dozen sources for Bae Systems analyst ratings, with the most recent rating issued on 9/10/2026.
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