Aerospace and Defense Manufacturing

BAE Systems plc

Morgan Stanley Raises BAE Systems' Target Price to 2662 Pence

BAE Systems Awarded Contract for M776 Howitzer Production for US Army

BAE Systems Signs Agreement with Scale AI to Enhance Autonomous AI Capabilities in Defense

BAE Systems Signs Seven-Year Agreement with US Department of Defense to Increase THAAD Missile Infrared Seeker Production

BAE Systems Awarded Danish Army Virtual Training Environment Contract

Berenberg and Jefferies Increase BAE Systems' Target Price

BAE Systems Launches 'Silver Link™' Antenna Solutions Series

BAE Systems OneArc Awarded Italian Ministry of Defense Virtual Training System Modernization Contract

BAE Systems reports 12% annual operating profit growth and raises 2026 forecast

BAE Systems Secures $137 Million Contract from U.S. Army

Deutsche Bank Downgrades Defense Sector Leaders

BAE Systems Receives $16 Million Contract to Advance Autonomous Space Surveillance Technology

BAE Systems Secures $1.7 Billion Laser Guidance Kit Contract from US Navy

BAE Systems Launches Defense Technology Innovation Company OneArc

BAE Systems Launches Velhawk to Enhance Government Cybersecurity

Berenberg Bank Reiterates Hold Rating on BAE Systems

BAE Systems Warns US Government Shutdown May Delay Contract Funding

BAE Systems Fails to Halt Strike at Typhoon Fighter Jet Base

Douglas Focuses on Industrial Sector and Recommends Related Stocks, Goldman Sachs Gives BAE Systems a Buy Rating

Integris Composites at 2025 Tokyo Pacific Future Forum, showcasing military armor

BAE Systems (BAESF) has received a Hold rating from Kepler Capital, with a price target of p2,160.00, while shares closed at p1,926.00. Analyst Aymeric Poulain, a 5-star analyst, has an average return of 14.9% and a 62.26% success rate. The overall analyst consensus for BAE Systems is a Moderate Buy, with a p0.24 average price target indicating a -99.99% downside. Jefferies also maintained a Hold rating with a p2,200.00 price target.

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Jefferies Financial

BAE Systems (BAESF) Receives a Hold from Kepler Capital

BAESY

BAE Systems has reaffirmed its 2026 guidance, anticipating a sales increase of 7% to 9% and underlying EBIT and EPS growth of 9% to 11%, driven by higher defense spending. The company reported strong operational performance in early 2026 and identified significant opportunities in sectors such as space, missile defense, and drones. Additionally, BAE declared a dividend of 22.8 pence, up from 20.6 pence last year, and completed GBP930M of its GBP1.5B share buyback program. First-half results are set to be announced on July 30.

MorningStar

SPDR S&P Aerospace & Def

Invesco Aero & Defense ETF

ISHRS Aero & Def

BAE Systems Backs 2026 Guidance, Citing Higher Defense Spending, Opportunities Ahead

ARKX

BAE Systems Hägglunds in Sweden is ramping up production of the CV90 infantry fighting vehicle, which has proven effective in Ukraine. The company has seen a surge in demand, with orders reaching 600 units and potential for 500 more. Following a period of declining sales, investments of $300 million have expanded production capacity by 400%, increasing workforce from 800 to 2,600. The CV90's robust performance has garnered praise, with Ukrainian President Zelensky acknowledging its role in saving soldiers' lives. The factory is also addressing a backlog of orders for other military vehicles.

The telegraph

ARK Space Exploration & Innovation ETF

Inside the factory racing to rearm Europe

Quick Read EUAD’s 2026 outlook hinges on European defense budget execution and book-to-bill ratios above 1.5x at major contractors. The fund concentrates in five major primes: Airbus, BAE Systems, Rheinmetall, Leonardo, and Rolls-Royce with minimal diversification. ...

Rolls-Royce PLC

Airbus

Rolls-Royce

RHEINMETALL AG UNSP ADR EACH REPR 0.2 ORD

Airbus SE

Select STOXX Europe Aersspc & Defns ETF

Rheinmetall AG

Watch these 3 contract signals before EUAD’s next move

The U.S. State Department has approved military sales exceeding $8.6 billion to Middle Eastern allies, including Israel, Qatar, Kuwait, and the UAE. This decision comes amid ongoing tensions with Iran. Key sales include $4.01 billion for Patriot defense systems to Qatar, $2.5 billion for a battle command system to Kuwait, and various sales of Advanced Precision Kill Weapon Systems. Major contractors involved include BAE Systems, RTX, Lockheed Martin, and Northrop Grumman.

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Northrop Grumman

Lockheed Martin

Leverage Shares 2X Long RTX Daily ETF

WisdomTree Global Defense Fund

Direxion Daily LMT Bull 2X ETF

Global X Defense Tech ETF

Pacer Solactive Whitney Fut of Wrfr ETF

Direxion Aerospace & Def Bull 3X

First Trust Indxx Aerospace & Defense ETF

US approves military sales of over $8.6 billion to Middle East allies

BAE Systems plc(BA.UK)

BAE Systems (BAESF) Receives a Hold from Kepler Capital

BAE Systems Backs 2026 Guidance, Citing Higher Defense Spending, Opportunities Ahead

Inside the factory racing to rearm Europe

Watch these 3 contract signals before EUAD’s next move

US approves military sales of over $8.6 billion to Middle East allies