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Kazakhstan's Air Astana said on Thursday Britain's biggest defence contractor BAE Systems will sell its remaining stake in the company.
We continue to like United Airlines given structural improvement in industry dynamics and United's premium positioning in domestic air travel. We have periodically held a position on the view that Wells Fargo was less exposed to the excesses and missteps of peers in recent years. We hedged the position and view Oracle stock as more of a tactical trade on OpenAI sentiment than a core long-term holding at current levels.
BAE Systems remains a Buy, with a $35.50 price target and 13% upside, supported by robust order intake and expanding European defense budgets. Sales grew 10%, and backlog reached £83.6 billion, supporting high single-digit growth, though margin expansion is constrained by early-stage program ramp-ups. 2026 guidance calls for 7-9% sales growth and 9-11% EBIT growth, but EBITDA margins will face pressure as lower-margin segments expand rapidly.
When President Trump signed an executive order calling for the restoration of America's maritime dominance, it set off a chain of events that should have caused investors to pay attention. The executive order has many layers, but the highlight is titled America's Maritime Action Plan (MAP), a sweeping blueprint to rebuild domestic shipbuilding through hundreds of billions in federal financing.
Leonardo disclosed its mid-term plan and targets, including doubling profits by 2030, sending shares up as much as 9%. Rheinmetall said Wednesday that it expects sales to grow between 40% and 45% in 2026.
Key milestone reached for U.S. Space Force program that will bolster current satellite defense capabilities BROOMFIELD, Colo., March 11, 2026 /PRNewswire/ -- BAE Systems (LON: BA) has completed the Preliminary Design Review for the $1.2 billion U.S. Space Force (USSF) Space Systems Command (SSC) Resilient Missile Warning & Tracking (RMWT) – Medium Earth Orbit (MEO) Epoch 2 program to provide missile warning and tracking of advanced missile threats.
ORLANDO, Fla., March 9, 2026 /PRNewswire/ -- BAE Systems (LON: BA) OneArc (OneArc™), a global leader in advanced military simulation and training technologies, has announced that the Danish Army has selected OneArc as the foundation for its next-generation enterprise virtual training environment.
War, what is it good for? For European equities, nothing.
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BAE Systems remains fundamentally strong, but current valuations above 20x P/E are unjustifiable for long-term investors. Recent geopolitical events have driven short-term upside, yet I see profit-taking and sentiment-driven volatility as dominant forces. I raise the fair value to £13.5/share and the price target to £11/share ($58 ADR), but see no compelling upside at current prices.
New Silver Link ™ product line builds on 30 years of experience delivering antenna solutions for air dominance defense programs BROOMFIELD, Colo., March 2, 2026 /PRNewswire/ -- BAE Systems (LON: BA) has introduced Silver Link™, a new line of modular, adaptable antenna solutions to support air dominance programs and deliver airborne-assured communications.
BAE Systems PLC (LSE:BA.), the FTSE 100 defence and aerospace group, surged 7.2% in early London trading on Monday after the United States and Israel launched a bombardment of Iran over the weekend, driving investors into defence stocks.
More money for military spending likely will mean more political interference and bad news for margins.
The Overseas Equity ETF posted a return of 6.45% in fourth quarter 2025. Samsung's results reflect continued strong demand and shortage-induced pricing strength for DRAM chips and persistent demand from hyperscalers driven by AI infrastructure buildouts. Strong gold and copper prices drove cash flows during the quarter, and operating leverage was enhanced by resumed gold production in Mali.
BOCA RATON, Fla.--(BUSINESS WIRE)-- #Boyd--Boyd, whose rugged, high-quality technologies enable critical aerospace and defense applications, announced it received a Gold Tier Supplier Award from BAE Systems. Boyd's exceptional performance and contributions helped support supply-chain success for BAE Systems' Electronic Systems sector. This newest recognition follows Boyd winning BAE Systems' Silver Tier Supplier Award last year, demonstrating continued excellence and improvement. “We are honored to rec.
YORK, Pa., Feb. 24, 2026 /PRNewswire/ -- BAE Systems (LON: BA) received a contract award valued at more than $500 million to produce additional M109A7 Paladin Self-Propelled Howitzers and M992A3 Ammunition Carriers for the U.S. Army. "The M109A7 Paladin Self-Propelled Howitzer is designed to provide a significant operational advantage on today's battlefields and into the future," said Dan Furber, program director for Artillery and Combat Support for the Combat Mission Systems business at BAE Systems.
Combat-proven guidance kit enables cost-effective, multi-mission precision strikes HUDSON, N.H., Feb. 24, 2026 /PRNewswire/ -- BAE Systems (LON: BA) recently delivered its 100,000th APKWS® laser-guidance kit, marking a major production milestone as it continues providing U.S. armed forces and allies with low-cost, reliable precision munitions.
Versatile hardware and supporting software bring electromagnetic attack to smaller platforms, enabling a network of connected electromagnetic effects across the battlefield HUDSON, N.H., Feb. 23, 2026 /PRNewswire/ -- BAE Systems (LON: BA) has successfully demonstrated scaled electromagnetic attack (EA) capabilities during multiple test events using a modular version of its high-performance hardware, which is designed to neutralize adversary air defenses and disrupt their use of the electromagnetic spectrum for battlespace coordination.
ÖRNSKÖLDSVIK, Sweden, Feb. 20, 2026 /PRNewswire/ -- The CV9035 MkIV for the Armed Forces of the Slovak Republic has been unveiled during a ceremonial rollout at BAE Systems Hägglunds in Sweden. Swedish Minister of Defence Pål Jonson welcomed esteemed guest Slovak Minister of Defence, Robert Kaliňák, and high ranking Armed Forces officials to the momentous event.
Deutsche Bank reiterated its 'hold' recommendation on BAE Systems plc with a 2,140p price target following full-year 2025 results. Analyst Christophe Menard described the results as broadly in line at the operating level but ahead on order intake and free cash flow.