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01/27/23 BAE Systems gets CV90 contract modification from Swedish FMV 01/18/23 BAE Systems awarded $71.9M U.S. Navy contract 01/11/23 BAE Systems awarded $12M contract from Force Research Laboratory 01/10/23 BAE Systems receives $119.2M contract from U.S. Navy 05:54 Today UBS BAE Systems upgraded to Buy from Neutral at UBS 01/26/23 Deutsche Bank BAE Systems price target raised to 1,050 GBp from 1,000 GBp at Deutsche Bank 01/26/23 Societe Generale BAE Systems upgraded to Buy from Hold at Societe Generale 11/07/22 JPMorgan BAE Systems price target raised to 1,100 GBp from 1,000 GBp at JPMorgan 01/06/23 McCarthy's speaker deal includes $75B defense cut, Bloomberg reports 11/05/22 Pearson, BAE Systems have held up through U.K. turmoil, Barron's says 10/10/22 BAE Systems, U.S. consider restarting M777 production, WSJ reports 09/19/22 Defense companies urged to limit use of Chinese supplies, WSJ reports 11/15/22 What You Missed On Wall Street On Tuesday
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01/27/23 BAE Systems gets CV90 contract modification from Swedish FMV 01/18/23 BAE Systems awarded $71.9M U.S. Navy contract 01/11/23 BAE Systems awarded $12M contract from Force Research Laboratory 01/10/23 BAE Systems receives $119.2M contract from U.S. Navy 01/26/23 Deutsche Bank BAE Systems price target raised to 1,050 GBp from 1,000 GBp at Deutsche Bank 01/26/23 Societe Generale BAE Systems upgraded to Buy from Hold at Societe Generale 11/07/22 JPMorgan BAE Systems price target raised to 1,100 GBp from 1,000 GBp at JPMorgan 11/07/22 Redburn BAE Systems initiated with a Buy at Redburn 01/06/23 McCarthy's speaker deal includes $75B defense cut, Bloomberg reports 11/05/22 Pearson, BAE Systems have held up through U.K. turmoil, Barron's says 10/10/22 BAE Systems, U.S. consider restarting M777 production, WSJ reports 09/19/22 Defense companies urged to limit use of Chinese supplies, WSJ reports 11/15/22 What You Missed On Wall Street On Tuesday
Thursday
Recommendations
Deutsche Bank analyst…
Deutsche Bank analyst Christophe Menard raised the firm's price target on BAE Systems to 1,050 GBp from 1,000 GBp and keeps a Buy rating on the shares.
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01/18/23 BAE Systems awarded $71.9M U.S. Navy contract 01/11/23 BAE Systems awarded $12M contract from Force Research Laboratory 01/10/23 BAE Systems receives $119.2M contract from U.S. Navy 12/22/22 BAE Systems awarded $119.26M Navy contract action 01/26/23 Societe Generale BAE Systems upgraded to Buy from Hold at Societe Generale 11/07/22 JPMorgan BAE Systems price target raised to 1,100 GBp from 1,000 GBp at JPMorgan 11/07/22 Redburn BAE Systems initiated with a Buy at Redburn 10/07/22 JPMorgan BAE Systems price target raised to 1,000 GBp from 965 GBp at JPMorgan 01/06/23 McCarthy's speaker deal includes $75B defense cut, Bloomberg reports 11/05/22 Pearson, BAE Systems have held up through U.K. turmoil, Barron's says 10/10/22 BAE Systems, U.S. consider restarting M777 production, WSJ reports 09/19/22 Defense companies urged to limit use of Chinese supplies, WSJ reports 11/15/22 What You Missed On Wall Street On Tuesday
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Societe Generale analyst…
Societe Generale analyst Zafar Khan upgraded BAE Systems to Buy from Hold with a price target of 974 GBp, up from 837 GBp.
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01/18/23 BAE Systems awarded $71.9M U.S. Navy contract 01/11/23 BAE Systems awarded $12M contract from Force Research Laboratory 01/10/23 BAE Systems receives $119.2M contract from U.S. Navy 12/22/22 BAE Systems awarded $119.26M Navy contract action 11/07/22 JPMorgan BAE Systems price target raised to 1,100 GBp from 1,000 GBp at JPMorgan 11/07/22 Redburn BAE Systems initiated with a Buy at Redburn 10/07/22 JPMorgan BAE Systems price target raised to 1,000 GBp from 965 GBp at JPMorgan 08/05/22 Deutsche Bank BAE Systems price target raised to EUR 970 from EUR 860 at Deutsche Bank 01/06/23 McCarthy's speaker deal includes $75B defense cut, Bloomberg reports 11/05/22 Pearson, BAE Systems have held up through U.K. turmoil, Barron's says 10/10/22 BAE Systems, U.S. consider restarting M777 production, WSJ reports 09/19/22 Defense companies urged to limit use of Chinese supplies, WSJ reports 11/15/22 What You Missed On Wall Street On Tuesday
Over a week ago
Hot Stocks
BAE Systems is awarded a…
BAE Systems is awarded a $71,909,045 definite-quantity, fixed-price incentive, firm-fixed-price, fixed-price economic price adjustment contract for the manufacture and delivery of five Columbia-class submarine components. Work will be performed in Louisville, Kentucky and is expected to be completed by May 2030. Fiscal 2023 National Sea-Based Deterrence Fund funds in the amount of $7,075,000 will be obligated at time of award, of which none will expire at the end of the current fiscal year.
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01/11/23 BAE Systems awarded $12M contract from Force Research Laboratory 01/10/23 BAE Systems receives $119.2M contract from U.S. Navy 12/22/22 BAE Systems awarded $119.26M Navy contract action 12/16/22 BAE Systems, L3Harris Technologies and Leidos awarded $4.1B Navy contract 11/07/22 JPMorgan BAE Systems price target raised to 1,100 GBp from 1,000 GBp at JPMorgan 11/07/22 Redburn BAE Systems initiated with a Buy at Redburn 10/07/22 JPMorgan BAE Systems price target raised to 1,000 GBp from 965 GBp at JPMorgan 08/05/22 Deutsche Bank BAE Systems price target raised to EUR 970 from EUR 860 at Deutsche Bank 01/06/23 McCarthy's speaker deal includes $75B defense cut, Bloomberg reports 11/05/22 Pearson, BAE Systems have held up through U.K. turmoil, Barron's says 10/10/22 BAE Systems, U.S. consider restarting M777 production, WSJ reports 09/19/22 Defense companies urged to limit use of Chinese supplies, WSJ reports 11/15/22 What You Missed On Wall Street On Tuesday
Hot Stocks
BAE Systems has received…
BAE Systems has received a $12M Phase 2 contract from the Air Force Research Laboratory to further develop a low cost, all-weather, multi-mode open architecture seeker under the Maritime Weapon Innovation Program Joint Capability Technology Demonstration. Under the terms of the contract, BAE Systems is leading the development, integration and testing of its multi-mode seeker for maritime strike applications. The company's solution extends and uses its experience from Phase 1, its precision munitions portfolio, and sensor research area.
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01/10/23 BAE Systems receives $119.2M contract from U.S. Navy 12/22/22 BAE Systems awarded $119.26M Navy contract action 12/16/22 BAE Systems, L3Harris Technologies and Leidos awarded $4.1B Navy contract 12/16/22 BAE Systems announces Sweden, Germany and UK to purchase 436 BvS10s 11/07/22 JPMorgan BAE Systems price target raised to 1,100 GBp from 1,000 GBp at JPMorgan 11/07/22 Redburn BAE Systems initiated with a Buy at Redburn 10/07/22 JPMorgan BAE Systems price target raised to 1,000 GBp from 965 GBp at JPMorgan 08/05/22 Deutsche Bank BAE Systems price target raised to EUR 970 from EUR 860 at Deutsche Bank 01/06/23 McCarthy's speaker deal includes $75B defense cut, Bloomberg reports 11/05/22 Pearson, BAE Systems have held up through U.K. turmoil, Barron's says 10/10/22 BAE Systems, U.S. consider restarting M777 production, WSJ reports 09/19/22 Defense companies urged to limit use of Chinese supplies, WSJ reports 11/15/22 What You Missed On Wall Street On Tuesday
Hot Stocks
BAE Systems has received…
BAE Systems has received a $119.2M contract from the U.S. Navy to perform major modernization work aboard the Arleigh Burke-class guided-missile destroyer USS Lassen. The value of the competitively-awarded contract could reach $137.9M if all options are exercised.
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12/22/22 BAE Systems awarded $119.26M Navy contract action 12/16/22 BAE Systems, L3Harris Technologies and Leidos awarded $4.1B Navy contract 12/16/22 BAE Systems announces Sweden, Germany and UK to purchase 436 BvS10s 12/13/22 BAE Systems awarded $13.5M contract from U.S. Navy 11/07/22 JPMorgan BAE Systems price target raised to 1,100 GBp from 1,000 GBp at JPMorgan 11/07/22 Redburn BAE Systems initiated with a Buy at Redburn 10/07/22 JPMorgan BAE Systems price target raised to 1,000 GBp from 965 GBp at JPMorgan 08/05/22 Deutsche Bank BAE Systems price target raised to EUR 970 from EUR 860 at Deutsche Bank 01/06/23 McCarthy's speaker deal includes $75B defense cut, Bloomberg reports 11/05/22 Pearson, BAE Systems have held up through U.K. turmoil, Barron's says 10/10/22 BAE Systems, U.S. consider restarting M777 production, WSJ reports 09/19/22 Defense companies urged to limit use of Chinese supplies, WSJ reports 11/15/22 What You Missed On Wall Street On Tuesday
Periodicals
The emerging deal Kevin…
The emerging deal Kevin McCarthy is discussing to make him speaker of the House would propose a roughly $75B cut in defense spending, Roxana Tiron, Jennifer Jacobs and Daniel Flatley of Bloomberg report. Part of the agreement being discussed would be to cap spending across government at 2022 levels, three people familiar with the discussions told Bloomberg. National defense spending was about $782B in fiscal 2022 and rose $75B to $857B in fiscal 2023, the reporters note. Publicly traded companies in the defense space include BAE Systems (BAESY), Boeing (BA), General Dynamics (GD), Lockheed Martin (LMT), Northrop Grumman (NOC) and Raytheon Technologies (RTX).
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RTX Raytheon Technologies 01/05/23 Raytheon Technologies awarded $208.7M U.S. Navy contract 12/22/22 Raytheon Technologies awarded $317.42M Navy contract modification 12/21/22 Raytheon Technologies awarded $412.6M Air Force contract 12/16/22 Raytheon Technologies awarded $171.19M Navy contract modification $540.55 / +12.16 (+2.30%)
12/07/22 Luna secures $3M Northrop Grumman order for OBR 6200 reflectometer 12/05/22 Northrop Grumman awarded $405.71M Air Force task order 11/21/22 Northrop Grumman awarded $99.37M Air Force contract modification 11/16/22 Northrop Grumman names IBM CEO Krishna to board of directors 01/05/23 Lockheed Martin awarded $130.7M U.S. Navy contract modification 01/05/23 Lockheed Martin awarded $139.7M U.S. Navy contract 12/30/22 Lockheed Martin awarded $7.84B Navy contract modification 12/28/22 Lockheed Martin awarded $527.74M Navy contract action 12/21/22 General Dynamics awarded $5.13B Navy contract modification 12/19/22 General Dynamics appoints Aiken as EVP and CFO, Marzilli to retire 11/17/22 General Dynamics awarded $146.73M Army contract 11/16/22 General Dynamics awarded $181.98M Navy contract modification 12/22/22 BAE Systems awarded $119.26M Navy contract action 12/16/22 BAE Systems, L3Harris Technologies and Leidos awarded $4.1B Navy contract 12/16/22 BAE Systems announces Sweden, Germany and UK to purchase 436 BvS10s 12/13/22 BAE Systems awarded $13.5M contract from U.S. Navy 01/04/23 Gol Linhas sees 2023 revenue up about 32% y/y 12/28/22 Lockheed Martin, Boeing protest Army's decision to give Textron FLRAA contract 12/27/22 BOC Aviation orders additional 40 Boeing 737-8 Jets 12/23/22 Boeing awarded $497.09M Army contract 01/03/23 Baird Boeing price target raised to $250 from $210 at Baird 12/14/22 Susquehanna Boeing price target raised to $217 from $185 at Susquehanna 12/08/22 Wells Fargo Boeing price target raised to $218 from $185 at Wells Fargo 12/08/22 Citi Boeing assumed with a Buy at Citi 01/03/23 Cowen General Dynamics price target raised to $285 from $260 at Cowen 12/08/22 Citi General Dynamics initiated with a Buy at Citi 10/28/22 BofA General Dynamics price target raised to $325 from $286 at BofA 10/27/22 RBC Capital General Dynamics price target raised to $275 from $270 at RBC Capital 12/15/22 Morgan Stanley Lockheed Martin downgraded to Equal Weight from Overweight at Morgan Stanley 12/08/22 Citi Lockheed Martin initiated with a Buy at Citi 12/06/22 Morgan Stanley Textron's FLRAA win should be 'positively received,' says Morgan Stanley 12/05/22 Jefferies Textron award estimated at $11 per share net present value, says Jefferies $540.55 / +12.16 (+2.30%)
12/15/22 Morgan Stanley Northrop Grumman price target raised to $626 from $585 at Morgan Stanley 12/08/22 Citi Northrop Grumman initiated with a Neutral at Citi 10/28/22 Wells Fargo Northrop Grumman price target raised to $575 from $516 at Wells Fargo 10/28/22 Baird Northrop Grumman price target raised to $570 from $529 at Baird RTX Raytheon Technologies 12/08/22 Citi Raytheon Technologies initiated with a Neutral at Citi 11/28/22 Cowen Raytheon Technologies a Best Idea for 2023, says Cowen 10/26/22 Morgan Stanley Raytheon Technologies price target lowered to $119 from $124 at Morgan Stanley 10/26/22 Baird Raytheon Technologies price target lowered to $106 from $117 at Baird 11/07/22 JPMorgan BAE Systems price target raised to 1,100 GBp from 1,000 GBp at JPMorgan 11/07/22 Redburn BAE Systems initiated with a Buy at Redburn 10/07/22 JPMorgan BAE Systems price target raised to 1,000 GBp from 965 GBp at JPMorgan 08/05/22 Deutsche Bank BAE Systems price target raised to EUR 970 from EUR 860 at Deutsche Bank RTX Raytheon Technologies 10/25/22 Raytheon Technologies ups FY22 adjusted EPS view to $4.70-$4.80 from $4.60-$4.80 10/25/22 Raytheon Technologies reports Q3 adjusted EPS $1.21, consensus $1.14 10/24/22 Notable companies reporting before tomorrow's open $540.55 / +12.16 (+2.30%)
10/27/22 Northrop Grumman sees 2023 sales growth 4%-5%, consensus $38.16B 10/27/22 Northrop Grumman maintains FY22 guidance 10/27/22 Northrop Grumman reports Q3 EPS $5.89, consensus $6.11 07/28/22 Northrop Grumman backs FY22 transaction-adjusted EPS view $24.50-$25.10 10/18/22 Lockheed Martin sees FY23 sales 'flattish,' consensus $66.92B 10/18/22 Lockheed Martin backs FY22 EPS view approximately $21.55, consensus $21.67 10/18/22 Lockheed Martin reports Q3 EPS $6.71, consensus $6.67 10/17/22 Notable companies reporting before tomorrow's open 10/26/22 General Dynamics reports Q3 EPS $3.26, consensus $3.15 07/27/22 General Dynamics updates 2022 EPS outlook to $12.15 from $12.00-$12.15 10/26/22 Boeing reports Q3 core EPS ($6.18), consensus 2c 10/25/22 Notable companies reporting before tomorrow's open 07/27/22 Boeing reports Q2 core EPS (37c), consensus (16c) RTX Raytheon Technologies 01/05/23 Raytheon weighs sale of actuation unit, Bloomberg reports 01/05/23 Raytheon weighs sale of actuation unit, Bloomberg reports 12/13/22 U.S. close to providing Patriot missile defense system to Ukraine, Reuters says $540.55 / +12.16 (+2.30%)
08/30/22 U.S. Army grounds entire fleet of Boeing's Chinook helicopters, WSJ says 07/22/22 FTC weighs legal action against Northrop for merger violations, Politico says 12/28/22 Lockheed protests selection of Textron for $7B helicopter award, Bloomberg says 11/30/22 Aerojet Rocketdyne deal pursued by GE, L3Harris, Reuters reports 11/30/22 Aerojet Rocketdyne deal pursued by GE, L3Harris, Reuters reports 01/04/23 Lagging arms production raises concerns over industry consolidation, WSJ report 09/19/22 Defense companies urged to limit use of Chinese supplies, WSJ reports 11/05/22 Pearson, BAE Systems have held up through U.K. turmoil, Barron's says 10/10/22 BAE Systems, U.S. consider restarting M777 production, WSJ reports 07/20/22 Czechs agree to open talks on supplies of F-35s, Reuters reports 01/03/23 Boeing's delays could revive Airbus's A380, Wall Street Journal reports 12/19/22 Boeing set to gain U.S. approval for 737 certification extension, Reuters says 12/16/22 Air India larget jer order includes 190 737 MAX jets, 30 787s, Reuters says 12/12/22 Air India close to order for up to 500 planes for Boeing, Airbus, Reuters says RTX Raytheon Technologies 12/13/22 What You Missed On Wall Street On Tuesday 10/25/22 Fly Intel: Pre-market Movers $540.55 / +12.16 (+2.30%)
10/27/22 Fly Intel: Pre-market Movers 10/14/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 12/15/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 12/21/22 Fly Intel: After-Hours Movers 12/08/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 11/15/22 What You Missed On Wall Street On Tuesday 10/26/22 What You Missed On Wall Street On Wednesday 12/29/22 What You Missed On Wall Street This Morning 12/27/22 What You Missed On Wall Street On Tuesday 12/27/22 What You Missed On Wall Street This Morning 12/20/22 What You Missed On Wall Street On Tuesday RTX Raytheon Technologies 10/25/22 Unusually active option classes on open October 25th 10/24/22 Unusually active option classes on open October 24th 10/10/22 Raytheon Technologies call volume above normal and directionally bullish 08/22/22 Raytheon Technologies call volume above normal and directionally bullish $540.55 / +12.16 (+2.30%)
12/30/22 Early notable gainers among liquid option names on December 30th 11/17/22 Early notable gainers among liquid option names on November 17th 10/18/22 Unusually active option classes on open October 18th 08/02/22 Lockheed Martin call volume above normal and directionally bullish 08/01/22 Unusually active option classes on open August 1st 01/06/23 Unusually active option classes on open January 6th 12/12/22 Boeing call volume above normal and directionally bullish 12/09/22 Unusually active option classes on open December 9th 12/08/22 Early notable gainers among liquid option names on December 8th
Over a month ago
Hot Stocks
BAE Systems was awarded…
BAE Systems was awarded an $119.26M firm-fixed-price contract action for maintenance, modernization, and repair of USS Lassen FY23 Depot Modernization Period. The scope of this acquisition includes all labor, supervision, facilities, equipment, production, testing, and quality assurance necessary to prepare for and accomplish the CNO Availability for managing critical modernization, maintenance, and repair programs. This contract includes options, which, if exercised, would bring the cumulative value of this contract to $137.92M. Work is expected to be completed by April 2024. If all options are exercised, work will continue through April 2024. This contract was competitively procured using full and open competition via the System for Award website, with one offer received. The Naval Sea Systems Command is the contracting activity.
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12/16/22 BAE Systems, L3Harris Technologies and Leidos awarded $4.1B Navy contract 12/16/22 BAE Systems announces Sweden, Germany and UK to purchase 436 BvS10s 12/13/22 BAE Systems awarded $13.5M contract from U.S. Navy 12/13/22 BAE Systems signs two contracts worth $32M for Bofors 57mm ammunition 11/07/22 JPMorgan BAE Systems price target raised to 1,100 GBp from 1,000 GBp at JPMorgan 11/07/22 Redburn BAE Systems initiated with a Buy at Redburn 10/07/22 JPMorgan BAE Systems price target raised to 1,000 GBp from 965 GBp at JPMorgan 08/05/22 Deutsche Bank BAE Systems price target raised to EUR 970 from EUR 860 at Deutsche Bank 11/05/22 Pearson, BAE Systems have held up through U.K. turmoil, Barron's says 10/10/22 BAE Systems, U.S. consider restarting M777 production, WSJ reports 09/19/22 Defense companies urged to limit use of Chinese supplies, WSJ reports 07/20/22 Czechs agree to open talks on supplies of F-35s, Reuters reports 11/15/22 What You Missed On Wall Street On Tuesday
