BAE Systems stock price target raised to GBP21.45 from GBP14.75 at Citi

Published 03/07/2025, 08:58
BAE Systems stock price target raised to GBP21.45 from GBP14.75 at Citi

Investing.com - Citi has raised its price target on BAE Systems (LON:BAES) Plc (LON:BA) (OTC:BAESY) to GBP21.45 from GBP14.75 while maintaining a Buy rating on the defense contractor’s stock.

The significant price target increase reflects Citi’s extension of its high single-digit growth forecast to ten years, up from the previous five-year outlook. The firm projects sales growth of 6-7% for BAE Systems through the end of the decade.

Citi anticipates potential acceleration in growth from approximately 2029 as UK defense spending increases from 2.5% to 3.5% of GDP by 2035. This spending boost is expected to drive a 9% sales and profit CAGR from FY2030 to FY2035, compared to 7.4% CAGR from FY2025 to FY2031.

The new target price is based on a discounted cash flow valuation that assumes 7.4% profit growth for 5 years to 2030, 100% cash conversion, a 20% tax rate, and 9% WACC.

BAE Systems, a major defense contractor, continues to benefit from increased global defense spending amid heightened geopolitical tensions.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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