Erste cuts BAE Systems forecast: BAE Systems stock sits 19.10 percent below its high

Published on 10/14/2026 at 10:27 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

BAE Systems stock costs EUR 22.19 on October 14, 2026, 0.59 percent above the Xetra close. Half-year sales reached GBP 15.77 billion.

Earnings and dividend dates

Erste Group Bank cut its FY2026 earnings-per-share estimate to USD 4.43 from USD 4.54 on October 8, 2026.
BAE Systems reported GBP 15.77 billion in sales for the first half of 2026.
BAE Systems stock trades at EUR 22.19 at 10:13 a.m. CEST at Lang & Schwarz on October 14, 2026, 0.59 percent above the Xetra close of October 13, 2026.

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BAE Systems (ISIN GB0002634946) stock was trading at EUR 22.19 at Lang & Schwarz on October 14, 2026, 0.59 percent above the Xetra close of October 13, 2026 at EUR 22.06. MarketBeat reported that Erste Group Bank cut its FY2026 earnings-per-share estimate to USD 4.43 from USD 4.54 in a report dated October 8, 2026. The estimate is below the USD 4.59 consensus cited in the same report.

Three dated signals for BAE Systems

On July 30, 2026, BAE Systems reported first-half sales of GBP 15.77 billion, underlying EBIT of GBP 1,701 million, earnings per share of GBp 38.90 and an order backlog of GBP 84.0 billion through its BAE Systems investor-relations page. On September 18, 2026, Simply Wall St reported that BAE Systems secured USD 16 million in funding for radiation-hardened technology. On October 8, 2026, Erste Group Bank cut its FY2026 earnings-per-share estimate to USD 4.43 from USD 4.54, as reported by MarketBeat.

What does the estimate cut mean?

The change is specific to the forecast, not the companys first-half reported result. MarketBeat also cited two Buy ratings and six Hold ratings, producing a Hold consensus and an average USD 113.00 price target. The report placed the revised FY2026 estimate below consensus by USD 0.16 per share, while its FY2027 estimate was USD 5.07.

Dividend dates set the next markers

BAE Systems has declared an interim dividend of GBp 15.00 for the period ended June 30, 2026. According to Simply Wall St, the ex-dividend date is October 22, 2026, and the payment date is December 2, 2026. The two dates give the stock a defined near-term corporate timetable after the estimate revision.

Stock remains below its yearly high

The Lang & Schwarz price of EUR 22.19 is 19.10 percent below the EUR 27.43 52-week high and above the EUR 18.05 low, both as of October 14, 2026. Finance data also put BAE Systems market capitalization at EUR 65.0 billion on October 14, 2026.

BAE Systems was trading at EUR 22.19 at Lang & Schwarz on October 14, 2026 at 10:13 a.m. CEST, plus 0.59 percent versus the Xetra close of October 13, 2026 at EUR 22.06. The further course of trading is shown by the continuously updated real-time quote of BAE Systems stock.