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Surging Rolls Royce share on back of gang busting results today. I see switching by investors of Rolls & BAe shares. They are favouring Big Caps and that’s a sector trend lately. So that’s what I’m doing and it’s payed off.

Usersteve: You’re right BAE shares are cheap to pick up with huge defence spending for Europe on the cards. With the New German Chancellor today, he sees defence of Europe independent of America. That may signal a total rebuild of European Armies & Defence Weapons. So as I say £24 for BAe shares coming.

Warren: BAe shares up over 3% today. You were right an overreaction to a broker comment last week and yet nothing is actually happened for BAe Defence business. Actually Europe will have to substantially increase defence budgets, they have signalled today that will happen ! Driftking, since your comments last year global defence has changed a lot and so we enter a new era for Europe especially for security of its own defence.

BAe down day. Maybe US defence spending cut backs coming but Europe has got to spend $Trillion more. BAe global diverse so balance outs with European Pivot.

Until next time then. When markets recover BAe Up.

Morgan Stanley believes that the current valuation remains compelling given BAE’s visibility and diversification, particularly its exposure to priority defence spending areas such as drones, ammunition, and air defence.

Morgan Stanley sees potential upside in divisional performance, particularly in Electronic Systems and Combat & Intelligence, where growth assumptions appear conservative.

With minimal changes to revenue forecasts and no adjustments to FX assumptions (£/$1.25 for FY25, compared to guidance of £/$1.28), Morgan Stanley has made slight modifications to earnings estimates and raised their price target for BAE shares to GBp1,685 from GBp1,611, citing higher peer multiples and continued strong execution.

When RR recent results came out the shares fell too. It seems the Robo Algorithms are tuned to human behaviour. When you expect a share to rise, they fall back. The unexpected gets rewarded always. Some faith that BAe shares going to rise up as they are far too cheap given a new world of higher European & Global Defence Spending !

I wait for Broker Upgrades, BAe shares should go up. Maybe next week, week after. Always delayed positive reaction to strong BAe results. Also today Footsie100 Down on higher inflation figures today. I say bank the Dividend and wait it out.

Who knows maybe BAe shares go up tomorrow on results. Things have materially changed will big rises in European Defence Spending to follow. So even if BAe results are bang on the money, the shares move up as Defence sector is favoured at the moment.

26 Million Shares Buy Today, Morning? Does somebody know something we don’t. That’s BAe Final Results Tomorrow

BAe Results Tomorrow ? I See Beats Across The Board, following sector peer company growth rates into high teens. Hoping for BAe Share Price New Highs.

In London, BAE Systems’ shares are up 7.7% in late trading. That adds £2.8bn to its market capitalisation, lifting it from £36.9bn to £39.7bn.

Shares in German arms maker Rheinmetall are up over 10% to a record high, lifting its value from €35.5bn (£29.5bn) to €39bn (£32.5bn), a gain of £3bn.

Thyssenkrupp, which provides systems for submarines, surface ships, and maritime electronics, jumped by 20% – adding around £500m to its value.

France’s Thales jumped 7.2%, taking its value up from €34bn to €36.5bn, up £2bn.

In Italy, aerospace and defence firm Leonardo gained 7.7%, taking its value from €18.2bn to €19.6bn, up £1.1bn.

Sweden’s Saab has surged 15%, adding 20bn Swedish crowns (£1.5bn) to its value.

These moves have lifted the Europe’s aerospace and defence index by 4% to an all-time high today – the index has more than doubled in value since Russia invaded Ukraine three years ago.

As covered earlier, European government bond yields – a measure of borrowing costs – have also risen today as investors anticipate higher defence spending.

Kathleen Brooks, research director at XTB, says:

The markets are once again being driven by geopolitics, this time it’s the bond market. European bond yields have jumped at the start of trading on Monday, as the EU is set to announce an overhaul of defence spending after next week’s German election.

BAe Shares Upside Lots ! New European Defence Policy, Hard Cash Funding, Wednesday BAe Final Results & Global Geopolitics. So Buckle Up 🆙 Rides Just Starting !

BAe Shares Upside Lots. New European Defence Policy, Hard Cash Funding, Wednesday BAe Final Results & Global Geopolitics. So Buckle Up 🆙 Rides Just Starting !

With BAe’s huge scale, diversity, track record, innovations and political connections I would pick Bae over QQ. BAe and QQ are both JP Morgan’s Top Picks.

Investinghog: With respect you are wrong, with America pulling out of defence for Europe and BAe Europe’s leading defence contractor the market will soon realise how wrong they got it. JP Morgan rates BAe shares top pick in defence sector here with a doubling of defence spending within 10 years. This was before the Macron’s crisis meeting of today. Bae share price is very much undervalued and it’s Wednesday’s full year results will show great improvements too.

Bae Shares going to £24. Europes’s Defence Spending need to up to 7% GDP after crippling cuts. Trump likely to pull out of NATO.

There is no choice BAE shares going to shoot up 🆙 Global Defence Spending forced to rise with NATO pressure & Trump. So sit back and wait for the rise. It may be swift if BAE CEO comes up with a strategy shift like counters to Intercontinental Missiles favoured by rogue States. Just wait it out.

Simplywall.st Total Valuation Model for BAe Systems- Below Fair Value: BA. (£12.3) is trading below our estimate of fair value (£15.72)

Significantly Below Fair Value: BA. is trading below fair value by more than 20%.

I don’t see much benefit from Share Buy Backs. Here BAe Shares languish at undervalued levels despite years of buybacks. Just give me more share dividend payouts!