Investors' Near-Term Concerns Over BAE Systems' U.S. Exposure Is Overblown, UBS Says -- Market Talk

Dow Jones

Mar 24, 2025

1103 GMT - The market is overpricing investors' concerns over BAE Systems' 45% exposure to the U.S. market and the uncertainty around U.S. defense procurement due to Elon Musk's reforms, UBS analysts say. BAE remains the highest quality defense company in the European sector, with the most diversified product portfolio and geographical scope, the analysts say. The company should benefit well from the increasing defense budgets in Europe, they say. Also, investors' negative sentiment is beginning to turn, and U.S. President Trump's 2026 budget request in the next few weeks or months could be another positive catalyst for the shares, they add. UBS lifts its organic growth estimates for BAE's Electronic Systems business to 10% in 2027 and 13% by 2029 from 8% in 2027-29 expected previously. Shares are up 0.3% at 16 pounds. (cristina.gallardo@wsj.com)

(END) Dow Jones Newswires

March 24, 2025 07:03 ET (11:03 GMT)

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BAE remains the highest quality defense company in the European sector, with the most diversified product portfolio and geographical scope, the analysts say. The company should benefit well from the increasing defense budgets in Europe, they say. Also, investors' negative sentiment is beginning to turn, and U.S. President Trump's 2026 budget request in the next few weeks or months could be another positive catalyst for the shares, they add. UBS lifts its organic growth estimates for BAE's Electronic Systems business to 10% in 2027 and 13% by 2029 from 8% in 2027-29 expected previously. Shares are up 0.3% at 16 pounds. (cristina.gallardo@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 24, 2025 07:03 ET (11:03 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Investors' Near-Term Concerns Over BAE Systems' U.S. Exposure Is Overblown, UBS Says -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInvestors' Near-Term Concerns Over BAE Systems' U.S. Exposure Is Overblown, UBS Says -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-03-24 19:03</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1103 GMT - The market is overpricing investors' concerns over BAE Systems' 45% exposure to the U.S. market and the uncertainty around U.S. defense procurement due to Elon Musk's reforms, UBS analysts say. BAE remains the highest quality defense company in the European sector, with the most diversified product portfolio and geographical scope, the analysts say. The company should benefit well from the increasing defense budgets in Europe, they say. Also, investors' negative sentiment is beginning to turn, and U.S. President Trump's 2026 budget request in the next few weeks or months could be another positive catalyst for the shares, they add. UBS lifts its organic growth estimates for BAE's Electronic Systems business to 10% in 2027 and 13% by 2029 from 8% in 2027-29 expected previously. Shares are up 0.3% at 16 pounds. (cristina.gallardo@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 24, 2025 07:03 ET (11:03 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BAESY","symbol_name":"BAE Systems PLC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2521746550","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2521746550","pubTimestamp":1742814180,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1103 GMT - The market is overpricing investors' concerns over BAE Systems' 45% exposure to the U.S. market and the uncertainty around U.S. defense procurement due to Elon Musk's reforms, UBS analysts say. BAE remains the highest quality defense company in the European sector, with the most diversified product portfolio and geographical scope, the analysts say. The company should benefit well from the increasing defense budgets in Europe, they say. Also, investors' negative sentiment is beginning to turn, and U.S. President Trump's 2026 budget request in the next few weeks or months could be another positive catalyst for the shares, they add. UBS lifts its organic growth estimates for BAE's Electronic Systems business to 10% in 2027 and 13% by 2029 from 8% in 2027-29 expected previously. Shares are up 0.3% at 16 pounds. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BAESY":"BAE Systems PLC","BK4211":"区域性银行","BK4187":"航天航空与国防","ISBC":"投资者银行"},"translate_title":"瑞银表示，投资者近期对BAE Systems美国风险敞口的担忧被夸大了——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ISBC":1,"BAESY":0.9},"content_text":"1103 GMT - The market is overpricing investors' concerns over BAE Systems' 45% exposure to the U.S. market and the uncertainty around U.S. defense procurement due to Elon Musk's reforms, UBS analysts say. BAE remains the highest quality defense company in the European sector, with the most diversified product portfolio and geographical scope, the analysts say. The company should benefit well from the increasing defense budgets in Europe, they say. Also, investors' negative sentiment is beginning to turn, and U.S. President Trump's 2026 budget request in the next few weeks or months could be another positive catalyst for the shares, they add. UBS lifts its organic growth estimates for BAE's Electronic Systems business to 10% in 2027 and 13% by 2029 from 8% in 2027-29 expected previously. Shares are up 0.3% at 16 pounds. (cristina.gallardo@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  March 24, 2025 07:03 ET (11:03 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}