BAE Systems Contract: BAE Systems secured a $390 million deal to produce additional Bradley A4 fighting vehicles for the U.S. Army, enhancing combat capabilities with improved lethality, survivability, and safety, with deliveries expected by October 2026.
Market Growth Potential: The armored vehicle market is projected to grow at a CAGR of 5.66% from 2025 to 2030, presenting significant opportunities for BAE Systems and other defense companies like Textron, RTX Corporation, and General Dynamics.
Competitive Position: BAE Systems remains a leading supplier of armored vehicles, benefiting from its extensive experience and a diverse range of Bradley variants, which strengthens its market position amid rising global security threats.
Stock Performance: BAE Systems shares have increased by 32.7% over the past year, outperforming the industry average growth of 12.8%, and currently holds a Zacks Rank #3 (Hold).
Wall Street analysts forecast RTX stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for RTX is 195.77 USD with a low forecast of 168.00 USD and a high forecast of 215.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
14 Analyst Rating
Wall Street analysts forecast RTX stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for RTX is 195.77 USD with a low forecast of 168.00 USD and a high forecast of 215.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
9 Buy
5 Hold
0 Sell
Moderate Buy
Current: 196.340
Low
168.00
Averages
195.77
High
215.00
Current: 196.340
Low
168.00
Averages
195.77
High
215.00
Bernstein
Bernstein
Market Perform
maintain
$185 -> $189
2026-01-06
Reason
Bernstein
Bernstein
Price Target
$185 -> $189
AI Analysis
2026-01-06
maintain
Market Perform
Reason
Bernstein raised the firm's price target on RTX to $189 from $185 and keeps a Market Perform rating on the shares. Commercial aerospace stocks had an extraordinary year in 2025, and the firm expects 2026 to be another one. For 2026, demand remains very high and should outstrip supply beyond 2030.
UBS
Buy
to
Neutral
downgrade
$202 -> $199
2026-01-05
Reason
UBS
Price Target
$202 -> $199
2026-01-05
downgrade
Buy
to
Neutral
Reason
UBS downgraded RTX to Neutral from Buy with a price target of $199, down from $202. The company's fundamentals are strong, but the shares are trading close to fair value, the analyst tells investors in a research note. UBS sees a balanced risk/reward with RTX trading near the price target.
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JPMorgan
Seth Seifman
Overweight
maintain
$195 -> $200
2025-12-19
Reason
JPMorgan
Seth Seifman
Price Target
$195 -> $200
2025-12-19
maintain
Overweight
Reason
JPMorgan analyst Seth Seifman raised the firm's price target on RTX to $200 from $195 and keeps an Overweight rating on the shares as part of its aerospace and defense outlook for 2026. The outlook for sector remains mostly positive into 2026, the analyst tells investors in a research note. In aerospace, JPMorgan expects strong demand and a gradual supply increase to drive "visible growth." The outlook for defense is "more nuanced," the firm adds.
Citi
initiated
$211
2025-12-11
Reason
Citi
Price Target
$211
2025-12-11
initiated
Reason
Citi initiated coverage of RTX with a Buy rating and $211 price target. The firm launched coverage on 24 stocks in the aerospace and defense sector, saying the group faces a "number of megatrends" across commercial aerospace, defense, shipbuilding, and space. Citi sees these trends creating at least one trillion-dollar market cap company in the coming years. GE Aerospace could get there in as little as five years, Citi contends. The firm calls RTX "the Marquee Megatrend stock" and believes Boeing is an "unusually attractive mega-cap turnaround" story. The analyst expects improving trends in Q4 and continued momentum in Q1 for the sector.
About RTX
RTX Corporation is an aerospace and defense company, which provides advanced systems and services for commercial, military, and government customers worldwide. The Company operates through three segments: Collins Aerospace, Pratt & Whitney, and Raytheon. Collins Aerospace segment provides technologically advanced aerospace and defense products and aftermarket service solutions for civil and military aircraft manufacturers, commercial airlines, and regional, business and general aviation, as well as for defense and commercial space operations. The Pratt & Whitney segment supplies aircraft engines for commercial, military, business jet, and general aviation customers. The Raytheon segment provides defensive and offensive threat detection, tracking and mitigation capabilities for the United States and foreign government and commercial customers. The Raytheon designs, develops, and provides advanced capabilities in integrated air and missile defense, smart weapons, missiles and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
