BAESY BAE SYSTEMS PLC S/ADR Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
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Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
08:21
Sep 04
Sep 04
Bloomberg Odd Lots
Use cheap interceptors against cheap drones
Cheaper mid-range interceptor and gun systems - RTX's Coyote, L3Harris's VAMPIRE, BAE Systems' APKWS, and Rheinmetall's Skynex/Skyranger - are the right tools against low-cost drone swarms such as Iran's Shahed-136, because firing $4 million interceptors at $30,000 drones is economically unsustainable; commanders will pair these cheap effectors (and high-power microwaves) with exquisite interceptors depending on the threat.
11:19
Aug 24
Aug 24
Bloomberg Markets
AI defense partnerships drive BAE and Leonardo.
European defense has a coordination problem rather than a spending problem; as AI, drones, cyber, and electronic warfare merge, US tech firms such as Palantir and Scale AI partnering with European champions BAE and Leonardo should see a lot of movement.
11:57
Jul 21
Jul 21
Bloomberg Markets
BAE Systems wins from defence spending.
BAE Systems is right in the target zone as a prime defence contractor that will benefit from increased defence spending and the push for European collaboration to keep budgets within the region.
About BAESY Investor Commentary
Across the available history and selected sources, Buzzberg tracks BAESY (BAE SYSTEMS PLC S/ADR) across 18 sources: 20 bullish vs 0 bearish calls from 33 authors. Historical directional balance: 53% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 38 total trade ideas tracked. Past 7 days, before deduplication: 1 other directions. Latest voices: Wayne Sanders, Tim Craig.