What exactly changed in the BAESY analyst rating on Jan 30 2026?

Jefferies downgraded BAESY from **Buy** to **Hold** on Jan 30, 2026, as reported by TheFly. The public note did not include a new price target in the summary.

How did the market respond to the BAESY analyst rating downgrade?

The stock showed a modest reaction, moving **0.68% ($0.73)** after the downgrade. The downgrade alone did not trigger a large market sell-off given the company's **$81,487,149,356** market cap.

Does the Jefferies downgrade change the long-term view on BAE Systems plc?

A single downgrade signals lower near-term conviction but does not alone reshape long-term fundamentals. Investors should watch contract awards, cash flow, and additional analyst updates for a clearer view.

Where can I read the full Jefferies note on BAESY analyst rating?

The Fly published the summary of Jefferies' research. Read the report at [TheFly](https://thefly.com/permalinks/entry.php/id4281989/7862286394/BAESY-BAE-Systems-just-downgraded-at-Jefferies-heres-why).

Analyst Ratings

Jefferies downgrades BAESY (BAE Systems plc) to Hold on Jan 30 2026

ByDanny Kontos February 2, 2026February 2, 2026

Jefferies downgraded BAESY (BAE Systems plc) to Hold on Jan 30, 2026, marking the most significant BAESY analyst rating change this week. The note, reported by TheFly, moved the firm from Buy to Hold and followed an updated view on risk versus reward. The market reacted modestly with a 0.68% ($0.73) price move since the call. This BAESY analyst rating update matters for income and defense sector investors weighing valuation and contract timing.