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Defence Industry News 17 January 2026 - 4 February 2026

BAE Systems share price ticks up as Ukraine air-defence buy, $195m US Marines order and buyback hit tape

BAE Systems share price ticks up as Ukraine air-defence buy, $195m US Marines order and buyback hit tape

BAE Systems shares edged up 0.1% to 1,933.5 pence in London after new Ukraine and U.S. defense contracts. The company secured a $195 million U.S. Marine Corps order and will supply air defense systems to Ukraine via a Swedish-Danish deal. Over 1,200 BAE workers in northwest England began a strike Feb. 2 over pay. BAE repurchased 110,541 shares for cancellation on Feb. 3.
4 February 2026
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BAE Systems share price slips 2.5% as buyback update lands and defence funding headlines bite

BAE Systems share price slips 2.5% as buyback update lands and defence funding headlines bite

BAE Systems shares fell 2.5% to 1,924 pence by 09:22 GMT after the company announced a fresh share buyback, repurchasing 108,575 shares at an average 1,970.97 pence each. The drop came as European defence stocks weakened and investors awaited BAE’s Feb. 18 results and policy signals on defence spending.
2 February 2026
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BAE Systems share price flat near £20 after buyback update as Feb results loom

BAE Systems share price flat near £20 after buyback update as Feb results loom

London, Jan 28, 2026, 08:52 GMT — Regular session Shares of BAE Systems (BAES.L) held steady at 2,012 pence (£20.12) by 0852 GMT Wednesday, following the defence firm’s update on additional share purchases under its current buyback program. (MarketScreener) The buybacks are standard fare, yet they play a key role in backing the stock following a solid rally in defense shares. European markets held steady early Wednesday as investors braced for a busy earnings slate and a Federal Reserve decision due later. (Reuters) Investors are now turning their attention to BAE’s preliminary results for the year ending Dec. 31, 2025,
28 January 2026
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BAE Systems share price ticks up on buyback update after Monday slide — what to watch next

BAE Systems share price ticks up on buyback update after Monday slide — what to watch next

London, Jan 27, 2026, 08:48 GMT — Regular session BAE Systems plc shares crept up 0.3% to about 1,980 pence (£19.80) early Tuesday after a filing revealed the defence giant repurchased 106,953 shares for cancellation on Monday. The stock traded between 1,958 and 2,047 pence, with a volume-weighted average price of 2,000.85 pence, according to the report. (London South East) The drop comes after a steep decline in the previous session. On Monday, BAE slipped 2.66% to close at £19.73, putting it roughly 9% off its 52-week peak of £21.59 hit on Jan. 19. (MarketWatch) London investors have been trimming
27 January 2026
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BAE Systems share price ends week higher — what to watch before London reopens

BAE Systems share price ends week higher — what to watch before London reopens

London, Jan 25, 2026, 08:22 GMT — The market has closed. BAE Systems (BAES.L) shares climbed 2.1% to 2,027 pence on Friday, recovering from a steep fall the previous day and outperforming a flat-to-lower FTSE 100. (MarketWatch) With London closed for the weekend, the stock’s next move hinges on Monday’s open, where defence shares will react to contract news and changes in risk sentiment. BAE remains near the highs it hit earlier this month, limiting upside surprises. Why it matters now: BAE’s rally rests on a steady stream of orders and confidence that Western defence budgets will hold firm, even
25 January 2026
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BAE Systems share price: fresh buyback filing hits tape before London open

BAE Systems share price: fresh buyback filing hits tape before London open

London, Jan 21, 2026, 07:48 GMT — Premarket BAE Systems revealed on Wednesday that it repurchased 103,099 shares on Tuesday as part of its ongoing buyback programme, with plans to cancel them. The defence giant paid between 2,047 pence and 2,079 pence per share, according to a regulatory filing. The volume-weighted average price came in at 2,065.30 pence. So far, the company has repurchased 15.22 million shares in this tranche, which kicked off last July. (TradingView) BAE stock is trying to regain ground after slipping in the previous session, just as the company announces a buyback update amid a busy
21 January 2026
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BAE Systems share price slips today as defence rally cools — what traders watch next

BAE Systems share price slips today as defence rally cools — what traders watch next

London, Jan 20, 2026, 08:07 GMT — Regular session BAE Systems (BAES.L) shares dipped 1.2% to about 2,060 pence on Tuesday, snapping a rally that had driven the defence giant to a 52-week peak. The stock fluctuated between 2,056 and 2,077 pence, after closing Monday at 2,086. (Investing.com) This shift is significant as BAE stands out in a crowded field pushing European defence stocks higher. The Financial Times notes the Stoxx Europe Aerospace and Defence index has surged almost 15% this month. Saab leads with a 32% gain, followed by Rheinmetall and BAE, both up roughly 22%. (Financial Times) Macro
20 January 2026
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BAE Systems share price rises after buyback update as defence stocks hold up

BAE Systems share price rises after buyback update as defence stocks hold up

London, Jan 19, 2026, 09:03 GMT — Regular session BAE Systems shares nudged up on Monday as the defence contractor announced a fresh round of share buybacks, providing steady support to its stock at the start of the week. Shares climbed roughly 1% to about 2,108 pence by 0900 GMT, based on Hargreaves Lansdown figures, following a stronger open and trading in a narrow band. (Hargreaves Lansdown) The shift was significant, hitting as European stocks fell amid fresh tariff threats tied to Greenland. The risk-off mood dragged the STOXX 600 down roughly 1.3%, with the FTSE 100 also slipping. BAE
19 January 2026
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DroneShield stock jumps on Defence panel entry as ASX shut; what to watch next week

DroneShield stock jumps on Defence panel entry as ASX shut; what to watch next week

Sydney, Jan 18, 2026, 17:45 AEDT — The market has closed. Shares of DroneShield Ltd (DRO.AX) jumped 7.84% to close at A$4.40 on Friday, continuing gains after the company revealed it was chosen for an Australian Department of Defence counter-drone supplier panel. (Investing.com) The choice is significant as it establishes an official gateway into Defence procurement just as militaries ramp up spending on drone detection and neutralization. Investors have already factored in the potential upside. Yet, the focus shifts to delivery: panels may open doors, but actual orders must still come through. Australia will allocate A$1.3 billion over the coming
18 January 2026
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Rolls-Royce (RR.L) share price closes higher on defence bid and buyback update — what to watch next week

Rolls-Royce (RR.L) share price closes higher on defence bid and buyback update — what to watch next week

London, Jan 17, 2026, 07:53 (GMT) — Market closed Rolls-Royce Holdings (RR.L) ended Friday (Jan. 16) trading 0.98% higher at 1,285.5 pence, with defence shares drawing renewed attention in London as the week wrapped up. (Investing.com) Rolls-Royce now offers a liquid play for investors looking to bet on two fronts: the risks tied to defence spending and the outlook for civil aerospace engine demand. The stock often reacts sharply to shifts in the news cycle. Rolls-Royce is also acting as a mechanical buyer in the market. The company is conducting a share buyback, repurchasing and canceling its own shares, which
17 January 2026
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DroneShield share price jumps on Defence LAND 156 panel news — what to know before Monday

DroneShield share price jumps on Defence LAND 156 panel news — what to know before Monday

Sydney, Jan 17, 2026, 17:50 AEDT — Market closed DroneShield Ltd (ASX:DRO) shares jumped 7.8% on Friday, closing at A$4.40. The counter-drone specialist revealed it had been chosen for Australia’s Defence Department Project LAND 156 Line of Effort 3 panel. This panel offers Defence a streamlined route to buy counter-drone services for roughly 150 bases and installations through selective tenders, the company noted. (Intelligent Investor) The timing is key as Canberra has marked counter-drone spending a high-priority, fast-moving area. Defence Industry Minister Pat Conroy revealed the government has allocated A$1.3 billion toward counter-drone capabilities across the next decade. That’s why
17 January 2026
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Stock Market Today

Blackstone (BX) stock price rebounds after Sabre deal as jobs, CPI loom next week

Blackstone (BX) stock price rebounds after Sabre deal as jobs, CPI loom next week

7 February 2026
New York, February 6, 2026, 21:13 EST — Market closed. Blackstone Inc. (BX) shares closed up 2.25% at $129.69 on Friday, after a sharp drop the day before and a bruising week for the sector. The stock was last at $129.65 in late after-hours trading. (StockAnalysis) The swing matters because Blackstone sits in the crosshairs of a wider rethink of private-market managers. Investors have been quick to punish anything tied to leverage, credit risk and tech exposure, then just as quick to buy back when rates and risk appetite settle. That push-pull has been driven in part by an AI-linked
Verizon stock price snaps 7-day run as consumer chief exit sharpens focus on turnaround

Verizon stock price snaps 7-day run as consumer chief exit sharpens focus on turnaround

7 February 2026
Verizon shares fell 1.7% to $46.31 Friday, ending a seven-session rally and closing about 2.7% below Thursday’s one-year high. The dip follows news that consumer chief Sowmyanarayan Sampath will step down, with Alfonso Villanueva named interim head. Verizon has climbed 16% since January 29 amid strong subscriber growth and a $25 billion buyback plan.
Cisco stock jumps 3% near $85 as UBS sticks with Buy ahead of Feb. 11 earnings

Cisco stock jumps 3% near $85 as UBS sticks with Buy ahead of Feb. 11 earnings

7 February 2026
Cisco shares rose 3% to $84.82 Friday, nearing $85 ahead of fiscal Q2 results due Feb. 11. UBS maintained a Buy rating and $90 target, citing strong product order growth and data-center demand. Investors are watching AI-related spending and U.S. economic data that could affect rates. Peers Fortinet, CrowdStrike, and Palo Alto Networks also gained.
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