BAE Systems stock: what to watch before London opens after Deutsche Bank downgrade, $184 mln Marine Corps order
London, Jan 15, 2026, 07:13 GMT — Premarket update. BAE Systems (BAES.L) shares are under the spotlight ahead of Thursday’s London open after a broker downgrade hit a stock that has already surged this year. On Wednesday, the shares slipped 1.64%, closing at 2,038 pence. https://www.marketwatch.com/data-news/bae-systems-slides-wednesday-underperforms-market-84f75b65-70572457ab3b Timing is crucial here. Defence stocks have become a crowded trade across Europe, and any pullback can quickly snowball as fund managers question what’s already baked into prices. That trend remains intact. Europe’s aerospace and defence index has gained roughly 55% over the last year. Meanwhile, defence budgets among EU countries rose to 343