Rolls-Royce, BAE, Babcock: Defence shares rally after Trump remarks September 24, 2025 Shares in London-listed defence firms rallied during early trading on Wednesday after President Donald Trump changed his tune on the Russia and Ukraine conflict. Aerospace firm BAE Systems led the City’s blue-chips with a 1.6 per cent gain to 1,982.50. Meanwhile Babcock was up over one per cent to 1,195 and FTSE darling Rolls-Royce rose [...]
Defence stocks rise as Europe’s tensions with Russia escalate September 10, 2025 European defence stocks rallied on Wednesday after the shock arrival of Russian drones across the border with Poland sent tensions in the region to fresh highs. Shares in FTSE 100 giant BAE Systems closed up 2.1 per cent to 1,830p by the end of the day’s trading in London, while Italy’s Leonardo rose 2.4 per [...]
Norway’s record warship order sparks defence stock rally September 1, 2025 British defence stocks rallied across the board on Monday after Norway commissioned a record-breaking order of British-made warships and Babcock was handed an upgrade by a top stock broker. Shares in BAE Systems rose by nearly two per cent after the Ministry of Defence (MoD) confirmed the Nato member had placed an order for five [...]
Defence: Babcock, BAE, Rolls-Royce plunge on Ukraine summit August 19, 2025 London-listed defence stocks plunged across the board on Tuesday, after this week’s talks between Washington and Ukraine led traders to pare back bets on the role that European countries will play in any post-ceasefire peacekeeping efforts. Shares in FTSE-100 engineering group Babcock – one of the best performing companies on the London Stock Exchange this [...]
What will the Trump-Putin meeting mean for the global market? August 15, 2025 US President Donald Trump is set to meet with Russian President Vladimir Putin this evening for their first face-to-face meeting in six years. The Ukraine war is set to top the meeting agenda, with the world watching to see if Trump can get his wish to pursue talks on a potential ceasefire and peace deal. [...]
BAE shares slip despite guidance upgrade July 30, 2025 BAE shares slipped in early morning trade on Wednesday despite Britain’s biggest defence business upgraded its earnings guidance. The FTSE 100 firm increased its full year sales forecasts to growth of 8-10 per cent, up from 7-9 per cent, with underlying pre-tax earnings set to grow 9-11 per cent, up from 8-10 per cent. However, [...]
Retail investors cool on AI and pile into defence sector July 30, 2025 Retail investor appetite for AI stocks has cooled as geopolitical tensions spark a surge in enthusiasm for the defence sector. Over 50 per cent of retail investors believe the defence sector will deliver the strongest growth over the next six months, according to new research from online investing and trading platform IG. AI-related industries slipped [...]
Cohort’s shares rally after soaring defence demand spikes profit July 16, 2025 Defence tech group Cohort shot past market expectations for the year ending April 30 as geopolitical tensions helped spike demand. The London-listed firm, whose customers included the UK Ministry of Defence, recorded a pre-tax profit of £25.6m, up 29 per cent from 2024. This came as revenue jumped 33 per cent to £270m as the [...]
Babcock shares soar as FTSE 100 giant hails ‘new era’ for defence June 25, 2025 Engineering giant Babcock posted a jump in profit for the latest financial year as the firm’s boss hailed a “new era for defence”. The FTSE 100 company – which plays a significant role in supporting the UK’s nuclear submarine program – recorded an 11 per cent increase in revenue to £4.8bn. Meanwhile, operating profit surged [...]
Spear guns, knuckle dusters and machetes: The ‘prohibited items’ at London Tech Week June 9, 2025 London Tech Week 2025 opened with appearances from Sir Keir Starmer and Nvidia chief Jensen Huang, but attendees got a bigger surprise from a sign at the door outlining “prohibited items” at the event. City AM has seen a list ranging from spear guns and tear gas to knuckle dusters, nun-chucks and machetes, that looked [...]