U.K. to Strengthen Nuclear Deterrence Under New Defense Strategy
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 02 2025
0mins
Should l Buy BA?
Source: WSJ
U.K. Defense Strategy: The U.K. plans to build up to 12 nuclear-powered attack submarines and invest £15 billion ($20.18 billion) in its nuclear-warhead program as part of a long-term defense strategy aimed at enhancing security in the Euro Atlantic area.
Impact on Arms Makers: Shares of British arms manufacturers, including Babcock International and BAE Systems, rose following insights from the upcoming U.K. Strategic Defence Review, which emphasizes readiness for potential threats.
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Analyst Views on BA
Wall Street analysts forecast BA stock price to rise
16 Analyst Rating
14 Buy
1 Hold
1 Sell
Strong Buy
Current: 239.350
Low
150.00
Averages
269.14
High
298.00
Current: 239.350
Low
150.00
Averages
269.14
High
298.00
About BA
The Boeing Company is an aerospace company. Its segments include Commercial Airplanes (BCA), Defense, Space & Security (BDS), and Global Services (BGS). Its BCA segment develops, produces and markets commercial jet aircraft principally for the commercial airline industry worldwide. Its family of commercial jet aircraft in production includes the 737 narrow-body model and the 767, 777 and 787 wide-body models. Its BDS segment is engaged in the research, development, production and modification of manned and unmanned military aircraft and weapons systems for strike, surveillance and mobility. Its BGS segment provides services to its commercial and defense customers worldwide. It sustains aerospace platforms and systems with a range of products and services, including supply chain and logistics management, engineering, maintenance and modifications, upgrades and conversions, spare parts, pilot and maintenance training systems and services, technical and maintenance documents, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Lockheed Martin's Gains: Among these deals, Lockheed Martin secured a $9 billion contract for 730 PAC-3 MSE missiles from Saudi Arabia, making it the largest beneficiary and further solidifying its leadership position in the global defense market.
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- Market Leadership Advantage: Joby's vertically integrated strategy positions it as a first mover in the electric vertical take-off and landing market, with plans to launch autonomous flight features by late 2025, potentially gaining an edge in funding and market trust.
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- Risk Management and Competition: By collaborating with Nvidia, Joby mitigates the risk of Wisk overtaking it in the autonomous market, with expectations that Joby could launch both piloted air taxis and possibly autonomous military versions before Wisk's civil autonomous eVTOL is certified.
See More
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- Rising Capital Expenditures: Boeing's capital spending surged to $4 billion in 2025, up from $2.9 billion in 2024, driven partly by the need to ensure timely delivery of fixed-price development programs, which adds additional pressure on cash flow.
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