Mercury SystemsMRCY
MRCY
About: Mercury Systems Inc is a commercial technology company serving the aerospace and defense industry. The company envisions, creates, and delivers secure open architecture solutions powering a broad range of mission-critical applications in challenging and demanding environments. Its Mercury Processing Platform spans the full breadth of signal processing from radio frequency front end to the human-machine interface to convert meaningful data, gathered in remote and hostile environments, into critical decisions. The company manufactures components, products, modules, and subsystems and sells to defense prime contractors, the U.S. government, original equipment manufacturers, and commercial aerospace companies. Geographically, it derives maximum revenue from the United States.
Employees: 2,200
0
Funds holding %
of 7,312 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
44% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 32
4% more funds holding
Funds holding: 240 [Q4 2024] → 250 (+10) [Q1 2025]
2% more capital invested
Capital invested by funds: $2.66B [Q4 2024] → $2.72B (+$54.8M) [Q1 2025]
0.64% less ownership
Funds ownership: 106.39% [Q4 2024] → 105.75% (-0.64%) [Q1 2025]
7% less call options, than puts
Call options by funds: $4.02M | Put options by funds: $4.33M
10% less repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 89
25% less funds holding in top 10
Funds holding in top 10: 4 [Q4 2024] → 3 (-1) [Q1 2025]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$33
35%
downside
Avg. target
$51
0%
upside
High target
$60
18%
upside
4 analyst ratings
1 positive
25%
2 neutral
50%
1 negative
25%
RBC Capital Ken Herbert | 8%upside $55 | Sector Perform Maintained | 3 Jul 2025 |
JP Morgan Seth Seifman | 10%upside $56 | Neutral Maintained | 16 Jun 2025 |
Truist Securities Michael Ciarmoli | 18%upside $60 | Buy Maintained | 2 Jun 2025 |
Goldman Sachs Noah Poponak | 35%downside $33 | Sell Maintained | 12 May 2025 |
Financial journalist opinion
Based on 4 articles about MRCY published over the past 30 days
Neutral
GlobeNewsWire
3 days ago
Mercury Receives Two New Common Processing Architecture Production Awards
ANDOVER, Mass., July 08, 2025 (GLOBE NEWSWIRE) -- Mercury Systems, Inc. (NASDAQ: MRCY, www.mrcy.com), a technology company that delivers mission-critical processing to the edge, today announced it received two new production awards in June totaling $36.9 million for ground-based radar programs that leverage its Common Processing Architecture and cybersecurity software from recently acquired Star Lab.
Neutral
GlobeNewsWire
1 week ago
Mercury Selected to Improve U.S. Defense Supply Chain Resilience for Priority Domestic Microelectronics Technology
ANDOVER, Mass., July 02, 2025 (GLOBE NEWSWIRE) -- Mercury Systems, Inc. (NASDAQ: MRCY, www.mrcy.com), a technology company that delivers mission-critical processing to the edge, today announced it has been selected by the U.S. Department of Defense (DoD) for funding through its Industrial Base Analysis and Sustainment (IBAS) Program to develop a next-generation RF signal conditioning multi-chip package (MCP). The IBAS Program aims to improve the readiness and competitiveness of the defense industrial base through investments in high-priority domestic technologies and supply chains.
Neutral
PRNewsWire
2 weeks ago
Kuehn Law Encourages Investors of Mercury Systems, Inc. to Contact Law Firm
NEW YORK , June 25, 2025 /PRNewswire/ -- Kuehn Law, PLLC, a shareholder litigation law firm, is investigating whether certain officers and directors of Mercury Systems, Inc. (NASDAQ: MRCY) breached their fiduciary duties to shareholders. According to a federal securities lawsuit, Insiders at Mercury Systems caused the company to misrepresent or fail to disclose that (1) Mercury had switched from "point-in-time" to "long-term contracts" in order to improperly boost reported revenues; (2) several of Mercury's projects were in significant distress, including projects related to Mercury's acquisition of Physical Optics Corporation; (3) Mercury's strategic growth initiative, 1MPACT, unbeknownst to investors, was used to disguise regular expenses as restructuring costs, enabling Mercury to claim that recurring expenses were one-time costs.
Neutral
GlobeNewsWire
2 weeks ago
Kuehn Law Encourages Investors of Mercury Systems, Inc. to Contact Law Firm
NEW YORK, June 23, 2025 (GLOBE NEWSWIRE) -- Kuehn Law, PLLC, a shareholder litigation law firm, is investigating whether certain officers and directors of Mercury Systems, Inc. (NASDAQ: MRCY) breached their fiduciary duties to shareholders.
Neutral
Accesswire
1 month ago
INVESTOR NOTICE: Kaskela Law LLC Announces Investigation of Mercury Systems, Inc. and Encourages Long-Term Investors to Contact the Firm - MRCY
PHILADELPHIA, PA / ACCESS Newswire / June 9, 2025 / Kaskela Law LLC announces that it is investigating potential breach of fiduciary duty claims concerning Mercury Systems, Inc. (NASDAQ:MRCY) ("Mercury") on behalf of the company's long-term investors. Click here to receive additional information about your legal rights and options: https://kaskelalaw.com/case/mercury-systems/ Recently a securities fraud complaint was filed against Mercury on behalf of certain investors who purchased shares of the company's stock between February 3, 2021 and February 6, 2024.
Positive
Zacks Investment Research
1 month ago
Why Is Mercury Systems (MRCY) Up 7.6% Since Last Earnings Report?
Mercury Systems (MRCY) reported earnings 30 days ago. What's next for the stock?
Neutral
GlobeNewsWire
1 month ago
Mercury Introduces First Safety-Certifiable, SOSA-aligned Mission Computer for Aviation Platforms
ANDOVER, Mass., May 14, 2025 (GLOBE NEWSWIRE) -- Mercury Systems, Inc. (NASDAQ: MRCY, www.mrcy.com), a technology company that delivers mission-critical processing power to the edge, today introduced the first safety-certifiable, SOSA-aligned aviation mission computer, which will allow government and commercial organizations to field and modernize aircraft that support next-generation applications such as those enabled by 5G communications and artificial intelligence.
Positive
Zacks Investment Research
2 months ago
Mercury Systems' Q3 Earnings Meet Estimates, Revenues Rise Y/Y
MRCY's fiscal Q3 results reflect benefits of a broad program portfolio and strong backlog, highlighting solid momentum.
Negative
Benzinga
2 months ago
Sarepta Therapeutics, Mercury Systems, Arista Networks And Other Big Stocks Moving Lower In Wednesday's Pre-Market Session
U.S. stock futures were higher this morning, with the Dow futures gaining over 300 points on Wednesday.
Neutral
Seeking Alpha
2 months ago
Mercury Systems, Inc. (MRCY) Q3 2025 Earnings Call Transcript
Mercury Systems, Inc. (NASDAQ:MRCY ) Q3 2025 Earnings Conference Call May 6, 2025 5:00 PM ET Company Participants Tyler Hojo - VP, IR Bill Ballhaus - Chairman & CEO Dave Farnsworth - EVP & CFO Conference Call Participants Peter Arment - Baird Michael Ciarmoli - Truist Securities Rockwell Collins - JPMorgan Pete Skibitski - Alembic Global Ken Herbert - RBC Capital Markets Conor Walters - Jefferies Noah Poponak - Goldman Sachs Garrett Berkham - William Blair Operator Good day, everyone, and welcome to the Mercury Systems Third Quarter Fiscal 2025 Conference Call. Today's call is being recorded.
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