Mercury Systems

MRCY

Market cap $4.43B

Overview Fund Activity

73.82 USD

-0.77

1.03%

At close Updated Sep 17, 4:00 PM EDT

Pre-market

After hours

73.82

0.00

0%

1 day

-1.03%

5 days

2.41%

1 month

10.51%

3 months

41.09%

6 months

58.96%

Year to date

74.43%

1 year

100.33%

5 years

-0.12%

10 years

362.82%

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: 2,162

Industrials Aerospace & Defense

0

Funds holding %

of 7,463 funds

0

Analysts bullish %

of 6 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

145% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 22

57% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 74

43% more call options, than puts

Call options by funds: $6.47M | Put options by funds: $4.53M

29% more capital invested

Capital invested by funds: $2.72B [Q1] → $3.5B (+$780M) [Q2]

12% more funds holding

Funds holding: 252 [Q1] → 281 (+29) [Q2]

3.0% more ownership

Funds ownership: 105.81% [Q1] → 108.81% (+3.0%) [Q2]

33% less funds holding in top 10

Funds holding in top 10: 3 [Q1] → 2 (-1) [Q2]

See Fund Rankings

Research analyst outlook

6 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$39

47% downside

Avg. target

$64

14% downside

High target

$80

8% upside

6 analyst ratings

3 positive

50%

2 neutral

33%

1 negative

17%

Goldman Sachs Noah Poponak	$39	Sell Maintained	13 Aug 2025
JP Morgan Seth Seifman	$68	Neutral Maintained	12 Aug 2025
Truist Securities Michael Ciarmoli	$71	Buy Maintained	12 Aug 2025
Baird Peter Arment	$70	Outperform Maintained	12 Aug 2025
Raymond James Brian Gesuale	$80	Strong Buy Upgraded	12 Aug 2025
RBC Capital Ken Herbert	$55	Sector Perform Maintained	3 Jul 2025

See Analyst Rankings

Financial journalist opinion

Based on 5 articles about MRCY published over the past 30 days

Zacks Investment Research

Mercury Systems (MRCY) Up 1% Since Last Earnings Report: Can It Continue?

Mercury Systems (MRCY) reported earnings 30 days ago. What's next for the stock?

Mercury Systems (MRCY) Up 1% Since Last Earnings Report: Can It Continue?

Mercury Systems: Lack Of Margin Of Safety Makes Me Stay Neutral

I am neutral on Mercury Systems (MRCY). due to strong turnaround momentum, but a valuation that leaves little margin for error. MRCY is well-positioned for a multi-year defense upcycle, with record backlog, improved execution, and exposure to long-term modernization trends. The company's open-architecture platform and increasing defense outsourcing support future growth and margin expansion, but execution risks remain.

Mercury Systems: Lack Of Margin Of Safety Makes Me Stay Neutral

Zacks Investment Research

Why Mercury Systems (MRCY) is a Top Momentum Stock for the Long-Term

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

Why Mercury Systems (MRCY) is a Top Momentum Stock for the Long-Term

Mercury Signs New Hardware Production Agreement with AV to Support U.S. Space Force's SCAR Program

ANDOVER, Mass., Aug. 19, 2025 (GLOBE NEWSWIRE) -- Mercury Systems, Inc. (NASDAQ: MRCY, www.mrcy.com), a technology company that delivers mission-critical processing to the edge, today announced a new production agreement with AeroVironment, Inc. (“AV”) (NASDAQ: AVAV) to support the U.S. Space Force's Satellite Communication Augmentation Resource (SCAR) program.

Mercury Signs New Hardware Production Agreement with AV to Support U.S. Space Force's SCAR Program

5 Stocks In The Spotlight: Wall Street's Most Accurate Analysts Weigh In

U.S. stocks settled mixed on Friday, with the S&P 500 closing lower during the session after data showed a dip in consumer confidence alongside mounting inflation concerns. However, broad market index recorded gains last week.

5 Stocks In The Spotlight: Wall Street's Most Accurate Analysts Weigh In

Mercury Systems: I Missed The Buy Opportunity (Rating Upgrade)

Mercury Systems delivered strong Q4 and full-year results, with accelerated sales, improved margins, and significant EBITDA growth. FY26 will see low-single digit revenue growth, but solid margins and positive free cash flow are expected. Despite missing the initial rally, I am upgrading Mercury Systems from hold to buy, with a $86.50 price target and 30% upside potential.

Mercury Systems: I Missed The Buy Opportunity (Rating Upgrade)

Mercury Systems Up 27%: Financials Send Investors a Clear Signal

Mercury Systems NASDAQ: MRCY delivered one of the market's most definitive earnings statements this week. The company's stock was up over 25% in a single session after the company reported strong fourth-quarter and full-year fiscal 2025 results.

Mercury Systems Up 27%: Financials Send Investors a Clear Signal

Zacks Investment Research

MRCY Stock Surges 27% as Q4 Earnings and Revenue Beat Estimates

Mercury Systems ends FY25 strong with soaring Q4 profit, rising sales and a growing backlog fueling investor optimism.

MRCY Stock Surges 27% as Q4 Earnings and Revenue Beat Estimates

Mercury Systems: Leaders in Mission-Ready Technology

Mercury Systems brings state-of-the-art commercial technology to U.S. and international defense frontlines, efficiently, effectively, and with excellence. ANDOVER, MASSACHUSETTS / ACCESS Newswire / August 13, 2025 / Behind every effective military operation is a complex set of interconnected skills and systems, both intellectual and technological, and Mercury Systems is proud to play a critical role in the collective success of those operations.

Mercury Systems: Leaders in Mission-Ready Technology

Mercury Systems shares pop 23% after strong Q4 results and analyst upgrades

Shares of Mercury Systems (NASDAQ: MRCY) rallied on Tuesday, breaking out after the aerospace and defense technology provider reported robust fourth-quarter results and received an analyst upgrade alongside multiple price-target hikes. The company, which supplies subsystems, computing processing, and analytics platforms for aerospace and defense firms, posted adjusted earnings of $0.

Mercury Systems shares pop 23% after strong Q4 results and analyst upgrades

See News Rankings

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