Mercury SystemsMRCY
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
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
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Truist Securities Michael Ciarmoli | 13%upside $60 | Buy Maintained | 2 Jun 2025 |
Goldman Sachs Noah Poponak | 38%downside $33 | Sell Maintained | 12 May 2025 |
RBC Capital Ken Herbert | 6%downside $50 | Sector Perform Maintained | 7 May 2025 |
Financial journalist opinion
