SEC EDGARSEP 231 min read$MRCY

KUPINSKY STUART sold $87K of MRCY

KUPINSKY STUART (EVP, CLO & Corp Sec) sold 1,000 shares of MERCURY SYSTEMS INC (MRCY) at $86.52 on 2026-09-21 under a Rule 10b5-1 trading plan.

Original reporting

SEC EDGAR · KUPINSKY STUART

Published Sep 23, 2026, 9:37 PM UTC

Analysis

AlphAI AI DeskAI-generated

Added to AlphAI Sep 23, 2026, 9:41 PM UTC. Informational, not investment advice.

How this was made

AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.

About AlphAI AI Desk Scoring methodology Report an issue

AlphAI market briefInsider activity

Primary signal

$MRCY

Neutral

medium confidence

Mentioned

$MRCY

Relevance

2/10

AlphAI data visualization · based on SEC EDGAR

Decision brief

The 30-second read

$MRCYNeutralLow

Why it matters

Limited impact due to small size and executive role.

Market read

Minor insider sale with negligible trading relevance.

What to watch

Potential upcoming equity compensation or portfolio rebalancing.

Relevance 2/10Novelty 4/10Timing: post‑filing

Background

Form 4 filings disclose insider transactions; routine sales are common.

Company-level read

Ticker impact

AI estimates · verify against primary disclosures

$MRCYNeutralMedium confidence

Context

Officer Stuart Kupinsky sold 1,000 shares of Mercury Systems for $86,520 via a 10b5‑1 plan.

Expected impact

Minimal short‑term impact; likely absorbed without price move.

Evidence & confidence

Sale amount <$100k and insider is an EVP; typical routine transaction with limited market effect.

Market effects

Sector

None significant for defense/technology sector.

Regional

None.

Global

None.

Counterpoint

What could challenge this read

Sale could be unrelated to confidence; may be tax‑driven.

Key entities

Officer
Stuart Kupinsky
Executive Vice President, CLO & Corporate Secretary at Mercury Systems.

Read at source ← All news

OCT 22

$MRCYHigh

Oppenheimer initiates Mercury Systems stock with outperform rating

Oppenheimer initiated coverage on Mercury Systems (MRCY) with an Outperform rating and $90 price target, citing strategic repositioning and strong financials. MRCY reported FY2026 revenue of $984M, up 7.9%, and adjusted EBITDA growth of 26%. Analysts predict profitability and upward earnings revisions. Recent Q4 revenue beat estimates, but EPS missed; record backlog reached $1.945B. Multiple analysts raised price targets.

investing.com2 min

SEP 25

$PLTRMed

PLTR, MRCY Stocks Gain After Announcing Partnership To Automate US Defense Manufacturing

Palantir (PLTR) and Mercury Systems (MRCY) announced a partnership to automate U.S. defense manufacturing, using Palantir's Foundry platform. PLTR stock rose 2% and MRCY stock gained 6% on the news. Palantir is set to report Q2 earnings, with EPS expected at $0.35 on revenue of $1.8B. PLTR is down 30% YTD, while MRCY is up 30% YTD.

stocktwits.com2 min

AUG 28

$MRCYMedAI 8/10

Surging Bookings And Palantir AI Deal Might Change The Case For Investing In Mercury Systems (MRCY)

Mercury Systems (MRCY) reported a 7.8% revenue increase to $983.62M and a net loss of $29.67M for the year. Bookings nearly doubled, backlog rose to $1.90B, and it raised its long-term growth target. The company also partnered with Palantir on AI-focused factory operations. Analysts project $1.2B revenue and $122.3M earnings by 2029, a 17% upside from current prices.

simplywall.st3 min

AUG 27

$MRCYLow

Ballhaus William L sold $14.1M of MRCY

Ballhaus William L (Chairman, President & CEO) sold 160,166 shares of MERCURY SYSTEMS INC (MRCY) at an average of $87.72 ($87.09–$89.74, $14.05M total) across 4 trades over 2026-08-25 to 2026-08-26.

SEC EDGAR1 min

AUG 27

$MRCYMedAI 8/10

Mercury Systems (MRCY) Is Sitting On A Record Pile Of Orders

Mercury Systems (MRCY) reported strong fiscal Q4 and full-year results, with bookings up 93% YoY and backlog exceeding $1.9B. Margins improved, but earnings declined. The company reduced debt and partnered with Palantir (PLTR) for AI-driven operations. Management expects fiscal 2027 to align order growth with earnings.

insidermonkey.com3 min

AUG 25

$MRCYHighAI 8/10

Mercury Systems (MRCY) Q4 2026 Earnings Call Transcript

Mercury Systems (MRCY) reported Q4 2026 earnings with record bookings of $660M, revenue of $290M, and EBITDA margin of 16.7%. The company increased its organic growth outlook for FY 2027, citing strong demand and execution. Key drivers include increased production volumes, new development programs, and defense budget tailwinds. The company also announced a strategic agreement with Palantir to enhance operations.

yahoo.com2 min