MERCURY SYSTEMS INC
No SEC Form 4 filings for $MRCY in the last 30 days.
See all $MRCY insider activity →Conestoga Capital Advisors’ Q2 2026 investor letter cites a shift toward small-cap and growth stocks, with the Russell 2000 Growth Index up 25.7% in Q2. The firm highlights Mercury Systems (NASDAQ:MRCY) as a contributor, saying a turnaround is gaining traction as stronger orders drove accelerating revenue growth and expanding margins. It cites record quarterly bookings of $348 million.
Mercury Systems (MRCY) reported Q3 FY2026 revenue of $235.8M, up 11.5% YOY, above the $214.1M consensus. Non-GAAP EPS was $0.27 versus $0.06 expected. Total backlog rose to about $1.6B. Management raised FY adjusted EBITDA margin to mid-teens and expects mid-single-digit revenue growth, with positive free cash flow in Q4. The article cites a Palantir partnership and notes a $106.56 mean price target.
Mercury Systems said it signed a strategic agreement with Palantir to automate factory operations for U.S. defense industrial base programs. Palantir will support two initial workflows for material planning and manual-work reduction, and help build an enterprise ontology for a digital twin to improve decision-making and production predictability. Mercury also cited prior partnerships with Nightwing and Palantir with GE Aerospace.
Over the past 7 days, alphai's AI scored 4 news stories mentioning MRCY (MERCURY SYSTEMS INC). Coverage has skewed bullish: 3 bullish, 1 neutral, and 0 bearish.
Recent MRCY coverage spans financial news, technology and market movers.
The article frames improving order flow as the key near-term driver for Mercury Systems’ turnaround, implying better execution and margin trajectory.
The article frames Palantir as supportive for Mercury’s execution, but notes limited near-term upside versus a price target near the current stock level.
New defense-industrial automation partnership could support higher throughput and faster delivery timelines for Mercury’s processing technologies.
The deal is positioned as operational automation that could improve throughput and production predictability for defense processing technologies.
A large defense production order supports backlog visibility and near-term revenue/earnings expectations.
alphai scores every news story that mentions MRCY with an AI model for sentiment and relevance, and aggregates insider trades from MERCURY SYSTEMS INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
Conestoga Capital Advisors’ Q2 2026 investor letter cites a shift toward small-cap and growth stocks, with the Russell 2000 Growth Index up 25.7% in Q2. The firm highlights Mercury Systems (NASDAQ:MRCY) as a contributor, saying a turnaround is gaining traction as stronger orders drove accelerating revenue growth and expanding margins. It cites record quarterly bookings of $348 million.
2 min readMercury Systems (MRCY) reported Q3 FY2026 revenue of $235.8M, up 11.5% YOY, above the $214.1M consensus. Non-GAAP EPS was $0.27 versus $0.06 expected. Total backlog rose to about $1.6B. Management raised FY adjusted EBITDA margin to mid-teens and expects mid-single-digit revenue growth, with positive free cash flow in Q4. The article cites a Palantir partnership and notes a $106.56 mean price target.
4 min readMercury Systems said it signed a strategic agreement with Palantir to automate factory operations for U.S. defense industrial base programs. Palantir will support two initial workflows for material planning and manual-work reduction, and help build an enterprise ontology for a digital twin to improve decision-making and production predictability. Mercury also cited prior partnerships with Nightwing and Palantir with GE Aerospace.
3 min readMercury Systems (NASDAQ: MRCY) and Palantir (NASDAQ: PLTR) announced a strategic agreement to automate Mercury’s material planning and factory operations using Palantir’s AI software. The goal is to streamline workflows, reduce manual work, and shorten delivery timelines for U.S. military programs, including building an enterprise ontology/digital twin for better production predictability.
2 min readUS stocks ended a record month higher on Friday, with the Dow Jones up 363 points (0.7%) to a record 51,032 for the first time above 51,000. The S&P 500 rose 0.2% to 7,580 and the Nasdaq gained 0.2% to 26,973, as AI optimism and easing Middle East risks supported sentiment ahead of Iran-related decisions and next week’s US jobs data.
6 min readMercury Systems’ Q3 results led analysts to revise MRCY price targets in May. Goldman raised its target to $68 from $60 but kept a Sell rating. Jefferies lifted to $95 from $80 and maintained Hold after the company raised 2026 guidance; Canaccord increased to $106 and kept Buy. Q3 revenue was $236M (+11.5% organic), adjusted EPS $0.27, bookings $348M, backlog $1.6B.
5 min readMercury Systems director Howard Lance sold 9,250 shares on May 26 at an average $99.76, for about $922,780, according to an SEC filing. The stock was down 2.2% to $97.11 midweek. Mercury reported May 5 quarterly EPS of $0.27 on revenue of $235.76 million. Analysts’ consensus price target was $89.89.
5 min readMercury Systems director Howard Lance sold 9,250 shares on May 26 at an average price of $99.76, for about $922,780, according to an SEC filing. The stock traded around $97.11 midweek. Mercury reported May 5 quarterly EPS of $0.27 and revenue of $235.76M. Analysts’ consensus target is $89.89.
2 min readLANCE HOWARD L sold 8,000 indirectly-held shares of MERCURY SYSTEMS INC (MRCY) at $99.95 ($0.80M total) on 2026-05-26.
1 min readMercury General Corporation returned to the catastrophe bond market with its second 144A issuance via Luca Re Ltd. (Bermuda) to fund wildfire reinsurance. Luca Re offers $100m (Series 2026-1 Class A) to collateralize a reinsurance agreement covering Mercury’s California subsidiaries. The notes target ~3-year protection for wildfire and fire-following earthquake losses, with $1.75bn attachment and $2bn limit. Initial risk spread guidance is 6.25%-6.75%, with 1.23% attachment probability and 1.09%
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