$MRCY

MERCURY SYSTEMS INC

AlphAI earnings readFourth quarter and fiscal year 2026 · AUG 18Mercury Systems Reports Fourth Quarter and Fiscal 2026 ResultsVerdict: solid

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$24.1M
Ballhaus William L
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MERCURY SYSTEMS INC (MRCY): Entry into a Material Definitive Agreement

MERCURY SYSTEMS INC (MRCY) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. Mercury Systems Announces Extension of Employment Contract with Chairman and CEO Bill Ballhaus and Reaffirms Prior Guidance ANDOVER, Mass. – September 16, 2026 – Mercury Systems, Inc. (NASDAQ: MRCY, www.mrcy.com), a global leader in aerospace and defense electronics, today announ

Ratner Steven sold $338K of MRCY

Ratner Steven (EVP, CHRO) sold 4,000 shares of MERCURY SYSTEMS INC (MRCY) at $84.51 ($0.34M total) on 2026-09-03.

Insider Waves Goodbye to More Than 48,000 Shares of Defense Stock Worth $4.8 Million

Mercury Systems (MRCY) CEO William L. Ballhaus sold 48,812 shares at $99.12 each on Aug. 19-20, 2026, to cover tax withholding. Post-sale, he holds ~228,000 shares. MRCY's stock is up 46% in one year, with a $5.7B market cap and $983.6M TTM revenue. The company faces margin pressure but benefits from strong defense sector demand.

MRCY sentiment & insider activity

Over the past 7 days, AlphAI's AI scored 1 news story mentioning MRCY (MERCURY SYSTEMS INC). Coverage has been balanced: 0 bullish, 1 neutral, and 0 bearish.

Recent MRCY coverage spans financial news, earnings and insider activity.

In the last 30 days, MRCY insiders filed 7 SEC Form 4 transactions — no purchases and 7 sales ($24.1M). The most active reporter was Ballhaus William L, Chairman, President & CEO, with 6 filings.

What's driving MRCY

  • The contract extension provides leadership continuity, while reaffirmed guidance suggests stable outlook.

    SEC EDGAR 8-K · Sep 16, 2026

  • Insider sale by a senior executive may signal limited confidence, but the amount is modest.

    SEC EDGAR · Sep 9, 2026

  • The insider sale represents a modest reduction of insider ownership but is a routine tax‑withholding transaction, unlikely to materially affect price.

    fool.com · Sep 2, 2026

  • The earnings beat on revenue and the Palantir AI partnership could improve backlog conversion and margins, supporting a potential price upside.

    simplywall.st · Aug 28, 2026

  • Insider sell following option exercise may be neutral to slightly negative.

    investing.com · Aug 28, 2026

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.

News on $MRCY

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$MRCYMed

MERCURY SYSTEMS INC (MRCY): Entry into a Material Definitive Agreement

MERCURY SYSTEMS INC (MRCY) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. Mercury Systems Announces Extension of Employment Contract with Chairman and CEO Bill Ballhaus and Reaffirms Prior Guidance ANDOVER, Mass. – September 16, 2026 – Mercury Systems, Inc. (NASDAQ: MRCY, www.mrcy.com), a global leader in aerospace and defense electronics, today announ

$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.

$NRGVLow

Top insider buys and sells disclosed for Thursday

Energy Vault (NRGV) director bought 27,472 shares at $3.88 each. Keurig Dr Pepper (KDP) director acquired 7,862 shares at $31.83. Welltower (WELL) director purchased 10,000 shares at $239.47-$242.06. American Assets (AAT) chairman bought 79,729 shares at $22.74-$22.89. Lumentum (LITE) exec sold 38,604 shares at $842.22-$860.05. Tempus AI (TEM) CEO sold 238,052 shares at $64.03-$70.58. CoreWeave (CRWV) CEO sold 307,692 shares at $88.31-$89.93. Illumina (ILMN) director sold 375,541 shares at $224.

$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.

$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.

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