MERCURY SYSTEMS INC
Mercury Systems develops and supplies aerospace and defense electronics for defense prime contractors, the U.S. government and commercial aerospace original equipment manufacturers. Headquartered in Andover, Massachusetts, it has locations worldwide. Its Mercury Processing Platform provides signal processing, computing, data management, display and security technologies, sold as standard products or custom solutions from components to integrated systems. Products include microelectronics, RF and microwave components, embedded processing boards, rugged servers and avionics mission computers. Customers use them in applications such as radar, electronic warfare, avionics, weapons and command, control, communications, computers and intelligence. Mercury’s offerings range from individual electronic components and modules to software-enabled integrated solutions and subsystems. It makes money by selling these products and solutions, along with spares and replacement modules, and by providing professional services, systems integration, engineering, development and integration services, and lifecycle support. Its business includes product-oriented units called Signal Technologies and Processing Technologies, an Integrated Processing Solutions unit, and an EMEA unit focused on bringing edge processing capabilities to global markets.
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Canaccord Genuity kept Mercury System at Buy and raised its price target to $129 from $128, implying a 46% upside from the Nov 11 close of $88.33. Recent analyst price targets range from $90 to $107.
JPMorgan upgraded Mercury Systems (MRCY) to Overweight with a $102 target, citing Q3 performance. Republic Services (RSG) was upgraded to Overweight with a $295 target, expecting positive waste volume growth in 2027. Raymond James upgraded Liquidia (LQDA) to Strong Buy with a $77 target, citing strong demand and legal settlement. Piper Sandler upgraded Alpha Tau (DRTS) to Overweight with a $22 target, highlighting its technology.
J.P. Morgan upgraded Mercury Systems to Overweight, citing strong defense spending, improving margins, and a growing backlog. The bank lowered its 2027 price target to $102.
Over the past 7 days, AlphAI's AI scored 25 news stories mentioning MRCY (MERCURY SYSTEMS INC). Coverage has skewed bullish: 23 bullish, 1 neutral, and 1 bearish.
Recent MRCY coverage spans earnings and financial news.
In the last 30 days, MRCY insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($76K). The most active reporter was KUPINSKY STUART, EVP, CLO & Corp Sec, with 1 filing. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
Analyst target increase may generate slight buying pressure.
Potential upside as analysts raise target.
Upgrade may lift the stock as investors price in improved outlook.
Upgrade may boost the stock.
Revenue growth and outlook raise optimism.
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.
Canaccord Genuity kept Mercury System at Buy and raised its price target to $129 from $128, implying a 46% upside from the Nov 11 close of $88.33. Recent analyst price targets range from $90 to $107.
JPMorgan upgraded Mercury Systems (MRCY) to Overweight with a $102 target, citing Q3 performance. Republic Services (RSG) was upgraded to Overweight with a $295 target, expecting positive waste volume growth in 2027. Raymond James upgraded Liquidia (LQDA) to Strong Buy with a $77 target, citing strong demand and legal settlement. Piper Sandler upgraded Alpha Tau (DRTS) to Overweight with a $22 target, highlighting its technology.
J.P. Morgan upgraded Mercury Systems to Overweight, citing strong defense spending, improving margins, and a growing backlog. The bank lowered its 2027 price target to $102.
Analysts made notable calls on Nvidia (downgraded by Baird), Apple (neutral reiterated by UBS), CoreWeave (buy reiterated by Goldman Sachs), and others. Key points include Nvidia's delayed data center forecasts, Apple's lower iPhone wait times, and CoreWeave's potential for outsized returns. Other companies mentioned include Alpha Tau Medical, Republic Services, CareDx, Mentari, Unilever, Mercury Systems, Teradyne, FormFactor, Corning, Cognex, Littelfuse, and Zebra Technologies.
Western Star Resources Inc. (WSR) plans a maiden drill program at its Eagle Point Tungsten Project in New Mexico, following positive drone survey results. Meanwhile, aerospace and defense companies Howmet Aerospace (HWM), HII (HII), Mercury Systems (MRCY), and Textron (TXT) reported strong Q3 2026 results and raised guidance. The Pentagon's contract clause restricts tungsten sourcing from certain countries, highlighting the strategic importance of domestic tungsten mining.
Mercury Systems (MRCY) raised its FY 2027 outlook, targeting $210M in adjusted EBITDA and 40% free cash flow conversion. The company provided these projections in a recent update.
Mercury Systems reported Q1 bookings of $371M, up 48% YoY, with a record backlog of $2.1B. CEO Ballhaus cited defense-spending tailwinds but no update on 2028 outlook. Gross margin rose to 35.2% from 27.9% YoY, driven by program mix. Free cash flow was negative $24M, but positive flow is expected in Q2. The company has unused capacity and repaid $100M in debt. (NASDAQ:MRCY)
Mercury Systems (MRCY) reported fiscal Q1 net income of $13.1M, or 21 cents per share, with adjusted earnings of 52 cents per share, exceeding analyst estimates of 28 cents per share. Revenue was $253.2M, also surpassing expectations of $244.2M, according to Zacks Investment Research.
MERCURY SYSTEMS INC (MRCY) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 FOR IMMEDIATE RELEASE Mercury Systems Reports First Quarter Results • Record Q1 FY27 Bookings of $370 million grew 48.0% year-over-year; book-to-bill of 1.46 • Record Backlog approaching $2.1 billion; up 44.7% year-over-year • Record Q1 FY27 Revenue of approximately
Mercury General reported a quarterly loss of $13.7 million, down from a $280.4 million profit a year earlier, due to higher catastrophe losses and lower investment yields. Net premiums earned rose 9.6% to $1.41 billion. The combined ratio increased to 90.2% from 87.0%.
