MERCURY SYSTEMS INC
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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.
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.
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.
Over the past 7 days, alphai's AI scored 9 news stories mentioning MRCY (MERCURY SYSTEMS INC). Coverage has skewed bearish: 2 bullish, 4 neutral, and 3 bearish.
Recent MRCY coverage spans earnings, financial news and insider activity.
In the last 30 days, MRCY insiders filed 33 SEC Form 4 transactions — no purchases and 33 sales ($41.4M). The most active reporter was Ballhaus William L, Chairman, President & CEO, with 13 filings. 3% of those filings were made under pre-arranged Rule 10b5-1 plans.
The earnings beat on revenue and the Palantir AI partnership could improve backlog conversion and margins, supporting a potential price upside.
Insider sell following option exercise may be neutral to slightly negative.
Significant insider sell may signal lack of confidence, potentially pressuring the stock.
Strong order growth contrasts with weaker earnings, creating upside upside potential if backlog converts.
Strong earnings beat expectations with record bookings and backlog, likely supporting upside in the stock.
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.
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.
3 min readEnergy 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.
2 min readBallhaus 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.
1 min readMercury 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.
3 min readMercury 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.
2 min readMercury Systems' EVP and CHRO Steven Ratner sold 356 shares at $91.36 each, totaling $32,524. The company reported Q4 revenue of $289.8M, beating estimates, but EPS missed. Analysts raised price targets to $120-$131. Shares are down 16% in a week, trading at $87.74.
1 min readMercury Systems (MRCY) CEO William L. Ballhaus exercised stock options for 244,848 shares, selling 173,209 shares at $89-$93 to cover costs. Post-transaction, he holds 8,469 shares indirectly. The sales were to fund option exercises and taxes.
1 min readBallhaus William L (Chairman, President & CEO) sold 173,209 shares of MERCURY SYSTEMS INC (MRCY) at an average of $90.59 ($89.47–$93.51, $15.69M total) across 4 trades over 2026-08-21 to 2026-08-24.
1 min readMercury Systems (MRCY) reported Q4 2026 revenue of $289.8M, beating estimates, and set a new quarterly sales record. However, shares fell 6.4% due to missed EPS estimates and margin contraction, with operating margin dropping to 5% from 8.6% YoY. The company's high valuation (70x forward earnings) also raised investor concerns.
2 min readMercury Systems (MRCY) reported Q2 revenue above expectations, with a 23.6% year-over-year increase in overtime revenue. However, operating margins declined due to program mix and higher expenses. Analysts questioned margin expansion, growth drivers, backlog visibility, free cash flow, and competitive positioning. The company trades at $91, down from $105 pre-earnings.
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