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Mercury Systems, Inc.
MRCY
NASDAQ·Industrials·Aerospace & Defense·Mkt cap $7.4B
$126.21
▲ +2.57%
View full research view
Our plain-language verdict, the thesis, risk factors, and what is changing about the business.
View research view52-Week Range
$49.86 - $127.83
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 143.7% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
5 reasons
- Specialized expertise in high-reliability aerospace and defense electronics with 40+ year track record
- Established relationships with 25 major defense contractors providing sticky, long-term revenue streams
- Broad product portfolio across critical defense supply chain reduces customer concentration risk
- High barriers to entry due to stringent military certifications, security clearances, and qualification requirements
- Recurring revenue from 300+ deployed programs creates predictable cash flows
Bear Case
2 risks
- Average volatility.
- High premium - requires strong execution
Growth
Turning profitable
Increased U.S. and allied defense spending on military modernization and next-generation platforms
Value
High premium - requires strong execution
Momentum
Hot
+65.8% over 3m
Quality
Stable
Strong fundamentals
Dividend
None
No dividend
Smart-money signal
Who's buying MRCY right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: May 4, 2026
MAY 5, 2026
Reported EPS of $0.27 vs $0.06 consensus (+350.0% surprise). Revenue of $235.8M vs $208.6M expected (+13.0%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Q2 26
+350.0%
Next: May 4, 2026
Revenue trend · last 8Q
—
—
—
-10%
+3%
-15%
+10%
+4%
Q3 24
Q4 24
Q1 24
Q2 24
Q3 25
Q4 25
Q1 25
Q2 25
$204.4M
$248.6M
$204.4M
$223.1M
$211.4M
$273.1M
$225.2M
$232.9M
Margins · last 8Q
Gross
26.0%
Operating
-4.6%
Profit
-6.5%
Wall Street consensus
4 analysts · 50% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
50%
Hold
25%
Sell
25%
Median Price Target
$95.00
▼ -24.7% vs $126.21
Latest: Goldman Sachs · $68.00 · May 11, 2026
3 analysts covering