Skip to main content

LIVE

MRLN

Merlin, Inc.

MRLN

NASDAQ·Industrials·Aerospace & Defense·Mkt cap $323.4M

$3.35

-0.30%

P/E

-1.25

Mkt Cap

$323.4M

52-Wk Range

$2.71–$17.00

52-Week Range

$2.71 - $17.00

P/E

-1.25

Fwd P/E

-1.39

Beta

1.78

Div Yield

0.00%

Avg Vol

2.2M

Shares Out

25.4M

Mkt Cap

$323.4M

Price action

Price chart

Down 68.0% 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

4 reasons

  • Proprietary operating system validated through hundreds of autonomous flights
  • First-mover advantage in autonomous aviation software for multiple aircraft types
  • Strong government and defense sector relationships
  • Demonstrated technology with real-world flight validation data

Bear Case

1 risk

  • Above-average volatility (beta 1.8).

Growth

Strong growth ahead

Increasing defense spending on autonomous systems and unmanned vehicles

Value

Deep value opportunity - significant discount to sector peers

Momentum

Falling

-57.5% over 3m

Quality

Loss-making

Mixed fundamentals

Dividend

None

No dividend

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Nov 12, 2026

Q3 26 RECAP

AUG 13, 2026

Reported EPS of -$1.40 vs -$0.28 consensus (-409.1% surprise). Revenue of $2.2M vs $3.8M expected (-41.9%).

EPS miss
Revenue miss

EPS surprise · last 4Q

0 of 1 beats

Estimate

Actual

Q3 26

-409.1%

Revenue trend · last 2Q

Q1 26

Q2 26

$1.0M

$2.2M

Margins · last 2Q

Gross

-5.4%

Profit

-5811.3%

Wall Street consensus

3 analysts · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

3

100%

Hold

0%

Sell

0%

Median Price Target

Latest: Roth Capital · Jul 24, 2026

vs Industry

How MRLN stacks vs Aerospace & Defense

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.