Mercury Systems Inc (NASDAQ:MRCY) Receives $102.00 Consensus Target Price from Analysts

Mercury Systems Inc (NASDAQ:MRCY) has earned an average recommendation of “Moderate Buy” from the twelve research firms that are covering the firm, MarketBeat Ratings reports. Two equities research analysts have rated the stock with a sell recommendation, four have assigned a hold recommendation, four have given a buy recommendation and two have issued a strong buy recommendation on the company. The average 12-month price objective among brokerages that have issued a report on the stock in the last year is $106.80.

Several equities research analysts have recently commented on MRCY shares. Royal Bank Of Canada lifted their target price on Mercury Systems from $105.00 to $120.00 and gave the company an “outperform” rating in a research note on Wednesday. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Mercury Systems in a research note on Friday, July 17th. Truist Financial upgraded Mercury Systems to a “strong-buy” rating in a report on Friday, May 1st. Deutsche Bank Aktiengesellschaft lowered Mercury Systems to a “hold” rating in a research report on Wednesday, August 12th. Finally, JPMorgan Chase & Co. boosted their price objective on Mercury Systems from $99.00 to $101.00 and gave the stock a “neutral” rating in a report on Monday, July 13th.

Mercury Systems Price Performance

MRCY opened at $101.25 on Monday. Mercury Systems has a one year low of $62.78 and a one year high of $128.45. The company has a debt-to-equity ratio of 0.40, a current ratio of 3.19 and a quick ratio of 2.15. The company’s 50 day simple moving average is $108.62 and its 200-day simple moving average is $94.87. The stock has a market capitalization of $6.08 billion, a P/E ratio of -202.50 and a beta of 0.95.

Mercury Systems (NASDAQ:MRCY) last posted its quarterly earnings data on Tuesday, August 18th. The technology company reported $0.37 earnings per share for the quarter, missing the consensus estimate of $0.38 by ($0.01). Mercury Systems had a positive return on equity of 1.29% and a negative net margin of 3.02%.The company had revenue of $289.78 million during the quarter, compared to the consensus estimate of $266.09 million. During the same quarter last year, the firm earned $0.47 EPS. The business’s revenue for the quarter was up 6.1% on a year-over-year basis. Sell-side analysts anticipate that Mercury Systems will post 0.77 earnings per share for the current fiscal year.

Insider Activity at Mercury Systems

In other news, CAO Douglas Munro sold 494 shares of Mercury Systems stock in a transaction that occurred on Tuesday, August 18th. The shares were sold at an average price of $111.36, for a total transaction of $55,011.84. Following the completion of the sale, the chief accounting officer owned 13,639 shares in the company, valued at $1,518,839.04. The trade was a 3.50% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Stuart Kupinsky sold 1,178 shares of the business’s stock in a transaction that occurred on Tuesday, August 18th. The stock was sold at an average price of $111.36, for a total transaction of $131,182.08. Following the sale, the executive vice president directly owned 58,660 shares of the company’s stock, valued at approximately $6,532,377.60. This trade represents a 1.97% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 51,948 shares of company stock worth $5,666,964 over the last 90 days. Insiders own 1.40% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in the stock. BlackRock Inc. acquired a new position in shares of Mercury Systems in the 2nd quarter valued at $1,146,342,000. Invesco Ltd. grew its stake in shares of Mercury Systems by 161.7% during the third quarter. Invesco Ltd. now owns 1,527,443 shares of the technology company’s stock worth $118,224,000 after purchasing an additional 943,736 shares during the period. Bamco Inc. NY bought a new stake in Mercury Systems in the second quarter valued at about $74,244,000. American Capital Management Inc. bought a new stake in Mercury Systems in the second quarter valued at about $59,460,000. Finally, William Blair Investment Management LLC acquired a new position in Mercury Systems in the second quarter valued at about $46,453,000. Institutional investors and hedge funds own 95.99% of the company’s stock.

Mercury Systems News Roundup

Here are the key news stories impacting Mercury Systems this week:

• Positive Sentiment: Record fourth-quarter bookings surged 93.1% year over year to $660 million, producing a 2.28 book-to-bill ratio. Backlog surpassed $1.9 billion, up 38.4%, improving visibility as production ramps. Mercury Systems Reports Fourth Quarter and Fiscal 2026 Results
• Positive Sentiment: Fourth-quarter revenue reached a record $289.8 million, up 6.1% year over year and well above the approximately $266.1 million analyst consensus. Fiscal 2026 revenue rose to $984 million from $912 million. Mercury Systems Q4 Earnings in Line, Revenues Top on Bookings
• Positive Sentiment: RBC raised its price target to $120 and Baird lifted its target to $130; both firms now rate MRCY “outperform.” Piper Sandler also reaffirmed its “overweight” rating and increased its target to $131. Analysts Raise Forecasts on Mercury Systems
• Neutral Sentiment: CEO William Ballhaus and several executive officers sold shares to cover tax-withholding obligations tied to equity-award vesting. The transactions reduced their holdings but were not discretionary investment sales, limiting their negative significance. SEC Insider Trading Filing
• Negative Sentiment: Adjusted EPS was $0.37, slightly below the $0.38 consensus and down from $0.47 a year earlier. GAAP earnings fell to approximately $0.01 per share from $0.27, while adjusted EBITDA and free cash flow also declined year over year. Why Mercury Systems Stock Is Sinking Today

About Mercury Systems

Mercury Systems, Inc (NASDAQ: MRCY) is a technology company that designs, manufactures and markets secure processing subsystems for aerospace and defense applications. The company’s products are built to address the stringent security, safety and reliability requirements of mission-critical programs, with a focus on radar, electronic warfare, intelligence and other sensor and processing functions. Mercury’s offerings encompass rugged embedded computing modules, high-performance radio frequency (RF) and microwave components, digital signal processing subsystems and secure networking solutions.

Since its origins in advanced signal processing, Mercury Systems has expanded its capabilities through a combination of internal development and targeted acquisitions.