MRCY Mercury Systems, Inc.

Although Mercury Systems (currently trading at $80.14 per share) has gained 14.7% over the last six months, it has trailed the S&P 500’s 22.1% return during that period. This might have investors contemplating their next move.

BWX Technologies, Mercury Systems, and Howmet Aerospace show strong backlog, revenue growth, and raised guidance as defense spending rises, though their stock performances vary widely.

Palantir Technologies Inc. (NASDAQ:PLTR) continues to widen its commercial AI business reach through the AIP platform, securing enterprise and government contracts across healthcare, defense, and manufacturing. The company is also strengthening ties globally, especially within Europe and the Middle East, while growing its footprint within U.S. federal agencies. Investors remain focused on revenue trajectory, margin […]

Investors need to pay close attention to MRCY stock based on the movements in the options market lately.

As the Q2 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the defense contractors industry, including Mercury Systems (NASDAQ:MRCY) and its peers.

Mercury Systems (MRCY) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.

Wall Street has set ambitious price targets for the stocks in this article. While this suggests attractive upside potential, it’s important to remain skeptical because analysts face institutional pressures that can sometimes lead to overly optimistic forecasts.

Mercury Systems (MRCY) has drawn investor attention after recent trading data showed the stock down 8.0% over the past week and about 22% over the past month, compared with a year-to-date gain of 8.6%. Zooming out, Mercury Systems’ recent share price slide contrasts with its wider record, with the stock giving up ground in the short term while still showing stronger total shareholder returns over the past one, three and five years. Recent moves suggest that momentum has faded for now as...

Disposition was a non-discretionary sale-to-cover to satisfy tax withholding on vesting awards. CEO retains 236,666 total shares worth $22.3 million.

On August 18, Mercury Systems (NASDAQ:MRCY) reported fiscal fourth-quarter and full-year results that came in well ahead of its own plan. Bookings nearly doubled, backlog swelled past $1.9 billion, and management raised its long-term growth target just months after investors had gotten used to a slower, steadier Mercury. The numbers make a strong case that […]

Record bookings and backlog signal strong momentum ahead for defense contractor.

Mercury Systems’ second quarter results were met with a negative market reaction, despite the company delivering revenue above Wall Street expectations. Management highlighted robust demand across its defense portfolio, driven by record bookings and backlog, with CEO William L. Ballhaus noting, “Our overtime revenue, up 23.6% year over year, was the highest in 15 quarters.” However, operating margin declined compared to last year, reflecting a combination of program mix and higher expenses. Lead

Mercury Systems, Inc. (NASDAQ:MRCY) reported record orders, but the results exposed the gap between defense demand and financial conversion. Shares closed down 7.4% at $105.00 and traded about 11.9% lower at roughly $92.50 in late after-hours trading. Revenue rose 6.1% to $289.8 million and beat consensus estimates, while adjusted earnings of $0.37 per share missed […]

A number of stocks fell in the afternoon session after the White House pivoted its Iran strategy toward financial sanctions, signaling a de-escalation of military options. President Donald Trump announced the U.S. will launch "Economic Warfare and Isolation on an unprecedented scale" against Iran, CNBC reported.

Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned 13.69% in the second quarter of 2026, trailing the Russell 2000 Index’s 21.49% gain as security selection in information technology and industrials weighed on performance despite […]

Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned 13.69% in the second quarter of 2026, trailing the Russell 2000 Index’s 21.49% gain as security selection in information technology and industrials weighed on performance despite […]

Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned 13.69% in the second quarter of 2026, trailing the Russell 2000 Index’s 21.49% gain as security selection in information technology and industrials weighed on performance despite […]

Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned 13.69% in the second quarter of 2026, trailing the Russell 2000 Index’s 21.49% gain as security selection in information technology and industrials weighed on performance despite […]

Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned 13.69% in the second quarter of 2026, trailing the Russell 2000 Index’s 21.49% gain as security selection in information technology and industrials weighed on performance despite […]

Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned 13.69% in the second quarter of 2026, trailing the Russell 2000 Index’s 21.49% gain as security selection in information technology and industrials weighed on performance despite […]

Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned 13.69% in the second quarter of 2026, trailing the Russell 2000 Index’s 21.49% gain as security selection in information technology and industrials weighed on performance despite […]

Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned 13.69% in the second quarter of 2026, trailing the Russell 2000 Index’s 21.49% gain as security selection in information technology and industrials weighed on performance despite […]

On August 3, Mercury Systems, Inc. (NASDAQ:MRCY) and Palantir Technologies Inc. (NASDAQ:PLTR) announced a strategic alliance aimed at automating material planning and factory operations for U.S. military programs. Working directly alongside the U.S. Department of War, Palantir is leveraging its software suite to boost throughput and slash delivery timelines for key defense industrial suppliers. MRCY […]

Mercury Systems recently reported full-year 2026 results showing sales of US$983.62 million versus US$912.02 million a year earlier, with net loss narrowing to US$29.67 million from US$37.9 million, alongside a fourth quarter that delivered record revenue, bookings, and backlog while surpassing analyst revenue estimates. Beyond the headline growth, management highlighted a record backlog above US$1.9 billion and raised fiscal 2027 revenue and margin targets, suggesting that strong demand...

Mercury Systems (MRCY) has drawn fresh attention after reporting full year earnings that combined higher sales with a smaller net loss, along with quarterly results featuring record bookings, a backlog above $1.9b, and revenue ahead of market estimates. See our latest analysis for Mercury Systems. The latest earnings have been a clear catalyst for Mercury Systems, with the 1 month share price return of 9.28% and year to date share price return of 38.10% pointing to building momentum. At the...

Palantir Stock Rises as Fresh AI Demand Keeps Post-Earnings Momentum Alive

There were several bright spots in the earnings report. Investors are looking elsewhere.

TTM Technologies' $7B-plus A&D pipeline, $1.7B backlog and 1.3 book-to-bill strengthen visibility into future defense revenue growth.

Mercury Systems (MRCY) remains well-positioned relative to defense spending trends, and the company'

MRCY's record bookings and $1.9B-plus backlog bolster visibility as production ramps, while fiscal 2027 targets point to stronger growth.

Aerospace and defense company Mercury Systems (NASDAQ:MRCY) reported Q2 CY2026 results topping the market’s revenue expectations, with sales up 6.1% year on year to $289.8 million. Its non-GAAP profit of $0.37 per share was 3.3% below analysts’ consensus estimates.

Mercury Systems Inc (MRCY) reports record Q4 revenue of $290 million and bookings of $660 million, with FY27 outlook approaching $1.1 billion in revenue.

Moby summary of Mercury Systems, Inc.'s Q4 2026 earnings call

Mercury Systems (NASDAQ:MRCY) reported record fourth-quarter bookings, backlog and revenue for fiscal 2026, as the defense technology company cited broad demand across its portfolio and raised its long-term organic-growth target. Chairman and Chief Executive Officer Bill Ballhaus said fourth-quarte

The headline numbers for Mercury Systems (MRCY) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

A number of stocks fell in the morning session after the latest industrial production report showed slower-than-expected growth for July. Data from the Federal Reserve indicated that U.S. industrial production rose by 0.2%, which was half of the 0.4% increase that analysts polled by The Wall Street Journal had anticipated. While this marked the second consecutive month of growth, it represented a slowdown from the previous month's revised figures. Manufacturing output also saw a modest 0.2% incr

Mercury Systems (MRCY) delivered earnings and revenue surprises of 0.00% and +9.37%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Aerospace and defense company Mercury Systems (NASDAQ:MRCY) reported Q2 CY2026 results topping the market’s revenue expectations, with sales up 6.1% year on year to $289.8 million. Its non-GAAP profit of $0.37 per share was 3.3% below analysts’ consensus estimates.

Aerospace and defense company Mercury Systems (NASDAQ:MRCY) will be reporting results this Tuesday afternoon. Here’s what to look for.

VirTra (VTSI) delivered earnings and revenue surprises of +77.78% and +65.14%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Besides Wall Street's top-and-bottom-line estimates for Mercury Systems (MRCY), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended June 2026.

Investing.com -- Piper Sandler has started coverage of Mercury Systems with an Overweight rating and a $126 price target, pointing to autonomy and next-generation defense computing as a new growth vector for the company.

Investing.com -- Piper Sandler initiated coverage of a defense-electronics supplier with an Overweight rating and a $126 price target, citing rising demand for ruggedized computing as military systems become increasingly autonomous and software-driven. The analyst sees roughly 15% upside from the stock's $109.15 price.

With all eyes locked on this morning's CPI release and the Strait of Hormuz nearly shut down, Wall Street analysts are already repositioning across hospitality, pharma, and tech before the market even opens.

Mercury Systems (MRCY) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Elbit (ESLT) delivered earnings and revenue surprises of +12.20% and +2.71%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Expensive stocks often command premium valuations because the market thinks their business models are exceptional. However, the downside is that high expectations are already baked into their prices, leaving little room for error if they stumble even slightly.

Palantir Technologies (NasdaqGS:PLTR) announced a partnership with Mercury Systems to help digitally transform U.S. military supply chains using its software platforms. The collaboration includes creating digital twins of manufacturing operations to support automation, throughput and decision-making for defense contractors. Separately, KODE OS secured FedRAMP High authorization through Palantir's FedStart program, enabling its building intelligence platform for use in high-security federal...

Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The letter reports a positive market shift towards Small Caps, with the Russell 2000 Index achieving its best first half since 1991 and the Russell 2000 Growth Index up 25.7% in Q2, fueled by AI enthusiasm […]