MRCY
MERCURY SYSTEMS INC
$120.30
+0.82%
$7.2B
No data for this timeframe.
Vol
Market Cap$7.2B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (73%)
Inst. Holders50 funds
Inst. Value$3.0B
Inst. Activity18 buys / 11 sells
Insider Activity0B / 9S
Insider Net $-$76.2M
SEC Reports3
Press Releases2
Exchange Nasdaq·Sector Electronic Components & Accessories·Inc. MA·CIK 0001049521·Prev Close $119.32
Recent Activity
Jun 3, 2026
short_volume
Short Volume: MRCY — 66.1% short (0.4M / 0.7M)
Short: 444,488 | Exempt: 617 | TRF Vol: 672,860 | Short Ratio: 66.1% | Off-exchange volume (dark poo
May 28, 2026
Press
Mercury Systems announced a multi-year contract to deliver 1,000 of its RTBX06 BuiltSECURE servers to defense distributo
Impact 6/10
May 26, 2026
Insider
LANCE HOWARD L sold 8,000 shares
Director @ $99.95 ($799.6K)
May 12, 2026
Insider
Carvalho Orlando D sold 7,000 shares
Director @ $89.36 ($625.5K)
May 11, 2026
Insider
Ratner Steven sold 2,000 shares
EVP, CHRO @ $92.46 ($184.9K)
May 5, 2026
SEC
Mercury Systems reported Q3 FY2026 adjusted EPS of $0.27, crushing the -$0.09 consensus, with revenue of $235.8M up 11.5
8-K — Impact 8/10
Apr 14, 2026
SEC
Mercury Systems announced it will release Q3 FY2026 financial results on May 5, 2026, after market close, followed by a
PRESS-RELEASE — Impact 4/10
Mar 5, 2026
SEC
JANA Partners Management, LP sold a total of 452,057 MRCY shares in the open market over three days, realizing approxima
CLUSTER — Impact 7/10
Price Targets
$101.50
-15.6% upside
Strong Sell
Current $120.30
Low $68.00
Median $105.00
High $120.00
8 analysts
$68.00
$120.00
Analyst Ratings
5Strong Buy
6Buy
3Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 11, 2026 | Goldman Sachs | MAINTAIN | Sell → Sell |
| May 7, 2026 | Canaccord Genuity | MAINTAIN | Buy → Buy |
| Apr 7, 2026 | Jefferies | MAINTAIN | Hold → Hold |
| Feb 4, 2026 | Truist Securities | MAINTAIN | Buy → Buy |
| Jan 20, 2026 | Goldman Sachs | MAINTAIN | Sell → Sell |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.40 ▲ +12.6% | $0.31 — $0.51 | -16% YoY | 9 |
| Next Q | $0.26 ▲ +3.2% | $0.22 — $0.31 | 1% YoY | 7 |
| Current FY | $1.06 ▲ +2.2% | $0.92 — $1.20 | 65% YoY | 9 |
| Next FY | $1.53 | $1.25 — $1.94 | 45% YoY | 8 |
Latest Reports
BULLISH
Press
6/10
Mercury Systems announced a multi-year contract to deliver 1,000 of its RTBX06 BuiltSECURE servers to defense distributo
May 28, 2026
BULLISH
8-K
8/10
Mercury Systems reported Q3 FY2026 adjusted EPS of $0.27, crushing the -$0.09 consensus, with revenue of $235.8M up 11.5
May 5, 2026
NEUTRAL
PRESS-RELEASE
4/10
Mercury Systems announced it will release Q3 FY2026 financial results on May 5, 2026, after market close, followed by a
Apr 14, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $650.4M | — |
| STATE STREET CORP | $281.8M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $212.2M | — |
| Invesco Ltd. | $178.0M | ADD |
| VANGUARD CAPITAL MANAGEMENT LLC | $175.3M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 26, 2026 | LANCE HOWARD | SELL | $799.6K |
| May 12, 2026 | Carvalho Orlando | SELL | $625.5K |
| May 11, 2026 | Ratner Steven | SELL | $184.9K |
| Apr 16, 2026 | Farnsworth David | SELL | $307.7K |
| Apr 16, 2026 | Nearhos Barry | A | $0.00 |
50 institutional holders with $3.0B total value (40,866,238 shares) as of 2026-Q1. Top holders: BlackRock,, STATE, VANGUARD. Net buying activity: 18 institutions added/increased vs 11 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 8,920,325 | $650.4M | 21.8% | — |
| 2 | STATE STREET CORP | 3,865,719 | $281.8M | 9.5% | — |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2,910,904 | $212.2M | 7.1% | — |
| 4 | Invesco Ltd. | 2,441,578 | $178.0M | 6.0% | ADD +27.8% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 2,403,818 | $175.3M | 5.9% | — |
| 6 | DIMENSIONAL FUND ADVISORS LP | 1,227,975 | $89.5M | 3.0% | — |
| 7 | GOLDMAN SACHS GROUP INC | 1,201,112 | $87.6M | 2.9% | — |
| 8 | FIRST TRUST ADVISORS LP | 1,160,775 | $84.6M | 2.8% | — |
| 9 | AMERIPRISE FINANCIAL INC | 991,808 | $72.3M | 2.4% | DOUBLED +360.0% |
| 10 | Neuberger Berman Group LLC | 910,418 | $66.3M | 2.2% | — |
| 11 | FMR LLC | 903,668 | $65.9M | 2.2% | — |
| 12 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 859,447 | $62.7M | 2.1% | ADD +43.6% |
| 13 | RAYMOND JAMES FINANCIAL INC | 794,029 | $56.3M | 1.9% | — |
| 14 | WELLINGTON MANAGEMENT GROUP LLP | 755,525 | $55.1M | 1.8% | NEW |
| 15 | JENNISON ASSOCIATES LLC | 688,114 | $50.2M | 1.7% | ADD +52.9% |
| 16 | MORGAN STANLEY | 671,331 | $48.9M | 1.6% | — |
| 17 | LOOMIS SAYLES & CO L P | 645,932 | $47.1M | 1.6% | — |
| 18 | BAMCO INC /NY/ | 645,066 | $47.0M | 1.6% | TRIM -35.5% |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 635,970 | $46.4M | 1.6% | — |
| 20 | VOYA INVESTMENT MANAGEMENT LLC | 609,256 | $44.4M | 1.5% | DOUBLED +1492.2% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Invesco Ltd. | ADD | 1,910,742 | 2,441,578 | +27.8% | $178.0M | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | ADD | 598,624 | 859,447 | +43.6% | $62.7M | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP | NEW | — | 755,525 | — | $55.1M | 2026-Q1 |
| JENNISON ASSOCIATES LLC | ADD | 449,967 | 688,114 | +52.9% | $50.2M | 2026-Q1 |
| FRANKLIN RESOURCES INC | DOUBLED | 208,449 | 453,633 | +117.6% | $33.1M | 2026-Q1 |
| Artisan Partners Limited Partnership | NEW | — | 354,265 | — | $25.8M | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | TRIM | 984,273 | 327,288 | -66.7% | $23.9M | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | ADD | 178,681 | 288,540 | +61.5% | $21.0M | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 1,196 | 267,101 | +22232.9% | $19.5M | 2026-Q1 |
| Nuveen, LLC | TRIM | 351,130 | 231,784 | -34.0% | $16.9M | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD | ADD | 56,188 | 76,505 | +36.2% | $5.6M | 2026-Q1 |
| Swedbank AB | ADD | 38,349 | 55,259 | +44.1% | $4.0M | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC | TRIM | 166,138 | 54,216 | -67.4% | $4.0M | 2026-Q1 |
| B. Metzler seel. Sohn & Co. AG | TRIM | 45,347 | 32,845 | -27.6% | $2.4M | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 24,147 | 31,200 | +29.2% | $2.3M | 2026-Q1 |
| GABELLI FUNDS LLC | DOUBLED | 8,438 | 28,893 | +242.4% | $2.1M | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. | NEAR_EXIT | 70,268 | 15,445 | -78.0% | $1.1M | 2026-Q1 |
| FIL Ltd | TRIM | 14,598 | 9,067 | -37.9% | $661.1K | 2026-Q1 |
| Gotham Asset Management, LLC | NEAR_EXIT | 38,214 | 6,822 | -82.1% | $497.4K | 2026-Q1 |
| PICTON MAHONEY ASSET MANAGEMENT | ADD | 4,740 | 6,190 | +30.6% | $451.3K | 2026-Q1 |
| STRS OHIO | TRIM | 13,000 | 5,500 | -57.7% | $401.0K | 2026-Q1 |
| DANSKE BANK A/S | ADD | 2,946 | 4,603 | +56.2% | $335.6K | 2026-Q1 |
| CAPSTONE INVESTMENT ADVISORS, LLC | TRIM | 6,939 | 4,516 | -34.9% | $329.3K | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | ADD | 5,768 | 7,423 | +28.7% | $311.0K | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | TRIM | 6,730 | 3,864 | -42.6% | $281.7K | 2026-Q1 |
6 unique insiders with 11 transactions. Net insider value: -$76.2M ($0.00 bought, $76.2M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 26, 2026 | LANCE HOWARD L | Director | SELL | 8,000 | $99.95 | $799.6K |
| May 12, 2026 | Carvalho Orlando D | Director | SELL | 7,000 | $89.36 | $625.5K |
| May 11, 2026 | Ratner Steven | EVP, CHRO | SELL | 2,000 | $92.46 | $184.9K |
| Apr 16, 2026 | Farnsworth David E. | EVP, CFO | SELL | 3,625 | $84.87 | $307.7K |
| Apr 16, 2026 | Nearhos Barry R | Director | AWARD | 245 | — | — |
| Mar 16, 2026 | Ratner Steven | EVP, CHRO | AWARD | 437 | — | — |
| Mar 4, 2026 | JANA Partners Management, LP | Director | SELL | 100,899 | $89.68 | $9.0M |
| Mar 3, 2026 | JANA Partners Management, LP | Director | SELL | 168,648 | $90.12 | $15.2M |
| Mar 2, 2026 | JANA Partners Management, LP | Director | SELL | 182,510 | $94.05 | $17.2M |
| Feb 25, 2026 | LANCE HOWARD L | Director | SELL | 4,832 | $88.98 | $430.0K |
| Feb 9, 2026 | JANA Partners Management, LP | Director | SELL | 400,000 | $81.00 | $32.4M |
3 SEC filing reports analyzed. Sentiment: 1 bullish, 1 bearish, 0 mixed, 1 neutral. Avg impact: 6.3/10.
BULLISH
8-K
8/10
Mercury Systems reported Q3 FY2026 adjusted EPS of $0.27, crushing the -$0.09 consensus, with revenu
May 5, 2026
NEUTRAL
PRESS-RELEASE
4/10
Mercury Systems announced it will release Q3 FY2026 financial results on May 5, 2026, after market c
Apr 14, 2026
BEARISH
CLUSTER
7/10
JANA Partners Management, LP sold a total of 452,057 MRCY shares in the open market over three days,
Mar 5, 2026
Current analyst consensus: Buy (73% buy). Based on 15 analysts: 5 strong buy, 6 buy, 3 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$101.50 mean target
-15.6% upside
Strong Sell (2.00)
$68.00 Low
$120.00 High
| Metric | Value |
|---|---|
| Current Price | $120.30 |
| Target Low | $68.00 |
| Target Mean | $101.50 |
| Target Median | $105.00 |
| Target High | $120.00 |
| # Analysts | 8 |
| Recommendation | Strong Sell (2.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.40 | $0.31 | $0.51 | -15.7% | +12.6% | 1↑ 7↓ | $0.3B | -2.1% | 9 |
| Next Q 2026-09-30 |
$0.26 | $0.22 | $0.31 | 0.5% | +3.2% | 3↑ 1↓ | $0.2B | 7.1% | 7 |
| Current FY 2026-06-30 |
$1.06 | $0.92 | $1.20 | 65.3% | +2.2% | 7↑ 0↓ | $1.0B | 5.2% | 9 |
| Next FY 2027-06-30 |
$1.53 | $1.25 | $1.94 | 44.7% | -0.2% | 4↑ 1↓ | $1.0B | 9.1% | 8 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.396 | |
| 7d ago | $0.396 | |
| 30d ago | $0.352 | +0.044 |
| 60d ago | $0.475 | -0.079 |
| 90d ago | $0.475 | -0.079 |
4 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 11, 2026 | Goldman Sachs | MAINTAIN | Sell | Sell |
| May 7, 2026 | Canaccord Genuity | MAINTAIN | Buy | Buy |
| Apr 7, 2026 | Jefferies | MAINTAIN | Hold | Hold |
| Feb 4, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
| Jan 20, 2026 | Goldman Sachs | MAINTAIN | Sell | Sell |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 5 | 6 | 3 | 1 | 0 | 73% | |
| May 1, 2026 | 5 | 6 | 3 | 1 | 0 | 73% | |
| Apr 1, 2026 | 5 | 6 | 3 | 1 | 0 | 73% | |
| Mar 1, 2026 | 5 | 6 | 3 | 1 | 0 | 73% | |
| Feb 1, 2026 | 5 | 6 | 3 | 1 | 0 | 73% | |
| Jan 1, 2026 | 5 | 6 | 3 | 1 | 0 | 73% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Jun 3, 2026
short_volume
Short Volume: MRCY — 66.1% short (0.4M / 0.7M)
Short: 444,488 | Exempt: 617 | TRF Vol: 672,860 | Short Ratio: 66.1% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: MRCY — 58.2% short (0.3M / 0.5M)
Short: 311,918 | Exempt: 16 | TRF Vol: 535,792 | Short Ratio: 58.2% | Off-exchange volume (dark pool + OTC)
May 28, 2026
contract
Mercury Receives Largest Production Order for its Common Processing Architecture Servers
<p>ANDOVER, Mass., May 28, 2026 (GLOBE NEWSWIRE) -- Mercury Systems, Inc. (NASDAQ: MRCY, <a href="https://www.globenewswire.com/Tracker?data=zgI3Ugk
May 6, 2026
short_volume
Short Volume: MRCY — 78.9% short (0.4M / 0.5M)
Short: 398,412 | Exempt: 24 | TRF Vol: 504,787 | Short Ratio: 78.9% | Off-exchange volume (dark pool + OTC)
May 5, 2026
earnings
Mercury Systems Reports Third Quarter Fiscal 2026 Results
<p align="left">ANDOVER, Mass., May 05, 2026 (GLOBE NEWSWIRE) -- Mercury Systems, Inc. (NASDAQ: MRCY, www.mrcy.com), reported operating results for
May 5, 2026
earnings_calendar
MRCY Q3 2026 Earnings Scheduled — 2026-05-05
Apr 14, 2026
earnings
Mercury Systems to Report Third Quarter Fiscal Year 2026 Financial Results on May 5, 2026
<p>ANDOVER, Mass., April 14, 2026 (GLOBE NEWSWIRE) -- Mercury Systems Inc. (NASDAQ: MRCY, <a href="https://www.globenewswire.com/Tracker?data=fIRJBX
Apr 2, 2026
contract
L3Harris Selects Mercury To Provide Solid-State Data Recorders for SDA’s Tranche 3 Tracking Layer Satellites
<p>ANDOVER, Mass., April 02, 2026 (GLOBE NEWSWIRE) -- Mercury Systems, Inc. (NASDAQ: MRCY, <a href="https://www.globenewswire.com/Tracker?data=5IQCx
Mar 31, 2026
short_interest
FTD: MRCY — 16,633 shares ($1.2M) failed to deliver
Settlement: 20260331, Price: $69.86, FTD Value: $1,161,981.38, MERCURY SYSTEMS INC COMMON STK
Mar 30, 2026
short_interest
FTD: MRCY — 7,838 shares ($0.6M) failed to deliver
Settlement: 20260330, Price: $71.40, FTD Value: $559,633.2, MERCURY SYSTEMS INC COMMON STK
Mar 27, 2026
short_interest
FTD: MRCY — 143,778 shares ($11.0M) failed to deliver
Settlement: 20260327, Price: $76.16, FTD Value: $10,950,132.48, MERCURY SYSTEMS INC COMMON STK
Mar 26, 2026
short_interest
FTD: MRCY — 31,079 shares ($2.4M) failed to deliver
Settlement: 20260326, Price: $78.71, FTD Value: $2,446,228.09, MERCURY SYSTEMS INC COMMON STK
Mar 12, 2026
m_and_a
Mercury Systems Acquires SolderMask To Support Higher Rate Production
<p>ANDOVER, Mass., March 12, 2026 (GLOBE NEWSWIRE) -- Mercury Systems, Inc. (NASDAQ: MRCY, <a href="https://www.globenewswire.com/Tracker?data=pnDth
Mar 12, 2026
short_interest
FTD: MRCY — 18,453 shares ($1.6M) failed to deliver
Settlement: 20260312, Price: $86.00, FTD Value: $1,586,958, MERCURY SYSTEMS INC COMMON STK
Mar 6, 2026
short_interest
FTD: MRCY — 6,954 shares ($0.6M) failed to deliver
Settlement: 20260306, Price: $84.96, FTD Value: $590,811.84, MERCURY SYSTEMS INC COMMON STK