Mercury Systems (MRCY) reported earnings 30 days ago. What's next for the stock?
Mercury Systems is positioned for improved profitability as defense customers increase purchases of its standardized computing products. My Buy rating is supported by a visible backlog, operational improvements, and the expectation of higher production volumes driving margin expansion. Key catalysts include manufacturing enhancements (SolderMask acquisition), a Palantir partnership for planning, and repeat customer selections in defense programs.
MRCY's record bookings and $1.9B-plus backlog bolster visibility as production ramps, while fiscal 2027 targets point to stronger growth.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 114 | $6,087.56 | $8,628.66 | $2,541.1 | 41.74% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 4,305 | $474,497.1 | $325,845.45 | -$148,651.65 | -31.33% |
| ABB Alexander Bjornager Bonde Danske Bank A/S | 5,940 | $483,263.11 | $442,411.2 | -$40,851.91 | -8.45% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 5 | $369.04 | $378.45 | $9.41 | 2.55% |
| ND Nicole Dunderdale Snyder Capital Management LP | 566,155 | $17.66M | $42.33M | $24.66M | 139.61% |
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Peter Arment Baird | 4,561.19 | $461,820.78 | $330,595.26 | -$131,225.52 | -28.41% |
| CJ Clarke Jeffries Piper Sandler | 33.26 | $3,713.31 | $2,413.78 | -$1,299.53 | -35% |
| Aerospace & Defense Industry | Industrials Sector | William L. Ballhaus CEO | NASDAQ (NGS) Exchange | 589378108 CUSIP |
| US Country | 2,102 Employees | 13 Mar 2015 Last Dividend | 21 Dec 1999 Last Split | 30 Jan 1998 IPO Date |
Mercury Systems, Inc., established in 1981 and rebranded from Mercury Computer Systems, Inc. in November 2012, operates as a pivotal technology entity within the aerospace and defense sectors. The company's footprint spans across the United States, Europe, and the Asia Pacific, servicing approximately 300 programs through collaborations with 25 defense contractors and commercial aviation customers. Anchored in Andover, Massachusetts, Mercury Systems is dedicated to the design, manufacture, and marketing of a wide array of components, products, modules, and subsystems tailored to meet the rigorous demands of its clientele in defense and aerospace industries.
Mercury Systems, Inc. provides a vast portfolio of products and services designed to address the multifaceted needs of the aerospace and defense industries: