Mercury Systems, Inc.

Informe acción NasdaqGS:MRCY

Capitalización de mercado: US$5.7b

Mercury Systems Dividendos y recompras

Dividendo controles de criterios 0/6

Mercury Systems no tiene historial de pago de dividendo.

Información clave

n/a

Rentabilidad por dividendo

0.2%

Rendimiento de la recompra

Rendimiento total para el accionista0.2%
Rendimiento futuro de los dividendos0%
Crecimiento de los dividendosn/a
Próxima fecha de pago de dividendosn/a
Fecha ex dividendon/a
Dividendo por acciónn/a
Ratio de pagon/a

Últimas actualizaciones de dividendos y recompras

Recent updates

Actualización de narrativa May 13

MRCY: Space Program Execution Risk Will Constrain Future Share Price Upside

Analysts have lifted their price target for Mercury Systems to $72.04 from $62.00, citing updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions following recent Street research. Analyst Commentary Recent Street research on Mercury Systems has included several price target revisions, both upward and downward, which signal a wide range of views on how the stock is currently valued.
Actualización de narrativa Apr 29

MRCY: Execution Risk In Space Contracts Will Limit Upside Potential

Analysts have modestly adjusted their blended price target on Mercury Systems to reflect a mixed set of recent updates, with Jefferies trimming its view by a combined $15 while Truist, RBC Capital, and Canaccord issued increases of $7, $10, and $14 respectively, citing differing expectations around growth, margins, and future P/E assumptions. Analyst Commentary Recent Street research on Mercury Systems reflects a split view, with some firms lifting their price targets while others are trimming theirs.
Seeking Alpha Apr 23

Mercury Systems: Buy Maintained, But Cost Inflation Is The Swing Factor

Summary Mercury Systems, Inc. remains a Buy, with a base case price target of $97.53 (18% upside) and a more bullish target of $113.45 (37% upside). MRCY benefits from long-term demand for defense microelectronics but faces near-term risks from supply chain fragility and rising input costs due to geopolitical tensions. Recent estimate revisions show minimal change in annual revenue and EBITDA, but Q3 2026 EPS was trimmed 70% as non-recurring material receipts were excluded from ongoing guidance. Margin improvement is expected as higher-margin backlog converts to revenue, supporting free cash flow growth and potential for increased share repurchases. Read the full article on Seeking Alpha
Actualización de narrativa Apr 15

MRCY: Ongoing Execution Risk Will Constrain Defense Contract Upside

Mercury Systems' updated analyst price target shifted to $62 from about $64, as analysts adjusted their models for changes in projected growth, margins, discount rate and future P/E assumptions following a mix of recent target cuts and raises across the Street. Analyst Commentary Street research on Mercury Systems has been active, with a mix of higher and lower price targets reflecting different views on how much risk investors should price into the shares.
Actualización de narrativa Mar 31

MRCY: Space And Weapons Contracts Will Support Future Repricing Potential

Analysts have adjusted their Mercury Systems price targets in a mixed but generally constructive way, with several firms raising targets by $6 to $14 while one reduced its view by $10. These changes reflect updated expectations around defense demand, aircraft production and the importance of careful stock selection in higher valuation defense tech names.
Actualización de narrativa Mar 16

MRCY: Space And Strategic Weapons Contracts Will Drive Renewed Uptrend

Analysts have raised the implied fair value estimate for Mercury Systems to $97.50 from $86.00. This change reflects a series of recent Street price target revisions that indicate higher assumed revenue and profit margins, even though one firm reduced its target by $10.
Actualización de narrativa Mar 02

MRCY: Higher Margins And Defense Recapitalization Efforts Will Support Stronger Earnings Quality

Analysts have made modest adjustments to their price targets on Mercury Systems, with shifts such as Jefferies trimming its view by $10 while others raised theirs by $6 to $14. These changes reflect updated expectations around margins, growth and future P/E assumptions rather than a change to the $120 fair value in our framework.
Actualización de narrativa Feb 16

MRCY: Limited Defense Catalysts And Execution Risk Will Pressure Future Returns

Analysts have raised their blended price target for Mercury Systems from about $55 to roughly $63.70. They cite updated assumptions regarding revenue growth, profit margins, and a lower future P/E multiple, which reflect recent target changes from firms that have both increased and decreased their views on the stock.
Actualización de narrativa Feb 02

MRCY: Elevated Sector Pricing And One Off Revenue Timing Will Pressure Returns

Analysts raised their price target on Mercury Systems by about $2.50, supported by slightly higher fair value estimates, a modestly lower discount rate, and small upward adjustments to revenue growth and profit margin assumptions, while keeping future P/E expectations broadly stable. Analyst Commentary Recent research on Mercury Systems highlights a mix of optimism around fair value and caution around how that value might be realized.
Actualización de narrativa Jan 19

MRCY: Higher Margins And Space Contracts Will Support Stronger Earnings Quality

Narrative Update Analysts have raised their implied fair value range for Mercury Systems from about $80 to roughly $120 per share, citing higher modeled revenue, improved profit margins, and sector research indicating supportive demand trends in aerospace and defense. Analyst Commentary Bullish analysts are nudging their expectations higher for Mercury Systems, with recent price target revisions pointing to increased confidence in both execution and earnings quality.
Artículo de análisis Jan 14

Mercury Systems, Inc.'s (NASDAQ:MRCY) 33% Price Boost Is Out Of Tune With Revenues

Mercury Systems, Inc. ( NASDAQ:MRCY ) shareholders have had their patience rewarded with a 33% share price jump in the...
Actualización de narrativa Jan 05

MRCY: Accelerated High Margin Revenue Will Likely Inflate Near Term Expectations

Analysts have raised their price targets on Mercury Systems to a range of US$95 to US$100, citing Q3 results that benefited from about US$20m of accelerated, high margin revenue, a 1.1x book to bill, minimal perceived shutdown risk, and solid demand trends across aircraft production and aftermarket activity. Analyst Commentary Recent research on Mercury Systems has focused on the quality of Q3 earnings, the sustainability of current margins, and how exposed the business might be to macro and government related risks.
Actualización de narrativa Dec 15

MRCY: Elevated Expectations Around Accelerated Revenue Will Likely Pressure Shares

Analysts have raised their price target on Mercury Systems significantly, from about $40 to roughly $53 per share. They cite stronger than expected Q3 execution, higher margin contributions from accelerated revenue, and improving aerospace and defense demand that supports higher growth and profitability assumptions.
Actualización de narrativa Nov 30

MRCY: Share Repurchase And Q3 Strength Will Drive Renewed Uptrend

Analysts have raised their average price target for Mercury Systems. Recent updates reflect an increase from $71 to a range up to $100 per share.
Actualización de narrativa Nov 16

MRCY: Future Demand Strength In Defense And Aerospace Will Drive Share Gains

Mercury Systems’ analyst price target has increased significantly from $81.13 to $86.00. Analysts point to recent operational outperformance, improved profit margins, and positive demand trends as supporting factors for the higher valuation.
Artículo de análisis Nov 07

The Mercury Systems, Inc. (NASDAQ:MRCY) First-Quarter Results Are Out And Analysts Have Published New Forecasts

Last week saw the newest quarterly earnings release from Mercury Systems, Inc. ( NASDAQ:MRCY ), an important milestone...
Actualización de narrativa Nov 01

MRCY: Future Demand From Aerospace And Defense Will Shape Fair Outlook

Analysts have raised their price target for Mercury Systems from $77.50 to $81.13, citing improving sentiment in the aerospace and defense sector, increased aftermarket demand, and model updates that reflect continued operational progress. Analyst Commentary Recent analyst research has highlighted both optimism and caution regarding Mercury Systems' near-term performance and long-term prospects.
Actualización de narrativa Oct 17

US And European Defense Trends Will Drive Transformation

Analysts have raised their price target for Mercury Systems significantly, increasing it from $72.63 to $77.50. They cite improved revenue stability, higher profit margin forecasts, and continued industry optimism surrounding aerospace and defense suppliers.
Actualización de narrativa Oct 03

US And European Defense Trends Will Drive Transformation

Analysts have raised their price target for Mercury Systems from $65.43 to $72.63. They cite improved revenue outlook and recent strong quarterly performance as key drivers for their increased optimism.
Artículo de análisis Sep 11

Subdued Growth No Barrier To Mercury Systems, Inc. (NASDAQ:MRCY) With Shares Advancing 34%

Mercury Systems, Inc. ( NASDAQ:MRCY ) shareholders have had their patience rewarded with a 34% share price jump in the...
Actualización de narrativa Sep 04

US And European Defense Trends Will Drive Transformation

Analysts highlight a Q4 earnings beat driven by a one-time revenue pull-forward and a surge in bookings, but maintain a conservative long-term outlook and reiterate their Buy stance, leaving the price target unchanged at $65.43. Analyst Commentary Q4 earnings significantly exceeded expectations due to a $30M revenue pull-forward.
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Nueva narrativa Mar 22

Transition To Production Will Strengthen Competitive Edge In Defense Electronics

Increased production capacity and competitive wins, like the defense satellite program, position Mercury Systems for potential long-term revenue and market share growth.
Seeking Alpha Jan 16

Rugged Tech, Fragile Finances: Mercury's Fight For Stability

Summary Mercury Systems specializes in ruggedized electronics for defense contractors, focusing on integrating off-the-shelf components to withstand extreme environments. The company faces declining R&D investments, high inventory levels, and operational inefficiencies, leading to stalled revenues, reduced profitability, and volatile cash flow. Management is focusing on streamlining operations, reducing working capital, and shifting the product mix toward higher-margin production contracts. Mercury boasts a record $1.3 billion backlog and improving supply chain conditions, providing optimism for future free cash flow and margin expansion. While management projects recovery and growth in fiscal 2025, risks remain from potential supply chain disruptions, labor market instability, and operational execution. Read the full article on Seeking Alpha
Seeking Alpha Nov 11

Mercury Systems Stock: Still A Hold After 25% Post-Earnings Surge

Summary Mercury Systems reported strong Q1 FY25 earnings, beating analyst estimates, leading to a 25% stock gain, and surpassing my previous $41.05 price target. Despite significant earnings improvement due to restructuring, Mercury Systems still faces challenges with margin recovery, revenue growth, and a $591.5 million credit facility that needs to be paid off. The company’s backlog signals product demand, but FY25 sales are expected to be flat with notable EBITDA and free cash flow improvements. Given the current price levels and financial uncertainties, I maintain a hold rating for Mercury Systems, seeing no compelling near-term upside. Read the full article on Seeking Alpha
Seeking Alpha Aug 15

Mercury Systems: Why Did The Stock Surge 17%?

Summary Mercury Systems stock surged 17% to $40 after fourth quarter results. MRCY focused on risk retirement in FY24, successfully addressing challenged programs. Expectations for enhanced margins and cash flow conversion in FY2025 and beyond, with potential for elevated returns due to risk profile. Read the full article on Seeking Alpha
Seeking Alpha May 09

Mercury Systems: A Troubling Year Shows In The Earnings Results

Summary Mercury Systems' revenues declined 21% and margins were eroded, reflecting the challenges the company is facing. The main pain points for Mercury Systems are fixed price development programs and challenged programs, which are causing margin pressure. Despite progress in completing programs and retiring risk, the stock is overvalued and not a good investment opportunity at the moment. Read the full article on Seeking Alpha

Estabilidad y crecimiento de los pagos

Obteniendo datos sobre dividendos

Dividendo estable: No hay datos suficientes para determinar si los dividendos por acción de MRCY han sido estables en el pasado.

Dividendo creciente: Datos insuficientes para determinar si los pagos de dividendos de MRCY han aumentado.


Rentabilidad por dividendo vs. Mercado

Rentabilidad por dividendo de Mercury Systems vs. Mercado
¿Cómo se compara la rentabilidad por dividendo de MRCY con la del mercado?
SegmentoRentabilidad por dividendo
Empresa (MRCY)n/a
Suelo de mercado 25% (US)1.4%
Techo de mercado 25% (US)4.3%
Media de la industria (Aerospace & Defense)1.2%
Analista de previsiones (MRCY) (hasta 3 años)0%

Dividendo destacado: No es posible evaluar la rentabilidad por dividendo de MRCY en comparación con el 25% inferior de los pagadores de dividendos, ya que la empresa no ha comunicado ningún pago reciente.

Alto dividendo: No es posible evaluar la rentabilidad por dividendo de MRCY en comparación con el 25% de los principales pagadores de dividendos, ya que la empresa no ha comunicado ningún pago reciente.


Pago de beneficios a los accionistas

Cobertura de los beneficios: No hay datos suficientes para calcular el ratio de pago de MRCY para determinar si sus pagos de dividendos están cubiertos por los beneficios.


Pago en efectivo a los accionistas

Cobertura de flujo de caja: No es posible calcular la sostenibilidad de los dividendos, ya que MRCY no ha comunicado ningún pago.


Descubre empresas que pagan buenos dividendos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/21 01:38
Precio de las acciones al final del día2026/05/21 00:00
Beneficios2026/03/27
Ingresos anuales2025/06/27

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Mercury Systems, Inc. está cubierta por 15 analistas. 9 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Peter ArmentBaird
Christopher RiegerBerenberg
Austin MoellerCanaccord Genuity