Mercury Systems Crescita futura
Criteri Future verificati 3/6
Mercury Systems prevede che gli utili e i ricavi cresceranno rispettivamente di 118.8% e 8% all'anno. Si prevede che l'EPS crescerà di 118.7% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 7.4% in 3 anni.
Informazioni chiave
118.8%
Tasso di crescita degli utili
118.68%
Tasso di crescita dell'EPS
| Aerospace & Defense crescita degli utili | 18.8% |
| Tasso di crescita dei ricavi | 8.0% |
| Rendimento futuro del capitale proprio | 7.40% |
| Copertura analitica | Good |
| Ultimo aggiornamento | 15 May 2026 |
Aggiornamenti recenti sulla crescita futura
Recent updates
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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 AlphaAggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.
Nuova narrazione • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaPrevisioni di crescita degli utili e dei ricavi
| Data | Ricavi | Utili | Flusso di cassa libero | Liquidità dell'operazione | Avg. Numero di analisti |
|---|---|---|---|---|---|
| 6/30/2028 | 1,153 | 65 | 134 | 165 | 6 |
| 6/30/2027 | 1,047 | 28 | 93 | 128 | 8 |
| 6/30/2026 | 959 | -23 | 65 | 93 | 9 |
| 3/27/2026 | 967 | -14 | 73 | 98 | N/A |
| 12/26/2025 | 943 | -30 | 99 | 122 | N/A |
| 9/26/2025 | 933 | -33 | 136 | 156 | N/A |
| 6/27/2025 | 912 | -38 | 119 | 139 | N/A |
| 3/28/2025 | 887 | -65 | 146 | 173 | N/A |
| 12/27/2024 | 884 | -90 | 97 | 125 | N/A |
| 9/27/2024 | 859 | -118 | 52 | 85 | N/A |
| 6/28/2024 | 835 | -138 | 26 | 60 | N/A |
| 3/29/2024 | 840 | -135 | -32 | 1 | N/A |
| 12/29/2023 | 895 | -85 | -18 | 16 | N/A |
| 9/29/2023 | 927 | -51 | -34 | 6 | N/A |
| 6/30/2023 | 974 | -28 | -60 | -21 | N/A |
| 3/31/2023 | 1,010 | -3 | -91 | -53 | N/A |
| 12/30/2022 | 1,000 | -4 | -89 | -54 | N/A |
| 9/30/2022 | 991 | 4 | -113 | -83 | N/A |
| 7/1/2022 | 988 | 11 | -47 | -19 | N/A |
| 4/1/2022 | 949 | 12 | -3 | 28 | N/A |
| 12/31/2021 | 953 | 24 | 21 | 55 | N/A |
| 10/1/2021 | 943 | 39 | 32 | 72 | N/A |
| 7/2/2021 | 924 | 62 | 52 | 97 | N/A |
| 4/2/2021 | 891 | 71 | 53 | 99 | N/A |
| 1/1/2021 | 842 | 79 | 59 | 106 | N/A |
| 10/2/2020 | 825 | 82 | 69 | 114 | N/A |
| 7/3/2020 | 797 | 86 | 72 | 115 | N/A |
| 3/27/2020 | 756 | 71 | 72 | 112 | N/A |
| 12/27/2019 | 723 | 62 | N/A | 109 | N/A |
| 9/27/2019 | 688 | 59 | N/A | 102 | N/A |
| 6/30/2019 | 655 | 47 | N/A | 98 | N/A |
| 3/31/2019 | 631 | 44 | N/A | 97 | N/A |
| 12/31/2018 | 572 | 34 | N/A | 72 | N/A |
| 9/30/2018 | 531 | 30 | N/A | 55 | N/A |
| 6/30/2018 | 493 | 41 | N/A | 43 | N/A |
| 3/31/2018 | 456 | 40 | N/A | 27 | N/A |
| 12/31/2017 | 447 | 43 | N/A | 51 | N/A |
| 9/30/2017 | 427 | 39 | N/A | 57 | N/A |
| 6/30/2017 | 409 | 25 | N/A | 59 | N/A |
| 3/31/2017 | 378 | 24 | N/A | 63 | N/A |
| 12/31/2016 | 337 | 21 | N/A | 43 | N/A |
| 9/30/2016 | 299 | 21 | N/A | 41 | N/A |
| 6/30/2016 | 270 | 20 | N/A | 37 | N/A |
| 3/31/2016 | 249 | 18 | N/A | 36 | N/A |
| 12/31/2015 | 243 | 19 | N/A | 41 | N/A |
| 9/30/2015 | 239 | 17 | N/A | 37 | N/A |
| 6/30/2015 | 235 | 14 | N/A | 32 | N/A |
Previsioni di crescita futura degli analisti
Guadagni vs tasso di risparmio: Si prevede che MRCY diventerà redditizio nei prossimi 3 anni, il che è considerato una crescita più rapida del tasso di risparmio ( 3.5% ).
Guadagni vs Mercato: Si prevede che MRCY diventerà redditizia nei prossimi 3 anni, il che è considerato una crescita superiore alla media del mercato.
Guadagni ad alta crescita: Si prevede MRCY diventerà redditizia nei prossimi 3 anni.
Ricavi vs Mercato: Si prevede che il fatturato di MRCY ( 8% all'anno) crescerà più lentamente rispetto al mercato US ( 11.6% all'anno).
Ricavi ad alta crescita: Si prevede che il fatturato di MRCY ( 8% all'anno) crescerà più lentamente di 20% all'anno.
Previsioni di crescita dell'utile per azione
Rendimento futuro del capitale proprio
ROE futuro: Si prevede che il Return on Equity di MRCY sarà basso tra 3 anni ( 7.4 %).
Scoprire le aziende in crescita
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/20 10:29 |
| Prezzo dell'azione a fine giornata | 2026/05/20 00:00 |
| Utili | 2026/03/27 |
| Utili annuali | 2025/06/27 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Mercury Systems, Inc. è coperta da 15 analisti. 9 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Peter Arment | Baird |
| Christopher Rieger | Berenberg |
| Austin Moeller | Canaccord Genuity |