View ValuationMerlin 将来の成長Future 基準チェック /26Merlin収益と収益がそれぞれ年間108.5%と86.9%増加すると予測されています。主要情報108.5%収益成長率n/aEPS成長率Aerospace & Defense 収益成長18.0%収益成長率86.9%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日17 Jun 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesSeeking Alpha • Jun 19Merlin: Another De-Risking Event Could Unlock Meaningful UpsideSummary Merlin Inc. is rated a buy with a 24% FY 2026 upside, targeting $8.3 per share. MRLN’s investment thesis hinges on the successful execution of technical milestones, especially under its $105M USSOCOM contract. Liquidity stands at $183M post-PIPE, but ongoing cash burn implies a runway of up to 8 quarters before further capital needs. High risk remains due to dilution, technical integration risks, and limited near-term revenue visibility, but upside exists if milestones are met. Read the full article on Seeking Alphaライブニュース • Jun 07Merlin Advances C-130J Autonomy Program and Sees Over 29% Stock SurgeMerlin completed the Critical Design Review for its C-130J autonomy program with U.S. Special Operations Command, confirming the design is ready to move into aircraft integration and testing. The program advances under a $105m-plus IDIQ contract that could extend to other Department of Defense platforms and potentially to commercial aviation. Merlin’s stock moved sharply higher around the announcement, with pre- and post-market gains above 29%, and some analysts cited early revenue visibility from large military contracts and the broader aviation autonomy market. The key takeaway is that Merlin has cleared a major technical and contractual hurdle. This moves its AI autonomy stack closer to real-world deployment on large military aircraft under an existing IDIQ framework. Investors should keep in mind that while the milestone and stock reaction signal strong interest, future program phases, test outcomes and the pace of any expansion across platforms or into commercial use remain important sources of execution risk.お知らせ • May 17Merlin Inc Announces Merlin Pilot for Commercial CargoMerlin, Inc. announced Merlin Pilot for Commercial Cargo, which aims to bring its aircraft-agnostic AI-powered autonomy core to commercial transport, starting with cargo aircraft. Merlin Pilot for Commercial Cargo is part of Condor, Merlin’s new product family for large, multi-crew aircraft, which would apply the Merlin Pilot autonomy core across both civil and military platforms, from Part 25 aircraft to military transports such as the C-130J. Condor is the first product family Merlin is planning to bring to market utilizing the Merlin Pilot platform. Merlin is working to bring next-generation technology to civil cargo as the global air freight market continues to expand. According to Boeing, the fleet of large cargo aircraft is projected to grow from roughly 2,340 today to nearly 3,900 over the next two decades, with more than 2,800 production and conversion deliveries forecasted. At the same time, cargo operators are looking beyond the traditional scale-restricted operating model where a number of pilots per aircraft manage all in-flight tasks and decision making. The industry’s growing interest in autonomy reflects an evolution toward broader thinking about how aircraft are designed, operated, and scaled to meet demand over the long term. Merlin Pilot works alongside pilots in real-time to extend crew capabilities and scale operations beyond the limits of the traditional model. Integrating into existing and new cargo aircraft, Merlin Pilot is designed to provide operators a practical pathway to autonomy. From takeoff to touchdown, Merlin Pilot is being built to manage systems, monitor the environment, and handle communications, allowing flight crews to focus where human judgment matters most. Merlin believes bringing these capabilities to commercial cargo operations will enhance both safety and operational performance. The Merlin Pilot system has already logged hundreds of flights across multiple aircraft platforms, providing a strong foundation for its ongoing civil certification path. The same system is being tested under contract with the U.S. Special Operations Command (USSOCOM), where it is advancing through a rigorous airworthiness process on the C-130J. The program achieved its latest milestone in March 2026 when Merlin successfully completed the Preliminary Design Review (PDR), advancing efforts toward eventual integration and flight testing. Merlin is already collaborating with World Star Aviation, a freighter lessor, and is developing additional relationships with key players in the commercial cargo conversion market. Together, these collaborations have the potential to establish a framework for integrating Merlin Pilot into the converted commercial cargo airframes that the global cargo market actually flies.お知らせ • May 08Merlin, Inc. to Report Q1, 2026 Results on May 14, 2026Merlin, Inc. announced that they will report Q1, 2026 results at 9:30 AM, US Eastern Standard Time on May 14, 2026お知らせ • Apr 30Merlin, Inc. announced that it expects to receive $80 million in funding from Alyeska Investment Group, L.P.Merlin, Inc. announced that it has entered into a securities purchase agreement (the “ Purchase Agreement ”) with the purchaser named therein Alyeska Master Fund, L.P. to issue 8,000,000 shares at an issue price of $10 per share for gross proceeds of $80,000,000 and 4,000,000 warrants on April 29, 2026. The Company intends to close the Private Placement and issue the Securities on May 1, 2026. The Private Placement is exempt from the registration requirements of the Securities Act pursuant to the exemption for transactions by an issuer not involving any public offering under Section 4(a)(2) of the Securities Act and in reliance on similar exemptions under applicable state laws. The Purchaser represented that it is an accredited investor within the meaning of Rule 501(a) of Regulation D and is acquiring the Securities and Underlying Shares as principal for its own account and not with a view to or for distributing or reselling the Securities and Underlying Shares.お知らせ • Apr 14Merlin, Inc. Appoints Mark Brunner as Chief Revenue OfficerMerlin, Inc. announced the appointment of Mark Brunner as Chief Revenue Officer. Brunner will lead global revenue strategy and growth initiatives as the company scales the Merlin Pilot across defense and civil aviation programs, playing a critical role as Merlin enters its next chapter as a publicly traded company. Brunner is an industry veteran with more than 25 years of experience spanning military service, defense policy, and business development at the intersection of government and advanced technology. He brings a deep understanding of how innovation moves from emerging capability to scaled adoption, with a proven track record driving strategy, government relations, growth, and business development across the national security and technology sectors. Prior to joining Merlin, he led public sector growth initiatives at PsiQuantum and served as President of Public Sector at Primer AI, where he built and expanded the company’s government business around large language model technology. Earlier in his career, he advised leading defense and technology companies on market strategy at The Cohen Group and spent six years as Senior Advisor to U.S. Senator Mark Warner of Virginia, shaping defense and technology policy initiatives. He also served 20 years in the U.S. Navy as a pilot, bringing operational experience that informs his approach to scaling mission-critical technologies.お知らせ • Mar 31Merlin, Inc. Appoints Michael Baker as Chief Marketing OfficerMerlin, Inc. announced the appointment of Michael Baker as Chief Marketing Officer. Baker joins Merlin as the company enters a new chapter as a publicly traded company, bringing nearly 15 years of experience leading brand, content, and communications programs at high-growth technology companies. At Merlin, he will lead all brand and marketing initiatives as the company scales Merlin Pilot across defense and civil aviation programs worldwide. Baker joins Merlin directly from 3D printing company Formlabs, where he served for nearly six years, most recently as Global Head of Brand and Communications. Prior to Formlabs, Baker served as a marketing director at Lola.com amongst other senior content and communications leadership roles.業績と収益の成長予測NasdaqGM:MRLN - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202746-52-45-43212/31/202622-129-45-4923/31/20268-500-73-70N/A12/31/20258-420-60-60N/A9/30/20257-415-57-56N/A12/31/20241-55-47-45N/A12/31/20231-36-37-32N/Aアナリストによる今後の成長予測収入対貯蓄率: MRLN今後 3 年間、利益が出ない状態が続くと予測されています。収益対市場: MRLN今後 3 年間、利益が出ない状態が続くと予測されています。高成長収益: MRLN今後 3 年間、利益が出ない状態が続くと予測されています。収益対市場: MRLNの収益 ( 86.9% ) US市場 ( 12.8% ) よりも速いペースで成長すると予測されています。高い収益成長: MRLNの収益 ( 86.9% ) 20%よりも速いペースで成長すると予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: MRLNの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/30 06:33終値2026/06/30 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Merlin, Inc. 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関Suji DesilvaRoth Capital PartnersGautam KhannaTD Cowen
Seeking Alpha • Jun 19Merlin: Another De-Risking Event Could Unlock Meaningful UpsideSummary Merlin Inc. is rated a buy with a 24% FY 2026 upside, targeting $8.3 per share. MRLN’s investment thesis hinges on the successful execution of technical milestones, especially under its $105M USSOCOM contract. Liquidity stands at $183M post-PIPE, but ongoing cash burn implies a runway of up to 8 quarters before further capital needs. High risk remains due to dilution, technical integration risks, and limited near-term revenue visibility, but upside exists if milestones are met. Read the full article on Seeking Alpha
ライブニュース • Jun 07Merlin Advances C-130J Autonomy Program and Sees Over 29% Stock SurgeMerlin completed the Critical Design Review for its C-130J autonomy program with U.S. Special Operations Command, confirming the design is ready to move into aircraft integration and testing. The program advances under a $105m-plus IDIQ contract that could extend to other Department of Defense platforms and potentially to commercial aviation. Merlin’s stock moved sharply higher around the announcement, with pre- and post-market gains above 29%, and some analysts cited early revenue visibility from large military contracts and the broader aviation autonomy market. The key takeaway is that Merlin has cleared a major technical and contractual hurdle. This moves its AI autonomy stack closer to real-world deployment on large military aircraft under an existing IDIQ framework. Investors should keep in mind that while the milestone and stock reaction signal strong interest, future program phases, test outcomes and the pace of any expansion across platforms or into commercial use remain important sources of execution risk.
お知らせ • May 17Merlin Inc Announces Merlin Pilot for Commercial CargoMerlin, Inc. announced Merlin Pilot for Commercial Cargo, which aims to bring its aircraft-agnostic AI-powered autonomy core to commercial transport, starting with cargo aircraft. Merlin Pilot for Commercial Cargo is part of Condor, Merlin’s new product family for large, multi-crew aircraft, which would apply the Merlin Pilot autonomy core across both civil and military platforms, from Part 25 aircraft to military transports such as the C-130J. Condor is the first product family Merlin is planning to bring to market utilizing the Merlin Pilot platform. Merlin is working to bring next-generation technology to civil cargo as the global air freight market continues to expand. According to Boeing, the fleet of large cargo aircraft is projected to grow from roughly 2,340 today to nearly 3,900 over the next two decades, with more than 2,800 production and conversion deliveries forecasted. At the same time, cargo operators are looking beyond the traditional scale-restricted operating model where a number of pilots per aircraft manage all in-flight tasks and decision making. The industry’s growing interest in autonomy reflects an evolution toward broader thinking about how aircraft are designed, operated, and scaled to meet demand over the long term. Merlin Pilot works alongside pilots in real-time to extend crew capabilities and scale operations beyond the limits of the traditional model. Integrating into existing and new cargo aircraft, Merlin Pilot is designed to provide operators a practical pathway to autonomy. From takeoff to touchdown, Merlin Pilot is being built to manage systems, monitor the environment, and handle communications, allowing flight crews to focus where human judgment matters most. Merlin believes bringing these capabilities to commercial cargo operations will enhance both safety and operational performance. The Merlin Pilot system has already logged hundreds of flights across multiple aircraft platforms, providing a strong foundation for its ongoing civil certification path. The same system is being tested under contract with the U.S. Special Operations Command (USSOCOM), where it is advancing through a rigorous airworthiness process on the C-130J. The program achieved its latest milestone in March 2026 when Merlin successfully completed the Preliminary Design Review (PDR), advancing efforts toward eventual integration and flight testing. Merlin is already collaborating with World Star Aviation, a freighter lessor, and is developing additional relationships with key players in the commercial cargo conversion market. Together, these collaborations have the potential to establish a framework for integrating Merlin Pilot into the converted commercial cargo airframes that the global cargo market actually flies.
お知らせ • May 08Merlin, Inc. to Report Q1, 2026 Results on May 14, 2026Merlin, Inc. announced that they will report Q1, 2026 results at 9:30 AM, US Eastern Standard Time on May 14, 2026
お知らせ • Apr 30Merlin, Inc. announced that it expects to receive $80 million in funding from Alyeska Investment Group, L.P.Merlin, Inc. announced that it has entered into a securities purchase agreement (the “ Purchase Agreement ”) with the purchaser named therein Alyeska Master Fund, L.P. to issue 8,000,000 shares at an issue price of $10 per share for gross proceeds of $80,000,000 and 4,000,000 warrants on April 29, 2026. The Company intends to close the Private Placement and issue the Securities on May 1, 2026. The Private Placement is exempt from the registration requirements of the Securities Act pursuant to the exemption for transactions by an issuer not involving any public offering under Section 4(a)(2) of the Securities Act and in reliance on similar exemptions under applicable state laws. The Purchaser represented that it is an accredited investor within the meaning of Rule 501(a) of Regulation D and is acquiring the Securities and Underlying Shares as principal for its own account and not with a view to or for distributing or reselling the Securities and Underlying Shares.
お知らせ • Apr 14Merlin, Inc. Appoints Mark Brunner as Chief Revenue OfficerMerlin, Inc. announced the appointment of Mark Brunner as Chief Revenue Officer. Brunner will lead global revenue strategy and growth initiatives as the company scales the Merlin Pilot across defense and civil aviation programs, playing a critical role as Merlin enters its next chapter as a publicly traded company. Brunner is an industry veteran with more than 25 years of experience spanning military service, defense policy, and business development at the intersection of government and advanced technology. He brings a deep understanding of how innovation moves from emerging capability to scaled adoption, with a proven track record driving strategy, government relations, growth, and business development across the national security and technology sectors. Prior to joining Merlin, he led public sector growth initiatives at PsiQuantum and served as President of Public Sector at Primer AI, where he built and expanded the company’s government business around large language model technology. Earlier in his career, he advised leading defense and technology companies on market strategy at The Cohen Group and spent six years as Senior Advisor to U.S. Senator Mark Warner of Virginia, shaping defense and technology policy initiatives. He also served 20 years in the U.S. Navy as a pilot, bringing operational experience that informs his approach to scaling mission-critical technologies.
お知らせ • Mar 31Merlin, Inc. Appoints Michael Baker as Chief Marketing OfficerMerlin, Inc. announced the appointment of Michael Baker as Chief Marketing Officer. Baker joins Merlin as the company enters a new chapter as a publicly traded company, bringing nearly 15 years of experience leading brand, content, and communications programs at high-growth technology companies. At Merlin, he will lead all brand and marketing initiatives as the company scales Merlin Pilot across defense and civil aviation programs worldwide. Baker joins Merlin directly from 3D printing company Formlabs, where he served for nearly six years, most recently as Global Head of Brand and Communications. Prior to Formlabs, Baker served as a marketing director at Lola.com amongst other senior content and communications leadership roles.