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Mercury Systems, Inc. Stock Price

NasdaqGS:MRCY Community·US$6.9b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 24 Fair Values set on narratives written by author

MRCY Share Price Performance

US$107.98
57.02 (111.89%)
US$120.00
Fair Value
US$107.98
57.02 (111.89%)
10.0% undervalued intrinsic discount
US$120.00
Fair Value
Price US$107.98
AnalystHighTarget US$120.00
AnalystConsensusTarget US$101.50
AnalystLowTarget US$72.04

MRCY Community Narratives

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Fair Value US$120 10.0% undervalued intrinsic discount

Expanding Global Defense Spending Will Advance Secure Embedded Solutions

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Fair Value US$101.5 6.4% overvalued intrinsic discount

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

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Fair Value US$72.04 49.9% overvalued intrinsic discount

Government Deficits And Rising Input Costs Will Squeeze Margins

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Trending Discussion

Updated Narratives

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MRCY: Future Margin Execution On Defense Bookings Will Limit Repricing Potential

Fair Value: US$101.5 6.4% overvalued intrinsic discount
7 users have set this as their fair value
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MRCY: Contract Wins And Margin Gains Will Support Steadier Future Earnings Quality

Fair Value: US$120 10.0% undervalued intrinsic discount
2 users have set this as their fair value
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MRCY: Space Program Execution Risk Will Constrain Future Share Price Upside

Fair Value: US$72.04 49.9% overvalued intrinsic discount
2 users have set this as their fair value
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Snowflake Analysis

Moderate growth potential with mediocre balance sheet.

1 Risk
1 Reward

Mercury Systems, Inc. Key Details

US$966.9m

Revenue

US$689.6m

Cost of Revenue

US$277.4m

Gross Profit

US$291.5m

Other Expenses

-US$14.1m

Earnings

Last Reported Earnings
Mar 27, 2026
Next Reporting Earnings
n/a
-0.23
28.68%
-1.46%
41.2%
View Full Analysis

About MRCY

Founded
1981
Employees
2117
CEO
William Ballhaus
WebsiteView website
www.mrcy.com

Mercury Systems, Inc., a technology company, manufactures and sells components, products, modules, and subsystems for defense prime contractors, original equipment manufacturers, government, and commercial aerospace companies. The company offers components, including power amplifiers and limiters, switches, oscillators, filters, equalizers, digital and analog converters, chips, monolithic microwave integrated circuits, and memory and storage devices; modules and sub-assemblies, such as embedded processing boards, switched fabrics and boards, digital receivers, multi-chip modules, integrated radio frequency and microwave multi-function assemblies, tuners, and transceivers, as well as graphics and video; and integrated subsystems. It also designs, develops, and manufactures digital radio frequency memory units for various modern electronic warfare applications; radar environment simulation and test systems for defense and intelligence applications; and signals intelligence payloads and EO/IR technologies for small UAV platforms, as well as onboard UAV processor systems for real-time wide area motion imagery. It operates in the United States, Europe, and the Asia Pacific. The company was formerly known as Mercury Computer Systems, Inc. and changed its name to Mercury Systems, Inc. in November 2012. Mercury Systems, Inc. was incorporated in 1981 and is headquartered in Andover, Massachusetts.

Recent MRCY News & Updates

Seeking Alpha Jul 09

Mercury Systems: Investment Has Played Out, The Defense Chip Specialist Is Now A Sell

Summary Mercury Systems is downgraded from buy to sell as the stock is now fully valued after a 42.5% rally. MRCY's improved inventory management and higher-margin backlog have driven margin expansion and revenue acceleration, but future upside appears limited. Guidance was raised for FY26, with mid-single-digit revenue growth and mid-teens EBITDA margins, yet these improvements are already priced in. Absent clear signs of sales CAGR acceleration to low-to-mid teens, the investment thesis has played out, and risk/reward is no longer attractive. Read the full article on Seeking Alpha

Recent updates

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