MRCY

MERCURY SYSTEMS INC

Nasdaq· Electronic Components & Accessories· Inc. MA· CIK 0001049521 Defense Tech Semiconductors

$79.71 +4.84 (+6.46%)

Oct 26 4:00 PM ET · prev $74.87

Market cap

$4.6B

Mid cap

Consensus

Buy

78% Buy or better · 18 analysts

Median target

$115.00

+44% · range $78.00–130.00

Next earnings

Nov 10

in 14 days

1 year

+1.5%

from $78.55 · Oct 27

30 days

−0.5%

from $80.12

52-week range

$66.12–126.21

−37% from high · low Nov 20

Avg volume 20D

541.5K

shares / day

Short interest

🔒 Subscribers only

Insider net

−$42.8M

since May 26 · excl. 1 subscriber-only trade

New fund stakes

Q2 2026 13F · 1 exit

Filing reports

analyzed by SecBot

SecBot read MIXED 9 reports · 90 days

Balance 2 bearish · 1 bullish · 6 neutral oldest → newest, height = score

Avg score

·High conf. 5/9 ·Next Earnings date, Nov 10, 2026

Strongest BEARISH No summary provided

All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

E Mar 12 M&A: Mercury Systems Acquires SolderMask To Support Higher Rate…
R May 5 Mercury Systems reported Q3 FY2026 adjusted EPS of $0.27, crushing t…
S May 26 1 insider sell $922.7K at $99.76
S Aug 17 to Aug 26 8 days of insider sells: $41.4M by 5 insiders, avg $92.86
R Aug 19 No summary provided
S Sep 3 1 insider sell $338.0K at $84.51
S Sep 21 1 insider sell $86.5K at $86.52
A Oct 22 Oppenheimer initiates

Signal stack

Where each data set points today.

InsidersMIXED

6 insiders sold $42.8M. Excludes 1 subscriber-only trade.
InstitutionsMIXED

Q2 2026: 22 added (1 new), 23 trimmed or exited. Largest new: Jane Street Group $14.1M.
AnalystsBULLISH

14 of 18 rate it Buy or better. Median target $115.00 (+44%).
TrendDOWNTREND

5% below its 50-day average.

Who's buying

13F· Q2 2026

new positions

exit

$14.1M

in new stakes

Fund	Move	Shares	Value
FMR LLC	DOUBLED	1,842,103	$225.3M
GOLDMAN SACHS GROUP INC	ADD	1,575,727	$192.8M
AMERIPRISE FINANCIAL INC	TRIM	499,207	$61.1M
DRIEHAUS CAPITAL MANAGEMENT LLC	ADD	487,921	$59.7M
VOYA INVESTMENT MANAGEMENT LLC	TRIM	410,076	$50.2M
ROYAL BANK OF CANADA	TRIM	394,081	$48.2M
JENNISON ASSOCIATES LLC	TRIM	354,894	$43.4M
SEI INVESTMENTS CO	TRIM	261,712	$32.0M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

18 analysts

Buy 78% rate it Buy or better

Strong Buy7Buy7Hold3Sell1Strong Sell0

12-month targets · 11 analysts

$79.71 $78.00 $115.00 $130.00

Price is inside the target range. Median implies +44%.Targets as of Oct 27, 2026.

Recent actions

Date	Firm	Action	Rating
Oct 23, 2026	Piper Sandler MAINTAIN	MAINTAIN	Overweight
Oct 22, 2026	Oppenheimer INITIATE	INITIATE	Outperform
Sep 15, 2026	Guggenheim INITIATE	INITIATE	Buy
Aug 20, 2026	Canaccord Genuity MAINTAIN	MAINTAIN	Buy
Aug 20, 2026	Truist Securities MAINTAIN	MAINTAIN	Buy
Aug 19, 2026	RBC Capital MAINTAIN	MAINTAIN	Outperform

Insider ledger

Form 4

bought · 0 insiders

$42.8M

sold · 6 insiders · excl. 1 subscriber-only trade

Date	Insider	Type	Value
Oct 21, 2026	🔒 Fresh data, subscribers only	SELL
Oct 15, 2026	Nearhos Barry R Director	AWARD	235 sh
Sep 21, 2026	KUPINSKY STUART EVP, CLO & Corp Sec	SELL	$86.5K
Sep 3, 2026	Ratner Steven EVP, CHRO	SELL	$338.0K
Aug 26, 2026	Ballhaus William L Chairman, President & CEO	SELL	$3.4M
Aug 26, 2026	Ballhaus William L Chairman, President & CEO	SELL	$970.5K
Aug 26, 2026	Ballhaus William L Chairman, President & CEO	EXERCISE	$2.9M
Aug 25, 2026	Ballhaus William L Chairman, President & CEO	EXERCISE	$6.6M

Earnings setup

Estimates

Nov 10

reports in 14 days

Revision history: 🔒 Fresh data, subscribers only

Period	EPS est.	Range	30D rev.	Revenue
Current Q	🔒 Fresh data, subscribers only
Next Q	$0.35	$0.32–$0.38	+0.3%	$258.7M
Current FY	🔒 Fresh data, subscribers only
Next FY	🔒 Fresh data, subscribers only