Mercury SystemsMRCY
About: Mercury Systems Inc is a commercial technology company serving the aerospace and defense industry. The company envisions, creates, and delivers secure open architecture solutions powering a broad range of mission-critical applications in challenging and demanding environments. Its Mercury Processing Platform spans the full breadth of signal processing from radio frequency front end to the human-machine interface to convert meaningful data, gathered in remote and hostile environments, into critical decisions. The company manufactures components, products, modules, and subsystems and sells to defense prime contractors, the U.S. government, original equipment manufacturers, and commercial aerospace companies. Geographically, it derives maximum revenue from the United States.
Employees: 2,374
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
86% more call options, than puts
Call options by funds: $7.98M | Put options by funds: $4.28M
33% more funds holding in top 10
Funds holding in top 10: 3 [Q3] → 4 (+1) [Q4]
14% more capital invested
Capital invested by funds: $2.33B [Q3] → $2.66B (+$336M) [Q4]
11% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 27
0.59% more ownership
Funds ownership: 105.8% [Q3] → 106.39% (+0.59%) [Q4]
0% less funds holding
Funds holding: 241 [Q3] → 240 (-1) [Q4]
5% less repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 87
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Truist Securities Michael Ciarmoli 55% 1-year accuracy 42 / 76 met price target | 19%upside $56 | Buy Upgraded | 13 Mar 2025 |
Baird Peter Arment 50% 1-year accuracy 15 / 30 met price target | 23%upside $58 | Outperform Upgraded | 5 Feb 2025 |
Financial journalist opinion
Based on 6 articles about MRCY published over the past 30 days
