Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$6.7B
60M shares
52-week range
$62.78 – $128.45
72% from low
Sector
ELECTRONIC COMPONENTS & ACCESSORIES
Exchange
NASDAQ
CS
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.
www.mrcy.comNo one on the platform currently holds MRCY.
| Institution | Shares | Reported |
|---|---|---|
| Bridgewater Associatesas of 2025-12-31 | 15,469 | $1.1M |
No one on the platform has traded MRCY yet.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
If you missed the deadline, don’t miss this update. This is probably the most useful info you’ve read in years about $MRCY how you can actually recover something: https://11th.com/cases/mercury-systems-investor-suit
View on StockTwits ↗WALL STREET’S MOST BULLISH PRICE TARGETS FOR POPULAR STOCKS Drones $AVAV $326 (+90%) $KTOS $150 (+160%) $MRCY $120 (+20%) $ONDS $25 (+150%) Wall Street’s highest upside targets are spread across the entire AI ecosystem — compute, memory, connectivity, power, photonics, data centers, robotics, and applications. The next big opportunity may not be one stock. It may be the next sector rotation. Follow my profile and check my homepage for the themes and high-conviction names I’m watching before they become crowded. NFA. DYOR.
View on StockTwits ↗PLTR, MRCY Stocks Gain After Announcing Partnership To Automate US Defense Manufacturing $PLTR $MRCY $PTIR $XLK $QQQM https://stocktwits.com/news/equity/markets/pltr-mrcy-stocks-gain-palatir-mercury-systems-defence-partnership/cZoTX6TRJdo
View on StockTwits ↗$PLTR continues expanding its role in U.S. defense. Mercury Systems ($MRCY) and Palantir announced a strategic partnership focused on AI-driven defense manufacturing. Key highlights: • Automating material planning and factory operations • Building a digital twin of Mercury's manufacturing network • Using Palantir's ontology to improve production visibility and decision-making • Reducing manual workloads while increasing production capacity • Supporting faster delivery of mission-critical technologies for U.S. military programs Why it matters: This is another example of Palantir moving beyond data analytics into real-world operational infrastructure. Its software is becoming embedded in manufacturing, supply chains, and defense production—not just back-office workflows. For investors, the long-term story isn't one contract. It's the growing number of mission-critical deployments that deepen customer relationships and raise switching costs. Watching: $PLTR $MRCY
View on StockTwits ↗$MRCY (+5.0% pre) Mercury Systems and $PLTR Palantir partner to automate factory operations https://ooc.bz/l/109639
View on StockTwits ↗The $32.5M Mercury Systems investor settlement is still reviewing late claims. Investors who purchased $MRCY shares between 2021 and 2024 may still be eligible to participate, late claims are currently being accepted: https://11th.com/cases/mercury-systems-investor-suit
View on StockTwits ↗$MRCY Overhead resistance levels made with @TrendSpider https://share.trendspider.com/chart/MRCY/7594yyzyyi
View on StockTwits ↗UPDATED FIB LEVELS | AI & Future Tech Watchlist Drones $ONDS — $6 $AVAV — $99 $KTOS — $42 $MRCY — $92 AI infrastructure remains one of the biggest investment themes. Track the levels. Follow the leaders. Prepare for the next move.
View on StockTwits ↗$MRCY on the plus side is low sell vol and looks to be finding support at the 61.8 fib
View on StockTwits ↗$MRCY Mercury in retrograde after hitting measured move a week ago.
View on StockTwits ↗Don't forget that there is also an important settlement to watch for $MRCY We have every detail, including how investors can get paid: https://11th.com/cases/mercury-systems-investor-suit
View on StockTwits ↗$MRCY long 108 and looking to add more. This has been my fav set up for last 2 years
View on StockTwits ↗WALL STREET’S MOST BULLISH PRICE TARGETS FOR POPULAR STOCKS Drones • $AVAV $210 (+20%) • $KTOS $70 (+27%) • $MRCY $140 (+27%) • $ONDS $12 (+50%) These are the highest analyst price targets currently on the street. Drones and defense technology remain one of the market's strongest long-term themes. While Wall Street's bullish price targets reflect strong growth expectations, execution and earnings will ultimately determine who delivers. AVAV continues to lead the sector, benefiting from rising defense spending and UAV demand. KTOS remains well positioned in autonomous defense systems. MRCY is a key defense electronics player, with order recovery worth watching. ONDS offers the highest upside potential but also carries greater small-cap volatility and execution risk. Price targets are useful reference points, but fundamentals drive long-term returns. Which drone or defense stock do you think will be the biggest winner over the next 2–3 years?
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2027 | $1.0B | +9.1% | $1.55 | $1.19–$1.93 | 71.0× | 6 |
| 2028 | $1.2B | +10.2% | $2.15 | $0.98–$4.11 | 51.1× | 4 |
| 2029 | $1.3B | +8.3% | $2.61 | $2.54–$2.77 | 42.1× | 1 |
| 2030 | $1.4B | +9.0% | $3.16 | $3.07–$3.36 | 34.7× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-05-05 | $0.06 | $0.27 | +350.0% |
| 2026-02-03 | $0.07 | $0.16 | +128.6% |
| 2025-11-04 | $0.08 | $0.26 | +225.0% |
| 2025-08-11 | $0.21 | $0.47 | +123.8% |
| 2025-05-06 | $0.06 | $0.06 | +0.0% |
| 2025-02-04 | $-0.04 | $0.07 | +275.0% |
| 2024-11-05 | $-0.13 | $0.04 | +130.8% |
| 2024-08-13 | $-0.07 |
| $0.23 |
| +428.6% |
| $7.0B |
| — |
| ENSEnerSys | $197.38 | +5.71% | $7.2B | — |
| HRIHerc Holdings Inc. | $168.71 | +0.10% | $5.6B | — |
Source: Financial Modeling Prep · peers by sector/industry