FY2026 EPS Forecast for Mercury Systems Lowered by Analyst

Mercury Systems Inc (NASDAQ:MRCY) – Investment analysts at Zacks Research cut their FY2026 earnings per share estimates for shares of Mercury Systems in a research note issued on Friday, July 3rd. Zacks Research analyst Team now expects that the technology company will earn $0.39 per share for the year, down from their prior estimate of $0.43. Zacks Research currently has a “Strong-Buy” rating on the stock. The consensus estimate for Mercury Systems’ current full-year earnings is $0.31 per share. Zacks Research also issued estimates for Mercury Systems’ Q4 2026 earnings at $0.21 EPS, Q2 2027 earnings at $0.11 EPS, Q3 2027 earnings at $0.17 EPS, Q4 2027 earnings at $0.28 EPS, FY2027 earnings at $0.63 EPS, Q2 2028 earnings at $0.28 EPS, Q3 2028 earnings at $0.33 EPS and Q4 2028 earnings at $0.42 EPS.

Mercury Systems (NASDAQ:MRCY) last posted its quarterly earnings data on Tuesday, May 5th. The technology company reported $0.27 earnings per share for the quarter, topping the consensus estimate of $0.06 by $0.21. The business had revenue of $235.76 million during the quarter, compared to analysts’ expectations of $208.56 million. Mercury Systems had a negative net margin of 1.46% and a positive return on equity of 2.22%. Mercury Systems’s revenue was up 11.5% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.06 earnings per share.

MRCY has been the topic of a number of other reports. Truist Financial raised shares of Mercury Systems to a “strong-buy” rating in a research note on Friday, May 1st. Canaccord Genuity Group lifted their price target on Mercury Systems from $102.00 to $106.00 and gave the company a “buy” rating in a research note on Thursday, May 7th. The Goldman Sachs Group boosted their price target on Mercury Systems from $60.00 to $68.00 and gave the stock a “sell” rating in a report on Monday, May 11th. Jefferies Financial Group reaffirmed a “hold” rating and issued a $105.00 price objective on shares of Mercury Systems in a research note on Monday, June 1st. Finally, Weiss Ratings reissued a “sell (d-)” rating on shares of Mercury Systems in a research note on Tuesday, April 21st. Three investment analysts have rated the stock with a Strong Buy rating, three have issued a Buy rating, two have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $91.00.

Mercury Systems Price Performance

Shares of NASDAQ:MRCY opened at $115.83 on Wednesday. The firm has a 50 day moving average of $104.13 and a 200-day moving average of $91.22. The stock has a market capitalization of $6.95 billion, a PE ratio of -482.62 and a beta of 0.93. The company has a current ratio of 3.19, a quick ratio of 2.15 and a debt-to-equity ratio of 0.40. Mercury Systems has a 12 month low of $49.86 and a 12 month high of $128.45.

Institutional Trading of Mercury Systems

Several institutional investors have recently modified their holdings of the business. AQR Capital Management LLC bought a new position in shares of Mercury Systems during the first quarter worth about $755,000. Goldman Sachs Group Inc. raised its stake in Mercury Systems by 51.6% during the first quarter. Goldman Sachs Group Inc. now owns 855,441 shares of the technology company’s stock worth $36,861,000 after buying an additional 290,989 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in Mercury Systems by 13.4% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 159,617 shares of the technology company’s stock valued at $6,878,000 after buying an additional 18,916 shares during the period. Jane Street Group LLC boosted its position in Mercury Systems by 161.3% during the first quarter. Jane Street Group LLC now owns 50,769 shares of the technology company’s stock valued at $2,188,000 after acquiring an additional 31,337 shares during the last quarter. Finally, JPMorgan Chase & Co. boosted its position in Mercury Systems by 30.3% during the second quarter. JPMorgan Chase & Co. now owns 124,973 shares of the technology company’s stock valued at $6,731,000 after acquiring an additional 29,057 shares during the last quarter. Institutional investors own 95.99% of the company’s stock.

Insider Transactions at Mercury Systems

In related news, EVP David E. Farnsworth sold 3,625 shares of the firm’s stock in a transaction that occurred on Thursday, April 16th. The shares were sold at an average price of $84.87, for a total value of $307,653.75. Following the completion of the transaction, the executive vice president owned 157,701 shares in the company, valued at $13,384,083.87. This trade represents a 2.25% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Howard L. Lance sold 9,250 shares of Mercury Systems stock in a transaction that occurred on Tuesday, May 26th. The stock was sold at an average price of $99.76, for a total transaction of $922,780.00. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 21,875 shares of company stock worth $2,040,874. 1.40% of the stock is owned by corporate insiders.

More Mercury Systems News

Here are the key news stories impacting Mercury Systems this week:

• Positive Sentiment: Zacks Research upgraded Mercury Systems (MRCY) from Hold to Strong-Buy, a bullish signal that can attract investors looking for analyst confirmation. Zacks.com
• Positive Sentiment: The firm raised multiple forward EPS forecasts, including estimates for Q2 2028 to $0.28, Q3 2028 to $0.33, and Q4 2028 to $0.42, suggesting expectations for stronger profitability ahead.
• Neutral Sentiment: At the same time, Zacks trimmed several nearer-term estimates, including FY2026 to $0.39, Q2 2027 to $0.11, Q3 2027 to $0.17, Q4 2027 to $0.28, and FY2027 to $0.63, which tempers the bullish tone.
• Neutral Sentiment: Mercury Systems recently reached a new 12-month high, indicating strong momentum, though that move may already be partly reflected in the share price. Mercury Systems Hits New 12-Month High – Should You Buy?

About Mercury Systems

Mercury Systems, Inc (NASDAQ: MRCY) is a technology company that designs, manufactures and markets secure processing subsystems for aerospace and defense applications. The company’s products are built to address the stringent security, safety and reliability requirements of mission-critical programs, with a focus on radar, electronic warfare, intelligence and other sensor and processing functions. Mercury’s offerings encompass rugged embedded computing modules, high-performance radio frequency (RF) and microwave components, digital signal processing subsystems and secure networking solutions.

Since its origins in advanced signal processing, Mercury Systems has expanded its capabilities through a combination of internal development and targeted acquisitions.