Mercury Systems (MRCY) News Today

Mercury Systems (NASDAQ: MRCY) has seen its shares rise amid a strong earnings beat, record backlog growth and a wave of analyst upgrades—although a few firms remain cautious. Key drivers for today’s movement include:

• Positive Sentiment: The stock surged over 25% after Mercury Systems delivered record Q4 and full-year fiscal 2025 results, including adjusted EPS of $0.47, a historic $1.40 billion backlog, and a profitable turnaround. Mercury Systems Up 27%: Financials Send Investors a Clear Signal
• Positive Sentiment: Analysts highlighted Q2 operational gains as margins expanded and backlog strengthened, underscoring improved efficiency. MRCY Q2 Deep Dive: Margin Expansion and Strong Backlog Signal Operational Gains
• Positive Sentiment: Robert W. Baird raised its price target to $70 and assigned an “Outperform” rating. Robert W. Baird Boosts Mercury Systems (NASDAQ:MRCY) Price Target to $70.00
• Positive Sentiment: Raymond James upgraded MRCY to “Strong Buy” and lifted its target to $80. Mercury Systems (NASDAQ:MRCY) Upgraded at Raymond James Financial
• Positive Sentiment: The shares hit a new 52-week high after surpassing earnings expectations. Mercury Systems (NASDAQ:MRCY) Sets New 12-Month High on Earnings Beat
• Positive Sentiment: Q4 EPS was $0.47 vs. $0.21 consensus, while revenue of $273.1 million topped estimates, reflecting broad-based strength. Mercury Systems (NASDAQ:MRCY) Posts Quarterly Earnings Results, Beats Expectations By $0.26 EPS
• Positive Sentiment: Zacks reports a 27% jump on Q4 profit, revenue beats and backlog growth fueling optimism. MRCY Stock Surges 27% as Q4 Earnings and Revenue Beat Estimates
• Positive Sentiment: Truist Financial boosted its target to $71 and assigned a “Buy” rating. Mercury Systems (NASDAQ:MRCY) Price Target Raised to $71.00 at Truist Financial
• Positive Sentiment: Truist Financial forecasted that MRCY’s stock price is set to climb. Mercury Systems (NASDAQ:MRCY) Stock Price Expected to Rise, Truist Financial Analyst Says
• Neutral Sentiment: JPMorgan raised its target to $68 and maintained a “Neutral” rating, indicating cautious optimism. JPMorgan Chase & Co. Forecasts Strong Price Appreciation for Mercury Systems (NASDAQ:MRCY) Stock
• Neutral Sentiment: A full transcript of the Q4 FY25 earnings call is now available for review. Mercury Systems, Inc. (NASDAQ:MRCY) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: An overview profile highlights Mercury’s role in mission-ready defense tech. Mercury Systems: Leaders in Mission-Ready Technology
• Negative Sentiment: MRCY shares were grouped with other defense and industrial names and traded lower amid broader market weakness. Orion, Mercury Systems, Gates Industrial Corporation, John Bean, and Sterling Stocks Trade Down, What You Need To Know
• Negative Sentiment: Goldman Sachs reiterated its “Sell” rating on MRCY, highlighting limited upside. Goldman Sachs Reaffirms Their Sell Rating on Mercury Systems (MRCY)
• Negative Sentiment: Goldman Sachs slightly upped its target to $39 but kept MRCY at “Sell,” implying a ~42% downside. Benzinga
• Negative Sentiment: An analysis flagged risks from insufficient insurance cover and liability exposure, raising balance‐sheet concerns. Mercury Systems’ Financial Stability at Risk: Inadequate Insurance Coverage and Liability Concerns