Zacks Research Lowers Earnings Estimates for Mercury Systems

Mercury Systems Inc (NASDAQ:MRCY) – Equities research analysts at Zacks Research cut their Q3 2026 earnings estimates for Mercury Systems in a research report issued to clients and investors on Tuesday, February 24th. Zacks Research analyst Team now anticipates that the technology company will earn ($0.08) per share for the quarter, down from their previous forecast of $0.02. The consensus estimate for Mercury Systems’ current full-year earnings is ($0.08) per share. Zacks Research also issued estimates for Mercury Systems’ Q4 2026 earnings at $0.20 EPS, FY2026 earnings at $0.11 EPS, Q1 2027 earnings at $0.01 EPS, Q2 2027 earnings at $0.02 EPS, Q3 2027 earnings at $0.08 EPS, Q4 2027 earnings at $0.25 EPS, FY2027 earnings at $0.37 EPS, Q1 2028 earnings at $0.16 EPS and FY2028 earnings at $1.02 EPS.

A number of other equities research analysts also recently weighed in on MRCY. Weiss Ratings reissued a “sell (d-)” rating on shares of Mercury Systems in a report on Thursday, January 22nd. Raymond James Financial restated a “strong-buy” rating and set a $100.00 target price on shares of Mercury Systems in a report on Wednesday, November 5th. Truist Financial upped their price target on Mercury Systems from $102.00 to $109.00 and gave the company a “buy” rating in a report on Wednesday, February 4th. Jefferies Financial Group reiterated a “hold” rating and set a $85.00 price objective on shares of Mercury Systems in a research report on Sunday, February 8th. Finally, The Goldman Sachs Group lifted their target price on Mercury Systems from $49.00 to $55.00 and gave the stock a “sell” rating in a report on Tuesday, January 20th. One equities research analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, three have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, Mercury Systems has a consensus rating of “Hold” and an average target price of $86.89.

Mercury Systems Trading Down 0.6%

Shares of Mercury Systems stock opened at $89.03 on Friday. The business has a fifty day simple moving average of $87.67 and a 200-day simple moving average of $77.98. Mercury Systems has a fifty-two week low of $39.89 and a fifty-two week high of $103.84. The firm has a market cap of $5.34 billion, a price-to-earnings ratio of -167.98, a price-to-earnings-growth ratio of 8.68 and a beta of 0.75. The company has a quick ratio of 2.04, a current ratio of 2.96 and a debt-to-equity ratio of 0.41.

Mercury Systems (NASDAQ:MRCY) last released its quarterly earnings results on Tuesday, February 3rd. The technology company reported $0.16 EPS for the quarter, topping analysts’ consensus estimates of $0.07 by $0.09. Mercury Systems had a negative net margin of 3.23% and a positive return on equity of 1.28%. The company had revenue of $232.87 million for the quarter, compared to the consensus estimate of $209.96 million. During the same period in the previous year, the firm earned $0.07 EPS. Mercury Systems’s revenue was up 4.4% on a year-over-year basis.

Insider Activity at Mercury Systems

In other Mercury Systems news, Director Howard L. Lance sold 4,832 shares of the business’s stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $88.98, for a total value of $429,951.36. Following the transaction, the director owned 27,272 shares in the company, valued at $2,426,662.56. The trade was a 15.05% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Stuart Kupinsky sold 2,287 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $83.56, for a total value of $191,101.72. Following the sale, the executive vice president directly owned 68,010 shares of the company’s stock, valued at $5,682,915.60. This trade represents a 3.25% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 407,701 shares of company stock worth $33,069,685. Corporate insiders own 1.40% of the company’s stock.

Hedge Funds Weigh In On Mercury Systems

A number of hedge funds have recently added to or reduced their stakes in the company. Salomon & Ludwin LLC acquired a new stake in Mercury Systems in the third quarter valued at approximately $32,000. Osaic Holdings Inc. lifted its stake in shares of Mercury Systems by 53.2% in the 2nd quarter. Osaic Holdings Inc. now owns 599 shares of the technology company’s stock valued at $32,000 after purchasing an additional 208 shares during the last quarter. Quaker Wealth Management LLC lifted its stake in shares of Mercury Systems by 200.0% in the 2nd quarter. Quaker Wealth Management LLC now owns 644 shares of the technology company’s stock valued at $35,000 after purchasing an additional 1,288 shares during the last quarter. Leonteq Securities AG bought a new stake in Mercury Systems in the fourth quarter worth $35,000. Finally, Hollencrest Capital Management acquired a new position in Mercury Systems during the fourth quarter worth $37,000. Institutional investors and hedge funds own 95.99% of the company’s stock.

Mercury Systems News Summary

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

• Negative Sentiment: Director sale: Howard L. Lance sold 4,832 MRCY shares at an average $88.98 on Feb 25 (≈$430k); his ownership fell ~15%. Insider sales can be viewed negatively by the market as a signal (or simply as diversification/liquidity by the insider), and the timing/size may amplify downward pressure on sentiment. SEC Form 4
• Negative Sentiment: Zacks Research cuts: Zacks lowered multiple quarterly and annual EPS forecasts across FY2026–FY2028 (notable trims: FY2026 from $0.23 to $0.11, FY2027 from $0.57 to $0.37, FY2028 from $1.09 to $1.02; several quarterly cuts including Q3 2026 from $0.02 to ($0.08)). The consensus full‑year figure remains negative at ($0.08). These broad downward revisions reduce near‑term earnings visibility and may prompt investors to re‑price expectations and multiple compression. MarketBeat MRCY

Mercury Systems Company Profile

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.