Mercury Systems Q3 EPS Forecast Lowered by William Blair

Mercury Systems, Inc. (NASDAQ:MRCY) – Stock analysts at William Blair lowered their Q3 2025 earnings per share estimates for shares of Mercury Systems in a research note issued to investors on Wednesday, February 5th. William Blair analyst J. Ho now forecasts that the technology company will post earnings of ($0.09) per share for the quarter, down from their prior forecast of ($0.05). The consensus estimate for Mercury Systems’ current full-year earnings is ($0.14) per share. William Blair also issued estimates for Mercury Systems’ Q4 2025 earnings at $0.06 EPS, FY2025 earnings at ($0.05) EPS, Q1 2026 earnings at ($0.05) EPS and Q2 2026 earnings at ($0.03) EPS.

A number of other brokerages have also weighed in on MRCY. Jefferies Financial Group raised shares of Mercury Systems from an “underperform” rating to a “hold” rating and lifted their target price for the company from $30.00 to $42.00 in a research note on Monday, November 11th. Robert W. Baird raised Mercury Systems from a “neutral” rating to an “outperform” rating and lifted their price objective for the company from $37.00 to $58.00 in a research report on Wednesday, February 5th. The Goldman Sachs Group increased their target price on Mercury Systems from $25.00 to $28.00 and gave the stock a “sell” rating in a research report on Thursday, January 16th. JPMorgan Chase & Co. lifted their price target on Mercury Systems from $36.00 to $40.00 and gave the company a “neutral” rating in a research report on Thursday, November 7th. Finally, StockNews.com raised Mercury Systems from a “sell” rating to a “hold” rating in a research note on Thursday, December 5th. One research analyst has rated the stock with a sell rating, five have issued a hold rating, two have issued a buy rating and one has issued a strong buy rating to the company’s stock. According to MarketBeat.com, Mercury Systems currently has a consensus rating of “Hold” and a consensus target price of $42.14.

Mercury Systems Stock Performance

NASDAQ:MRCY opened at $46.76 on Monday. The company has a quick ratio of 2.59, a current ratio of 3.62 and a debt-to-equity ratio of 0.41. Mercury Systems has a twelve month low of $26.48 and a twelve month high of $52.25. The stock has a market cap of $2.79 billion, a P/E ratio of -29.97 and a beta of 0.79. The firm’s fifty day simple moving average is $41.58 and its 200 day simple moving average is $38.65.

Mercury Systems (NASDAQ:MRCY) last issued its quarterly earnings data on Tuesday, February 4th. The technology company reported ($0.08) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.04) by ($0.04). Mercury Systems had a negative return on equity of 2.03% and a negative net margin of 10.23%.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in the company. Signaturefd LLC raised its holdings in Mercury Systems by 144.0% in the 3rd quarter. Signaturefd LLC now owns 666 shares of the technology company’s stock worth $25,000 after acquiring an additional 393 shares during the last quarter. Nisa Investment Advisors LLC increased its holdings in shares of Mercury Systems by 43.2% in the 3rd quarter. Nisa Investment Advisors LLC now owns 1,668 shares of the technology company’s stock worth $62,000 after purchasing an additional 503 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. purchased a new position in shares of Mercury Systems in the fourth quarter worth $75,000. Covestor Ltd raised its stake in shares of Mercury Systems by 41.2% in the third quarter. Covestor Ltd now owns 2,124 shares of the technology company’s stock worth $78,000 after purchasing an additional 620 shares during the last quarter. Finally, KBC Group NV lifted its holdings in shares of Mercury Systems by 49.4% during the fourth quarter. KBC Group NV now owns 2,496 shares of the technology company’s stock valued at $105,000 after purchasing an additional 825 shares in the last quarter. Institutional investors own 95.99% of the company’s stock.

Insider Activity at Mercury Systems

In related news, COO Charles Roger Iv Wells sold 1,527 shares of the stock in a transaction dated Monday, November 18th. The shares were sold at an average price of $38.80, for a total transaction of $59,247.60. Following the sale, the chief operating officer now directly owns 113,488 shares of the company’s stock, valued at approximately $4,403,334.40. This represents a 1.33 % decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 1.60% of the stock is owned by corporate insiders.

Mercury Systems Company Profile

Mercury Systems, Inc, a technology company, manufactures and sells components, products, modules, and subsystems for aerospace and defense industries in the United States, Europe, and the Asia Pacific. Its products and solutions are deployed in approximately 300 programs with 25 defense contractors and commercial aviation customers.