Mercury Systems
$MRCY · NASDAQ · INDUSTRIALS · 2 stories in 30 daysThe wire on $MRCY
newest first · duplicate source posts collapse into one event · direct subject stories onlyPiper Sandler started Mercury Systems at Overweight with a $126 target. Analyst Clarke Jeffries cited the company's defense-electronics niche, record backlog growth of 18% last quarter, and a 200% run over two years. He noted near-term upside may be limited but wants to be on the right side of the organic-growth momentum trade.
bullish 65 · impact 40Mercury Systems (MRCY) reported Q4 revenue of $290M, above the $266M consensus, and record bookings of $660M (+93% YoY). Adjusted EPS of $0.37 missed by a penny. Backlog rose to over $1.9B. CEO said strong demand signals support an increased organic growth outlook for FY2027. GAAP net income fell sharply to $1M on higher costs. Free cash flow of $29M missed estimates.
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