MRCY

MRCY Earnings Preview

Mercury Systems, Inc. · Industrials · $5B

14d until earnings

MRCY Earnings

Tuesday, May 05 2026
EPS Estimate
$0.07
$0.05 – $0.12
Revenue Estimate
$209M
Current Price
$84.12

Data Signal Summary

1 bullish
3 bearish
Estimates down -6% Insider selling cluster Put/call 0.4 (bullish skew) Price downtrend

Key Context

Insider Activity
selling
Price Trend
downtrend
From 52w High
-1.7%
Est. Revisions (30d)
-6.0% 0up/9dn
Analyst Target (mean)
$97 $60–$120 +15%
Options P/C Ratio
0.44
Est. Dispersion
101% 9 analysts
Insider Cluster
strong sell
Fund Convergence
strong Citadel, Two Sigma, Bridgewater

Recent Activity

insider trades 73 transactions
Award · RATNER STEVEN (Officer) ·437 shares
Sell · JANA PARTNERS MANAGEMENT, L.P. (Unknown) ·452,057 shares ·$41,412,246
Sell · LANCE HOWARD L (Director) ·4,832 shares ·$429,960
Sell · KUPINSKY STUART H (Officer) ·2,287 shares ·$191,091
Sell · MUNRO DOUGLAS (Officer) ·582 shares ·$48,629
68 more
Sell · JANA PARTNERS MANAGEMENT, L.P. ·400,000 shr ·$32,400,000
Award · NEARHOS BARRY R ·474 shr
Sell · MUNRO DOUGLAS ·1,329 shr ·$97,570
Sell · PLUNKETT DEBORA A. ·1,700 shr ·$125,784
Sell · JANA PARTNERS MANAGEMENT, L.P. ·1,000,000 shr ·$75,450,000
Award · BUA JEAN A ·2,362 shr
Award · DEMURO GERARD J ·2,362 shr
Award · LANCE HOWARD L ·2,362 shr
Award · CARVALHO ORLANDO D ·2,362 shr
Award · NEARHOS BARRY R ·2,362 shr
Award · PLUNKETT DEBORA A. ·2,362 shr
Award · DISBROW LISA S. ·2,362 shr
Award · JANA PARTNERS MANAGEMENT, L.P. ·2,362 shr
Award · NEARHOS BARRY R ·487 shr
Sell · MUNRO DOUGLAS ·67 shr ·$4,918
Sell · RATNER STEVEN ·7,000 shr ·$446,312
Sell · KUPINSKY STUART H ·2,402 shr ·$157,268
Sell · BALLHAUS WILLIAM L ·23,445 shr ·$1,532,692
Sell · FARNSWORTH DAVID E. ·14,911 shr ·$976,285
Sell · RATNER STEVEN ·3,416 shr ·$223,659
Sell · MUNRO DOUGLAS ·739 shr ·$48,384
Award · KUPINSKY STUART H ·9,865 shr
Award · BALLHAUS WILLIAM L ·44,940 shr
Award · FARNSWORTH DAVID E. ·13,153 shr
Award · RATNER STEVEN ·9,043 shr
Award · MUNRO DOUGLAS ·3,380 shr
Sell · JANA PARTNERS MANAGEMENT, L.P. ·797,000 shr ·$52,139,740
Award · NEARHOS BARRY R ·666 shr
Sell · RATNER STEVEN ·1,839 shr ·$98,345
Sell · MUNRO DOUGLAS ·2,419 shr ·$109,788
Sell · JANA PARTNERS MANAGEMENT, L.P. ·188,152 shr ·$8,665,793
Sell · RATNER STEVEN ·4,217 shr ·$200,605
Award · NEARHOS BARRY R ·761 shr
Award · FARNSWORTH DAVID E. ·22,306 shr
Sell · KUPINSKY STUART H ·2,377 shr ·$104,883
Sell · WELLS CHARLES ROGER IV ·2,342 shr ·$103,338
Sell · MUNRO DOUGLAS ·595 shr ·$26,254
Award · NEARHOS BARRY R ·826 shr
Award · BUA JEAN A ·5,453 shr
Sell · WELLS CHARLES ROGER IV ·1,527 shr ·$59,241
Award · KRONE ROGER A. CPA ·4,832 shr
Award · DEMURO GERARD J ·4,832 shr
Award · LANCE HOWARD L ·4,832 shr
Award · CARVALHO ORLANDO D ·4,832 shr
Award · NEARHOS BARRY R ·4,832 shr
Award · PLUNKETT DEBORA A. ·4,832 shr
Award · DISBROW LISA S. ·4,832 shr
Award · JANA PARTNERS MANAGEMENT, L.P. ·4,832 shr
Sell · MUNRO DOUGLAS ·69 shr ·$2,594
Sell · PLUNKETT DEBORA A. ·1,843 shr ·$70,157
Buy · JANA PARTNERS MANAGEMENT, L.P. ·13,600 shr ·$506,600
Sell · RATNER STEVEN ·430 shr ·$15,867
Sell · RATNER STEVEN ·3,891 shr ·$149,456
Sell · BALLHAUS WILLIAM L ·6,549 shr ·$258,588
Sell · GEORGES STEPHANIE ·1,340 shr ·$52,910
Sell · WELLS CHARLES ROGER IV ·1,346 shr ·$53,147
Sell · FARNSWORTH DAVID E. ·6,716 shr ·$265,182
Sell · RATNER STEVEN ·974 shr ·$38,458
Sell · MUNRO DOUGLAS ·345 shr ·$13,622
Award · KUPINSKY STUART H ·15,657 shr
Award · BALLHAUS WILLIAM L ·69,006 shr
Award · WELLS CHARLES ROGER IV ·26,095 shr
Award · FARNSWORTH DAVID E. ·20,876 shr
Award · RATNER STEVEN ·14,352 shr
Award · MUNRO DOUGLAS ·5,364 shr
Sell · RATNER STEVEN ·2,202 shr ·$61,134
Award · NEARHOS BARRY R ·245 shr
Sell · FARNSWORTH DAVID E. ·3,625 shr ·$307,661