AlphaYou
Overview
Smart money at a glance
Filings to Oct 12, 2026Net selling: insiders sold $41.9M and bought $0 on the open market in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.
- Company insidersSEC Form 4, last 90 days
- -$41.9M netNet selling
- CongressSTOCK Act, last 180 days
- NoneNo trades disclosed
- Big fundsSEC 13F, quarter ended Jun 30, 2026
- 1 added, 0 cutMore adding
- Federal contractsUSAspending.gov, last 12 months
- 10+ awardsAwards on record
Market overview
Fundamentals Oct 12- Open
- $79.01
- 52-wk high
- $128.45
- High
- $79.64
- 52-wk low
- $65.04
- Low
- $78.14
- Prev close
- $78.52
- Mkt cap
- $4.84B
- Volume
- 294.5K
- Fwd P/E
- 50.0x
- Beta
- 0.98
- P/S
- 4.9x
- P/B
- 3.4x
- Profit margin
- -3.0%
- Op margin
- +1.2%
- ROE
- -2.0%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsQuestions about MRCY filings
Are insiders buying or selling Mercury Systems Inc (MRCY) stock?
Net selling: insiders sold $41.9M and bought $0 of MRCY stock on the open market in the 90 days to Oct 12, 2026, according to SEC Form 4 filings. $182K of the sales were made under pre-set Rule 10b5-1 trading plans. The largest was Ballhaus, William L (Chairman, President & CEO), who sold $37.7M. The latest filing was on Sep 23, 2026.
Which members of Congress have traded MRCY recently?
None. No member of Congress disclosed a MRCY trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.
How current is this MRCY smart-money data?
This summary uses filings available on Oct 12, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
Smart money
8 funds hold a position and insiders have been net selling.
What funds are doing
Buys/Adds (2)
- FM
FMR LLC
$159.5M
added
- JC
JPMorgan Chase
$9.3M
added
What insiders are doing
How top traders are positioned
No tracked top-trader positions in MRCY right now.
Live Hyperliquid positioning - not every stock is covered
Activist stakes, short interest & more
Earnings
Earnings came in 10.0% below what analysts expected.
Last report
Aug 10, 2026
Period ending
Jun 30, 2026
Earnings per share
$0.20 expected
Revenue
No reported revenue on record
Previous reports
All values in USD| Period ending | Reported | EPS / estimate | EPS surprise | Revenue / estimate | Rev. surprise |
|---|---|---|---|---|---|
| Jun 30, 2026 | Aug 10, 2026 | $0.18 / $0.20Alpha Vantage | -10.00% miss | Unavailable | Unavailable |
| Mar 31, 2026 | May 5, 2026 | $0.27 / $0.07Alpha Vantage | +$0.20 beat | Unavailable | Unavailable |
| Dec 31, 2025 | Feb 3, 2026 | $0.16 / $0.06Alpha Vantage | +$0.10 beat | Unavailable | Unavailable |
| Sep 30, 2025 | Nov 4, 2025 | $0.26 / $0.09Alpha Vantage | +$0.17 beat | Unavailable | Unavailable |
| Jun 30, 2025 | Aug 11, 2025 | $0.47 / $0.22Alpha Vantage | +113.64% beat | Unavailable | Unavailable |
| Mar 31, 2025 | May 6, 2025 | $0.06 / $0.07Alpha Vantage | -$0.01 miss | Unavailable | Unavailable |
| Dec 31, 2024 | Feb 4, 2025 | $0.07 / -$0.04Alpha Vantage | +$0.11 beat | Unavailable | Unavailable |
| Sep 30, 2024 | Nov 5, 2024 | $0.04 / -$0.08Alpha Vantage | +$0.12 beat | Unavailable | Unavailable |
EPS uses Yahoo Finance where available, then Alpha Vantage or verified release comparisons. Revenue uses company releases and saved estimates.
Reports Nov 3, 2026, in 22 days
Financials
What it sold, what it cost, what was left.
| USD | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $225.2M | $232.9M | $235.8M | $289.8M |
| Cost of what it sold | $162.3M | $172.2M | $176.3M | $210.6M |
| Gross profit | $62.9M | $60.6M | $59.5M | $79.2M |
| What it spent | ||||
| Research and development | $13.2M | $15.4M | $15.0M | $16.2M |
| Sales and admin | $45.9M | $42.1M | $39.1M | $47.8M |
| Other operating costs | $12.4M | $13.9M | -$2.1M | -$1.8M |
| Total operating expenses | $71.5M | $71.5M | $52.0M | $62.2M |
| What was left | ||||
| Operating profit | -$8.6M | -$10.8M | $7.5M | $17.0M |
| Interest on debt | $7.9M | $7.8M | $7.3M | $6.5M |
| Profit before tax | -$16.5M | -$17.5M | -$2.7M | $7.8M |
| Tax | -$4.0M | -$2.4M | $174.0K | $7.0M |
| Net profit | -$12.5M | -$15.1M | -$2.9M | $798.0K |
| EBITDA | $10.3M | $8.7M | $22.6M | $34.5M |
Technicals
Price structure
This stock is under pressure.
Trend
Under pressure
0 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
News
What the news says
Coverage is bullish
Mercury Systems expands Phoenix facility by 50,000 sq. ft.
BullishOct 9Phoenix facility expansion is expected to create more than 50 jobs next year.
BullishOct 9Mercury Systems expands Phoenix facility by 50,000 sq ft
BullishOct 9Did Rugged Server Launch Just Shift Mercury Systems (MRCY) Stock Narrative?
Leans bullishOct 7Mercury Introduces RES One, a Rugged Edge Server Engineered for Rapid Deployment and Superior Lifecycle Management
BullishOct 7Mercury Systems stock unveils RES One for defense edge missions
BullishOct 7Mercury Systems launches modular edge server platform
BullishOct 6Mercury Introduces RES One, a Rugged Edge Server Engineered
BullishOct 6