Truist Securities raises Mercury Systems stock price target to $71 on strong bookings

Published 12/08/2025, 16:16
Truist Securities raises Mercury Systems stock price target to $71 on strong bookings

Investing.com - Truist Securities raised its price target on Mercury Systems (NASDAQ:MRCY) to $71.00 from $60.00 on Tuesday, while maintaining a Buy rating on the defense technology company. The new target represents potential upside from the current price of $65.97, with analyst targets ranging from $35 to $80. According to InvestingPro data, the stock has delivered an impressive 57.87% return over the past year.

The price target increase follows Mercury Systems’ strong finish to fiscal year 2025, which included record bookings and results that exceeded expectations by a significant margin due to a $30 million revenue pull-forward. InvestingPro analysis shows the company maintains healthy liquidity with a current ratio of 3.44, while operating with moderate debt levels. Get access to 8 more exclusive InvestingPro Tips and comprehensive financial analysis in the Pro Research Report.

Mercury Systems saw bookings increase 70% sequentially and 20% year-over-year, driving record backlog for the company, according to Truist’s analysis.

The firm noted that management’s fiscal year 2026 outlook appears conservative as it does not include any additional revenue pull-forward and allocates resources toward reducing unbilled receivables.

When adjusting for the fourth quarter fiscal 2025 revenue pull-forward, Truist expects Mercury Systems to achieve high single-digit revenue growth in fiscal year 2026, with the current demand environment and operational improvements likely supporting a book-to-bill ratio greater than 1.0.

In other recent news, Mercury Systems Inc. reported its fourth-quarter 2025 earnings, demonstrating strong financial performance. The company achieved earnings per share of $0.47, which significantly exceeded the forecasted $0.22 per share. Mercury Systems also reported revenue of $273 million, surpassing the expected $243.61 million. These results highlight the company’s robust financial health and effective operational strategies. Analysts from various firms have taken note of these positive outcomes, though specific upgrades or downgrades were not mentioned in the reports. Investors are closely monitoring these developments, given the company’s ability to outperform expectations. Mercury Systems’ recent performance has drawn attention from the investment community, reflecting confidence in its future prospects.

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