Mercury Systems Secures Over $60M in Contracts
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 15 2026
0mins
Mercury Systems announced contract awards totaling more than $60M for work associated with two critical U.S. space and strategic weapons programs. In December, Mercury was awarded a development contract extension in support of a large strategic weapons program that leverages the company's expertise in strategic radiation-hardened data and signal processing. Initially awarded in 2023, Mercury's development work on the program will now continue through 2031 and include the delivery of additional flight-testing units. In December, Mercury was also awarded a new contract from an innovative space systems prime contractor to produce subsystems for a U.S. national security space program. This is the second customer to adopt Mercury's radiation-tolerant wideband storage and processing subsystem that features AMD Versal AI Core series FPGAs and 4.5 terabyte data storage drives, which were recently released into production. Mercury received the first contract for the subsystem in 2024 for another U.S. satellite program. The critical design review for that satellite subsystem was recently completed, validating that it meets all requirements and is ready to enter production.
Get Free Real-Time Notifications for Any Stock
Monitor tickers like MRCY with instant alerts to capture every critical market movement.
Sign up for free to build your custom watchlist and receive professional-grade stock notifications.
Analyst Views on MRCY
Wall Street analysts forecast MRCY stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for MRCY is 81.20 USD with a low forecast of 49.00 USD and a high forecast of 102.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Analyst Rating
4 Buy
1 Hold
1 Sell
Moderate Buy
Current: 100.020
Low
49.00
Averages
81.20
High
102.00
Current: 100.020
Low
49.00
Averages
81.20
High
102.00
About MRCY
Mercury Systems, Inc. is a technology company that delivers mission-critical processing power to the edge where signals and data are collected to solve the most pressing aerospace and defense challenges. The Mercury Processing Platform is the unique advantage the Company provides to its customers. It comprises the technologies the Company has developed and acquired that bring integrated, mission-critical processing capabilities to the edge. Its processing platform spans the full breadth of signal processing from the RF front end to the human-machine interface to rapidly convert meaningful data, gathered in the most remote and hostile environments, into critical decisions. It allows the Company to offer standard products and custom solutions from silicon to system scale, including components, modules, subsystems, and systems, and it embodies the customer-centric approach the Company takes to delivering capabilities that are mission-ready, secure, software-defined, and open and modular.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
VisionWave Holdings Strategic Expansion and Technology Integration
- Defense Budget Surge: The Pentagon's 2026 budget authorization reaches $900.6 billion, prompting a comprehensive overhaul of electronic warfare and sensing technologies to address the complexities of modern threats, with the electronic warfare market projected to hit $20.01 billion this year, highlighting the urgent demand for AI signal processing.
- Strategic Transaction: VisionWave Holdings has entered into a strategic exchange agreement valued at $7 million with SaverOne 2014 Ltd., aiming to acquire approximately 51% of the company, which will integrate VisionWave's RF sensing and AI analytics into SaverOne's VRU platform to enhance concealed threat detection capabilities.
- Technology Acquisition and Integration: VisionWave recently acquired the qSpeed computational acceleration engine, valued at $99.6 million, designed to reduce decision latency between threat detection and response execution from minutes to seconds, with a commercially deployable solution expected to be demonstrated in 2026, further enhancing its market competitiveness.
- Southern Europe Market Expansion: VisionWave, through its subsidiary Solar Drone Ltd., has secured follow-on hardware orders and distribution agreements in Italy and Spain, planning to invest up to $10 million over the next 6 to 12 months to accelerate commercialization timelines and meet the demands of the infrastructure maintenance market.
Continue Reading
VisionWave Holdings Strategic Expansion and Technology Integration
- Defense Budget Surge: The 2026 U.S. defense budget reaches $900.6 billion, propelling the electronic warfare market to an expected $20.01 billion, highlighting a critical demand for AI signal processing technologies and creating significant market opportunities for companies like VisionWave Holdings.
- Strategic Transaction: VisionWave has entered into a strategic exchange agreement valued at $7 million with SaverOne, aiming to acquire approximately 51% of the company, which will integrate VisionWave's RF sensing and AI analytics into SaverOne's VRU platform to enhance concealed threat detection capabilities.
- Technology Acquisition and Integration: VisionWave's acquisition of the qSpeed computational acceleration engine, valued at $99.6 million, is expected to reduce decision latency from minutes to seconds, enhancing the responsiveness of its WaveStrike fire control systems and Argus counter-drone technology, thereby strengthening its competitive position in the market.
- Southern Europe Market Expansion: Through its subsidiary Solar Drone Ltd., VisionWave has secured follow-on hardware orders in Italy and Spain, planning to invest up to $10 million over the next 6 to 12 months to accelerate commercialization timelines, further solidifying its position in the critical infrastructure maintenance market.
Continue Reading