Mercury Systems to showcase AI threat detection solution at AUSA 2025, enhancing Army operations with advanced processing capabilities.
Quiver AI Summary
Mercury Systems, Inc. announced it will showcase an AI-powered threat detection solution at the 2025 AUSA Annual Meeting and Exposition in Washington, D.C. This solution incorporates Aided Target Recognition software compliant with the Future Airborne Capability Environment, using artificial intelligence to enhance target identification and threat monitoring. Proven in various government flight tests, the software operates on Mercury's CMOSS-aligned computing hardware and integrates with display systems. Mercury emphasizes the importance of speed, adaptability, and security in supporting the U.S. Army's modernization efforts. Attendees can visit their booth to see the technology in action.
Potential Positives
- Mercury Systems is showcasing an AI-powered hardware-software threat detection solution at a major industry event, positioning itself as a leader in advanced defense technology.
- The demonstration of AI-driven capabilities, proven in government-sponsored flight tests, underscores the effectiveness and reliability of Mercury's solutions for military applications.
- Highlighting their alignment with the U.S. Army's Future Airborne Capability Environment (FACE) standards emphasizes Mercury's commitment to innovation and interoperability in defense solutions.
- The company’s presence at the AUSA 2025 indicates its strategic engagement with key stakeholders in the defense sector, potentially fostering new partnerships and business opportunities.
Potential Negatives
- Potential liability from significant forward-looking statements that involve various risks and uncertainties, which could mislead investors if actual results differ materially from projections.
- Existing litigation with the former CEO over his resignation could pose reputational risks and impact investor confidence.
- Dependence on government funding for defense programs, subject to changes in budget allocations, may lead to instability in revenue streams.
FAQ
What is Mercury Systems demonstrating at AUSA 2025?
Mercury Systems is demonstrating an AI-powered hardware-software threat detection solution compliant with the FACE standard.
How does Mercury's Aided Target Recognition software work?
The software uses AI to pinpoint targets, detect threats, monitor movement, and share information across the network.
Where can I see the demonstration at AUSA?
Visit booth 1115 at the Walter E. Washington Convention Center from October 13-15 to see the demonstration.
What technologies are supporting Mercury's threat detection solution?
The solution runs on CMOSS-aligned computing hardware and integrates with small form factor processors and display hardware.
What is the importance of Mercury's technology for the U.S. Army?
Mercury's technology enhances the Army's modernization efforts, providing speed, adaptability, and security for operations.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$MRCY Insider Trading Activity
$MRCY insiders have traded $MRCY stock on the open market 20 times in the past 6 months. Of those trades, 0 have been purchases and 20 have been sales.
Here’s a breakdown of recent trading of $MRCY stock by insiders over the last 6 months:
- PARTNERS MANAGEMENT, LP JANA has made 0 purchases and 3 sales selling 985,152 shares for an estimated $60,805,533.
- WILLIAM L BALLHAUS (Chairman, President & CEO) has made 0 purchases and 2 sales selling 23,445 shares for an estimated $1,532,692.
- DAVID E. FARNSWORTH (EVP, CFO) has made 0 purchases and 2 sales selling 14,911 shares for an estimated $976,284.
- STEVEN RATNER (EVP, CHRO) has made 0 purchases and 6 sales selling 16,472 shares for an estimated $968,920.
- DOUGLAS MUNRO (VP, CAO) has made 0 purchases and 5 sales selling 3,225 shares for an estimated $163,090.
- STUART KUPINSKY (EVP, CLO & Corp Sec) has made 0 purchases and 2 sales selling 2,402 shares for an estimated $157,268.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$MRCY Hedge Fund Activity
We have seen 165 institutional investors add shares of $MRCY stock to their portfolio, and 99 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FULLER & THALER ASSET MANAGEMENT, INC. removed 1,174,927 shares (-99.5%) from their portfolio in Q2 2025, for an estimated $63,281,568
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 968,815 shares (+inf%) to their portfolio in Q2 2025, for an estimated $52,180,375
- LOOMIS SAYLES & CO L P added 757,216 shares (+321.7%) to their portfolio in Q2 2025, for an estimated $40,783,653
- WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC removed 676,515 shares (-12.6%) from their portfolio in Q2 2025, for an estimated $36,437,097
- LORD, ABBETT & CO. LLC added 552,646 shares (+inf%) to their portfolio in Q2 2025, for an estimated $29,765,513
- BLACKROCK, INC. removed 521,809 shares (-5.9%) from their portfolio in Q2 2025, for an estimated $28,104,632
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$MRCY Analyst Ratings
Wall Street analysts have issued reports on $MRCY in the last several months. We have seen 4 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- RBC Capital issued a "Outperform" rating on 10/01/2025
- Goldman Sachs issued a "Sell" rating on 08/13/2025
- Truist Securities issued a "Buy" rating on 08/12/2025
- Baird issued a "Outperform" rating on 08/12/2025
- Raymond James issued a "Strong Buy" rating on 08/12/2025
To track analyst ratings and price targets for $MRCY, check out Quiver Quantitative's $MRCY forecast page.
$MRCY Price Targets
Multiple analysts have issued price targets for $MRCY recently. We have seen 7 analysts offer price targets for $MRCY in the last 6 months, with a median target of $71.0.
Here are some recent targets:
- Austin Moeller from Canaccord Genuity set a target price of $88.0 on 10/02/2025
- Ken Herbert from RBC Capital set a target price of $90.0 on 10/01/2025
- Noah Poponak from Goldman Sachs set a target price of $39.0 on 08/13/2025
- Peter Arment from Baird set a target price of $70.0 on 08/12/2025
- Brian Gesuale from Raymond James set a target price of $80.0 on 08/12/2025
- Michael Ciarmoli from Truist Securities set a target price of $71.0 on 08/12/2025
- Seth Seifman from JP Morgan set a target price of $68.0 on 08/12/2025
Full Release
ANDOVER, Mass., Oct. 13, 2025 (GLOBE NEWSWIRE) -- Mercury Systems, Inc. (NASDAQ: MRCY, www.mrcy.com ), a global technology company that delivers mission-critical processing to the edge, today announced it will demonstrate an AI-powered hardware-software threat detection solution at the 2025 Association of the United States Army (AUSA) Annual Meeting and Exposition.
Mercury’s Future Airborne Capability Environment (FACE)-compliant Aided Target Recognition software uses AI to pinpoint targets, detect distant threats, monitor movement, and share information across the network. It has been proven in numerous government-sponsored flight tests supporting large-scale, coordinated drone swarms and manned-unmanned teaming operations. Mercury will demonstrate the software at AUSA 2025 running on the company’s C5ISR Modular Open Suite of Standards (CMOSS)-aligned computing hardware and small form factor processors, feeding actionable information to the company’s display hardware .
“The U.S. Army’s modernization depends on trusted partners that can deliver advanced solutions with speed, adaptability, and security,” said Roya Montakhab, Mercury’s Senior Vice President of Integrated Processing Solutions. “At AUSA 2025, we are showcasing a range of processing capabilities—from components to integrated solutions—that will empower tomorrow’s operations and give Army warfighters an advantage on the battlefield.”
To see Mercury’s integrated threat detection solution at AUSA, schedule a meeting or visit booth 1115 at the Walter E. Washington Convention Center, Oct. 13-15.
Mercury Systems – Innovation that matters®
Mercury Systems is a global technology company that delivers mission-critical processing to the edge, making advanced technologies profoundly more accessible for today’s most challenging aerospace and defense missions. The Mercury Processing Platform allows customers to tap into innovative capabilities from silicon to system scale, turning data into decisions on timelines that matter. Mercury’s products and solutions are deployed in more than 300 programs and across 35 countries, enabling a broad range of applications in mission computing, sensor processing, command and control, and communications. Mercury is headquartered in Andover, Massachusetts, and has more than 20 locations worldwide. To learn more, visit mrcy.com. (Nasdaq: MRCY)
Forward-Looking Safe Harbor Statement
This press release contains certain forward-looking statements, as that term is defined in the Private Securities Litigation Reform Act of 1995, including those relating to the Company's focus on enhanced execution of the Company's strategic plan. You can identify these statements by the words “may,” “will,” “could,” “should,” “would,” “plans,” “expects,” “anticipates,” “continue,” “estimate,” “project,” “intend,” “likely,” “forecast,” “probable,” “potential,” and similar expressions. These forward-looking statements involve risks and uncertainties that could cause actual results to differ materially from those projected or anticipated. Such risks and uncertainties include, but are not limited to, continued funding of defense programs, the timing and amounts of such funding, general economic and business conditions, including unforeseen weakness in the Company’s markets, effects of any U.S. federal government shutdown or extended continuing resolution, effects of geopolitical unrest and regional conflicts, competition, changes in technology and methods of marketing, delays in or cost increases related to completing development, engineering and manufacturing programs, changes in customer order patterns, changes in product mix, continued success in technological advances and delivering technological innovations, changes in, or in the U.S. government’s interpretation of, federal export control or procurement rules and regulations, including tariffs, changes in, or in the interpretation or enforcement of, environmental rules and regulations, market acceptance of the Company's products, shortages in or delays in receiving components, supply chain delays or volatility for critical components, production delays or unanticipated expenses including due to quality issues or manufacturing execution issues, adherence to required manufacturing standards, capacity underutilization, increases in scrap or inventory write-offs, failure to achieve or maintain manufacturing quality certifications, such as AS9100, failure to achieve or maintain qualified business systems, such as those required by the DFARS, the impact of supply chain disruption, inflation and labor shortages, among other things, on program execution and the resulting effect on customer satisfaction, inability to fully realize the expected benefits from acquisitions, restructurings, and operational efficiency initiatives or delays in realizing such benefits, challenges in integrating acquired businesses and achieving anticipated synergies, effects of shareholder activism, increases in interest rates, changes to industrial security and cyber-security regulations and requirements and impacts from any cyber or insider threat events, changes in tax rates or tax regulations, changes to interest rate swaps or other cash flow hedging arrangements, changes to generally accepted accounting principles, difficulties in retaining key employees and customers, litigation, including the dispute arising with the former CEO over his resignation, unanticipated costs under fixed-price service and system integration engagements, and various other factors beyond our control. These risks and uncertainties also include such additional risk factors as are discussed in the Company's filings with the U.S. Securities and Exchange Commission, including its Annual Report on Form 10-K for the fiscal year ended June 27, 2025 and subsequent Quarterly Reports on Form 10-Q and Current Reports on Form 8-K. The Company cautions readers not to place undue reliance upon any such forward-looking statements, which speak only as of the date made. The Company undertakes no obligation to update any forward-looking statement to reflect events or circumstances after the date on which such statement is made.
INVESTOR CONTACT
Tyler Hojo
Vice President, Investor Relations
[email protected]
MEDIA CONTACT
Turner Brinton
Senior Director, Corporate Communications
[email protected]