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Mercury Systems Q4 Earnings Call Highlights

This article first appeared on GuruFocus. Revenue: Record Q4 revenue of $290 million, up 6.1% organically year over year; full-year FY26 revenue of $984 million, up 7.9% organically. Bookings: Record Q4 bookings of $660 million, up 93.1% year over year; record full-year bookings of …

Why Adobe (ADBE) Stock Is Up Today

Why Adobe (ADBE) Stock Is Up Today What Happened? Shares of creative software giant Adobe (NASDAQ:ADBE) jumped 4.5% in the afternoon session after asset-management giant BlackRock increased its stake to more than 10% of the company. According to a report from TipRanks.com, BlackRock's investment …

Here's What Key Metrics Tell Us About Mercury Systems (MRCY) Q4 Earnings

Mercury Systems (MRCY) reported $289.78 million in revenue for the quarter ended June 2026, representing a year-over-year increase of 6.1%. EPS of $0.37 for the same period compares to $0.47 a year ago. The reported revenue represents a surprise of +9.37% over the Zacks …

Netflix, Salesforce, and Adobe Rally as Investors Rotate Out of Semiconductors and Into Beaten Down Stocks

Investors are shifting capital from semiconductor stocks to "beaten down" software companies like Netflix, Salesforce, and Adobe. This rotation is driven by Anthropic's revenue falling short of bullish expectations, significant off-balance-sheet AI commitments by tech giants, and a 19-year high in the 30-year Treasury …

Cerebras Systems (CBRS) converts 1.9M Class B to A shares

Foundation Capital funds, significant shareholders in Cerebras Systems (CBRS), converted 1,912,792 Class B Common Stock shares into Class A Common Stock shares on June 24 and August 14, 2026. This conversion was part of an internal equity restructuring and involved no additional consideration, reflecting …

Earnings call transcript: Mercury Systems posts Q4 2026 revenue beat, shares sink

This article first appeared on GuruFocus. Revenue: Record Q4 revenue of $290 million, up 6.1% organically year over year; full-year FY26 revenue of $984 million, up 7.9% organically. Bookings: Record Q4 bookings of $660 million, up 93.1% year over year; record full-year bookings of …

Martin County hospital lawsuit against CHS moved from Superior Court to federal court

A lawsuit filed by Martin County and Martin County Hospital Inc. against CHS/Community Health Systems Inc. has been moved from Martin County Superior Court to federal court. The plaintiffs are seeking at least $10 million in damages due to alleged breaches of a guaranty …

Veeva Systems (VEEV) Gains As Market Dips: What You Should Know

Veeva Systems (VEEV) ended the recent trading session at $242.75, demonstrating a +1.85% change from the preceding day's closing price. This change outpaced the S&P 500's 0.69% loss on the day. Meanwhile, the Dow lost 0.22%, and the Nasdaq, a tech-heavy index, lost 1.33%. …

Comfort Systems, Littelfuse, MasTec, American Superconductor, and AAON Stocks Trade Down, What You Need To Know

Comfort Systems, Littelfuse, MasTec, American Superconductor, and AAON Stocks Trade Down, What You Need To Know What Happened? A number of stocks fell in the morning session after the latest industrial production report showed slower-than-expected growth for July. Data from the Federal Reserve indicated …

Royal Bank of Canada Buys 7,968 Shares of Aehr Test Systems $AEHR

Royal Bank of Canada increased its stake in Aehr Test Systems (NASDAQ:AEHR) by 15.3% in the first quarter, acquiring an additional 7,968 shares, bringing its total holdings to 59,939 shares valued at $2.22 million. Institutional ownership of Aehr Test Systems is substantial at 69.69%, …

Cisco Systems (NASDAQ:CSCO) Shares Down 1.1% on Insider Selling

Cisco Systems (NASDAQ:CSCO) shares fell 1.1% after CEO Charles Robbins and three other executives sold a combined 38,045 shares worth approximately $4.25 million, though these sales were conducted under pre-arranged plans. Despite the insider selling, the company reported strong quarterly results with revenue up …

Mercury Systems Slides After Earnings Despite Record Bookings and Backlog

Is Mercury Systems Inc (MRCY) Overvalued After Q4 Earnings? EPS: $0.01, Revenue: $290 Million -- GF Score: 63/100

Cisco Systems Inc (CSCO) Stock Analysis & Forecast

Mercury Systems (MRCY) Meets Q4 Earnings Estimates

Mercury Systems (MRCY) came out with quarterly earnings of $0.37 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.47 per share a year ago. These figures are adjusted for non-recurring items. A quarter ago, it was expected …

Why Is ADBE Stock Falling After Easy Q2 Beat? An Analyst Caught Something On The Earnings Call

Axalta (NYSE: AXTA) CFO reports 20,657-share RSU vesting

Axalta Coating Systems Ltd. (AXTA) CFO Carl Douglas Anderson II reported the vesting of 20,657 restricted stock units (RSUs) into common shares on August 14, 2026. Of these, 9,485 shares were withheld at $37.31 each to cover tax obligations. This transaction relates to an …

Mercury Systems (NASDAQ: MRCY) grows 2026 sales but stays loss-making

Mercury Systems (MRCY) reported increased revenues in fiscal year 2026, reaching $983.6 million, up from $912.0 million in fiscal 2025, driven by growth across components, modules, sub-assemblies, and integrated solutions. Despite this sales growth and a more than 25% increase in adjusted EBITDA to …

Mercury Systems Stock Falls on Q4 Earnings

Mercury Systems (NASDAQ:MRCY) Reports Upbeat Q2 CY2026 But Stock Drops 12.1%

Mercury Systems (NASDAQ:MRCY) reported strong Q2 CY2026 results, surpassing revenue and adjusted EBITDA expectations. Despite the positive financial performance, including record bookings and backlog, the stock experienced a significant 12.1% drop, likely due to a miss on adjusted EPS. The company's revenue growth has …

Stratasys extends 12-year partnership bringing 3D printed prosthetics to children

Stratasys has extended its 12-year partnership with Limbitless Solutions to continue providing 3D printed prosthetics to children. The collaboration focuses on developing customized prosthetic limbs, like the one shown with color-shifting paint, utilizing Stratasys's advanced manufacturing processes. This ongoing partnership highlights the impact of …

Cadence Design Systems Inc. stock underperforms Tuesday when compared to competitors

Shares of Cadence Design Systems Inc. (CDNS) fell 2.15% on Tuesday, underperforming the broader stock market, which also experienced losses. The S&P 500 Index and Dow Jones Industrial Average both closed down. This marks the second consecutive day of losses for the company's stock.

Allegro MicroSystems (NASDAQ: ALGM) director sells 1,000 shares under trading plan

Allegro MicroSystems (NASDAQ: ALGM) director Jennie Raubacher sold 1,000 shares of common stock at $45.32 per share on August 17, 2026, under a Rule 10b5-1 trading plan. Following this transaction, Raubacher directly holds 13,976 shares. The sale and plan details were disclosed in an …

EnerSys (NYSE: ENS) logs latest insider stock move

EnerSys (NYSE: ENS) reported an insider stock transaction involving President Industrial Mobility, Chad C Uplinger. The transaction included the grant of 3,196 Restricted Stock Units (RSUs) vesting over three years and 3,196 performance-based stock units (PSUs) converting to common stock based on EPS performance. …

EnerSys (NYSE: ENS) director adds DSUs, now holds 7,251 units

EnerSys (ENS) director David C. Habiger was granted 982 Deferred Stock Units (DSUs) which vest upon grant and are payable no earlier than six months after his termination of service. Following this award, Habiger directly holds 7,251 EnerSys shares or equivalents. The company retains …

Cerebras Systems (CBRS) backer hands out shares, stake slips under 5%

Eclipse-affiliated funds and Lior Susan have reduced their stake in Cerebras Systems (CBRS) below 5% following an internal restructuring. On August 14, 2026, various Eclipse entities distributed over 2.2 million Cerebras Class A shares pro rata to their partners for no consideration. As a …

Columbia Banking (NASDAQ: COLB) HR chief receives 2,393 shares

Judi Giem, EVP and CHRO of Columbia Banking System, Inc. (COLB), converted 2,393 Restricted Stock Units (RSUs) into common shares on August 14, 2026, at a reported value of $32.69 per share. After the conversion, 643 shares were withheld for tax liability, leaving 1,750 …

Pegasystems (NASDAQ: PEGA) director gets 3,868 shares, 7,947 options

Pegasystems director Dianne Ledingham was granted 3,868 shares of unrestricted common stock and 7,947 non-statutory stock options with an exercise price of $32.32 per share on August 15, 2026, as compensation for her annual director service. These transactions increased her direct common stock holdings …

Pegasystems (NASDAQ: PEGA) awards director fully vested options at $32.32

Pegasystems (NASDAQ: PEGA) director Rohit Ghai received 3,868 shares of unrestricted common stock and 7,947 fully vested non-statutory stock options as compensation for his annual board service. The options have an exercise price of $32.32 per share and expire on August 15, 2036. Following …

Why Veeva Systems (VEEV) Stock Is Up Today

Why Veeva Systems (VEEV) Stock Is Up Today What Happened? Shares of life sciences cloud software provider Veeva Systems (NYSE:VEEV) jumped 2.9% in the morning session after sentiment improved as Wall Street analysts raised their price targets while maintaining positive ratings. According to a …

Landstar (LSTR) Results at a Glance: The EPS Result Is Below Expectation for This Review; Immediate Response: The Stock Records a 3.51% Decrease in the Latest Reading - Upward Estimate Revision

Mercury Systems (NASDAQ:MRCY) Announces Quarterly Earnings Results, Misses Expectations By $0.01 EPS

Mercury Systems (NASDAQ:MRCY) reported quarterly earnings of $0.37 per share, missing analyst expectations by $0.01, despite revenue of $289.78 million exceeding estimates. Following the announcement, shares fell 7.4% to $105, with trading volume significantly higher than average. The company faces mixed analyst sentiment, holding …

Mercury Systems shares plunge 14% as Q4 earnings fall short of estimates

Mercury Systems (NASDAQ:MRCY) experienced a 14.4% plunge in its shares after reporting Q4 fiscal 2026 earnings that missed analyst expectations, despite revenue beating estimates and record bookings. The company reported adjusted EPS of $0.37 against an expected $0.39, while revenue hit a record $289.78 …

Earnings Flash (MRCY) Mercury Systems, Inc. Posts Q4 Adjusted EPS $0.37 per Share, vs. FactSet Est of $0.38

Mercury Systems, Inc. (MRCY) reported Q4 adjusted EPS of $0.37 per share, falling short of the FactSet estimate of $0.38. This earnings flash follows an earlier report that the company's Q4 revenue rose to $289.8 million, exceeding FactSet's estimate of $266.1 million. The article …

Mercury Systems Reports Fourth Quarter and Fiscal 2026 Results

Mercury Systems (NASDAQ: MRCY) announced strong fourth quarter and fiscal year 2026 results, surpassing expectations with record bookings of $660 million, a record backlog of over $1.9 billion, and record revenue of approximately $290 million for Q4 FY26. The company also reported a significant …

$1.95B backlog at Mercury Systems (NASDAQ: MRCY) yet GAAP loss persists

Mercury Systems (MRCY) reported strong demand in fiscal year 2026, with revenue up 8% to $983.6 million and bookings surging 50% to $1.55 billion, leading to a record backlog of $1.95 billion. Despite this, the company posted a GAAP net loss of $29.7 million, …