Myomo's Q2 Earnings Preview: Analysts Expect $-0.11 EPS, Guidance Key to Stock Price

William Blair Investment Management has reduced its stake in Mercury Systems Inc by 676,515 shares at $53.86 per share, decreasing its position by 0.1%. Mercury Systems is a commercial technology company specializing in secure open architecture solutions for aerospace and defense applications. The company's current stock price is $54.35, with a GF Valuation status indicating it is significantly overvalued. The firm's overall exposure to Mercury Systems remains significant, with 7.90% of the stock's total shares still under its management.

William Blair Investment Management has recently decreased its holdings in Mercury Systems Inc. (MRCY) by 676,515 shares, a reduction of 0.1% of its total stake. The transaction was executed at a price of $53.86 per share, with the company's current stock price standing at $54.35 [1].

Mercury Systems, a commercial technology company, specializes in secure open architecture solutions for aerospace and defense applications. Despite the recent reduction in William Blair's position, the firm's overall exposure to Mercury Systems remains significant, with 7.90% of the stock's total shares still under its management [1].

The company is set to report its Q2 2025 earnings on August 11th, with analysts expecting earnings of $0.21 per share and revenue of $244.56 million [2]. This quarter, analysts are predicting a revenue decline of 1.8% year over year to $244.2 million, in line with the 1.8% decrease recorded in the same quarter last year [1]. Adjusted earnings are expected to come in at $0.22 per share.

Mercury Systems has missed Wall Street’s revenue estimates four times over the last two years. However, the majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings [1].

Looking at Mercury Systems’s peers in the defense contractors segment, some have already reported their Q2 results. BWX delivered year-on-year revenue growth of 12.1%, beating analysts’ expectations by 7.2%, and General Dynamics reported revenues up 8.9%, topping estimates by 5.7% [1].

Investors in the defense contractors segment have had steady hands going into earnings, with share prices flat over the last month. Mercury Systems is up 5.8% during the same time and is heading into earnings with an average analyst price target of $52.71 (compared to the current share price of $53.91) [1].

When a company has more cash than it knows what to do with, buying back its own shares can make a lot of sense–as long as the price is right. Luckily, we’ve found one, a low-priced stock that is gushing free cash flow AND buying back shares [1].

References:
[1] https://www.tradingview.com/news/stockstory:d3a3db491094b:0-mercury-systems-mrcy-q2-earnings-report-preview-what-to-look-for/
[2] https://www.marketbeat.com/instant-alerts/mercury-systems-mrcy-to-release-quarterly-earnings-on-monday-2025-08-04/