Letters by company
Mercury Systems INC
4 letters discussing MRCY. Everything written about it on this site is on its ticker page.
- Conestoga Capital Advisors 3Q26 Quarterly Commentary Conestoga argues that elevated inflation, higher Treasury yields and shifting Federal Reserve expectations are moving market leadership toward durable, high-quality growth businesses. The firm added Allegro Microsystems, Cavco and VSE while exiting Bright Horizons and Workiva, citing semiconductor content growth, affordable-housing demand, aviation aftermarket demand and changing AI-disruption risks. 3Q26 AAON $6.6BALGM $5.6BBFAM $2.5B
- Aristotle Funds Aristotle Small/Mid Cap Equity Fund Commentary Aristotle Small/Mid Cap Equity Fund maintained MACOM Technology Solutions and Mercury Systems on data-center, defense and operational-improvement theses, while retaining a favorable view of Alamos Gold despite mine disruptions. The fund added Jones Lang LaSalle, UMB Financial and WesBanco, and exited Americold Realty Trust and Verra Mobility after deteriorating fundamentals and a lost customer contract. second quarter of 2026 AGI $12BCOLD $4.8BJLL $17B
- Aristotle Funds Aristotle Small Cap Equity Fund Commentary Aristotle Small Cap Equity Fund retained MACOM Technology Solutions and Mercury Systems on data-center, defense and operational-improvement theses. It bought IPG Photonics and UMB Financial, while liquidating Americold Realty Trust, Byline Bancorp and Verra Mobility after deteriorating fundamentals, achieved valuation targets or a changed investment thesis. second quarter 2026 AGI $12BBY $1.7BCOLD $4.8B
- Conestoga Capital Advisors 2Q26 Quarterly Commentary Conestoga attributes its lag to a concentrated AI and high-beta rally, while retaining a quality-growth posture and expecting leadership to broaden as supply constraints ease and monetary policy tightens. It added energy and power-infrastructure names including Kodiak Gas Services, Magnolia Oil & Gas and Perimeter Solutions, and exited BlackLine, CCC Intelligent Solutions and other positions. 2Q26 AAON $6.6BAORT $941MBCPC $5.5B
