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ICLR Overview

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Intellectia

Loading chart...

High
173.065
Open
172.170
VWAP
170.87
Vol
28.97K
Mkt Cap
13.09B
Low
168.650
Amount
4.95M
EV/EBITDA(TTM)
12.10
Total Shares
76.60M
EV
15.89B
EV/OCF(TTM)
16.99
P/S(TTM)
1.63
ICON Public Limited Company is a healthcare intelligence and clinical research organization. The Company is engaged in providing outsourced services to pharmaceutical, biotechnology, medical device and government and public health organizations. It offers a range of specialized services to assist pharmaceutical, biotechnology and medical device companies to bring new drugs and devices to market faster. The Company's services include clinical research services, commercial positioning, consulting, early phase, strategic solutions, laboratories, language services, medical imaging, real world intelligence, site and patient solutions, COVID-19 clinical operation and decentralized and hybrid clinical solutions. It also provides its full range of clinical, consulting and commercial services across several sectors, which include biosimilars, biotechnology, government and public health solutions, medical devices and pharmaceuticals.
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Events Timeline

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News

CNBC
6.0
06-30CNBC
Major Rating Updates on Wall Street
  • Netflix Advertising Opportunity: Loop reiterates Netflix as a buy, noting that the advertising business contributed about 240bps of growth last year and is expected to grow significantly, highlighting the company's potential in the advertising market.
  • Nvidia Earnings Upgrade: CLSA raises Nvidia's price target from $300 to $360, with earnings estimates for FY27-29 increased by 21%-53%, reflecting growing confidence in a longer upcycle for the computing industry.
  • Block Rating Upgrade: Piper Sandler upgrades Block from underweight to overweight with a $100 price target, citing margin upside, which indicates a positive outlook for the company's future growth.
  • Comcast Value Unlocking: Deutsche Bank upgrades Comcast from hold to buy, stating that the recent spin-off will unlock value, demonstrating positive changes in the company's capital structure.
CNBC
6.0
06-25CNBC
Bank of America Upgrades Nomura to Buy Amid Earnings Improvements
  • Rating Upgrade: Bank of America upgraded Nomura from neutral to buy, primarily based on improvements in earnings and return on equity, indicating the firm's performance is strengthening under market conditions, which is expected to drive stock price increases.
  • Market Sensitivity: Despite Nomura's historically volatile earnings, recent performance improvements have widened the gap to its price objective, demonstrating the company's resilience in uncertain market environments, potentially attracting more investor attention.
  • Tesla Fundamentals Analysis: Barclays reiterated Tesla as equal weight, noting that its stock price is almost entirely narrative-driven, with fundamentals like Q2 deliveries and margins increasingly overlooked, which could lead to misjudgments about future performance by investors.
  • Emerging Market Opportunities: Benchmark initiated coverage of Pinnacle Financial Partners with a buy rating, believing that management's execution over the next few quarters will improve its relative valuation, showcasing the company's competitive advantages and growth potential in regional markets.
Fool
9.5
06-24Fool
Icon Reports Strong Q1 Performance, Shares Surge Nearly 11%
  • Revenue Growth: Icon reported total revenue exceeding $2 billion in Q1, reflecting a 0.9% year-over-year increase, indicating stable growth in the clinical research sector despite fierce market competition.
  • Net Income Decline: While revenue increased, Icon's non-GAAP net income fell by 27% to nearly $193 million ($2.50 per share), yet it still surpassed analyst expectations, highlighting challenges in cost management.
  • Surge in Bookings: CEO Barry Balfe emphasized during the earnings call that gross bookings soared 22% year-over-year to almost $3.3 billion, indicating strong demand for its services and suggesting potential revenue growth ahead.
  • Positive Market Reaction: Investors reacted positively to Icon's robust performance, with shares surging nearly 11% during the trading session, reflecting market confidence in its long-term growth potential, particularly amid ongoing advancements in the biotech sector.
NASDAQ.COM
9.5
06-24NASDAQ.COM
Icon Reports Strong Q1 Performance, Shares Surge Nearly 11%
  • Earnings Beat: Icon reported total revenue of over $2 billion in Q1, a 0.9% increase from the same period in 2025, despite a 27% drop in net income to $193 million ($2.50 per share), surpassing analyst expectations of $2.43 per share, demonstrating the company's resilience in the market.
  • Stock Surge: Following the earnings release, Icon's share price surged nearly 11% during the trading session, reflecting investor confidence in the company's growth potential, particularly against the backdrop of strong demand in the biotech and pharmaceutical sectors.
  • Booking Boom: The company highlighted a 22% year-over-year increase in gross bookings to nearly $3.3 billion, indicating robust demand for its services, with CEO Barry Balfe emphasizing that this demand is sustainable, suggesting future business growth.
  • Market Interest: Although Icon was not included in the current best stock picks by The Motley Fool Stock Advisor, its performance in the clinical research organization space continues to attract investor attention, showcasing the investment potential and vitality of this sector.
Yahoo Finance
9.5
06-24Yahoo Finance
ICON PLC Reports Strong Q1 Earnings with Significant Growth Metrics
  • Revenue and Margin: ICON PLC reported Q1 revenue of $2.0 billion, reflecting a modest year-over-year increase of 0.9%, but a decline of 1.9% on a constant currency basis, indicating external economic pressures; the adjusted gross margin decreased to 24.4% from 28.4% year-over-year, highlighting increased cost pressures.
  • Strong Business Growth: The company achieved gross bookings of $3.3 billion in Q1, up 22% year-over-year, with net business wins reaching $2.88 billion, a 42% increase, demonstrating significant market expansion in large pharma and biotech sectors, which enhances future revenue sustainability.
  • Cash Flow and Debt Management: Operating cash flow stood at $167 million, with free cash flow at $136.2 million, while the net debt position decreased to $2.6 billion from $2.8 billion at year-end, reflecting improved financial management that bolsters investor confidence.
  • Future Outlook and Risks: Although Q1 cancellation rates were low, the company anticipates potential increases in cancellations in the future, particularly in a volatile market environment; management expressed concern and expects significant changes in signing activities in Q2, necessitating close monitoring of market dynamics.
seekingalpha
9.5
06-24seekingalpha
ICON plc Q1 2026 Earnings Call Insights
  • Performance Meets Expectations: ICON plc reported gross bookings of $3.3 billion in Q1 2026, matching Q4 2025 levels and reflecting a 22% year-over-year increase, indicating sustained commercial progress despite demand and conversion dynamics.
  • Net Business Wins: The company achieved net business wins of $2.88 billion in the quarter, with a net book-to-bill ratio of 1.42, highlighting strong performance in new signings, particularly a central labs partnership with a top 5 pharma client, enhancing competitive positioning.
  • Revenue and Profit: Q1 revenue reached $2.0 billion, a slight year-over-year increase of 0.9%, while adjusted EBITDA stood at $317.7 million, representing 15.6% of revenue, showcasing efforts in cost management and revenue structure optimization.
  • Future Outlook: Management maintains full-year 2026 revenue guidance of $7.85 billion to $8.15 billion and adjusted EPS guidance of $10 to $11, anticipating modest margin improvement, reflecting confidence in future growth prospects.
Wall Street analysts forecast ICLR stock price to rise
13 Analyst Rating
Wall Street analysts forecast ICLR stock price to rise
6 Buy
7 Hold
0 Sell
Moderate Buy
Current: 0.000
sliders
Low
172.00
Averages
202.67
High
222.00
Current: 0.000
sliders
Low
172.00
Averages
202.67
High
222.00
Truist
Hold
to
Buy
upgrade
$159 -> $207
AI Analysis
2026-06-30
Reason
Truist
Price Target
$159 -> $207
AI Analysis
2026-06-30
upgrade
Hold
to
Buy
Reason
Truist upgraded Icon to Buy from Hold with a price target of $207, up from $159. The firm sees from "meaningful upside" to Icon's 2027 consensus estimates. Truist says the recent strength in the company's net business wins has brought increased confidence in its ability to hit EBITDA margin expectations. It cites Icon's stronger bookings and improving margin visibility for the upgrade.
Mizuho
Ann Hynes
Outperform
maintain
$180 -> $190
2026-06-26
Reason
Mizuho
Ann Hynes
Price Target
$180 -> $190
2026-06-26
maintain
Outperform
Reason
Mizuho analyst Ann Hynes raised the firm's price target on Icon to $190 from $180 and keeps an Outperform rating on the shares. The company reported a solid quarter, with improving bookings and sustained win rate strength, the analyst tells investors in a research note. Mizuho upped its earnings estimates for Icon through 2028 citing bookings visibility into 2027.
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Valuation Metrics

The current forward P/E ratio for ICON PLC (ICLR.O) is 16.56, compared to its 5-year average forward P/E of 17.05. For a more detailed relative valuation and DCF analysis to assess ICON PLC's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
17.05
Current PE
16.56
Overvalued PE
21.29
Undervalued PE
12.82

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
13.44
Current EV/EBITDA
13.89
Overvalued EV/EBITDA
16.19
Undervalued EV/EBITDA
10.69

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
2.21
Current PS
1.58
Overvalued PS
2.78
Undervalued PS
1.65

Financials

AI Analysis
Annual
Quarterly

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Whales Holding ICLR

L
Lyrical Asset Management LP
Holding
ICLR
+19.79%
3M Return
A
American Capital Management, Inc.
Holding
ICLR
+15.77%
3M Return
U
Union Investment Management Group
Holding
ICLR
+14.91%
3M Return
R
Ruane, Cunniff & Goldfarb L.P.
Holding
ICLR
+12.11%
3M Return
F
First Pacific Advisors, LP
Holding
ICLR
+10.60%
3M Return
L
Lakewood Capital Management, LP
Holding
ICLR
+9.14%
3M Return

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Frequently Asked Questions

What is ICON PLC (ICLR) stock price today?

The current price of ICLR is 170.89 USD — it has decreased -0.03

What is ICON PLC (ICLR)'s business?

ICON Public Limited Company is a healthcare intelligence and clinical research organization. The Company is engaged in providing outsourced services to pharmaceutical, biotechnology, medical device and government and public health organizations. It offers a range of specialized services to assist pharmaceutical, biotechnology and medical device companies to bring new drugs and devices to market faster. The Company's services include clinical research services, commercial positioning, consulting, early phase, strategic solutions, laboratories, language services, medical imaging, real world intelligence, site and patient solutions, COVID-19 clinical operation and decentralized and hybrid clinical solutions. It also provides its full range of clinical, consulting and commercial services across several sectors, which include biosimilars, biotechnology, government and public health solutions, medical devices and pharmaceuticals.

What is the price predicton of ICLR Stock?

Wall Street analysts forecast ICLR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ICLR is202.67 USD with a low forecast of 172.00 USD and a high forecast of 222.00 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.

What is ICON PLC (ICLR)'s revenue for the last quarter?

ICON PLC revenue for the last quarter amounts to 2.03B USD, increased 0.93

What is ICON PLC (ICLR)'s earnings per share (EPS) for the last quarter?

ICON PLC. EPS for the last quarter amounts to 1.36 USD, decreased -31.66

How many employees does ICON PLC (ICLR). have?

ICON PLC (ICLR) has 40100 emplpoyees as of July 07 2026.

What is ICON PLC (ICLR) market cap?

Today ICLR has the market capitalization of 13.09B USD.