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ICLR Overview

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Intellectia

Loading chart...

High
144.540
Open
141.620
VWAP
142.97
Vol
297.40K
Mkt Cap
10.99B
Low
141.200
Amount
42.52M
EV/EBITDA(TTM)
10.08
Total Shares
76.57M
EV
14.07B
EV/OCF(TTM)
13.57
P/S(TTM)
1.41
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

NASDAQ.COM
2.0
05-29NASDAQ.COM
Icon Public (ICLR) Q4 2025 Earnings Transcript
seekingalpha
9.5
05-28seekingalpha
Icon Issues 2026 Financial Guidance with Revenue Expectations
  • Earnings Report: Icon's Q4 non-GAAP EPS of $2.52 missed expectations by $0.22, indicating pressure on profitability, while revenue of $2.11 billion, up 3.4% year-over-year, exceeded forecasts by $170 million, showcasing the company's stability in the market.
  • Future Guidance: The company projects 2026 full-year revenue between $7.85 billion and $8.15 billion, with adjusted diluted EPS expected in the range of $10.00 to $11.00, reflecting management's confidence in future growth and potentially attracting more investor interest.
  • Accounting Probe Conclusion: Following the conclusion of the accounting probe, Icon's stock rebounded, indicating a restoration of market confidence in the company's governance and financial transparency, which may help stabilize its stock price.
  • Rating Upgrade: BMO upgraded Icon to Outperform based on a valuation reassessment, a move that could further drive stock price increases and attract more institutional investor attention.
seekingalpha
9.5
05-28seekingalpha
ICON Public Limited Q4 Earnings Miss Expectations Amid Accounting Probe
  • Disappointing Earnings: ICON Public Limited reported non-GAAP diluted earnings per share of $2.52 for Q4 2025, falling short of the $3.23 consensus by approximately 35%, indicating a significant decline in profitability.
  • Weak Revenue Growth: The company achieved Q4 revenue of $2.1 billion, a 3% year-over-year increase that exceeded the $2.0 billion forecast, yet overall performance failed to meet high market expectations, reflecting ongoing challenges.
  • Uncertain Future Outlook: ICON projected adjusted EPS for 2026 between $10.00 and $11.00, missing the consensus of $11.22, highlighting difficulties in restoring profitability.
  • Impact of Accounting Probe: The company is restating its financials to reflect overstatements of revenue by 0.8% and 1.1% for 2023 and 2024, respectively, which may undermine investor confidence in its financial health.
Newsfilter
9.5
05-27Newsfilter
ICON plc Reports Strong 2025 Financial Results with Strategic Enhancements
  • Quarterly Revenue Growth: In Q4 2025, revenue reached $2.1125 billion, reflecting a 2.5% year-over-year increase, indicating the company's stable growth in the market despite economic challenges.
  • Adjusted EBITDA Performance: The adjusted EBITDA for Q4 was $327.1 million, representing 15.5% of revenue, showcasing the company's ongoing efforts in cost control and operational efficiency, even as overall profit margins declined.
  • Net Business Wins: The net business wins for Q4 amounted to $2.868 billion with a book-to-bill ratio of 1.36, indicating strong performance in new business acquisition, which enhances the sustainability of future revenues.
  • Financial Guidance Outlook: The company projects 2026 revenue in the range of $7.85 billion to $8.15 billion, with adjusted diluted earnings per share expected between $10.00 and $11.00, reflecting management's confidence in future growth.
Newsfilter
9.5
05-26Newsfilter
ICON plc Announces Financial Results Release Schedule for 2025
  • Financial Results Schedule: ICON plc plans to release its Q4 and full-year 2025 financial results after market close on May 27, 2026, followed by a conference call on May 28, 2026, at 8:00 AM ET, demonstrating the company's commitment to transparency.
  • Compliance Notification: ICON plc received a written notice from Nasdaq indicating non-compliance with Listing Rule 5250(c)(1) due to the pending filing of its 20-F form for the year ended December 31, 2025, although this notice has no immediate impact on the listing or trading of its securities, indicating the company remains within compliance parameters.
  • Compliance Plan Timeline: Nasdaq has provided ICON plc with 60 days to submit a plan to regain compliance, and the company anticipates filing the 20-F form before the conference call, which could quickly restore compliance and maintain investor confidence.
  • Forward-Looking Statements: The statements from ICON plc include forward-looking information regarding the finalization of the 20-F form and the ability to regain compliance, highlighting the risks and uncertainties faced in management and operations, and cautioning investors about potential market volatility.
seekingalpha
9.5
04-29seekingalpha
ICON Public Limited Shares Surge After Accounting Investigation Conclusion
  • Investigation Conclusion: ICON Public Limited announced that its audit committee has concluded the investigation into its accounting practices, revealing minor revenue overstatements for 2023 and 2024, below the previously disclosed upper limit of 2%, which supports the stock price rebound.
  • Stock Price Recovery: Following the investigation results, ICON's shares surged approximately 13% on Wednesday, despite a year-to-date drop of about 36%, indicating a market reassessment of the company's future outlook.
  • Financial Restatement Plan: ICON plans to restate its financial results for 2023, 2024, and the first nine months of this year, with the completion of financial statements and external audits expected in the coming weeks, thereby enhancing investor confidence.
  • Commercial Strategy Execution: CEO Barry Balfe noted that while recent market dynamics will impact near-term performance, the company is encouraged by the improved demand environment, indicating strong execution of its commercial strategy and potential for future growth.
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
TD Cowen
Buy
upgrade
$120 -> $164
AI Analysis
2026-06-01
Reason
TD Cowen
Price Target
$120 -> $164
AI Analysis
2026-06-01
upgrade
Buy
Reason
TD Cowen raised the firm's price target on Icon to $164 from $120 and keeps a Buy rating on the shares. The firm sees the company's investigation conclusion as a reset to shares, as it removes uncertainty around accounting practices, but also due to strong underlying bookings momentum seen in 4Q. Management noting 4Q B2B strength continued into 1Q and 2Q and momentum in biotech mkt suggests efforts over past year is paying off. This coupled with solid biotech funding, sets up for 2H26 acceleration.
BofA
Underperform
maintain
$105 -> $125
2026-06-01
Reason
BofA
Price Target
$105 -> $125
2026-06-01
maintain
Underperform
Reason
BofA raised the firm's price target on Icon to $125 from $105 and keeps an Underperform rating on the shares. Following the Q4 report, the firm believes the company largely addressed the long-running accounting and restatement debate while resetting the baseline for FY26 expectations, the analyst tells investors. However, the firm believes shares still warrant some discount to peers given new margin questions and likely limited recovery until 2027, the analyst added.
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Valuation Metrics

The current forward P/E ratio for ICON PLC (ICLR.O) is 14.10, compared to its 5-year average forward P/E of 17.12. 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
17.12
Current PE
14.10
Overvalued PE
21.38
Undervalued PE
12.87

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
13.42
Current EV/EBITDA
8.70
Overvalued EV/EBITDA
16.18
Undervalued EV/EBITDA
10.67

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
2.22
Current PS
1.38
Overvalued PS
2.78
Undervalued PS
1.66

Financials

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Whales Holding ICLR

L
Lyrical Asset Management LP
Holding
ICLR
+21.04%
3M Return
U
Union Investment Management Group
Holding
ICLR
+19.63%
3M Return
F
First Pacific Advisors, LP
Holding
ICLR
+16.73%
3M Return
S
Samlyn Capital, LLC
Holding
ICLR
+14.77%
3M Return
A
Artisan Partners Limited Partnership
Holding
ICLR
+13.56%
3M Return
O
Orbis Investment Management Limited
Holding
ICLR
+12.20%
3M Return

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Frequently Asked Questions

What is ICON PLC (ICLR) stock price today?

The current price of ICLR is 143.18 USD — it has decreased -0.25

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 2.19B USD, increased 12.39

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

ICON PLC. EPS for the last quarter amounts to -1.44 USD, decreased -156.92

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

ICON PLC (ICLR) has 40100 emplpoyees as of June 17 2026.

What is ICON PLC (ICLR) market cap?

Today ICLR has the market capitalization of 10.99B USD.