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Midsized Pharma Partnerships And AI Tools Will Streamline Operations

Published
08 Aug 24
Updated
13 Sep 25
AnalystConsensusTarget's Fair Value
US$215.67
14.9% undervalued intrinsic discount
13 Sep
US$183.49
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1Y
-38.1%
7D
-3.6%

Author's Valuation

US$215.6714.9% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on13 Sep 25
Fair value Decreased 2.15%

ICON’s consensus price target has been revised down from $220.40 to $215.67 as analysts express caution over persistent revenue and booking growth risks, customer cancellations, and macro uncertainty, which offset recent partnership gains and stable sector demand. Analyst Commentary Bearish analysts highlighted persistent revenue and EBITDA growth risks in 2026 tied to lower-than-normal book-to-bills (BtBs) and customer cancellations, with consensus estimates seen as too optimistic.

Shared on07 May 25
Fair value Increased 3.45%

Shared on30 Apr 25
Fair value Increased 1.37%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 1.82%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Decreased 10%

AnalystConsensusTarget has decreased revenue growth from 4.2% to 3.7%.

Shared on09 Apr 25
Fair value Increased 35%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 28%

Shared on26 Mar 25
Fair value Decreased 1.18%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 40%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Decreased 0.20%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.