ICON (ICLR) Resumen de Acciones
ICON Public Limited Company, una organización de investigación clínica, ofrece servicios externalizados de desarrollo y comercialización en Irlanda, Europa, Estados Unidos y a escala internacional. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 3/6 |
| Crecimiento futuro | 3/6 |
| Rendimiento pasado | 1/6 |
| Salud financiera | 4/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
ICLR Community Fair Values
Create NarrativeSee what 19 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Competidores de ICON Public Limited Company
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$169.86 |
| Máximo en las últimas 52 semanas | US$211.00 |
| Mínimo de 52 semanas | US$66.57 |
| Beta | 1.27 |
| Cambio en 1 mes | 24.83% |
| Variación en 3 meses | 53.50% |
| Cambio de 1 año | 16.78% |
| Variación en 3 años | -30.11% |
| Variación en 5 años | -21.02% |
| Variación desde la OPV | 2,570.96% |
Noticias y actualizaciones recientes
Seeking Alpha • Jun 25
ICON Q1 2026: Margins Face Questions, But The Long-Term Thesis Holds
Summary ICON plc delivered a modest 1Q26 beat, with EPS of $2.50 and revenue of $2.03B, but growth was subdued and margins compressed. ICLR reaffirmed FY26 guidance—revenue of $7.85–$8.15B and EPS of $10–$11—signaling management confidence in a back-half recovery. Profitability faced pressure as adjusted EBITDA fell over 20% and margins dropped to 15.6%, driven by business mix and integration costs. Despite near-term margin headwinds, ICLR trades at a notable discount to peers, with strong bookings, a backlog, and solid free cash flow supporting future visibility. Read the full article on Seeking AlphaArtículo de análisis • Jun 17
ICON (ICLR) Stock Could Be 15% Overvalued After Revenue Recognition Review Sell Off
ICON (NasdaqGS:ICLR) is back in focus after an internal Audit Committee investigation into revenue recognition coincided with a sharp market sell-off, prompting one institutional investor to increase its position despite the uncertainty. See our latest analysis for ICON. At a share price of $143.54, ICON’s recent 30 day share price return of 26.16% and 90 day return of 46.39% sit against a weaker year to date share price return and three year total shareholder return. This suggests short term...
Actualización de narrativa • Jun 17
ICLR: Bookings Strength And Control Remediation Will Shape Reset Year Outlook
ICON's analyst fair value estimate has increased from $135.07 to $153.25 as analysts factor in the cleared accounting investigation, firm-wide resets to expectations, and ongoing strength in bookings and demand indicators across recent research updates. Analyst Commentary Recent research on ICON stock shows a clear reset in views after the accounting investigation, with analysts updating targets and frameworks around bookings strength, backlog quality, and earnings power into the mid‑term.Recent updates
Seeking Alpha • Jun 25
ICON Q1 2026: Margins Face Questions, But The Long-Term Thesis Holds
Summary ICON plc delivered a modest 1Q26 beat, with EPS of $2.50 and revenue of $2.03B, but growth was subdued and margins compressed. ICLR reaffirmed FY26 guidance—revenue of $7.85–$8.15B and EPS of $10–$11—signaling management confidence in a back-half recovery. Profitability faced pressure as adjusted EBITDA fell over 20% and margins dropped to 15.6%, driven by business mix and integration costs. Despite near-term margin headwinds, ICLR trades at a notable discount to peers, with strong bookings, a backlog, and solid free cash flow supporting future visibility. Read the full article on Seeking AlphaArtículo de análisis • Jun 17
ICON (ICLR) Stock Could Be 15% Overvalued After Revenue Recognition Review Sell Off
ICON (NasdaqGS:ICLR) is back in focus after an internal Audit Committee investigation into revenue recognition coincided with a sharp market sell-off, prompting one institutional investor to increase its position despite the uncertainty. See our latest analysis for ICON. At a share price of $143.54, ICON’s recent 30 day share price return of 26.16% and 90 day return of 46.39% sit against a weaker year to date share price return and three year total shareholder return. This suggests short term...Actualización de narrativa • Jun 17
ICLR: Bookings Strength And Control Remediation Will Shape Reset Year Outlook
ICON's analyst fair value estimate has increased from $135.07 to $153.25 as analysts factor in the cleared accounting investigation, firm-wide resets to expectations, and ongoing strength in bookings and demand indicators across recent research updates. Analyst Commentary Recent research on ICON stock shows a clear reset in views after the accounting investigation, with analysts updating targets and frameworks around bookings strength, backlog quality, and earnings power into the mid‑term.
Actualización de narrativa • Jun 03
ICLR: Accounting Headwinds And 2026 Margin Pressure Will Restrain Earnings Quality
Analysts have lifted the ICON fair value estimate from $75.00 to $125.00, reflecting a reset after the accounting investigation, stronger reported bookings momentum, and updated assumptions for revenue growth, profit margins, and future P/E multiples in line with the recent wave of higher Street price targets. Analyst Commentary Street research around ICON has turned more constructive on the fair value range after the accounting investigation update, but opinions are still split on how much risk remains in the story.Actualización de narrativa • May 06
ICLR: Site Network Expansion Will Support Recovery From Accounting Investigation
ICON's updated analyst price target has moved higher to $135.07 from $132.08 as analysts weigh recent target hikes and upgrades against ongoing accounting related concerns and more cautious growth assumptions. Analyst Commentary Street research on Icon reflects a split view, with some analysts focusing on valuation support and long term demand for clinical research, while others stay cautious around accounting risks and reduced earnings assumptions.Actualización de narrativa • Apr 22
ICLR: Oncology And Site Network Expansion Will Offset Accounting Overhang
ICON's updated analyst price target has shifted from about $142.86 to roughly $132.08 as analysts factor in lower modeled revenue growth, a slightly different discount rate, and a reduced future P/E, partly offset by a modestly higher profit margin outlook and mixed reactions to the recent accounting investigation and subsequent ratings changes. Analyst Commentary Recent research on ICON reflects a wide range of opinions as firms reassess the stock following the internal accounting investigation, reduced price targets, and updates to sector models in life science tools, diagnostics, and contract research organizations.Actualización de narrativa • Apr 07
ICLR: Accounting Review And Backlog Uncertainty Will Pressure Earnings Quality And Sentiment
Narrative update on ICON analyst targets Analysts have collectively reset ICON's average price target lower to around $120, citing ongoing accounting investigations and reduced sector targets. Some also highlight the possibility of upside if biopharma activity improves and current valuation already reflects much of the perceived risk.Actualización de narrativa • Mar 24
ICLR: Accounting Investigation Will Drive Earnings Quality Concerns And Higher Perceived Risk
Narrative Update The analyst price target for ICON has been reset lower to $75.00 from $163.85 as analysts factor in higher perceived risk, more conservative growth and margin expectations, and sector wide target cuts following the company's internal accounting investigation and Q4 updates across life science tools and contract research peers. Analyst Commentary Recent Street research on ICON reflects a clear reset in expectations, with several firms cutting price targets and adjusting ratings following the internal accounting investigation and related uncertainty.Actualización de narrativa • Mar 10
ICLR: Oncology Expansion Will Offset Accounting Overhang And Reset Sentiment
The updated analyst price target for ICON moves lower to $142.86 from $154.86, with analysts citing accounting-related uncertainty and potential backlog restatements, partially balanced by views that the recent selloff and current valuation may offer a more compelling risk and reward profile. Analyst Commentary Recent research on ICON reflects a split view, with some analysts seeing value after the selloff and others emphasizing ongoing accounting and growth risks.Actualización de narrativa • Feb 24
ICLR: Oncology Expansion And Accounting Overhang Are Expected To Reset Sentiment
Analysts have lowered their average price target on ICON from about $206 to roughly $155 as they factor in the ongoing internal accounting investigation, modestly softer growth and margin assumptions, a slightly higher discount rate, and a reduced future P/E multiple, even as some describe the recent share price weakness as creating a more compelling entry point. Analyst Commentary Recent research on ICON reflects a split view, with some analysts turning more constructive after the share price pullback while others remain cautious given the internal accounting investigation and softer growth and margin assumptions.Actualización de narrativa • Feb 09
ICLR: Oncology Expansion And Contract Visibility Will Support Future Upside Potential
Narrative Update on ICON Analysts have modestly adjusted their stance on ICON, with recent target changes clustered in a US$11 range. These changes reflect mixed views on softer revenue growth visibility, margin pressure into 2026, and updated healthcare utilization trends.Artículo de análisis • Feb 06
It's Down 28% But ICON Public Limited Company (NASDAQ:ICLR) Could Be Riskier Than It Looks
ICON Public Limited Company ( NASDAQ:ICLR ) shares have had a horrible month, losing 28% after a relatively good period...Actualización de narrativa • Jan 25
ICLR: Mixed Margin And Cancellation Signals Will Shape Fairly Balanced Outlook
The analyst price target for ICON has edged higher by about US$1 to US$206.38, as analysts factor in slightly adjusted assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E after a mix of recent target raises and trims across the Street. Analyst Commentary Recent research on ICON reflects a split view, with some on the Street lifting targets while others are turning more cautious as they reassess growth, margins, and contract visibility heading into 2026.Actualización de narrativa • Jan 11
ICLR: Strong Bookings And RFP Momentum Will Offset Margin Concerns
Analysts have trimmed their ICON fair value estimate by about US$0.69 to roughly US$205.69. This reflects expectations of softer revenue growth, thinner margins and a slightly higher discount rate, while still using a somewhat higher future P/E assumption in line with recent price target revisions across the Street.Actualización de narrativa • Dec 25
ICLR: Strong Bookings And RFP Momentum Will Support Long Term Upside
We nudge our ICON price target slightly higher to approximately $206.38 from about $206.19, as analysts balance continued concerns around 2026 margin pressure and pricing headwinds with updated post Q3 models and confidence that stronger gross bookings and RFP flow can support a healthier long term growth profile. Analyst Commentary Street research reflects a mixed but generally constructive stance on ICON, with price targets converging around the low to mid $200 range and a split between Hold and Outperform ratings.Actualización de narrativa • Dec 11
ICLR: Bookings Momentum Will Offset 2026 Margin And Pricing Headwinds
Analysts have modestly trimmed their blended price target on ICON, reflecting a slightly lower valuation multiple as they balance ongoing concerns about 2026 margin and pricing headwinds, highlighted in recent target cuts such as TD Cowen's move to $172 from $183 and Leerink's to $220 from $235, against still-supportive views on bookings momentum and long term growth prospects. Analyst Commentary Bullish Takeaways Bullish analysts highlight that updated models following Q3 results support modest upside to fair value, even after factoring in near term margin noise.Actualización de narrativa • Nov 27
ICLR: Bookings Momentum And Leadership Transition Will Drive Renewed Confidence In 2025
ICON’s analyst price target was revised modestly downward from $208.27 to $206.19, as analysts cited ongoing concerns about margin pressure and potential headwinds for 2026. These concerns were partially tempered by encouraging booking trends and updated financial models following recent quarterly results.Actualización de narrativa • Nov 08
ICLR: Operational Resilience And Leadership Transition Will Support Momentum Next Year
The analyst price target for ICON has edged lower by approximately $0.67 to $208.27, as analysts cite ongoing concerns about margin pressure and a slightly more cautious revenue growth outlook. Analyst Commentary Analyst sentiment on ICON remains divided, with both encouraging signals and pressing concerns for investors to consider.Actualización de narrativa • Oct 24
Margin Pressures And Partnership Wins Will Shape Next-Year Performance Outlook
The analyst fair value estimate for ICON has been revised downward by approximately $7 to $208.93. Analysts cite ongoing concerns about margin pressure and future revenue growth challenges.Actualización de narrativa • Sep 13
Midsized Pharma Partnerships And AI Tools Will Streamline Operations
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.Artículo de análisis • Aug 20
After Leaping 25% ICON Public Limited Company (NASDAQ:ICLR) Shares Are Not Flying Under The Radar
NasdaqGS:ICLR 1 Year Share Price vs Fair Value Explore ICON's Fair Values from the Community and select yours ICON...Artículo de análisis • Aug 12
Are Investors Undervaluing ICON Public Limited Company (NASDAQ:ICLR) By 43%?
Key Insights ICON's estimated fair value is US$280 based on 2 Stage Free Cash Flow to Equity ICON's US$160 share price...Artículo de análisis • Jul 14
What Is ICON Public Limited Company's (NASDAQ:ICLR) Share Price Doing?
Today we're going to take a look at the well-established ICON Public Limited Company ( NASDAQ:ICLR ). The company's...Seeking Alpha • Feb 24
ICON: An Excellent Investment Opportunity With Strong Growth Potential
Summary ICON's revenues and net income have increased by 196.06% and 137.71%, respectively, between 2020 and 2024. Even though the CRO market expects a challenging outlook for 2025, in the next 9–10 years, the CRO market expects to grow at a 5.8%-7.42% CAGR. ICON has seen a decline in its non-current bank and loan debts of 36.88% since 2021. Its non-current bank and loan debts accounted for 57.74% of its liabilities in 2021. The price-to-book value of ICON has reached its lowest value in the last ten years. In addition, the EV/EBITDA ratio is close to its minimum value in ten years. Read the full article on Seeking AlphaSeeking Alpha • Dec 13
ICON: A High Probability Of Success In The Uncertain R&D Process
Summary Recent share price weakness is due to temporary headwinds, including client cost-cutting and delays in biotech decision-making, not structural issues in the CRO industry. Long-term prospects remain strong and structural growth drivers are still intact. Short-term headwinds led to attractive valuations, offering a compelling investment opportunity. Read the full article on Seeking AlphaSeeking Alpha • Nov 29
ICON: Disappointing Change In Trajectory (Rating Downgrade)
Summary Due to unforeseen headwinds and weakened growth outlook, ICLR's investment case has changed materially. Issues around capital allocation and a slowdown in reinvestment opportunities tempers the potential for earnings growth and returns on capital. ICLR's valuation multiples have contracted significantly, with EV/EBIT dropping from 42x to 18x since '22. Read the full article on Seeking AlphaSeeking Alpha • Jul 13
ICON: Deleveraging Complete, Now See 18% CAGR In Valuation To FY'26E (Rating Upgrade)
Summary ICON acquired PRA Health Sciences in a $12B deal in 2020, creating a new company. The stock has doubled since the acquisition, and could be worth $370-$400/share based on earnings estimates and excess earnings above assets of similar price and risk. Its strong order book, earnings leverage, and attractive valuations support a buy recommendation. Read the full article on Seeking AlphaRentabilidad de los accionistas
| ICLR | US Life Sciences | Mercado US | |
|---|---|---|---|
| 7D | 20.7% | 10.3% | -2.5% |
| 1Y | 16.8% | 17.6% | 19.0% |
Rentabilidad vs. Industria: ICLR igualó a la industria US Life Sciences, que obtuvo un rendimiento del 17.6% el año pasado.
Rentabilidad vs. Mercado: ICLR obtuvo unos resultados inferiores a los del mercado US, que fueron del 19% el año pasado.
Volatilidad de los precios
| ICLR volatility | |
|---|---|
| ICLR Average Weekly Movement | 9.2% |
| Life Sciences Industry Average Movement | 8.7% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
Precio estable de las acciones: ICLR no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de ICLR (9%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1989 | 40,350 | Barry Balfe | www.iconplc.com |
ICON Public Limited Company, una organización de investigación clínica, ofrece servicios externalizados de desarrollo y comercialización en Irlanda, Europa, Estados Unidos e internacionalmente. La empresa está especializada en el desarrollo estratégico, la gestión y el análisis de programas que apoyan las distintas fases del proceso de desarrollo clínico, desde la selección de compuestos hasta los estudios clínicos de fase I-IV. También ofrece servicios de desarrollo clínico, que incluyen todas las fases de desarrollo, peri y post aprobación, soluciones de datos y servicios de acceso a centros y pacientes; gestión de ensayos clínicos, consultoría, contratación de personal, soluciones de datos y servicios de laboratorio; y servicios comerciales que comprenden estrategia de desarrollo clínico, planificación y diseño de ensayos, ejecución completa de estudios y comercialización post mercado.
Resumen de fundamentos de ICON Public Limited Company
| Estadísticas fundamentales de ICLR | |
|---|---|
| Capitalización bursátil | US$13.01b |
| Beneficios(TTM) | US$173.28m |
| Ingresos (TTM) | US$8.27b |
75.1x
Ratio precio-beneficio (PE)1.6x
Ratio precio-ventas (PS)¿Está ICLR sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de ICLR | |
|---|---|
| Ingresos | US$8.27b |
| Coste de los ingresos | US$6.18b |
| Beneficio bruto | US$2.09b |
| Otros gastos | US$1.92b |
| Beneficios | US$173.28m |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 2.26 |
| Margen bruto | 25.32% |
| Margen de beneficio neto | 2.10% |
| Ratio deuda/patrimonio | 36.5% |
¿Cómo se ha desempeñado ICLR a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/29 12:36 |
| Precio de las acciones al final del día | 2026/06/26 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
ICON Public Limited Company está cubierta por 30 analistas. 15 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Eric Coldwell | Baird |
| Luke Sergott | Barclays |
| Douglas Tsao | Barclays |