View ValuationICON 향후 성장Future 기준 점검 1/6ICON (는) 각각 연간 3.7% 및 1.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 8.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 9.7% 로 예상됩니다.핵심 정보3.7%이익 성장률8.62%EPS 성장률Life Sciences 이익 성장17.5%매출 성장률1.6%향후 자기자본이익률9.74%애널리스트 커버리지Good마지막 업데이트11 May 2026최근 향후 성장 업데이트Price Target Changed • Mar 25Price target decreased by 11% to US$132Down from US$149, the current price target is an average from 13 analysts. New target price is 32% above last closing price of US$99.99. Stock is down 44% over the past year. The company is forecast to post earnings per share of US$6.46 for next year compared to US$9.60 last year.Price Target Changed • Feb 12Price target decreased by 9.1% to US$187Down from US$206, the current price target is an average from 16 analysts. New target price is 134% above last closing price of US$80.08. Stock is down 56% over the past year. The company is forecast to post earnings per share of US$6.71 for next year compared to US$9.60 last year.Price Target Changed • Jul 25Price target increased by 21% to US$213Up from US$176, the current price target is an average from 15 analysts. New target price is 14% above last closing price of US$187. Stock is down 42% over the past year. The company is forecast to post earnings per share of US$9.50 for next year compared to US$9.60 last year.공시 • Jul 24ICON Public Limited Company Updates Earnings Guidance for Full Year 2025ICON Public Limited Company updated earnings guidance for full year 2025. For the period, the company updates full-year financial guidance and now expect full-year revenue to be in the range of $7,850 million - $8,150 million, an increase of approximately 1% at the midpoint from prior full-year revenue guidance range.Price Target Changed • May 02Price target decreased by 12% to US$185Down from US$210, the current price target is an average from 16 analysts. New target price is 30% above last closing price of US$143. Stock is down 54% over the past year. The company is forecast to post earnings per share of US$9.60 for next year compared to US$9.60 last year.공시 • May 01Icon Public Limited Company Updates Earnings Guidance for Full Year 2025ICON Public Limited Company updated earnings guidance for full year 2025. For the period, the company Updated full-year 2025 financial revenue guidance in the range of $7,750 - $8,150 million, representing a year - over - year decrease of -6.4% to -1.6%.모든 업데이트 보기Recent updates내러티브 업데이트 • May 06ICLR: Site Network Expansion Will Support Recovery From Accounting InvestigationICON'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.공시 • May 03ICON Public Limited Company announced delayed 20-F filingOn 05/01/2026, ICON Public Limited Company announced that they will be unable to file their next 20-F by the deadline required by the SEC.내러티브 업데이트 • Apr 22ICLR: Oncology And Site Network Expansion Will Offset Accounting OverhangICON'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.내러티브 업데이트 • Apr 07ICLR: Accounting Review And Backlog Uncertainty Will Pressure Earnings Quality And SentimentNarrative 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.Price Target Changed • Mar 25Price target decreased by 11% to US$132Down from US$149, the current price target is an average from 13 analysts. New target price is 32% above last closing price of US$99.99. Stock is down 44% over the past year. The company is forecast to post earnings per share of US$6.46 for next year compared to US$9.60 last year.내러티브 업데이트 • Mar 24ICLR: Accounting Investigation Will Drive Earnings Quality Concerns And Higher Perceived RiskNarrative 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.공시 • Mar 11An undisclosed buyer acquired an unknown minority stake in ICON Public Limited Company (NasdaqGS:ICLR) from Polen Capital Management, LLC.An undisclosed buyer acquired an unknown minority stake in ICON Public Limited Company (NasdaqGS:ICLR) from Polen Capital Management, LLC on December 31, 2025. An undisclosed buyer completed the acquisition of an unknown minority stake in ICON Public Limited Company (NasdaqGS:ICLR) from Polen Capital Management, LLC on December 31, 2025.내러티브 업데이트 • Mar 10ICLR: Oncology Expansion Will Offset Accounting Overhang And Reset SentimentThe 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.내러티브 업데이트 • Feb 24ICLR: Oncology Expansion And Accounting Overhang Are Expected To Reset SentimentAnalysts 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.New Risk • Feb 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Large one-off items impacting financial results.Price Target Changed • Feb 12Price target decreased by 9.1% to US$187Down from US$206, the current price target is an average from 16 analysts. New target price is 134% above last closing price of US$80.08. Stock is down 56% over the past year. The company is forecast to post earnings per share of US$6.71 for next year compared to US$9.60 last year.공시 • Feb 12ICON Public Limited Company to Report Q4, 2025 Results on Apr 30, 2026ICON Public Limited Company announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Apr 30, 2026내러티브 업데이트 • Feb 09ICLR: Oncology Expansion And Contract Visibility Will Support Future Upside PotentialNarrative 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.분석 기사 • Feb 06It's Down 28% But ICON Public Limited Company (NASDAQ:ICLR) Could Be Riskier Than It LooksICON Public Limited Company ( NASDAQ:ICLR ) shares have had a horrible month, losing 28% after a relatively good period...Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to US$146, the stock trades at a forward P/E ratio of 17x. Average trailing P/E is 37x in the Life Sciences industry in the US. Total loss to shareholders of 38% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$258 per share.내러티브 업데이트 • Jan 25ICLR: Mixed Margin And Cancellation Signals Will Shape Fairly Balanced OutlookThe 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.내러티브 업데이트 • Jan 11ICLR: Strong Bookings And RFP Momentum Will Offset Margin ConcernsAnalysts 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.Buy Or Sell Opportunity • Jan 08Now 22% undervaluedOver the last 90 days, the stock has risen 2.6% to US$188. The fair value is estimated to be US$242, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.내러티브 업데이트 • Dec 25ICLR: Strong Bookings And RFP Momentum Will Support Long Term UpsideWe 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.내러티브 업데이트 • Dec 11ICLR: Bookings Momentum Will Offset 2026 Margin And Pricing HeadwindsAnalysts 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.공시 • Dec 09ICON plc Releases Findings from Two Biotech Sector SurveyICON plc released findings from two biotech sector surveys. The first survey focused on global biotech trends and is an update of 2023 survey, while the second survey focused exclusively on trends in the rapidly growing Chinese biotech market. In total, both surveys captured insights from more than 260 biotech professionals and venture capital executives across the US, Europe, Asia-Pacific (APAC) and the Middle East. ICON's global biotech sector survey of 163 biotech respondents highlights the resilience of the industry, driven by investment in APAC markets and shifts in R&D priorities since its last survey in 2023. It positions China's presence as a positive signal for the global industry, with the findings highlighting how Western biotechs must adapt to maintain competitiveness and drive innovation. Funding remains a key challenge and 41% of organizations are actively seeking additional R&D funding, a 27% increase since 2023, highlighting ongoing financial pressures across the industry. Globally, the top three sources of funding are unchanged: large pharma partnerships, venture capital (VC), and government grants. However, the survey shows how VC funds have expanded their focus, with APAC biotechs stating VC funding was 60% of their current funding source versus 32% for US and 30% for Europe. This is leading some biotechs to explore innovative funding sources and ICON highlights the emerging models being increasingly adopted, including royalty financing, carve-outs, and crowdfunding. Since the last survey, access to talent is becoming more of a concern. This was more pronounced in APAC where responders were almost three times as likely to list talent shortages as having operational impact as their global counterparts (47% vs 18% in the US and 17% in Europe). The survey reveals leading next-generation modalities; notably, cell therapy has overtaken small molecules and is now most prominent, making up 40% of organizations' pipelines. Antibody drug conjugates (ADCs) and microbiome therapies are not far behind at 31%. Therapeutic focus areas have also evolved since the last survey findings, with neurology (44%), cardiovascular (39%), and immune disorders (32%) now outpacing a previous dominance in oncology. Despite the multiple macro challenges they face, the biggest risk to biotechs' operations is the complexity of drug development. Almost three quarters of respondents (73%) ranked this among their top five micro factorsposing the greatest risk to their organisation's operations. The survey highlighted how biotech companies are increasingly embracing digital technologies to improve operations, with 76% of respondents anticipating AI and other technologies will significantly accelerate R&D processes within the next two years. When asked which factors have the most potential to accelerate drug development, 41% of respondents selected AI-enabled asset selection in drug discovery, an increase from 26% in 2023. ION's separate survey of China-based biotechs, was based on 100 respondents. The findings highlighted that the challenges China-based biotechs face align with their global counterparts, most notably funding, and the complexity of drug development and regulations. Cardiovascular and oncology remain the top therapeutic focus areas in China, in contrast to the global shift toward neurology. However, cell therapy, microbiome therapies, and ADCs dominate pipelines across all regions. Respondents in China also report less concern about geopolitical developments and greater confidence in investment and product success.공시 • Dec 02Icon plc Announces Results of Its Latest Industry SurveyICON plc announced results of its latest industry survey, examining the challenges clinical trial sites face during study startup. The findings underscore the need for a site-centric, collaborative approach to overcome bottlenecks and enhance trial activation timelines. The survey, conducted in June 2025 among just over 100 principal investigators and senior clinical trial site personnel, gathered perspectives from a wide range of clinical trial sites and is not limited to studies managed by ICON. It reveals widespread sentiment that sites are increasingly burdened by operational bottlenecks, contract and budget delays, and communication gaps. These challenges contribute to significant disruptions at the startup stage, with 55% of respondents reporting that time from site selection to full activation is longer than 5 months, and 39% reporting longer timelines than two years ago. Contract and budget delays are a persistent issue, with 66% of respondents experiencing them frequently. Almost all respondents (92%) identified these as the top areas where both sponsors and contract research organizations (CROs) can improve support. With 47% of respondents rating sponsor and CRO communication as average or poor, this highlights a critical need for site-centricity.내러티브 업데이트 • Nov 27ICLR: Bookings Momentum And Leadership Transition Will Drive Renewed Confidence In 2025ICON’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.Valuation Update With 7 Day Price Move • Nov 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$184, the stock trades at a forward P/E ratio of 21x. Average trailing P/E is 38x in the Life Sciences industry in the US. Total loss to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$240 per share.내러티브 업데이트 • Nov 08ICLR: Operational Resilience And Leadership Transition Will Support Momentum Next YearThe 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.Buy Or Sell Opportunity • Oct 25Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.8% to US$178. The fair value is estimated to be US$224, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.내러티브 업데이트 • Oct 24Margin Pressures And Partnership Wins Will Shape Next-Year Performance OutlookThe 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.Reported Earnings • Oct 24Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: US$0.03 (down from US$2.38 in 3Q 2024). Revenue: US$2.04b (flat on 3Q 2024). Net income: US$2.36m (down 99% from 3Q 2024). Profit margin: 0.1% (down from 9.7% in 3Q 2024). Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates by 99%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Life Sciences industry in the US. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.공시 • Oct 23+ 1 more updateIcon plc Reports Goodwill Impairment for the Third Quarter Ended September 30, 2025ICON plc reported Goodwill impairment for the third quarter ended September 30, 2025. For the period, the company reported impairment of $165.3 million was recorded in respect of the Data Solutions Reporting Unit.Seeking Alpha • Oct 22ICON: Solid Fundamentals Trump Regulatory HeadwindsSummary In H1 2025, ICON's net book-to-bill ratio dropped to its lowest value since at least 2016. However, this ratio could improve since macroeconomic uncertainty is vanishing. ICON has a repurchase program of $1,000 million underway, which could buy approximately 6.90% of the company's outstanding common shares. Despite the challenging times, ICON is a profitable firm, has low debt, and presents symptoms of undervaluation compared to other CRO companies. Read the full article on Seeking AlphaValuation Update With 7 Day Price Move • Oct 02Investor sentiment improves as stock rises 19%After last week's 19% share price gain to US$193, the stock trades at a forward P/E ratio of 19x. Average trailing P/E is 32x in the Life Sciences industry in the US. Negligible returns to shareholders over past three years. Simply Wall St's valuation model estimates the intrinsic value at US$262 per share.공시 • Sep 24ICON Public Limited Company to Report Q3, 2025 Results on Oct 22, 2025ICON Public Limited Company announced that they will report Q3, 2025 results After-Market on Oct 22, 2025공시 • Sep 22ICON Public Limited Company(NasdaqGS:ICLR) dropped from FTSE All-World Index (USD)ICON Public Limited Company(NasdaqGS:ICLR) dropped from FTSE All-World Index (USD)내러티브 업데이트 • Sep 13Midsized Pharma Partnerships And AI Tools Will Streamline OperationsICON’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.공시 • Sep 04+ 1 more updateICON plc Appoints Barry Balfe to the BoardICON plc announced that the board has appointed Mr. Barry Balfe, ICON’s Chief Operating Officer, to the Board. Balfe has deep knowledge of the CRO industry and has served as ICON’s Chief Operating Officer since January 2025. Prior to his appointment as Chief Operating Officer, Mr. Balfe was appointed to the ICON executive leadership team in 2019 and served as President of Functional Services and then as President of Pharma Solutions.분석 기사 • Aug 20After Leaping 25% ICON Public Limited Company (NASDAQ:ICLR) Shares Are Not Flying Under The RadarNasdaqGS:ICLR 1 Year Share Price vs Fair Value Explore ICON's Fair Values from the Community and select yours ICON...분석 기사 • Aug 12Are 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...Price Target Changed • Jul 25Price target increased by 21% to US$213Up from US$176, the current price target is an average from 15 analysts. New target price is 14% above last closing price of US$187. Stock is down 42% over the past year. The company is forecast to post earnings per share of US$9.50 for next year compared to US$9.60 last year.Reported Earnings • Jul 24Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$2.31 (up from US$1.78 in 2Q 2024). Revenue: US$2.02b (down 4.8% from 2Q 2024). Net income: US$183.0m (up 25% from 2Q 2024). Profit margin: 9.1% (up from 6.9% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 6.5%. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Life Sciences industry in the US. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.공시 • Jul 24ICON Public Limited Company Updates Earnings Guidance for Full Year 2025ICON Public Limited Company updated earnings guidance for full year 2025. For the period, the company updates full-year financial guidance and now expect full-year revenue to be in the range of $7,850 million - $8,150 million, an increase of approximately 1% at the midpoint from prior full-year revenue guidance range.Valuation Update With 7 Day Price Move • Jul 23Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$168, the stock trades at a forward P/E ratio of 17x. Average trailing P/E is 36x in the Life Sciences industry in the US. Total loss to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$251 per share.분석 기사 • Jul 14What 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...공시 • Jun 23ICON Public Limited Company to Report Q2, 2025 Results on Jul 23, 2025ICON Public Limited Company announced that they will report Q2, 2025 results After-Market on Jul 23, 2025공시 • Jun 12ICON Public Limited Company, Annual General Meeting, Jul 22, 2025ICON Public Limited Company, Annual General Meeting, Jul 22, 2025. Location: south county business park, leopardstown., dublin 18 Ireland분석 기사 • May 20We Think ICON (NASDAQ:ICLR) Can Stay On Top Of Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Price Target Changed • May 02Price target decreased by 12% to US$185Down from US$210, the current price target is an average from 16 analysts. New target price is 30% above last closing price of US$143. Stock is down 54% over the past year. The company is forecast to post earnings per share of US$9.60 for next year compared to US$9.60 last year.Reported Earnings • May 01First quarter 2025 earnings: EPS misses analyst expectationsFirst quarter 2025 results: EPS: US$1.91 (down from US$2.27 in 1Q 2024). Revenue: US$2.00b (down 4.3% from 1Q 2024). Net income: US$154.2m (down 18% from 1Q 2024). Profit margin: 7.7% (down from 9.0% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.3%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Life Sciences industry in the US. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.공시 • May 01Icon Public Limited Company Updates Earnings Guidance for Full Year 2025ICON Public Limited Company updated earnings guidance for full year 2025. For the period, the company Updated full-year 2025 financial revenue guidance in the range of $7,750 - $8,150 million, representing a year - over - year decrease of -6.4% to -1.6%.Price Target Changed • Apr 10Price target decreased by 8.4% to US$223Down from US$243, the current price target is an average from 16 analysts. New target price is 56% above last closing price of US$143. Stock is down 54% over the past year. The company is forecast to post earnings per share of US$10.27 for next year compared to US$9.60 last year.공시 • Mar 31ICON Public Limited Company to Report Q1, 2025 Results on Apr 30, 2025ICON Public Limited Company announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on Apr 30, 2025Seeking Alpha • Feb 24ICON: An Excellent Investment Opportunity With Strong Growth PotentialSummary 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 Alpha공시 • Feb 22ICON Public Limited Company Reaffirms Earnings Guidance for the Year 2025ICON Public Limited Company Reaffirmed earnings guidance for the year 2025. The company is re-affirming previously communicated full-year 2025 financial revenue guidance in the range of $8,050 million - $8,650 million.Reported Earnings • Feb 20Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: US$9.60 (up from US$7.46 in FY 2023). Revenue: US$8.28b (up 2.0% from FY 2023). Net income: US$791.5m (up 29% from FY 2023). Profit margin: 9.6% (up from 7.5% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.4%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Life Sciences industry in the US. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.공시 • Feb 20ICON Public Limited Company (NasdaqGS:ICLR) announces an Equity Buyback for $750 million worth of its shares.ICON Public Limited Company (NasdaqGS:ICLR) announces a share repurchase program. Under the program, the company will repurchase up to $750 million worth of its shares.공시 • Feb 12Robbins LLP Announces Class Action Lawsuit Against ICON PLCRobbins LLP informed stockholders that a class action was filed on behalf of all purchasers of ICON PLC ordinary shares between July 27, 2023 and October 23, 2024. The Allegations: Robbins LLP is Investigating Allegations that ICON PLC (ICLR) Misled Investors Regarding Demand. According to the complaint, during the class period, defendants failed to disclose that: (a) ICON was suffering from a material loss of business due to customer cost reduction measures and other widespread funding limitations impacting the Company's client base; (b) ICON's purported FSP and hybrid model offerings were insufficient to shield the Company from the adverse effects of a significant market downturn; (c) the RFPs ICON received from its biotechnology customers during the class period were used in substantial part as price discovery tools, and thus were not indicative of underlying client demand; (d) ICON's customers had canceled contracts, limited or reduced engagements, delayed clinical trial work, and/or failed to enter into new contracts with ICON for additional clinical trial work at historical rates once existing projects ended (or were scheduled to end) in 2024; (e) ICON's two larger customers were diversifying their CRO providers away from the Company; (f) as a result of (a)-(e) above, ICON's reported net new business awards and book-to-bill metrics materially misrepresented client demand for ICON's services; and (g) that as a result of (a)-(f) above, ICON was tracking materially below the 2024 revenue and EPS guidance issued during the class period and such guidance lacked a reasonable factual basis.공시 • Jan 30Icon Portfolio of Ai Tools Drives Clinical Trial EfficienciesICON plc announced the expansion of its portfolio of artificial intelligence (AI) tools that deliver efficiencies across the clinical trial process, including study startup, document management, resource forecasting and metrics reporting. ICON has invested significantly in its AI and digital capabilities through the establishment of its AI Centre of Excellence. The centre, which comprises a dedicated team of data scientists, engineers and domain experts, is responsible for developing and deploying AI solutions that accelerate trials, enhance data and optimise operational efficiencies. The centre is supported by an AI Governance Committee, which oversees ethical, legal and data privacy standards in the deployment of new solutions. The latest solutions to be launched are: Submit, which automates the clinical trial document management process. It uses AI to improve compliance, reduce the burden on clinical project teams, and manage documents in an efficient and accurate way based on defined rules. Mapi Research Trust COA leverages AI to remain current with latest Clinical Outcome Assessments (COAs) from public sources in near real-time. It provides comprehensive intelligence to support optimal clinical trial protocols/designs. FORWARD+ is an AI-enabled capability that provides industry-leading visibility into resource demands, allocations and forecasting. FORWARD+ ensures efficient resource management through the clinical trial process. Study Start-up Site Contracts is an AI-enabled capability that streamlines the clinical contract drafting process by leveraging historical clinical contracts in order to create comprehensive near final draft contracts. OMR AI Navigation Assistant empowers operational clinical study metrics with generative AI to provide industry-leading analytics to transform data into business insights. Based on its success to date in implementing innovative AI solutions for its customers, ICON plans to further enhance its award-winning capabilities in how AI can drive productivity and efficiencies in clinical trials, with support from Enterprise Ireland. This sustained focus on investment in AI solutions by ICON will support its customers as they look to overcome some of the challenges in realising the potential of AI in drug development. A recent ICON survey of biopharma companies found that 13% of respondents indicated that while AI and digital technologies are being heavily used in single development programs, it is challenging for organizations to systemically incorporate them, possibly due to the complexity of managing such strategic, enterprise-scale digital disruption.공시 • Jan 29ICON Public Limited Company to Report Q4, 2024 Results on Feb 19, 2025ICON Public Limited Company announced that they will report Q4, 2024 results After-Market on Feb 19, 2025공시 • Jan 15ICON Public Limited Company Reaffirms Earning Guidance for the Full Year 2024 and Provides Earning Guidance for the Full Year 2025ICON Public Limited Company reaffirmed earning guidance for the full year 2024 and provided earning guidance for the full year 2025. For the full year 2024 the company reaffirms its current guidance of revenue in the range of $8,260million to $8,300 million. For the full year 2025, the company is expected revenue to be in the range of $8,050 million to $8,650 million, representing growth of approximately 1% at the midpoint.공시 • Jan 08Icon plc Releases the Findings of A Survey of over 120 Biomarkers and Pharma Professionals Developing Treatments for Neurodegenerative DisordersICON plc released the findings of a survey of over 120 biotech and pharma professionals developing treatments for neurodegenerative disorders. The findings indicate that, despite recent successes in developing disease modifying treatments for Alzheimer's, persistent challenges that remain in neurodegenerative clinical trials can be mitigated by underutilised trial methodologies. ICON outlines how these innovations, including increased use of biomarkers and innovative trial designs, can be implemented in its new whitepaper: 'Early, precise and efficient: The methods and technologies advancing Alzheimer's and Parkinson's R&D'. Biomarkers are one of the most promising tools to identify potential clinical trial participants early in their disease progression. Encouragingly, nearly all respondents (97%) reported using biomarkers to identify patients and over half (59%) are leveraging AI tools to accelerate biomarker detection. Whilst this uptake is promising, biomarkers are not yet being optimised for full implementation. The use of biomarkers can sometimes make a trial longer, more expensive, and slower to enrol patients. However, implementation of biomarker tests could be increasingly implemented to address some of the more resource-intensive eligibility criteria, such as imaging or CSF status. Innovative clinical trial methodologies can also speed up drug development, yet the survey findings indicate that respondents are not experimenting with these as much as they could. For example, only 28% of respondents reported implementing an adaptive trial design of any type, while even fewer reported using historic controls (22%) or master protocol designs (19%), all of which can accelerate patient recruitment. Encouragingly, the survey revealed sponsors are not deterred from investing in R&D, especially in a diversified way. A large majority of respondents (87%) reported that they plan to invest in multiple therapeutic areas or a combination approach. They are also using AI to accelerate R&D, predominantly for the initial steps of the development process. For example, half of respondents who reported using AI or machine learning employ it for hypothesis generation (48%) and lead discovery (50%). Interestingly, the survey findings suggest that collaboration across industry is also an underappreciated acceleration opportunity. Only 29% of respondents indicated that it was an area that could support and accelerate R&D.공시 • Dec 18ICON plc Announces Appointment of Barry Balfe as Chief Operating OfficerICON plc announced the appointment of Barry Balfe as Chief Operating Officer (COO). Barry is a long-tenured ICON employee with over 20 years of service and brings extensive leadership experience and capability to the role of COO. He has held a number of leadership roles across both full service and functional solutions at ICON and has very successfully supported the growth of new and existing customer partnerships. His strong focus and track record on operational excellence, quality & delivery will enable the company to deliver greater value to customers and further enhance the company's strategy to become the healthcare intelligence partner of choice in the industry. Barry will continue to report to ICON’s Chief Executive Officer, Steve Cutler.Seeking Alpha • Dec 13ICON: A High Probability Of Success In The Uncertain R&D ProcessSummary 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 29ICON: 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 AlphaValuation Update With 7 Day Price Move • Nov 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$217, the stock trades at a forward P/E ratio of 21x. Average trailing P/E is 44x in the Life Sciences industry in the US. Total loss to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$403 per share.Price Target Changed • Oct 25Price target decreased by 18% to US$287Down from US$352, the current price target is an average from 16 analysts. New target price is 30% above last closing price of US$220. Stock is down 6.3% over the past year. The company is forecast to post earnings per share of US$8.73 for next year compared to US$7.46 last year.공시 • Oct 25ICON Public Limited Company (NasdaqGS:ICLR) announces an Equity Buyback for $250 million worth of its shares.ICON Public Limited Company (NasdaqGS:ICLR) announces a share repurchase program. Under the program, the company will repurchase up to $250 million worth of its shares.Reported Earnings • Oct 24Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: US$2.38 (up from US$1.99 in 3Q 2023). Revenue: US$2.03b (down 1.2% from 3Q 2023). Net income: US$197.1m (up 20% from 3Q 2023). Profit margin: 9.7% (up from 8.0% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 4.9%. Earnings per share (EPS) also missed analyst estimates by 6.9%. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Life Sciences industry in the US. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.공시 • Oct 24ICON Public Limited Company Updates Earnings Guidance for the Full Year 2024ICON Public Limited Company updated earnings guidance for the full year 2024. For the period, the company is updating full-year 2024 financial revenue guidance in the range of $8,260 million - $8,300 million, representing a year over year increase of 1.7% to 2.2%.공시 • Sep 27ICON Public Limited Company to Report Q3, 2024 Results on Oct 23, 2024ICON Public Limited Company announced that they will report Q3, 2024 results After-Market on Oct 23, 2024공시 • Aug 15ICON plc Announces Chief Financial Officer ChangesICON plc announced the appointment of Nigel Clerkin as its new Chief Financial Officer (CFO). Nigel brings extensive experience and capability to the role of CFO. He commenced his career with KPMG, before joining Elan Corporation where he held a number of roles of increasing responsibility over a fifteen-year career, culminating in the role of group CFO in 2011, which he held until 2014. Nigel then moved to be CFO at ConvaTec, a global medical and technologies company, before becoming UDG Healthcare’s CFO in 2018. During his tenure with UDG, he led substantial change and improvement programmes and oversaw strong financial growth across multiple business lines. Most recently, Nigel was CFO at LetsGetChecked, a global provider of at-home healthcare services. Nigel has a long tenure and a strong track record of success as CFO in a number of large organizations in the life sciences and healthcare services industry. He has successfully led and supported the financial growth of a number of organizations and has a strong background as a CFO of a public company with significant experience in M&A as well as financial processes and systems enhancement. Nigel holds a Bachelor of Science (Accounting) degree and a Master of Accounting degree from Queen’s University Belfast and is also a qualified chartered accountant and a fellow of Chartered Accountants Ireland. Nigel will be based in ICON’s Dublin office and will join ICON early in quarter four this year. The company tanks to its outgoing CFO, Brendan Brennan, for his significant contribution to ICON over the past 18 years.Board Change • Aug 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Non-Executive Director Anne Michelle Whitaker was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions Derivative • Jul 31Chief Financial Officer notifies of intention to sell stockBrendan Brennan intends to sell 26k shares in the next 90 days after lodging an Intent To Sell Form on the 29th of July. If the sale is conducted around the recent share price of US$326, it would amount to US$8.5m. Since December 2023, Brendan has owned 22.11k shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months.Reported Earnings • Jul 25Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: US$1.78 (up from US$1.41 in 2Q 2023). Revenue: US$2.12b (up 4.9% from 2Q 2023). Net income: US$146.9m (up 27% from 2Q 2023). Profit margin: 6.9% (up from 5.7% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) also missed analyst estimates by 27%. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Life Sciences industry in the US. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.공시 • Jul 25ICON Public Limited Company Updates Earnings Guidance for the Full-Year 2024ICON Public Limited Company updated earnings guidance for the full-year 2024. The company updating full-year 2024 financial revenue guidance in the range of $8,450 to $8,550 million, representing a year over year increase of 4.1% to 5.3%.공시 • Jul 24ICON Public Limited Company Announces Board ChangesICON Public Limited Company confirmed that following the conclusion of the company's AGM, Joan Garahy retired as a non-executive director and announced that Anne Whitaker was appointed as a non-executive director, at its AGM held on July 24, 2024. Ms. Whitaker is an experienced healthcare executive, advisor and director. She currently serves as managing partner of Anne Whitaker Group, LLC, a board and private equity advisory firm, CEO and Chair of the Board of Aerami Therapeutics, and as an operating partner of NewVale Capital, a private equity firm. Ms. Whitaker was previously CEO and director of Novoclem Therapeutics. Earlier in her career, Ms. Whitaker held senior executive leadership positions at Bausch Health, Sanofi, GlaxoSmithKline, and multiple CEO roles for private and public development-stage companies. Ms. Whitaker serves as the Chair of QurAlis and as a non-executive director of Nykode Therapeutics, Trinity Life Sciences, Byrn Pharma and Bespak. She is a member of the Board of Trustees of the University of North Alabama. She previously served on the boards of Curio Digital Therapeutics, Ergomed plc, UDG Healthcare, Cree, Mallinckrodt, KNOW Bio, Novoclem Therapeutics, Vectura Group and Synta Pharmaceuticals. She holds a BSc in Chemistry and Business from the University of North Alabama.Buy Or Sell Opportunity • Jul 18Now 21% undervaluedOver the last 90 days, the stock has risen 14% to US$328. The fair value is estimated to be US$413, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 7.0% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.Seeking Alpha • Jul 13ICON: 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 Alpha공시 • Jul 02ICON Public Limited Company to Report Q2, 2024 Results on Jul 24, 2024ICON Public Limited Company announced that they will report Q2, 2024 results After-Market on Jul 24, 2024공시 • Jun 13ICON Public Limited Company, Annual General Meeting, Jul 23, 2024ICON Public Limited Company, Annual General Meeting, Jul 23, 2024. Location: south county business park, leopardstown, dublin 18 IrelandRecent Insider Transactions Derivative • Jun 08Chief Administrative Officer notifies of intention to sell stockDiarmaid Cunningham intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of June. If the sale is conducted around the recent share price of US$329, it would amount to US$1.6m. As of today, Diarmaid currently holds no shares directly (This sale likely refers to shares that have not yet been received). There have been no trades via on-market transactions or options from company insiders in the last 12 months.공시 • May 31ICON Public Limited Company Reaffirms Earnings Guidance for the Year 2024ICON Public Limited Company reaffirmed earnings guidance for the year 2024. Full-year 2024 revenue guidance is reaffirmed in the range of $8,480 million - $8,720 million, representing a year over year increase of 4.4% to 7.4%.Buy Or Sell Opportunity • Apr 26Now 20% undervaluedOver the last 90 days, the stock has risen 13% to US$300. The fair value is estimated to be US$376, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 6.8% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.Reported Earnings • Apr 25First quarter 2024 earnings: EPS exceeds analyst expectationsFirst quarter 2024 results: EPS: US$2.27 (up from US$1.43 in 1Q 2023). Revenue: US$2.09b (up 5.7% from 1Q 2023). Net income: US$187.4m (up 61% from 1Q 2023). Profit margin: 9.0% (up from 5.9% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.9%. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Life Sciences industry in the US. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.이익 및 매출 성장 예측NasdaqGS:ICLR - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20288,5016391,0271,144712/31/20278,1165709241,0341312/31/20267,8805138619741412/31/20258,0305339331,047159/30/20258,1035999641,140N/A6/30/20258,0907949901,155N/A3/31/20258,1937581,0581,228N/A12/31/20248,2827911,1191,287N/A9/30/20248,3077481,2291,388N/A6/30/20248,3327141,1821,327N/A3/31/20248,2326831,1721,313N/A12/31/20238,1206121,0201,161N/A9/30/20238,016513516661N/A6/30/20237,903510381534N/A3/31/20237,818510363512N/A12/31/20227,741505421563N/A9/30/20227,665464780913N/A6/30/20227,588210878998N/A3/31/20226,524168839944N/A12/31/20215,481153735829N/A9/30/20214,356178676735N/A6/30/20213,191364506548N/A3/31/20212,940338499537N/A12/31/20202,797328527568N/A9/30/20202,762322460507N/A6/30/20202,771324502556N/A3/31/20202,846368406461N/A12/31/20192,806369374413N/A9/30/20192,759362287339N/A6/30/20192,704353N/A306N/A3/31/20192,651333N/A323N/A12/31/20182,596323N/A269N/A9/30/20182,372306N/A314N/A6/30/20182,157295N/A294N/A3/31/20181,947288N/A264N/A12/31/20171,758281N/A383N/A9/30/20171,738285N/A407N/A6/30/20171,718274N/A350N/A3/31/20171,698271N/A359N/A12/31/20161,666262N/A259N/A9/30/20161,635251N/A245N/A6/30/20161,609249N/A267N/A3/31/20161,587247N/A277N/A12/31/20151,575240N/A279N/A9/30/20151,562221N/A239N/A6/30/20151,555210N/A275N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: ICLR 의 연간 예상 수익 증가율(3.7%)이 saving rate(3.5%)보다 높습니다.수익 vs 시장: ICLR 의 연간 수익(3.7%)이 US 시장(16.7%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: ICLR 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: ICLR 의 수익(연간 1.6%)이 US 시장(연간 11.7%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: ICLR 의 수익(연간 1.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: ICLR의 자본 수익률은 3년 후 9.7%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YPharmaceuticals-biotech 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/15 22:31종가2026/05/15 00:00수익2025/09/30연간 수익2024/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스ICON Public Limited Company는 31명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Eric ColdwellBairdDouglas TsaoBarclaysLuke SergottBarclays28명의 분석가 더 보기
Price Target Changed • Mar 25Price target decreased by 11% to US$132Down from US$149, the current price target is an average from 13 analysts. New target price is 32% above last closing price of US$99.99. Stock is down 44% over the past year. The company is forecast to post earnings per share of US$6.46 for next year compared to US$9.60 last year.
Price Target Changed • Feb 12Price target decreased by 9.1% to US$187Down from US$206, the current price target is an average from 16 analysts. New target price is 134% above last closing price of US$80.08. Stock is down 56% over the past year. The company is forecast to post earnings per share of US$6.71 for next year compared to US$9.60 last year.
Price Target Changed • Jul 25Price target increased by 21% to US$213Up from US$176, the current price target is an average from 15 analysts. New target price is 14% above last closing price of US$187. Stock is down 42% over the past year. The company is forecast to post earnings per share of US$9.50 for next year compared to US$9.60 last year.
공시 • Jul 24ICON Public Limited Company Updates Earnings Guidance for Full Year 2025ICON Public Limited Company updated earnings guidance for full year 2025. For the period, the company updates full-year financial guidance and now expect full-year revenue to be in the range of $7,850 million - $8,150 million, an increase of approximately 1% at the midpoint from prior full-year revenue guidance range.
Price Target Changed • May 02Price target decreased by 12% to US$185Down from US$210, the current price target is an average from 16 analysts. New target price is 30% above last closing price of US$143. Stock is down 54% over the past year. The company is forecast to post earnings per share of US$9.60 for next year compared to US$9.60 last year.
공시 • May 01Icon Public Limited Company Updates Earnings Guidance for Full Year 2025ICON Public Limited Company updated earnings guidance for full year 2025. For the period, the company Updated full-year 2025 financial revenue guidance in the range of $7,750 - $8,150 million, representing a year - over - year decrease of -6.4% to -1.6%.
내러티브 업데이트 • May 06ICLR: Site Network Expansion Will Support Recovery From Accounting InvestigationICON'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.
공시 • May 03ICON Public Limited Company announced delayed 20-F filingOn 05/01/2026, ICON Public Limited Company announced that they will be unable to file their next 20-F by the deadline required by the SEC.
내러티브 업데이트 • Apr 22ICLR: Oncology And Site Network Expansion Will Offset Accounting OverhangICON'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.
내러티브 업데이트 • Apr 07ICLR: Accounting Review And Backlog Uncertainty Will Pressure Earnings Quality And SentimentNarrative 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.
Price Target Changed • Mar 25Price target decreased by 11% to US$132Down from US$149, the current price target is an average from 13 analysts. New target price is 32% above last closing price of US$99.99. Stock is down 44% over the past year. The company is forecast to post earnings per share of US$6.46 for next year compared to US$9.60 last year.
내러티브 업데이트 • Mar 24ICLR: Accounting Investigation Will Drive Earnings Quality Concerns And Higher Perceived RiskNarrative 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.
공시 • Mar 11An undisclosed buyer acquired an unknown minority stake in ICON Public Limited Company (NasdaqGS:ICLR) from Polen Capital Management, LLC.An undisclosed buyer acquired an unknown minority stake in ICON Public Limited Company (NasdaqGS:ICLR) from Polen Capital Management, LLC on December 31, 2025. An undisclosed buyer completed the acquisition of an unknown minority stake in ICON Public Limited Company (NasdaqGS:ICLR) from Polen Capital Management, LLC on December 31, 2025.
내러티브 업데이트 • Mar 10ICLR: Oncology Expansion Will Offset Accounting Overhang And Reset SentimentThe 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.
내러티브 업데이트 • Feb 24ICLR: Oncology Expansion And Accounting Overhang Are Expected To Reset SentimentAnalysts 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.
New Risk • Feb 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Large one-off items impacting financial results.
Price Target Changed • Feb 12Price target decreased by 9.1% to US$187Down from US$206, the current price target is an average from 16 analysts. New target price is 134% above last closing price of US$80.08. Stock is down 56% over the past year. The company is forecast to post earnings per share of US$6.71 for next year compared to US$9.60 last year.
공시 • Feb 12ICON Public Limited Company to Report Q4, 2025 Results on Apr 30, 2026ICON Public Limited Company announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Apr 30, 2026
내러티브 업데이트 • Feb 09ICLR: Oncology Expansion And Contract Visibility Will Support Future Upside PotentialNarrative 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.
분석 기사 • Feb 06It's Down 28% But ICON Public Limited Company (NASDAQ:ICLR) Could Be Riskier Than It LooksICON Public Limited Company ( NASDAQ:ICLR ) shares have had a horrible month, losing 28% after a relatively good period...
Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to US$146, the stock trades at a forward P/E ratio of 17x. Average trailing P/E is 37x in the Life Sciences industry in the US. Total loss to shareholders of 38% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$258 per share.
내러티브 업데이트 • Jan 25ICLR: Mixed Margin And Cancellation Signals Will Shape Fairly Balanced OutlookThe 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.
내러티브 업데이트 • Jan 11ICLR: Strong Bookings And RFP Momentum Will Offset Margin ConcernsAnalysts 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.
Buy Or Sell Opportunity • Jan 08Now 22% undervaluedOver the last 90 days, the stock has risen 2.6% to US$188. The fair value is estimated to be US$242, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
내러티브 업데이트 • Dec 25ICLR: Strong Bookings And RFP Momentum Will Support Long Term UpsideWe 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.
내러티브 업데이트 • Dec 11ICLR: Bookings Momentum Will Offset 2026 Margin And Pricing HeadwindsAnalysts 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.
공시 • Dec 09ICON plc Releases Findings from Two Biotech Sector SurveyICON plc released findings from two biotech sector surveys. The first survey focused on global biotech trends and is an update of 2023 survey, while the second survey focused exclusively on trends in the rapidly growing Chinese biotech market. In total, both surveys captured insights from more than 260 biotech professionals and venture capital executives across the US, Europe, Asia-Pacific (APAC) and the Middle East. ICON's global biotech sector survey of 163 biotech respondents highlights the resilience of the industry, driven by investment in APAC markets and shifts in R&D priorities since its last survey in 2023. It positions China's presence as a positive signal for the global industry, with the findings highlighting how Western biotechs must adapt to maintain competitiveness and drive innovation. Funding remains a key challenge and 41% of organizations are actively seeking additional R&D funding, a 27% increase since 2023, highlighting ongoing financial pressures across the industry. Globally, the top three sources of funding are unchanged: large pharma partnerships, venture capital (VC), and government grants. However, the survey shows how VC funds have expanded their focus, with APAC biotechs stating VC funding was 60% of their current funding source versus 32% for US and 30% for Europe. This is leading some biotechs to explore innovative funding sources and ICON highlights the emerging models being increasingly adopted, including royalty financing, carve-outs, and crowdfunding. Since the last survey, access to talent is becoming more of a concern. This was more pronounced in APAC where responders were almost three times as likely to list talent shortages as having operational impact as their global counterparts (47% vs 18% in the US and 17% in Europe). The survey reveals leading next-generation modalities; notably, cell therapy has overtaken small molecules and is now most prominent, making up 40% of organizations' pipelines. Antibody drug conjugates (ADCs) and microbiome therapies are not far behind at 31%. Therapeutic focus areas have also evolved since the last survey findings, with neurology (44%), cardiovascular (39%), and immune disorders (32%) now outpacing a previous dominance in oncology. Despite the multiple macro challenges they face, the biggest risk to biotechs' operations is the complexity of drug development. Almost three quarters of respondents (73%) ranked this among their top five micro factorsposing the greatest risk to their organisation's operations. The survey highlighted how biotech companies are increasingly embracing digital technologies to improve operations, with 76% of respondents anticipating AI and other technologies will significantly accelerate R&D processes within the next two years. When asked which factors have the most potential to accelerate drug development, 41% of respondents selected AI-enabled asset selection in drug discovery, an increase from 26% in 2023. ION's separate survey of China-based biotechs, was based on 100 respondents. The findings highlighted that the challenges China-based biotechs face align with their global counterparts, most notably funding, and the complexity of drug development and regulations. Cardiovascular and oncology remain the top therapeutic focus areas in China, in contrast to the global shift toward neurology. However, cell therapy, microbiome therapies, and ADCs dominate pipelines across all regions. Respondents in China also report less concern about geopolitical developments and greater confidence in investment and product success.
공시 • Dec 02Icon plc Announces Results of Its Latest Industry SurveyICON plc announced results of its latest industry survey, examining the challenges clinical trial sites face during study startup. The findings underscore the need for a site-centric, collaborative approach to overcome bottlenecks and enhance trial activation timelines. The survey, conducted in June 2025 among just over 100 principal investigators and senior clinical trial site personnel, gathered perspectives from a wide range of clinical trial sites and is not limited to studies managed by ICON. It reveals widespread sentiment that sites are increasingly burdened by operational bottlenecks, contract and budget delays, and communication gaps. These challenges contribute to significant disruptions at the startup stage, with 55% of respondents reporting that time from site selection to full activation is longer than 5 months, and 39% reporting longer timelines than two years ago. Contract and budget delays are a persistent issue, with 66% of respondents experiencing them frequently. Almost all respondents (92%) identified these as the top areas where both sponsors and contract research organizations (CROs) can improve support. With 47% of respondents rating sponsor and CRO communication as average or poor, this highlights a critical need for site-centricity.
내러티브 업데이트 • Nov 27ICLR: Bookings Momentum And Leadership Transition Will Drive Renewed Confidence In 2025ICON’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.
Valuation Update With 7 Day Price Move • Nov 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$184, the stock trades at a forward P/E ratio of 21x. Average trailing P/E is 38x in the Life Sciences industry in the US. Total loss to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$240 per share.
내러티브 업데이트 • Nov 08ICLR: Operational Resilience And Leadership Transition Will Support Momentum Next YearThe 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.
Buy Or Sell Opportunity • Oct 25Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.8% to US$178. The fair value is estimated to be US$224, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
내러티브 업데이트 • Oct 24Margin Pressures And Partnership Wins Will Shape Next-Year Performance OutlookThe 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.
Reported Earnings • Oct 24Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: US$0.03 (down from US$2.38 in 3Q 2024). Revenue: US$2.04b (flat on 3Q 2024). Net income: US$2.36m (down 99% from 3Q 2024). Profit margin: 0.1% (down from 9.7% in 3Q 2024). Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates by 99%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Life Sciences industry in the US. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
공시 • Oct 23+ 1 more updateIcon plc Reports Goodwill Impairment for the Third Quarter Ended September 30, 2025ICON plc reported Goodwill impairment for the third quarter ended September 30, 2025. For the period, the company reported impairment of $165.3 million was recorded in respect of the Data Solutions Reporting Unit.
Seeking Alpha • Oct 22ICON: Solid Fundamentals Trump Regulatory HeadwindsSummary In H1 2025, ICON's net book-to-bill ratio dropped to its lowest value since at least 2016. However, this ratio could improve since macroeconomic uncertainty is vanishing. ICON has a repurchase program of $1,000 million underway, which could buy approximately 6.90% of the company's outstanding common shares. Despite the challenging times, ICON is a profitable firm, has low debt, and presents symptoms of undervaluation compared to other CRO companies. Read the full article on Seeking Alpha
Valuation Update With 7 Day Price Move • Oct 02Investor sentiment improves as stock rises 19%After last week's 19% share price gain to US$193, the stock trades at a forward P/E ratio of 19x. Average trailing P/E is 32x in the Life Sciences industry in the US. Negligible returns to shareholders over past three years. Simply Wall St's valuation model estimates the intrinsic value at US$262 per share.
공시 • Sep 24ICON Public Limited Company to Report Q3, 2025 Results on Oct 22, 2025ICON Public Limited Company announced that they will report Q3, 2025 results After-Market on Oct 22, 2025
공시 • Sep 22ICON Public Limited Company(NasdaqGS:ICLR) dropped from FTSE All-World Index (USD)ICON Public Limited Company(NasdaqGS:ICLR) dropped from FTSE All-World Index (USD)
내러티브 업데이트 • Sep 13Midsized Pharma Partnerships And AI Tools Will Streamline OperationsICON’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.
공시 • Sep 04+ 1 more updateICON plc Appoints Barry Balfe to the BoardICON plc announced that the board has appointed Mr. Barry Balfe, ICON’s Chief Operating Officer, to the Board. Balfe has deep knowledge of the CRO industry and has served as ICON’s Chief Operating Officer since January 2025. Prior to his appointment as Chief Operating Officer, Mr. Balfe was appointed to the ICON executive leadership team in 2019 and served as President of Functional Services and then as President of Pharma Solutions.
분석 기사 • Aug 20After Leaping 25% ICON Public Limited Company (NASDAQ:ICLR) Shares Are Not Flying Under The RadarNasdaqGS:ICLR 1 Year Share Price vs Fair Value Explore ICON's Fair Values from the Community and select yours ICON...
분석 기사 • Aug 12Are 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...
Price Target Changed • Jul 25Price target increased by 21% to US$213Up from US$176, the current price target is an average from 15 analysts. New target price is 14% above last closing price of US$187. Stock is down 42% over the past year. The company is forecast to post earnings per share of US$9.50 for next year compared to US$9.60 last year.
Reported Earnings • Jul 24Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$2.31 (up from US$1.78 in 2Q 2024). Revenue: US$2.02b (down 4.8% from 2Q 2024). Net income: US$183.0m (up 25% from 2Q 2024). Profit margin: 9.1% (up from 6.9% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 6.5%. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Life Sciences industry in the US. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
공시 • Jul 24ICON Public Limited Company Updates Earnings Guidance for Full Year 2025ICON Public Limited Company updated earnings guidance for full year 2025. For the period, the company updates full-year financial guidance and now expect full-year revenue to be in the range of $7,850 million - $8,150 million, an increase of approximately 1% at the midpoint from prior full-year revenue guidance range.
Valuation Update With 7 Day Price Move • Jul 23Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$168, the stock trades at a forward P/E ratio of 17x. Average trailing P/E is 36x in the Life Sciences industry in the US. Total loss to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$251 per share.
분석 기사 • Jul 14What 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...
공시 • Jun 23ICON Public Limited Company to Report Q2, 2025 Results on Jul 23, 2025ICON Public Limited Company announced that they will report Q2, 2025 results After-Market on Jul 23, 2025
공시 • Jun 12ICON Public Limited Company, Annual General Meeting, Jul 22, 2025ICON Public Limited Company, Annual General Meeting, Jul 22, 2025. Location: south county business park, leopardstown., dublin 18 Ireland
분석 기사 • May 20We Think ICON (NASDAQ:ICLR) Can Stay On Top Of Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Price Target Changed • May 02Price target decreased by 12% to US$185Down from US$210, the current price target is an average from 16 analysts. New target price is 30% above last closing price of US$143. Stock is down 54% over the past year. The company is forecast to post earnings per share of US$9.60 for next year compared to US$9.60 last year.
Reported Earnings • May 01First quarter 2025 earnings: EPS misses analyst expectationsFirst quarter 2025 results: EPS: US$1.91 (down from US$2.27 in 1Q 2024). Revenue: US$2.00b (down 4.3% from 1Q 2024). Net income: US$154.2m (down 18% from 1Q 2024). Profit margin: 7.7% (down from 9.0% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.3%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Life Sciences industry in the US. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
공시 • May 01Icon Public Limited Company Updates Earnings Guidance for Full Year 2025ICON Public Limited Company updated earnings guidance for full year 2025. For the period, the company Updated full-year 2025 financial revenue guidance in the range of $7,750 - $8,150 million, representing a year - over - year decrease of -6.4% to -1.6%.
Price Target Changed • Apr 10Price target decreased by 8.4% to US$223Down from US$243, the current price target is an average from 16 analysts. New target price is 56% above last closing price of US$143. Stock is down 54% over the past year. The company is forecast to post earnings per share of US$10.27 for next year compared to US$9.60 last year.
공시 • Mar 31ICON Public Limited Company to Report Q1, 2025 Results on Apr 30, 2025ICON Public Limited Company announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on Apr 30, 2025
Seeking Alpha • Feb 24ICON: An Excellent Investment Opportunity With Strong Growth PotentialSummary 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 Alpha
공시 • Feb 22ICON Public Limited Company Reaffirms Earnings Guidance for the Year 2025ICON Public Limited Company Reaffirmed earnings guidance for the year 2025. The company is re-affirming previously communicated full-year 2025 financial revenue guidance in the range of $8,050 million - $8,650 million.
Reported Earnings • Feb 20Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: US$9.60 (up from US$7.46 in FY 2023). Revenue: US$8.28b (up 2.0% from FY 2023). Net income: US$791.5m (up 29% from FY 2023). Profit margin: 9.6% (up from 7.5% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.4%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Life Sciences industry in the US. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
공시 • Feb 20ICON Public Limited Company (NasdaqGS:ICLR) announces an Equity Buyback for $750 million worth of its shares.ICON Public Limited Company (NasdaqGS:ICLR) announces a share repurchase program. Under the program, the company will repurchase up to $750 million worth of its shares.
공시 • Feb 12Robbins LLP Announces Class Action Lawsuit Against ICON PLCRobbins LLP informed stockholders that a class action was filed on behalf of all purchasers of ICON PLC ordinary shares between July 27, 2023 and October 23, 2024. The Allegations: Robbins LLP is Investigating Allegations that ICON PLC (ICLR) Misled Investors Regarding Demand. According to the complaint, during the class period, defendants failed to disclose that: (a) ICON was suffering from a material loss of business due to customer cost reduction measures and other widespread funding limitations impacting the Company's client base; (b) ICON's purported FSP and hybrid model offerings were insufficient to shield the Company from the adverse effects of a significant market downturn; (c) the RFPs ICON received from its biotechnology customers during the class period were used in substantial part as price discovery tools, and thus were not indicative of underlying client demand; (d) ICON's customers had canceled contracts, limited or reduced engagements, delayed clinical trial work, and/or failed to enter into new contracts with ICON for additional clinical trial work at historical rates once existing projects ended (or were scheduled to end) in 2024; (e) ICON's two larger customers were diversifying their CRO providers away from the Company; (f) as a result of (a)-(e) above, ICON's reported net new business awards and book-to-bill metrics materially misrepresented client demand for ICON's services; and (g) that as a result of (a)-(f) above, ICON was tracking materially below the 2024 revenue and EPS guidance issued during the class period and such guidance lacked a reasonable factual basis.
공시 • Jan 30Icon Portfolio of Ai Tools Drives Clinical Trial EfficienciesICON plc announced the expansion of its portfolio of artificial intelligence (AI) tools that deliver efficiencies across the clinical trial process, including study startup, document management, resource forecasting and metrics reporting. ICON has invested significantly in its AI and digital capabilities through the establishment of its AI Centre of Excellence. The centre, which comprises a dedicated team of data scientists, engineers and domain experts, is responsible for developing and deploying AI solutions that accelerate trials, enhance data and optimise operational efficiencies. The centre is supported by an AI Governance Committee, which oversees ethical, legal and data privacy standards in the deployment of new solutions. The latest solutions to be launched are: Submit, which automates the clinical trial document management process. It uses AI to improve compliance, reduce the burden on clinical project teams, and manage documents in an efficient and accurate way based on defined rules. Mapi Research Trust COA leverages AI to remain current with latest Clinical Outcome Assessments (COAs) from public sources in near real-time. It provides comprehensive intelligence to support optimal clinical trial protocols/designs. FORWARD+ is an AI-enabled capability that provides industry-leading visibility into resource demands, allocations and forecasting. FORWARD+ ensures efficient resource management through the clinical trial process. Study Start-up Site Contracts is an AI-enabled capability that streamlines the clinical contract drafting process by leveraging historical clinical contracts in order to create comprehensive near final draft contracts. OMR AI Navigation Assistant empowers operational clinical study metrics with generative AI to provide industry-leading analytics to transform data into business insights. Based on its success to date in implementing innovative AI solutions for its customers, ICON plans to further enhance its award-winning capabilities in how AI can drive productivity and efficiencies in clinical trials, with support from Enterprise Ireland. This sustained focus on investment in AI solutions by ICON will support its customers as they look to overcome some of the challenges in realising the potential of AI in drug development. A recent ICON survey of biopharma companies found that 13% of respondents indicated that while AI and digital technologies are being heavily used in single development programs, it is challenging for organizations to systemically incorporate them, possibly due to the complexity of managing such strategic, enterprise-scale digital disruption.
공시 • Jan 29ICON Public Limited Company to Report Q4, 2024 Results on Feb 19, 2025ICON Public Limited Company announced that they will report Q4, 2024 results After-Market on Feb 19, 2025
공시 • Jan 15ICON Public Limited Company Reaffirms Earning Guidance for the Full Year 2024 and Provides Earning Guidance for the Full Year 2025ICON Public Limited Company reaffirmed earning guidance for the full year 2024 and provided earning guidance for the full year 2025. For the full year 2024 the company reaffirms its current guidance of revenue in the range of $8,260million to $8,300 million. For the full year 2025, the company is expected revenue to be in the range of $8,050 million to $8,650 million, representing growth of approximately 1% at the midpoint.
공시 • Jan 08Icon plc Releases the Findings of A Survey of over 120 Biomarkers and Pharma Professionals Developing Treatments for Neurodegenerative DisordersICON plc released the findings of a survey of over 120 biotech and pharma professionals developing treatments for neurodegenerative disorders. The findings indicate that, despite recent successes in developing disease modifying treatments for Alzheimer's, persistent challenges that remain in neurodegenerative clinical trials can be mitigated by underutilised trial methodologies. ICON outlines how these innovations, including increased use of biomarkers and innovative trial designs, can be implemented in its new whitepaper: 'Early, precise and efficient: The methods and technologies advancing Alzheimer's and Parkinson's R&D'. Biomarkers are one of the most promising tools to identify potential clinical trial participants early in their disease progression. Encouragingly, nearly all respondents (97%) reported using biomarkers to identify patients and over half (59%) are leveraging AI tools to accelerate biomarker detection. Whilst this uptake is promising, biomarkers are not yet being optimised for full implementation. The use of biomarkers can sometimes make a trial longer, more expensive, and slower to enrol patients. However, implementation of biomarker tests could be increasingly implemented to address some of the more resource-intensive eligibility criteria, such as imaging or CSF status. Innovative clinical trial methodologies can also speed up drug development, yet the survey findings indicate that respondents are not experimenting with these as much as they could. For example, only 28% of respondents reported implementing an adaptive trial design of any type, while even fewer reported using historic controls (22%) or master protocol designs (19%), all of which can accelerate patient recruitment. Encouragingly, the survey revealed sponsors are not deterred from investing in R&D, especially in a diversified way. A large majority of respondents (87%) reported that they plan to invest in multiple therapeutic areas or a combination approach. They are also using AI to accelerate R&D, predominantly for the initial steps of the development process. For example, half of respondents who reported using AI or machine learning employ it for hypothesis generation (48%) and lead discovery (50%). Interestingly, the survey findings suggest that collaboration across industry is also an underappreciated acceleration opportunity. Only 29% of respondents indicated that it was an area that could support and accelerate R&D.
공시 • Dec 18ICON plc Announces Appointment of Barry Balfe as Chief Operating OfficerICON plc announced the appointment of Barry Balfe as Chief Operating Officer (COO). Barry is a long-tenured ICON employee with over 20 years of service and brings extensive leadership experience and capability to the role of COO. He has held a number of leadership roles across both full service and functional solutions at ICON and has very successfully supported the growth of new and existing customer partnerships. His strong focus and track record on operational excellence, quality & delivery will enable the company to deliver greater value to customers and further enhance the company's strategy to become the healthcare intelligence partner of choice in the industry. Barry will continue to report to ICON’s Chief Executive Officer, Steve Cutler.
Seeking Alpha • Dec 13ICON: A High Probability Of Success In The Uncertain R&D ProcessSummary 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 Alpha
Seeking Alpha • Nov 29ICON: 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 Alpha
Valuation Update With 7 Day Price Move • Nov 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$217, the stock trades at a forward P/E ratio of 21x. Average trailing P/E is 44x in the Life Sciences industry in the US. Total loss to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$403 per share.
Price Target Changed • Oct 25Price target decreased by 18% to US$287Down from US$352, the current price target is an average from 16 analysts. New target price is 30% above last closing price of US$220. Stock is down 6.3% over the past year. The company is forecast to post earnings per share of US$8.73 for next year compared to US$7.46 last year.
공시 • Oct 25ICON Public Limited Company (NasdaqGS:ICLR) announces an Equity Buyback for $250 million worth of its shares.ICON Public Limited Company (NasdaqGS:ICLR) announces a share repurchase program. Under the program, the company will repurchase up to $250 million worth of its shares.
Reported Earnings • Oct 24Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: US$2.38 (up from US$1.99 in 3Q 2023). Revenue: US$2.03b (down 1.2% from 3Q 2023). Net income: US$197.1m (up 20% from 3Q 2023). Profit margin: 9.7% (up from 8.0% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 4.9%. Earnings per share (EPS) also missed analyst estimates by 6.9%. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Life Sciences industry in the US. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
공시 • Oct 24ICON Public Limited Company Updates Earnings Guidance for the Full Year 2024ICON Public Limited Company updated earnings guidance for the full year 2024. For the period, the company is updating full-year 2024 financial revenue guidance in the range of $8,260 million - $8,300 million, representing a year over year increase of 1.7% to 2.2%.
공시 • Sep 27ICON Public Limited Company to Report Q3, 2024 Results on Oct 23, 2024ICON Public Limited Company announced that they will report Q3, 2024 results After-Market on Oct 23, 2024
공시 • Aug 15ICON plc Announces Chief Financial Officer ChangesICON plc announced the appointment of Nigel Clerkin as its new Chief Financial Officer (CFO). Nigel brings extensive experience and capability to the role of CFO. He commenced his career with KPMG, before joining Elan Corporation where he held a number of roles of increasing responsibility over a fifteen-year career, culminating in the role of group CFO in 2011, which he held until 2014. Nigel then moved to be CFO at ConvaTec, a global medical and technologies company, before becoming UDG Healthcare’s CFO in 2018. During his tenure with UDG, he led substantial change and improvement programmes and oversaw strong financial growth across multiple business lines. Most recently, Nigel was CFO at LetsGetChecked, a global provider of at-home healthcare services. Nigel has a long tenure and a strong track record of success as CFO in a number of large organizations in the life sciences and healthcare services industry. He has successfully led and supported the financial growth of a number of organizations and has a strong background as a CFO of a public company with significant experience in M&A as well as financial processes and systems enhancement. Nigel holds a Bachelor of Science (Accounting) degree and a Master of Accounting degree from Queen’s University Belfast and is also a qualified chartered accountant and a fellow of Chartered Accountants Ireland. Nigel will be based in ICON’s Dublin office and will join ICON early in quarter four this year. The company tanks to its outgoing CFO, Brendan Brennan, for his significant contribution to ICON over the past 18 years.
Board Change • Aug 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Non-Executive Director Anne Michelle Whitaker was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions Derivative • Jul 31Chief Financial Officer notifies of intention to sell stockBrendan Brennan intends to sell 26k shares in the next 90 days after lodging an Intent To Sell Form on the 29th of July. If the sale is conducted around the recent share price of US$326, it would amount to US$8.5m. Since December 2023, Brendan has owned 22.11k shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
Reported Earnings • Jul 25Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: US$1.78 (up from US$1.41 in 2Q 2023). Revenue: US$2.12b (up 4.9% from 2Q 2023). Net income: US$146.9m (up 27% from 2Q 2023). Profit margin: 6.9% (up from 5.7% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) also missed analyst estimates by 27%. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Life Sciences industry in the US. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
공시 • Jul 25ICON Public Limited Company Updates Earnings Guidance for the Full-Year 2024ICON Public Limited Company updated earnings guidance for the full-year 2024. The company updating full-year 2024 financial revenue guidance in the range of $8,450 to $8,550 million, representing a year over year increase of 4.1% to 5.3%.
공시 • Jul 24ICON Public Limited Company Announces Board ChangesICON Public Limited Company confirmed that following the conclusion of the company's AGM, Joan Garahy retired as a non-executive director and announced that Anne Whitaker was appointed as a non-executive director, at its AGM held on July 24, 2024. Ms. Whitaker is an experienced healthcare executive, advisor and director. She currently serves as managing partner of Anne Whitaker Group, LLC, a board and private equity advisory firm, CEO and Chair of the Board of Aerami Therapeutics, and as an operating partner of NewVale Capital, a private equity firm. Ms. Whitaker was previously CEO and director of Novoclem Therapeutics. Earlier in her career, Ms. Whitaker held senior executive leadership positions at Bausch Health, Sanofi, GlaxoSmithKline, and multiple CEO roles for private and public development-stage companies. Ms. Whitaker serves as the Chair of QurAlis and as a non-executive director of Nykode Therapeutics, Trinity Life Sciences, Byrn Pharma and Bespak. She is a member of the Board of Trustees of the University of North Alabama. She previously served on the boards of Curio Digital Therapeutics, Ergomed plc, UDG Healthcare, Cree, Mallinckrodt, KNOW Bio, Novoclem Therapeutics, Vectura Group and Synta Pharmaceuticals. She holds a BSc in Chemistry and Business from the University of North Alabama.
Buy Or Sell Opportunity • Jul 18Now 21% undervaluedOver the last 90 days, the stock has risen 14% to US$328. The fair value is estimated to be US$413, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 7.0% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
Seeking Alpha • Jul 13ICON: 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 Alpha
공시 • Jul 02ICON Public Limited Company to Report Q2, 2024 Results on Jul 24, 2024ICON Public Limited Company announced that they will report Q2, 2024 results After-Market on Jul 24, 2024
공시 • Jun 13ICON Public Limited Company, Annual General Meeting, Jul 23, 2024ICON Public Limited Company, Annual General Meeting, Jul 23, 2024. Location: south county business park, leopardstown, dublin 18 Ireland
Recent Insider Transactions Derivative • Jun 08Chief Administrative Officer notifies of intention to sell stockDiarmaid Cunningham intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of June. If the sale is conducted around the recent share price of US$329, it would amount to US$1.6m. As of today, Diarmaid currently holds no shares directly (This sale likely refers to shares that have not yet been received). There have been no trades via on-market transactions or options from company insiders in the last 12 months.
공시 • May 31ICON Public Limited Company Reaffirms Earnings Guidance for the Year 2024ICON Public Limited Company reaffirmed earnings guidance for the year 2024. Full-year 2024 revenue guidance is reaffirmed in the range of $8,480 million - $8,720 million, representing a year over year increase of 4.4% to 7.4%.
Buy Or Sell Opportunity • Apr 26Now 20% undervaluedOver the last 90 days, the stock has risen 13% to US$300. The fair value is estimated to be US$376, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 6.8% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
Reported Earnings • Apr 25First quarter 2024 earnings: EPS exceeds analyst expectationsFirst quarter 2024 results: EPS: US$2.27 (up from US$1.43 in 1Q 2023). Revenue: US$2.09b (up 5.7% from 1Q 2023). Net income: US$187.4m (up 61% from 1Q 2023). Profit margin: 9.0% (up from 5.9% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.9%. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Life Sciences industry in the US. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
