ICLR logo

ICON Public Limited Company Stock Price

NasdaqGS:ICLR Community·US$11.7b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 21 Fair Values set on narratives written by author

ICLR Share Price Performance

US$149.45
10.34 (7.43%)
US$135.07
Fair Value
US$149.45
10.34 (7.43%)
10.6% overvalued intrinsic discount
US$135.07
Fair Value
Price US$149.45
AnalystConsensusTarget US$135.07
AnalystLowTarget US$125.00
AnalystHighTarget US$243.00

ICLR Community Narratives

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Fair Value US$135.07 10.6% overvalued intrinsic discount

Margin Pressures And Partnership Wins Will Shape Next-Year Performance Outlook

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·
Fair Value US$125 19.6% overvalued intrinsic discount

Margin Erosion And Geopolitical Risks Will Hinder Clinical Trials

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1users have followed this narrative
·
Fair Value US$226.6 34.0% undervalued intrinsic discount

Digital Innovation And Personalized Trials Will Fuel Secular Demand

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1users have followed this narrative
US$125
19.6% overvalued intrinsic discount
Revenue
0.85% p.a.
Profit Margin
7.3%
Future PE
19.18x
Price in 2029
US$162.17
US$135.07
10.6% overvalued intrinsic discount
Revenue
1.36% p.a.
Profit Margin
7.9%
Future PE
17.7x
Price in 2029
US$174.15
US$226.6
34.0% undervalued intrinsic discount
Revenue
3.2% p.a.
Profit Margin
12.33%
Future PE
18.15x
Price in 2028
US$287.01

Trending Discussion

Updated Narratives

ICLR logo

ICLR: Accounting Headwinds And 2026 Margin Pressure Will Restrain Earnings Quality

Fair Value: US$125 19.6% overvalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
ICLR logo

ICLR: Site Network Expansion Will Support Recovery From Accounting Investigation

Fair Value: US$135.07 10.6% overvalued intrinsic discount
12 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
ICLR logo

Digital Innovation And Personalized Trials Will Fuel Secular Demand

Fair Value: US$226.6 34.0% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Adequate balance sheet and slightly overvalued.

2 Risks
2 Rewards

ICON Public Limited Company Key Details

US$8.3b

Revenue

US$6.1b

Cost of Revenue

US$2.2b

Gross Profit

US$2.0b

Other Expenses

US$229.3m

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
3.00
26.44%
2.78%
37.0%
View Full Analysis

About ICLR

Founded
1989
Employees
40100
CEO
Barry Balfe
WebsiteView website
www.iconplc.com

ICON Public Limited Company, a clinical research organization, provides outsourced development and commercialization services in Ireland, rest of Europe, the United States, and internationally. The company specializes in the strategic development, management, and analysis of programs that support various stages of the clinical development process from compound selection to Phase I-IV clinical studies. It also provides clinical development services, including all phases of development, peri and post approval, data solutions, and site and patient access services; clinical trial management, consulting, and contract staffing services; and commercial services comprising clinical development strategy, planning and trial design, full study execution, and post-market commercialization. In addition, the company offers laboratory services, including bionanalytical, biomarker, vaccine, good manufacturing practice, and central laboratory services, as well as full-service and functional service partnerships to customers. Further, the company provides adaptive trials, cardiac safety solutions, clinical and scientific operations, consulting and advisory, commercial positioning, decentralized and hybrid clinical trials, early clinical, laboratories, language services, medical imaging, real world intelligence, site and patient, and strategic solutions. It serves pharmaceutical, biotechnology, and medical device industries, as well as government and public health organizations. The company has a strategic alliance with Advarra, Inc. for the development of a connected, research-ready clinical trial site network model. ICON Public Limited Company was incorporated in 1989 and is headquartered in Dublin, Ireland.

Recent ICLR News & Updates

Narrative Update Jun 03

ICLR: Accounting Headwinds And 2026 Margin Pressure Will Restrain Earnings Quality

Analysts have lifted the ICON fair value estimate from $75.00 to $125.00, reflecting a reset after the accounting investigation, stronger reported bookings momentum, and updated assumptions for revenue growth, profit margins, and future P/E multiples in line with the recent wave of higher Street price targets. Analyst Commentary Street research around ICON has turned more constructive on the fair value range after the accounting investigation update, but opinions are still split on how much risk remains in the story.

Recent updates

No updates