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Forecast

The analysts' average price target is €191.66 (+1.20%). The median is €209.71 (+10.74%).

Buy	17
Hold	11
Sell	2

News Go to news feed

ICON Public Limited Company faces shrinking moat and pricing pressure, prompting Marram exit

Marram Investment Management exited its position in ICON Public Limited Company (ICLR) at breakeven after concluding the company’s competitive moat is deteriorating faster than expected. The firm cited unhealthy industry dynamics and a lack of pricing power that may worsen as AI-enabled cost efficiencies push peers to cut prices. ICON closed at $169.55 on Sept. 21, 2026, with a market capitalization of $13.08 billion and a 52-week range of $66.57 to $203.91. » More on finance.yahoo.com
ICON plans bond issuance to refinance existing debt

ICON’s subsidiary ICON Investments Six Designated Activity Company intends to offer senior notes in a private placement with registration rights. The net proceeds are to be used to fully repay a bridge loan, to repay the secured first‑lien credit facility and to defease the outstanding secured first‑lien notes due 2027 (coupon 5.809%). The unsecured, senior notes will be guaranteed by ICON and offered to qualified institutional buyers under Rule 144A and outside the U.S. pursuant to Regulation S; completion of the offering is not guaranteed. » More on de.investing.com
ICON (ICLR) posts strong net book-to-bill; to resume buybacks after accounting clean-up

Oakmark highlighted ICON's strong bookings, sharply lower cancellations and a robust net book-to-bill in Q2, which could support accelerating revenue growth if sustained. The clinical research organization reported results in line with expectations, margins met guidance, and management expects further margin gains from ongoing initiatives. With its accounting review completed, ICON plans to resume share buybacks after the next quarter's earnings, and Oakmark views the company as a leading pure play in an industry with a long growth runway. » More on finance.yahoo.com

Financials

In the last quarter, Icon had revenue of €1.79B and net profit of €107.82M

(EUR)	September 2026	YoY
Revenue	1.79B	2.69%
Gross profit	350.85M	9.70%
Net profit	107.82M	5,272.95%
EBITDA	275.18M	72.84%

Fundamentals

Metric	Value
Market capitalization	€14.84B
Number of shares	77.15M
52-week high/low	€195.44 - €59.41
Dividends	No
Beta	1.24
P/E ratio	36.83
PEG ratio	-1.73
P/B ratio	1.82
P/S ratio	2.02

Company profile

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 offers clinical development services, including early development, patient recruitment and retention, strategy and analytics, late phase research, data and technology solution, and consulting and analytics services. The company's clinical development services also comprise medical imaging, clinical research and laboratory services, project management, site monitoring and management services, data management, biostatistics and programming, medical writing and publishing, medical affair, endpoint adjudication/data monitoring committees, pharmacovigilance, interactive response technologies, clinical supplies management, strategic regulatory, medical communication, and consulting and advisory services. It serves pharmaceutical, biotechnology, and medical device industries, as well as government and public health organizations. The company was incorporated in 1990 and is headquartered in Dublin, Ireland.