ICLRHealthcare · Diagnostics & ResearchThe 17 Wall Street analysts covering Icon PLC hold a median 12-month price target of $187 — +14.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 67 of 100 as at 15 Aug 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores Icon PLC on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Value (94): The shares cost little relative to the profits and assets behind them — which can mean the market is too gloomy, or that the business really is in trouble.
Volatility (31): The share price moves around a lot.
Size (14): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on ICLR, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The green dot is the last close — the median target sits +14.3% from it.
Of the 20 most recent actions, 11 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 31 July 2026 | Citigroup | Maintains | Neutral | $165 → $180 |
| 31 July 2026 | Truist Securities | Reiterates | Buy | $207 → $209 |
| 30 June 2026 | Truist Securities | Upgrade | Buy | $159 → $207 |
| 30 June 2026 | Truist Securities | Upgrade | Buy | — |
| 26 June 2026 | Mizuho | Maintains | Outperform | $180 → $190 |
| 26 June 2026 | Mizuho | Maintains | Outperform | — |
| 25 June 2026 | B of A Securities | Maintains | Underperform | — |
| 25 June 2026 | B of A Securities | Maintains | Underperform | $125 → $150 |
| 25 June 2026 | Baird | Maintains | Outperform | — |
| 25 June 2026 | Baird | Maintains | Outperform | $168 → $186 |
| 25 June 2026 | Barclays | Maintains | Equal-Weight | — |
| 25 June 2026 | Barclays | Maintains | Equal-Weight | $160 → $175 |
| 25 June 2026 | BMO Capital | Maintains | Outperform | $160 → $187 |
| 25 June 2026 | BMO Capital | Maintains | Outperform | — |
| 25 June 2026 | Citigroup | Maintains | Neutral | — |
| 25 June 2026 | Citigroup | Maintains | Neutral | $140 → $165 |
| 25 June 2026 | Evercore ISI Group | Maintains | Outperform | $150 → $180 |
| 25 June 2026 | Evercore ISI Group | Maintains | Outperform | — |
| 25 June 2026 | JP Morgan | Maintains | Neutral | — |
| 25 June 2026 | JP Morgan | Maintains | Neutral | $130 → $155 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. ICLR appears on the weeks it earns a place.
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 3% of US stocks
Cheaper than 61% of US stocks
Cheaper than 63% of US stocks
Cheaper than 10% of US stocks
Higher than 30% of US stocks
Higher than 7% of US stocks
Higher than 26% of US stocks
Higher than 63% of US stocks
Higher than 48% of US stocks
Higher than 44% of US stocks
Higher than 49% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Icon PLC — and when they’d sell — is the membership. See the Ticker Nerd 20 →
The Oakmark Concentrated Strategy portfolio returned 9.21% (net) for Q2 2026, with ICON plc listed as a contributor to performance during the quarter.
Why it matters — The mention of ICON as a contributor indicates the stock performed well within a major investment strategy during the reporting period.
Zacks notes ICON's discounted valuation and $23.4B backlog support upside potential, but highlights falling estimates, weaker margins, and execution risks that argue for patience before investing in ICLR.
Why it matters — A ICLR watcher would care because the analysis weighs a perceived valuation opportunity against persistent earnings and execution concerns that could shape expectations for the stock.
ICON (ICLR) shares rose 33.2% over three months as recovery expectations strengthened, supported by stronger proposal flow, bookings, and backlog. The article notes, however, that weaker earnings and margins cloud the recovery outlook.
Why it matters — ICLR watchers care because the report highlights improving demand signals alongside persistent earnings and margin concerns, factors likely to shape the company's recovery trajectory.
ICON plc announced that its subsidiary, ICON Investments Six Designated Activity Company, plans to offer one or more series of senior notes in a private offering with registration rights, subject to market and other conditions. The notes will be guaranteed on a senior unsecured basis by ICON.
Why it matters — The proposed note offering indicates ICON is pursuing debt financing, which could affect the company's capital structure and future financial flexibility.
ICON PLC announced the results of its Annual General Meeting, as reported in a Business Wire release from Dublin.
Why it matters — ICLR watchers would care because Annual General Meeting results can signal shareholder sentiment and key governance decisions for the company.
The 17 Wall Street analysts covering Icon PLC have a median 12-month price target of $187, with estimates ranging from $155 to $220. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 17 analysts covering Icon PLC, 10 rate it a Buy, 6 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Icon PLC 67 out of 100 across roughly 4,600 US stocks as at 15 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 15 Aug 2026, Icon PLC ranks 67 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Value (94 of 100).
No one can know that. What the data says: the median 12-month target from 17 analysts implies +14.3% from the last close, and Ticker Nerd's factor model ranks Icon PLC 67 out of 100 as at 15 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Icon PLC publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for ICLR are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $155 to $220 over the next 12 months.
Icon PLC returned -7.0% over the 12 months to 14 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
ICON plc is a leading global contract research organization (CRO) that provides outsourced drug and device development and commercialization services to pharmaceutical, biotechnology, medical device, and government organizations. It specializes in full-service clinical trials from Phase I to IV, including complex multinational studies, cell and gene therapy, early phase research, late phase services, and real-world evidence generation across a broad range of therapeutic areas.
The most recent item we track (Seeking Alpha, 11 Aug 2026): "Oakmark Concentrated Strategy Q2 2026 Performance Review". The Oakmark Concentrated Strategy portfolio returned 9.21% (net) for Q2 2026, with ICON plc listed as a contributor to performance during the quarter.
ICON plc is a leading global contract research organization (CRO) that provides outsourced drug and device development and commercialization services to pharmaceutical, biotechnology, medical device, and government organizations. It specializes in full-service clinical trials from Phase I to IV, including complex multinational studies, cell and gene therapy, early phase research, late phase services, and real-world evidence generation across a broad range of therapeutic areas. ICON plc offers functional service provision (FSP) solutions, embedding dedicated teams within client operations for clinical monitoring, project management, data management, and statistical programming. The company delivers innovative technology solutions, AI, and data analytics to accelerate time to market, reduce costs, and enhance trial efficiency through site- and patient-centric approaches that optimize recruitment and retention. Additional services include medical imaging, pharmacovigilance, laboratory offerings, and consulting for market access and health economics. Founded in 1990 and headquartered in Dublin, Ireland, ICON plc supports the entire product lifecycle with a global presence, enabling faster delivery of treatments that improve lives.
CEO Mr. Barry Balfe · 40,200 employees · Ireland · https://www.iconplc.com