ICLRHealthcare · Diagnostics & ResearchThe 18 Wall Street analysts covering ICON plc hold a median 12-month price target of $186 — -13.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 77 of 100 as at 28 Oct 2026 — inside the top quartile. The factors read stronger than the Street's target implies. That gap is the story on this page.
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.
Quality (51): Profits are thin or unreliable for the size of the business, or they are not turning into cash.
Size (11): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ 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.
Data provided by Twelve Data
The green dot is the last close — the median target sits −13.7% from it.
Of the 20 most recent actions, 9 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 30 Sept 2026 | UBS | Reinstates | Neutral | $195 |
| 18 Sept 2026 | Citigroup | Maintains | Neutral | $180 → $175 |
| 18 Sept 2026 | Citigroup | Maintains | Neutral | — |
| 31 July 2026 | Citigroup | Maintains | Neutral | — |
| 31 July 2026 | Citigroup | Maintains | Neutral | $165 → $180 |
| 31 July 2026 | Truist Securities | Reiterates | Buy | $207 → $209 |
| 31 July 2026 | Truist Securities | Reiterates | Buy | — |
| 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 | $160 → $175 |
| 25 June 2026 | Barclays | Maintains | Equal-Weight | — |
| 25 June 2026 | BMO Capital | Maintains | Outperform | $160 → $187 |
| 25 June 2026 | BMO Capital | Maintains | Outperform | — |
| 25 June 2026 | Citigroup | Maintains | Neutral | $140 → $165 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
ICLR appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 29 Oct 2026, ICON plc returned +29.8% against +13.1% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
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 56% of US stocks
Cheaper than 53% of US stocks
Cheaper than 8% of US stocks
Higher than 30% of US stocks
Higher than 7% of US stocks
Higher than 25% of US stocks
Higher than 63% of US stocks
Higher than 48% of US stocks
Higher than 45% of US stocks
Higher than 49% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
ICON plc has a market value of $14.1B and an enterprise value of $16.7B.
Revenue in the twelve months to 30 June 2026: $8.4B. The latest quarter grew 1.2% year on year.
Net income over the same four quarters: −$217.0M, a −2.6% net margin.
Diluted earnings per share, trailing twelve months: $0.56.
Free cash flow in the twelve months to 30 June 2026: $436.0M.
ICON plc spent $250.0M on share buybacks in the twelve months to 30 June 2026.
Trailing P/E: 192.6×; forward P/E: 15.5× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
ICON plc employs 40,200 people — $208K of revenue per employee.
Data provided by Twelve Data
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 →
ICON Public Limited Company held its Q3 2026 earnings call on October 28, 2026. CEO Barry Balfe and CFO Nigel Clerkin participated, alongside analysts from several research firms.
Why it matters — The excerpt identifies the company’s quarterly earnings call and its participants, but provides no financial results or business updates.
Icon reported third-quarter 2026 results that management said were in line with expectations, citing record net business wins, improving margins, and continued investment in technology-enabled clinical development services.
Why it matters — The call highlights business wins, margin trends, and technology investment that ICLR watchers may monitor.
Icon PLC (ICLR) reported quarterly earnings of $2.66 per share, above the Zacks Consensus Estimate of $2.64. Earnings were $3.31 per share in the same period a year earlier.
Why it matters — ICLR watchers may note that earnings beat estimates but were lower than a year ago.
Riverwater Partners’ Sustainable Value Strategy trailed the Russell 2500 Value Index in the third quarter of 2026. ICON was among five new positions added to the portfolio.
Why it matters — The update notes ICON’s addition to the strategy but provides no further detail about the position.
Zacks Investment Research says Icon PLC may not have the two key ingredients associated with a likely earnings beat in its upcoming report, and highlights expectations to watch.
Why it matters — ICLR watchers may note the article’s caution about the setup for the company’s upcoming earnings report.
The 18 Wall Street analysts covering ICON plc have a median 12-month price target of $186, with estimates ranging from $155 to $215. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 18 analysts covering ICON plc, 10 rate it a Buy, 7 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks ICON plc 77 out of 100 across roughly 4,600 US stocks as at 28 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 28 Oct 2026, ICON plc ranks 77 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 18 analysts implies -13.7% from the last close, and Ticker Nerd's factor model ranks ICON plc 77 out of 100 as at 28 Oct 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 $215 over the next 12 months.
ICON plc returned +29.8% over the 12 months to 29 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
ICON plc is a clinical research organisation that provides outsourced drug and device development services to pharmaceutical, biotechnology, medical device, and public health customers. The company supports clinical development across the full product lifecycle, including study design, trial management, data solutions, site and patient access, laboratory services, and commercialization support.
The most recent item we track (Seeking Alpha, 28 Oct 2026): "ICON Public Limited Company (ICLR) Q3 2026 Earnings Call Transcript". ICON Public Limited Company held its Q3 2026 earnings call on October 28, 2026. CEO Barry Balfe and CFO Nigel Clerkin participated, alongside analysts from several research firms.
ICON plc is a clinical research organisation that provides outsourced drug and device development services to pharmaceutical, biotechnology, medical device, and public health customers. The company supports clinical development across the full product lifecycle, including study design, trial management, data solutions, site and patient access, laboratory services, and commercialization support. ICON plc also offers consulting and advisory capabilities, decentralized and hybrid trial services, real-world intelligence, and therapeutic expertise across areas such as oncology, cardiology, infectious disease, immunology, and central nervous system disorders. Its work is used to help clients run clinical programs more efficiently and bring medical treatments through development and approval pathways. Headquartered in Dublin, Ireland, ICON plc operates through a broad international network and serves organizations in multiple global markets.
CEO Mr. Barry Balfe · 40,200 employees · Ireland · https://www.iconplc.com
