ICLRHealthcare · Diagnostics & ResearchThe 18 Wall Street analysts covering ICON plc hold a median 12-month price target of $186 — +6.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 72 of 100 as at 14 Oct 2026 — in the upper half. Here, the model and the Street point the same way.
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 (93): 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.
Growth (36): Sales and profits are flat, shrinking, or growing more slowly than they were.
Size (13): 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.
Data provided by Twelve Data
The green dot is the last close — the median target sits +6.2% 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.
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.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 15 Oct 2026, ICON plc returned −6.8% against +17.3% 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 4% of US stocks
Cheaper than 58% of US stocks
Cheaper than 58% of US stocks
Cheaper than 9% 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 $12.7B and an enterprise value of $15.3B.
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: 173.0×; forward P/E: 13.9× — 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 announced that it has scheduled a conference call to discuss its third-quarter 2026 earnings.
Why it matters — The call is an opportunity for ICLR watchers to hear the company’s discussion of its third-quarter 2026 earnings.
Icon PLC reported earnings 30 days ago, and its stock has risen 2.5% since that report. The article questions whether the stock can continue that upward movement going forward.
Why it matters — An ICLR watcher would care about whether the stock's post-earnings gains are likely to persist or fade.
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.
The 18 Wall Street analysts covering ICON plc have a median 12-month price target of $186, with estimates ranging from $155 to $210. 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, 8 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks ICON plc 72 out of 100 across roughly 4,600 US stocks as at 14 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 14 Oct 2026, ICON plc ranks 72 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 (93 of 100).
No one can know that. What the data says: the median 12-month target from 18 analysts implies +6.2% from the last close, and Ticker Nerd's factor model ranks ICON plc 72 out of 100 as at 14 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 $210 over the next 12 months.
ICON plc returned -6.8% over the 12 months to 15 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 (Business Wire, 8 Oct 2026): "ICON Schedules Third Quarter 2026 Earnings Conference Call". ICON announced that it has scheduled a conference call to discuss its third-quarter 2026 earnings.
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
