Added to YB: 2026-01-14
Pitch date: 2025-11-07
ICLR [bullish]
ICON Public Limited Company
-32.84%
current return
Author Info
No bio for this author
Company Info
ICON Public Limited Company, a clinical research organization, provides outsourced development and commercialization services in Ireland, rest of Europe, the United States, and internationally.
Market Cap
$8.0B
Pitch Price
$158.03
Price Target
270.00 (+167%)
Dividend
N/A
EV/EBITDA
7.09
P/E
14.00
EV/Sales
1.37
Sector
Life Sciences Tools and Services
Category
value
ICON Public Limited Company - $ICLR
ICLR: CRO trades at 12x NTM EPS vs historical 18x despite structural durability. Market overreacting to cancellations/margin pressure. 7-10% growth algorithm intact: 4% Phase I-IV spend growth, 1-2% outsourcing penetration, 1-2% market share gains. $270 target (60% upside) on 18x FY26 $14.5 EPS estimate as industry normalizes.
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