Added to YB: 2026-06-15
Pitch date: 2026-03-31
ICLR [neutral]
ICON Public Limited Company
+62.63%
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, Europe, the United States, and internationally.
Market Cap
$12.8B
Pitch Price
$110.83
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.55
P/E
75.16
EV/Sales
1.88
Sector
Life Sciences Tools and Services
Category
value
Artisan U.S. Mid-Cap Value Strategy Portfolio Holding: ICON
ICLR (holding update): Largest detractor; stock fell ~49% in a day after delaying results due to internal accounting review on revenue recognition. Cash position intact but earnings uncertainty pressures confidence amid weak CRO demand from biotech/pharma funding constraints. Valuation now attractive on conservative FCF.
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