Added to YB: 2026-07-24
Pitch date: 2026-07-17
ICLR [bullish]
ICON Public Limited Company
-0.68%
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
$171.48
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
City Different Global Equity Strategies New Position: ICON Public Limited Company
ICLR (new position): Dublin-based clinical research/analytics firm; top Q2 contributor. Bought in April after stock cratered on post-COVID demand slowdown, AI fears & accounting error (now fixed). Bookings/cancellations improving. Thesis: AI net beneficiary via proprietary data, domain expertise, regulatory barriers; improving growth + shrinking share count to re-rate valuation.
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