$ICLR

ICON PLC

No enriched coverage for $ICLR in the last 7 days.

No SEC Form 4 filings for $ICLR in the last 30 days.

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ICON upgraded at BofA on better CRO demand, improved 2027 visibility

BofA Securities upgraded ICON Public Limited Co. (ICLR) to neutral from underweight, citing improved demand for contract research organization services. The bank expects R&D spending growth of ~4% for top 50 biopharma companies by 2027, enhancing visibility. ICLR shares may benefit from this trend, according to the report.

ICON plc: ICON Schedules Third Quarter 2026 Earnings Conference Call

ICON plc (NASDAQ: ICLR) announced it will release Q3 2026 earnings after market close on Oct 27, 2026, followed by a conference call on Oct 28, 2026. The company is a leading clinical research organization with global operations. It also provided a list of risks and uncertainties that could impact its financial performance.

UBS Restarts Coverage of Icon PLC (ICLR) with Neutral Rating and

UBS resumed coverage of Icon PLC (ICLR) with a Neutral rating and $195 price target, citing sector growth but client-specific challenges. GuruFocus estimates ICLR's intrinsic value at $205.65, indicating a 17.2% undervaluation. The stock has a high GF Score of 94/100, with strong valuation and profitability but moderate financial strength. Insiders have sold $4.0M in shares over the past year.

ICLR sentiment & insider activity

Recent ICLR coverage spans insider activity, financial news and earnings.

What's driving ICLR

AlphAI scores every news story that mentions ICLR with an AI model for sentiment and relevance, and aggregates insider trades from ICON PLC's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $ICLR

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$ICLRMed

UBS Restarts Coverage of Icon PLC (ICLR) with Neutral Rating and

UBS resumed coverage of Icon PLC (ICLR) with a Neutral rating and $195 price target, citing sector growth but client-specific challenges. GuruFocus estimates ICLR's intrinsic value at $205.65, indicating a 17.2% undervaluation. The stock has a high GF Score of 94/100, with strong valuation and profitability but moderate financial strength. Insiders have sold $4.0M in shares over the past year.

$ICLRLow

ICON Public Limited Company’s (ICLR) Shrinking Moat Warranted an Early Departure

Marram Investment Management's Q2 2026 letter reported a 2.7% quarterly return, with ICON Public Limited Company (ICLR) as a notable exit. The firm cited a shrinking moat and competitive industry dynamics as reasons for the departure. ICON, a clinical research organization, has a market cap of $13.08B and a 52-week range of $66.57 to $203.91, closing at $169.55 on September 21, 2026.

$ICLRMed

Does ICON’s Shift to an Unsecured Capital Structure Reshape the Bull Case for ICLR?

Simply Wall St says ICON Investments Six Designated Activity Company priced $2.15B of senior unsecured notes (maturing 2029-2036) to refinance a bridge facility, secured term loans and 5.809% secured notes due 2027. The deal releases collateral and subsidiary guarantees, moving ICON toward an unsecured capital structure. The article links this to margin compression and execution/cash generation risks.

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