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ICICLR

ICON Public Limited Company

$ICLR·$13B·Medical - Diagnostics & Research·Healthcare
$172.08+2.4%YTD-6.5%1Y+18.2%
Mentions · last 7 days
2026-07-09: 9 posts2026-07-10: 1 posts2026-07-11: 1 posts2026-07-12: 0 posts2026-07-13: 0 posts2026-07-14: 1 posts2026-07-15: 0 posts120%
Price updated 15h ago·X counts updated 14h ago
ICICLR
$ICLRICON Public Limited Company
$172.08+2.45%12 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $ICLR, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptWinding up for a moveAI verdict · as of 2026-07-15

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Global CRO with a securities-lawsuit overhang, an earnings-reset in the rearview, and a slow-motion backlog rebuild.

ICON is a real CRO franchise working through the after-effects of a rough 2025 — the reset is done but the recovery is not yet in the print.

  • Revenue is coming off a soft patch — Q1 2025 -4.3%, Q2 -4.8%, Q3 +0.6%, Q4 2025 +7.3% — reacceleration is real but shallow.
  • Earnings variance: Q4 2025 EPS beat by +3%, Q3 2025 miss -20%, prior beats in low single digits — the March/May 2026 releases dropped EPS to $2.50 (from a $3.13 estimate in Q4 pre-comps). The market is treating this as a resetting business.
  • Coverage-flag: A July 9 Moore Law PLLC "investor action notice" is circulating — securities-fraud fishing expedition after the earnings resets. Not yet a certified class action but the overhang is on the tape.
  • Fundamentals: PE trailing 24x, FCF yield 11.7%, EV/EBITDA 11x — cash generation stays healthy even as the earnings line resets.
  • Setup: $167.97, -8.7% YTD, +12.3% over 12 months, sitting ~70% up 52-week range and above both moving averages — a base-building look, not a breakout.
  • Backlog reference: Zacks framing is "margin woes meet stronger backlog" — worth watching whether the backlog conversion accelerates.

Jul 29 Q2 print — a clean beat plus a raise would break the reset narrative; another EPS miss reinforces the value-trap read.

What to watch: Jul 29 Q2 print — backlog conversion, book-to-burn, biotech-funded client mix; any updates from the Moore Law investor-action notice (whether it hardens into a filed class action); commentary on Novo Nordisk / Eli Lilly obesity-drug trial demand.

On the calendar: 2026-07-29 — Q2 2026 earnings (EPS est $2.55)

no sentimentlegal overhang

Read the AI verdict + X sentiment for $ICLR

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Provides outsourced clinical trial management and regulatory services to pharmaceutical and biotech drug developers.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Diagnostics & Research sits in its cycle right now — and what that implies for $ICLR.

Medical - Diagnostics & Research · Healthcare

No material change from last week — pharma R&D spending is recovering and CDMO demand is growing as drug pipelines advance toward clinical trials.

What this means for $ICLR

Partial — Provides outsourced clinical trial management and regulatory services to pharmaceutical and biotech drug developers; exposure exists but is diluted by diverse end markets and revenue mix.

Industry benchmark

12-name peer basket
+31.5%YTD
+60.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
24.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
6.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
11.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
11.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
5.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
25.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Jun 23, 2026$2.50$2.43+2.9%
Q1 2026May 27, 2026$2.50$3.13-20.1%
Q3 2025Oct 22, 2025$3.31$3.28+0.9%
Q2 2025Jul 23, 2025$3.26$3.19+2.2%
Next earningsWed, Jul 29·consensus EPS $2.55

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY25$2.2B+7.3%27.4%14.8%$-1.40$622.7M
Q3 FY25$2.0B+0.6%22.3%12.7%$0.03$351.9M
Q2 FY25$2.0B-4.8%27.8%10.4%$2.31$127.6M
Q1 FY25$2.0B-4.3%27.9%11.0%$1.91$239.3M

Forward consensus

5-year forecast · up to 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$8.1B$8.0B – $8.1B$10.63$10.33 – $10.9212
FY27$8.3B$8.2B – $8.4B$11.93$11.07 – $13.3212
FY28$8.7B$8.6B – $8.8B$13.42$11.46 – $16.1011
FY29$9.2B$9.1B – $9.3B$15.77$15.53 – $16.065
FY30$9.8B$9.7B – $9.9B$18.26$17.98 – $18.605

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.73%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+20.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+15.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 76.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.225-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 6 other (3 returns · 3 awards) in window

See when $ICLR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJun 53
AI summary

A new insider filed a Form 3 with the SEC, disclosing initial beneficial ownership of ICLR securities. This filing is required under Section 16(a) of the Securities Exchange Act within 10 days of becoming a reporting person (officer, director, or 10%+ holder). The filing reports 4 shares of common stock. Form 3 filings establish a baseline ownership record for subsequent Form 4 (changes) and Form 5 (annual) filings, providing transparency into insider positions at ICLR.

3New insider — initial holdingsJun 53
AI summary

A new insider filed a Form 3 with the SEC, disclosing initial beneficial ownership of ICLR securities. This filing is required under Section 16(a) of the Securities Exchange Act within 10 days of becoming a reporting person (officer, director, or 10%+ holder). The filing reports 4 shares of common stock. Form 3 filings establish a baseline ownership record for subsequent Form 4 (changes) and Form 5 (annual) filings, providing transparency into insider positions at ICLR.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for ICLR on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for ICLR on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for ICLR on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for ICLR on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for ICLR on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for ICLR on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

+ 23 other (8 6-Ks · 7 13Gs · 5 3s · 1 6-K/A) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Earnings Preview: Icon PLC (ICLR) Q2 Earnings Expected to Declinezacks.com·1d agoINVESTOR ACTION NOTICE: Moore Law PLLC Encourages Investors in ICON plc (ICLR) to Contact Law Firmglobenewswire.com·7d agoRESERVOIR ANNOUNCES PUBLISHING DEAL WITH MULTI-PLATINUM AND GRAMMY-WINNING HIP-HOP ICON T.I.prnewswire.com·7d agoICON Stock and the CRO Trends Shaping Its Next Growth Phasezacks.com·8d agoIs ICLR Stock a Value Trap or Turnaround After an Earnings Reset?zacks.com·9d ago

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Explore the broader themes this ticker is being talked about under.

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Voices on X · last 7 days

No standout posts about $ICLR on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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