ICLR ICON Public Limited Company

Marram Investment Management’s second-quarter 2026 investor letter reports a +2.7% portfolio return (net of fees), resulting in a year-to-date return of +3.2%. A copy of the letter can be downloaded here. Cumulatively, since inception, the firm has achieved a +632.4% return and a +13.7% annualized return, net of fees. Positive contributions came from MLP Energy […]

ICLR's discounted valuation and $23.4B backlog support upside potential, but falling estimates, weaker margins and execution risks argue for patience.

ICON and Anthropic announced a multi year collaboration to integrate AI across the clinical trial lifecycle. The partnership is expected to touch areas such as protocol design, site selection, predictive analytics and ecosystem integration. The move aligns with ICON's broader digital and AI plans within the life sciences sector. ICON, traded as NasdaqGS:ICLR, is moving ahead with this collaboration while its share price stands at $156.85. The stock has seen declines of 13.0% over the past...

ICON's 33.2% rally is backed by stronger proposal flow, bookings and backlog, but weaker earnings and margins cloud the recovery.

Greenskeeper Asset Management, an independent firm that specializes in disciplined value investing, recently released its Q2 2026 scorecard. A copy is available to download here. After a slow start to the year, the Fund gained 10.9% in the quarter, lifting its year-to-date return to 1.9%. The rebound came as markets showed signs of rotating away from momentum […]

Icon PLC (ICLR) reports robust $3.7 billion in gross business wins and a 1.51x book-to-bill ratio, but faces headwinds from elevated pass-through activity impacting gross margins.

Icon (NASDAQ:ICLR) reported second-quarter 2026 revenue growth and strong bookings as higher pass-through activity supported the top line, while the company continued to manage business-mix pressures affecting reported margins. Chief Executive Officer Barry Balfe said the contract research organiza

Harris Oakmark recently released its second-quarter 2026 investor letter for the “Oakmark U.S. Concentrated Strategy”. A copy of the letter can be downloaded here. The strategy returned 9.21% (net) in the second quarter, lagging the Russell 1000 Value Index’s 13.87%. U.S. equities finished higher during the quarter, with nine of eleven GICS sectors posting gains, led […]

ICON plc (NASDAQ:ICLR) has entered a multi-year collaboration with Anthropic to integrate Claude’s AI capabilities across the clinical trial lifecycle, aiming to improve study planning, protocol design, operational efficiency, and trial execution through its Orbis AI platform. Key Investor TakeawaysICON is expanding its AI strategy through a multi-year collaboration with Anthropic to deploy Claude across clinical development workflows.

Icon PLC (ICLR) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

City Different Investments, an investment management firm, released Q2 2026 investor update for its global equity strategies. A copy of the letter can be downloaded here. City Different global equity strategies delivered strong results in the second quarter, but trailed the global market driven by AI enthusiasm. Its Focused Global returned +7.08%, and Global Equity […]