Market news

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 […]

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

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 […]

DUBLIN, August 04, 2026--ICON Announces Private Offering of Notes

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

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 PLC: Q2 Earnings Snapshot

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 (ICLR) delivered earnings and revenue surprises of -0.39% and +3.48%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

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.

DUBLIN, July 28, 2026--ICON plc (NASDAQ: ICLR) today announced a multi-year collaboration with Anthropic to bring Claude’s AI capabilities across the clinical trial lifecycle. The collaboration further advances ICON’s digital innovation and AI strategy, and builds on Orbis – ICON’s secure, governed, agentic AI platform.

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 […]

DUBLIN, July 22, 2026--ICON Schedules Second Quarter 2026 Earnings Conference Call

Icon PLC (ICLR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

ICLR is tapping CRO demand, AI workflows and wider trial access, but uneven revenue trends and margin resets keep its earnings recovery in focus.

Artisan Partners, an investment management firm, issued its first-quarter 2026 investor letter for the “Artisan Mid Cap Value Fund”. A copy of this letter is available for download here. In Q1 2026, the portfolio underperformed the benchmark Russell Midcap Value Index as the market favored momentum-driven stocks over quality factors. Some holdings faced company-specific setbacks and […]

ICON trades below its five-year median, but weaker 2026 guidance, control issues and leverage keep the stock in wait-and-see territory.

ICON's stronger bookings and backlog hint at improving demand, but margin pressure, earnings declines and control remediation keep 2026 cautious.