ICF International

ICFI

Market cap $1.39B

Investors need to pay close attention to ICFI stock based on the movements in the options market lately.

ICF International is upgraded to 'buy' with ~22% price upside and ~30% total return potential, driven by de-risked revenue and a robust buyback program. ICFI's federal revenue grew 8% sequentially, signaling stabilization after significant contract cancellations, while electrification and energy remain growth drivers. The company's backlog covers nearly two years of revenue, with a strengthening book-to-bill ratio and reduced reliance on federal contracts.

Company Will Accelerate Key Transportation Initiatives and Streamline Environmental Review and Compliance Services RESTON, Va., June 30, 2026 /PRNewswire/ -- ICF (NASDAQ: ICFI), a leading global solutions and technology provider, was recently awarded a contract by the California Department of Transportation (Caltrans) Headquarters to provide on‑call environmental policy and implementation services to support the statewide transportation infrastructure project delivery program.

Total Repurchase Authority Now Stands At $165 Million $100 Million Increase Underscores Board & Management Confidence in Long-Term Prospects Year to Date, ICF has Repurchased Approximately 435,000 Shares RESTON, Va., June 25, 2026 /PRNewswire/ -- ICF (NASDAQ:ICFI), a leading global solutions and technology provider, today announced the board approved an expansion to its repurchase authorization.

Date: Thursday, August 6, 2026 Time: 4:30 p.m. Eastern Time Audio-only Webcast: https://edge.media-server.com/mmc/p/9yyrfzsf Participant Registration:  https://register-conf.media-server.com/register/BI4c9a7966e04a46119055979f919330c3 RESTON, Va.

ICFI's long-term client ties, buyouts and stronger liquidity support stability, but cyclical exposure and elevated direct costs weigh on the cash flow.

ICF International points to big contract wins, a $3.4B backlog and strong liquidity, but higher pass-through costs and heavier M&A leverage add risks.

Reduces Implementation Time for Licensing, Permitting and Inspections RESTON, Va., May 20, 2026 /PRNewswire/ -- ICF (NASDAQ:ICFI), a leading global solutions and technology provider, today announced the launch of a new accelerator that enables faster, more efficient licensing, permitting and inspections processes.

ICFI shares drop after Q1 earnings and revenues miss estimates. However, the company reaffirms its 2026 guidance and expects federal recovery.

ICF International, Inc. (ICFI) Q1 2026 Earnings Call Transcript