← Charles River Laboratories overview

Charles River Laboratories vs IQVIA: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Charles River Laboratories (CRL)

Q3 2026
▲4

CRL's biotech recovery and AI deals drive 89% rally

  • AI drug discovery partnership with Lilly TuneLab Charles River will provide nonclinical testing for biotechs using Lilly's AI/ML platform, expanding service demand and integrating its expertise with AI to speed drug development. This new revenue stream supports growth and shows CRL is adapting to industry shifts.

    New collaboration that expands demand and technology positioning, directly driving future revenue.

  • Morgan Stanley upgrade on biopharma funding strength Morgan Stanley upgraded CRL to Overweight and raised its price target to $220, citing increased biopharma funding that benefits its small and mid-sized biotech clients (40-45% of revenue). This signals confidence in CRL's core market recovery.

    Analyst upgrade reflects improving fundamentals and boosts investor sentiment.

  • Q2 earnings beat and raised EPS guidance CRL beat Q2 estimates and raised full-year adjusted EPS guidance to $11.30, with DSA segment showing first organic growth since 2023 and a four-year high book-to-bill. Management cited recovering biopharma demand, especially from small/mid biotech clients.

    Earnings beat and guidance raise confirm operational turnaround, a key price driver.

  • DSA recovery fuels 88.6% yearly stock gain CRL shares have soared 88.6% over the past year, driven by DSA recovery, strong bookings, and buybacks. Net bookings rose 12.6% sequentially to $701 million, backlog hit $1.97 billion, and book-to-bill reached 1.19x, the highest in nearly four years.

    Summarizes the powerful rally and underlying operational improvements that continue to support the stock.

July 2026
▲4

CRL's biotech recovery and AI deals drive 89% rally

  • AI drug discovery partnership with Lilly TuneLab Charles River will provide nonclinical testing for biotechs using Lilly's AI/ML platform, expanding service demand and integrating its expertise with AI to speed drug development. This new revenue stream supports growth and shows CRL is adapting to industry shifts.

    New collaboration that expands demand and technology positioning, directly driving future revenue.

  • Morgan Stanley upgrade on biopharma funding strength Morgan Stanley upgraded CRL to Overweight and raised its price target to $220, citing increased biopharma funding that benefits its small and mid-sized biotech clients (40-45% of revenue). This signals confidence in CRL's core market recovery.

    Analyst upgrade reflects improving fundamentals and boosts investor sentiment.

  • Q2 earnings beat and raised EPS guidance CRL beat Q2 estimates and raised full-year adjusted EPS guidance to $11.30, with DSA segment showing first organic growth since 2023 and a four-year high book-to-bill. Management cited recovering biopharma demand, especially from small/mid biotech clients.

    Earnings beat and guidance raise confirm operational turnaround, a key price driver.

  • DSA recovery fuels 88.6% yearly stock gain CRL shares have soared 88.6% over the past year, driven by DSA recovery, strong bookings, and buybacks. Net bookings rose 12.6% sequentially to $701 million, backlog hit $1.97 billion, and book-to-bill reached 1.19x, the highest in nearly four years.

    Summarizes the powerful rally and underlying operational improvements that continue to support the stock.

Latest
▲4

CRL's biotech recovery and AI deals drive 89% rally

  • AI drug discovery partnership with Lilly TuneLab Charles River will provide nonclinical testing for biotechs using Lilly's AI/ML platform, expanding service demand and integrating its expertise with AI to speed drug development. This new revenue stream supports growth and shows CRL is adapting to industry shifts.

    New collaboration that expands demand and technology positioning, directly driving future revenue.

  • Morgan Stanley upgrade on biopharma funding strength Morgan Stanley upgraded CRL to Overweight and raised its price target to $220, citing increased biopharma funding that benefits its small and mid-sized biotech clients (40-45% of revenue). This signals confidence in CRL's core market recovery.

    Analyst upgrade reflects improving fundamentals and boosts investor sentiment.

  • Q2 earnings beat and raised EPS guidance CRL beat Q2 estimates and raised full-year adjusted EPS guidance to $11.30, with DSA segment showing first organic growth since 2023 and a four-year high book-to-bill. Management cited recovering biopharma demand, especially from small/mid biotech clients.

    Earnings beat and guidance raise confirm operational turnaround, a key price driver.

  • DSA recovery fuels 88.6% yearly stock gain CRL shares have soared 88.6% over the past year, driven by DSA recovery, strong bookings, and buybacks. Net bookings rose 12.6% sequentially to $701 million, backlog hit $1.97 billion, and book-to-bill reached 1.19x, the highest in nearly four years.

    Summarizes the powerful rally and underlying operational improvements that continue to support the stock.

IQVIA Holdings Inc (IQV)

Q3 2026
▲4

IQVIA beats Q2, raises 2026 outlook on record bookings

  • Q2 beat and raised 2026 guidance IQVIA reported Q2 revenue of $4.37 billion (up 8.7%) and earnings of $3.15 per share, beating estimates. Management raised full-year 2026 revenue and profit guidance, pushing shares up 5% after hours and nearly 14% the next day. This directly lifts the stock because future profits are now expected to be higher.

    The earnings beat and guidance raise are the core new event that moved the stock this period.

  • Record $3.15B bookings and $34.2B backlog IQVIA's R&D Solutions unit signed a record $3.15 billion in new contracts in Q2, up 19% from a year ago. Its total contracted backlog hit a record $34.2 billion, with $9.2 billion expected to convert to revenue within 12 months. This signals strong future demand and supports the stock.

    Record bookings and backlog are new, concrete evidence of future revenue growth that investors care about.

  • Medera collaboration expands gene therapy reach IQVIA announced a partnership with Medera to combine its clinical trial and commercialization network with Medera's cardiac gene therapy and human-based drug discovery platforms. This expands IQVIA's presence in cell and gene therapy, a high-growth area, and supports its long-term R&D pipeline.

    This is a new strategic partnership that broadens IQVIA's technology and service offerings.

  • Stock up 42% in three months on strong results IQVIA shares have rallied 41.5% over the past three months, far outpacing the industry and the S&P 500. The run reflects the strong bookings, raised guidance, and $950 million of share buybacks in the first half of 2026. Momentum can attract more buyers, but also means the stock is no longer cheap.

    This summarizes the market's reaction to the new fundamentals and highlights the strong momentum, while noting valuation risk.

August 2026
▲4

IQVIA beats Q2, raises 2026 outlook on record bookings

  • Q2 beat and raised 2026 guidance IQVIA reported Q2 revenue of $4.37 billion (up 8.7%) and earnings of $3.15 per share, beating estimates. Management raised full-year 2026 revenue and profit guidance, pushing shares up 5% after hours and nearly 14% the next day. This directly lifts the stock because future profits are now expected to be higher.

    The earnings beat and guidance raise are the core new event that moved the stock this period.

  • Record $3.15B bookings and $34.2B backlog IQVIA's R&D Solutions unit signed a record $3.15 billion in new contracts in Q2, up 19% from a year ago. Its total contracted backlog hit a record $34.2 billion, with $9.2 billion expected to convert to revenue within 12 months. This signals strong future demand and supports the stock.

    Record bookings and backlog are new, concrete evidence of future revenue growth that investors care about.

  • Medera collaboration expands gene therapy reach IQVIA announced a partnership with Medera to combine its clinical trial and commercialization network with Medera's cardiac gene therapy and human-based drug discovery platforms. This expands IQVIA's presence in cell and gene therapy, a high-growth area, and supports its long-term R&D pipeline.

    This is a new strategic partnership that broadens IQVIA's technology and service offerings.

  • Stock up 42% in three months on strong results IQVIA shares have rallied 41.5% over the past three months, far outpacing the industry and the S&P 500. The run reflects the strong bookings, raised guidance, and $950 million of share buybacks in the first half of 2026. Momentum can attract more buyers, but also means the stock is no longer cheap.

    This summarizes the market's reaction to the new fundamentals and highlights the strong momentum, while noting valuation risk.

Latest
▲4

IQVIA beats Q2, raises 2026 outlook on record bookings

  • Q2 beat and raised 2026 guidance IQVIA reported Q2 revenue of $4.37 billion (up 8.7%) and earnings of $3.15 per share, beating estimates. Management raised full-year 2026 revenue and profit guidance, pushing shares up 5% after hours and nearly 14% the next day. This directly lifts the stock because future profits are now expected to be higher.

    The earnings beat and guidance raise are the core new event that moved the stock this period.

  • Record $3.15B bookings and $34.2B backlog IQVIA's R&D Solutions unit signed a record $3.15 billion in new contracts in Q2, up 19% from a year ago. Its total contracted backlog hit a record $34.2 billion, with $9.2 billion expected to convert to revenue within 12 months. This signals strong future demand and supports the stock.

    Record bookings and backlog are new, concrete evidence of future revenue growth that investors care about.

  • Medera collaboration expands gene therapy reach IQVIA announced a partnership with Medera to combine its clinical trial and commercialization network with Medera's cardiac gene therapy and human-based drug discovery platforms. This expands IQVIA's presence in cell and gene therapy, a high-growth area, and supports its long-term R&D pipeline.

    This is a new strategic partnership that broadens IQVIA's technology and service offerings.

  • Stock up 42% in three months on strong results IQVIA shares have rallied 41.5% over the past three months, far outpacing the industry and the S&P 500. The run reflects the strong bookings, raised guidance, and $950 million of share buybacks in the first half of 2026. Momentum can attract more buyers, but also means the stock is no longer cheap.

    This summarizes the market's reaction to the new fundamentals and highlights the strong momentum, while noting valuation risk.

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