Morgan Stanley cuts ICL target to USD 5.45 for ICL Group stock
Published on 10/20/2026 at 09:42 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSAnalyst caution meets stronger results
- On October 16, 2026, Morgan Stanley cut its ICL target to USD 5.45 from USD 5.75.
- Second-quarter revenue reached USD 2.14 billion versus USD 1.83 billion a year earlier.
- ICL Group stock was last at USD 4.88 on October 19, 2026 at 4:00 p.m. ET on the NYSE.
- The next report is scheduled for November 11, 2026.
ICL Group (IL0002810146) is facing a more cautious analyst view after Markets Insider reported on October 16, 2026 that Morgan Stanley cut its price target from USD 5.75 to USD 5.45 while maintaining a Hold rating. The latest second-quarter figures still showed higher revenue and net profit than a year earlier.
Three dated signals for ICL
On June 30, 2026, ICL reported second-quarter revenue of USD 2.14 billion and net profit of USD 137 million, versus USD 1.83 billion and USD 93 million a year earlier, according to Markets Insider. On August 5, 2026, ICL posted second-quarter earnings of USD 0.12 per share against a USD 0.11 consensus estimate, as reported by MarketBeat. On October 16, 2026, Morgan Stanley set the lower USD 5.45 target, making the analyst action the latest dated signal.
What does the target range show?
The two October 16, 2026 analyst views put the published target range at USD 5.45 to USD 6.00. Morgan Stanley's Hold rating and lower target came from Markets Insider, while Markets Insider said Barclays maintained its Hold rating with a USD 6.00 target. The USD 0.55 gap shows that the analyst debate centers on valuation despite the stronger second-quarter comparison.
Next report date
The next earnings report is scheduled for November 11, 2026, before the market opens, according to MarketBeat. That release should provide the next test of whether the second-quarter revenue increase was sustained.
NYSE valuation snapshot
The NYSE quote was last at USD 4.88 on October 19, 2026 at 4:00 p.m. ET. ICL Group's market capitalization was USD 6.3 billion on the same date.
ICL Group stock facts
- Company: ICL Group Ltd
- ISIN: IL0002810146
- WKN: 902166
- Ticker: ICL
- Primary exchange: NYSE
- Market capitalization: USD 6.3 billion (as of October 19, 2026)
- Sector / Industry: Basic Materials / Agricultural Inputs
- Next earnings date: November 11, 2026
Market context: Market report S&P 500.
