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    ICF International (ICFI) Joins OpenAI On A Fair Value Story That Still Looks Compelling

    Simply Wall St·09/15/2026 05:24:07
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    ICF International (ICFI) has been named an OpenAI Select Partner, a move that puts the consultancy’s AI credentials in sharper focus for investors who are watching how advanced models are being applied across government and commercial contracts.

    ICF International’s new OpenAI partnership arrives after a strong run in the share price over the past quarter, with a 90 day share price return of 21.36%. However, the 1 year total shareholder return has declined 10.79%, suggesting momentum is improving after a tougher stretch for long term holders.

    Scan handpicked AI focused contractors and digital service providers by starting with 60 AI infrastructure stocks that may be riding similar momentum to ICF International's OpenAI partnership.

    ICF International shares have already moved on the OpenAI news, yet the 1-year record still shows a decline. Investors may be weighing whether this is the moment to lean into the reset or whether patience for a potentially cheaper entry makes more sense as the valuation picture becomes clearer.

    Most Popular Narrative: 29% Undervalued

    ICF International's most followed valuation storyline places fair value at $124.00, which is meaningfully above the recent $88.29 share price and frames the OpenAI partnership within a broader AI and digital modernization push.

    The launch of the ICF Fathom AI platform not only positions ICF to compete for federal digital modernization contracts but also enables a scalable, margin-accretive technology suite that can be deployed across commercial, state, and future international clients, potentially raising net margins and changing the company's earnings mix toward higher-quality, recurring technology-based revenues.

    See why 0 investors see ICF International as 29% undervalued.

    Result: Fair Value of $124.00 (UNDERVALUED)

    Still, the bullish ICF International story can fray if automation undercuts traditional consulting demand, or if federal contract spending shifts, pressuring pricing and profitability.

    Find out about the key risks to this ICF International narrative.

    Next Steps

    If the mix of optimism and caution around ICF International feels familiar, use that tension as a prompt to review the numbers yourself and move fast on forming an independent view. Then stress test where those potential upsides really sit by checking the 3 key rewards.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.