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FTREFortrea Holdings Inc.Sell3.8·$17.92+3.70%
SellHigh Confidence
Investment thesis

Fortrea Holdings sits below the platform's quality floor with declining revenue and a failed momentum gate, though a cheap growth-adjusted valuation and short-interest-driven squeeze potential offer a partial offset.

Thesis pillars

  • Quality Below FloorStable
  • Declining Revenue Momentum Gate FailureStable
  • Cheap Growth Adjusted ValuationStable
  • +1 more pillar — see the Why tab for full reasoning

Full reasoning →

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Fortrea Holdings Inc. (FTRE) Stock Analysis

Breakout setup

SellHigh Confidence

Healthcare · Biotechnology

Sell if holding. Engine safety override at $17.92: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 3.8/10. Specifically: High short interest: 12%; Elevated put/call ratio: 1.67; Below-average business quality.

Fortrea Holdings Inc. is a global contract research organization providing phase I-IV clinical trial management, clinical pharmacology, and consulting services to pharmaceutical, biotechnology, and medical device customers across more than 20 therapeutic areas. The company... Read more

$17.92+0.4% A.UpsideScore 3.8/10#245 of 253 Biotechnology
QualityF-score2 / 9FCF yield17.47%
Stop $16.65Target $17.97(resistance)A.R:R -1.4:1
Analyst target$16.39-8.5%11 analysts
$17.97our TP
$17.92price
$16.39mean
$10
$20

Sell if holding. Engine safety override at $17.92: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 3.8/10. Specifically: High short interest: 12%; Elevated put/call ratio: 1.67; Below-average business quality. Chart setup: Golden cross, above all MAs, RSI 63, MACD bullish. Score 3.8/10, high confidence.

Passes 5/8 gates (clean insider activity, news events none recent, earnings proximity 30d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: speculative.

10-K grounded · weekly refresh

About Fortrea Holdings Inc.

About Fortrea Holdings Inc.

Fortrea Holdings' backlog stood at $7.7 billion as of December 31, 2025, built by a single Clinical Services segment spanning phase I through IV clinical trials, clinical pharmacology, and consulting for pharmaceutical, biotechnology, and medical device customers across more than 20 therapeutic areas. The company employs approximately 14,300 people across roughly 100 countries, and its top ten customers accounted for approximately 57% of 2025 revenue, with one customer alone contributing approximately 18.1%.

Fortrea earns revenue through three delivery models -- Full Service (integrated, project-centric), Functional Service Provider (staffing customers' internal programs), and Hybrid -- with Clinical Development, its largest offering for five consecutive years, covering regulatory affairs, patient recruitment, data management, and pharmacovigilance. Clinical Pharmacology operates four clinical research units in Leeds (U.K.), Dallas, Daytona Beach, and Madison, together offering roughly 376 beds for first-in-human and label-support studies. Oncology represented 40% of full-service therapeutic-based revenue in 2025, the company's largest single therapeutic concentration, built on more than 1,200 completed oncology trials over the prior five years. Fortrea also depends on strategic technology partners including Advarra, Cognizant, Medidata, and Veeva for the data and digital infrastructure underlying its trials, and remains subject to continuing contingent liabilities and indemnification obligations stemming from its 2023 spin-off from Labcorp.

Show full overview

Fortrea's customer base has grown more concentrated over time, not less: its top 20 customers rose from 61% of revenue in 2023 to 64% in 2024 and 69% in 2025, even as the company describes its base as large and diversified. That concentration compounds a structural contract risk -- once a project goes to contract, most customers can terminate without cause on 30 to 90 days' notice, and Fortrea's own backlog of $7.7 billion is explicitly not a reliable predictor of future revenue given the company's history of project delays, cancellations, and scope reductions.

See also: Healthcare · Biotechnology

From Fortrea Holdings Inc.'s most recent 10-K filing, extracted July 6, 2026.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-07-06

Recent Developments — Fortrea Holdings Inc.

Material events (past 30 days)

  • 8K Jun 26, 2026 MEDIUM Item 5.02: Effective July 6, 2026, Jason Knoblauch (previously EVP & CFO of Clario) will become Fortrea's CFO, succeeding Jill McConnell, who steps down as CFO on that date but will remain employed during a transition period.

Generated 2026-07-07T11:21:38Z.

TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Wed, Aug 5, 202630d to earnings· next earnings call

Thesis

Rewards
No bull case signals
Risks
Concentration risk — Customer: top ten customers (57.0%)
Concentration risk — Customer: top 20 customers (69.0%)
Target reached (-20.3% upside)

Key Metrics

P/E (TTM)
P/E (Fwd)16.0
Mkt Cap$1.6B
EV/EBITDA37.3
Profit Mgn-16.5%
ROE-64.5%
Rev Growth-2.3%
Beta2.01
DividendNone
Rating analysts17

Quality Signals

Piotroski F2/9

Options Flow

P/C1.67bearish
IV110%elevated
Max Pain$3-86.0% vs spot

Concentration Risks(10-K Item 1A)

  • LOWCustomerone customer18%
    10-K Item 1: 'As of the fiscal year ended 2025, one customer accounted for approximately 18.1% of our revenue'
  • HIGHCustomertop ten customers57%
    10-K Item 1A: 'our top ten customers based on revenue accounted for approximately 57% of our consolidated revenue'
  • HIGHCustomertop 20 customers69%
    10-K Item 1: 'Our top 20 customers represented approximately 69% of total revenue for 2025'
  • MEDIUMProductoncology40%
    10-K Item 1: 'In 2025, 40% of our full service therapeutic-based revenue related to oncology studies'

Material Events(8-K, last 90d)

  • 2026-06-26Item 5.02MEDIUM
    Effective July 6, 2026, Jason Knoblauch (previously EVP & CFO of Clario) will become Fortrea's CFO, succeeding Jill McConnell, who steps down as CFO on that date but will remain employed during a transition period.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

Show full disclosure ▾

About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.

Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

5 floor-breakers

Unprofitable operations — net margin -16.5%. Quality floor flags this regardless of sector context.static

Roe
0.0
Roa
0.0
Gross Margin
0.0
Net Margin
0.0
Operating Margin
0.2
Piotroski F
2.2
Moat
2.5
Current Ratio
3.8
No competitive moatWeak Piotroski F-Score: 2/9Quality concerns

Revenue shrinking — -2.3% YoY. Growth thesis broken unless recovery story develops.static

Revenue Growth
1.9
Declining revenue: -2%
Low model confidence on this dimension (33%).

Volatile — 5.3% daily ATR makes tight stops impractical. Position-size conservatively.static

Volatility
0.0
Implied Vol
0.0
Days To Cover
2.1
Put Call
2.2
Debt Equity
2.9
Max Pain Risk
3.0
Beta
3.3
Short Interest
3.9
Elevated put/call: 1.67High IV: 110%Above max pain $2Concentration risks: 2 HIGH, 1 MED (10-K Item 1A — sized via position_sizing, validated via buy_confidence)

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Quality Rank
2.4
Growth Rank
3.3
Value Rank
9.9

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

Bollinger
1.3
Support Resistance
1.3
52w Position
9.2
GatesMomentum 4.3<4.5A.R:R -1.4=NEGATIVEExecutive change: officer departure/appointmentInsider activity: OKNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 30d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARBreakoutSuitability: Speculative
RSI
63 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $14.88Resistance $18.34

Price Targets

$17
$18
A.Upside+0.3%
A.R:R-1.4:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (-20.3% upside)
! Quality below floor (1.1 < 4.0)
! momentum at 4.3 (below the engine's 4.5 threshold)

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-08-05 (30d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is FTRE stock a buy right now?

Sell if holding. Engine safety override at $17.92: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 3.8/10. Specifically: High short interest: 12%; Elevated put/call ratio: 1.67; Below-average business quality. Chart setup: Golden cross, above all MAs, RSI 63, MACD bullish. Prior stop was $16.65. Score 3.8/10, high confidence.

What is the FTRE stock price target?

Take-profit target: $17.97 (+0.4% upside). Prior stop was $16.65. Stop-loss: $16.65.

What are the risks of investing in FTRE?

Concentration risk — Customer: top ten customers (57.0%); Concentration risk — Customer: top 20 customers (69.0%); Target reached (-20.3% upside).

Is FTRE overvalued or undervalued?

Fortrea Holdings Inc. trades at a P/E of N/A (forward 16.0). TrendMatrix value score: 6.1/10. Verdict: Sell.

What do analysts say about FTRE?

17 analysts cover FTRE with a consensus score of 3.8/5. Average price target: $16.

What does Fortrea Holdings Inc. do?Fortrea Holdings Inc. is a global contract research organization providing phase I-IV clinical trial management,...

Fortrea Holdings Inc. is a global contract research organization providing phase I-IV clinical trial management, clinical pharmacology, and consulting services to pharmaceutical, biotechnology, and medical device customers across more than 20 therapeutic areas. The company employs approximately 14,300 people operating in about 100 countries, reports as a single Clinical Services segment, and had a backlog of $7.7 billion as of December 31, 2025; one customer accounted for approximately 18.1% of 2025 revenue, and its top ten customers represented approximately 57%.

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