Clarivate Plc (CLVT) AI Stock Analysis

NYSE: CLVTAI research summary: business, growth, valuation, analysts, bull and bear case.

CLVT AI stock analysis summary

AI Research

Clarivate Plc (CLVT) provides structured information, analytics, and workflow software across scientific research, life sciences, and intellectual property. The company generated $2.41B in trailing twelve-month revenue, though net income was -$201.1M in FY2025. With total debt of $4.26B, leverage remains a central focus alongside its $365.3M in FY2025 free cash flow.

Market cap
$1.13B
Revenue (TTM)
$2.41B
P/E
—
fwd 2.6x
1Y return
-50.1%
S&P 500 16.8%
Avg. target
$2.97
67.6% vs last close

Bull case

  • Clarivate delivered $365.3M in free cash flow and $628.5M in operating cash flow during FY2025.
  • The stock trades at a forward P/E of 2.6x and EV/EBITDA of 7.8x, lower than the median of its US-listed Technology peers at 18.8x and 16.6x.
  • Clarivate has beaten consensus EPS expectations in each of the past 4 quarters.

Bear case

  • Clarivate holds $4.26B in total debt and $4.04B in net debt against $217.7M in cash and short-term investments.
  • Annual revenue has fallen consecutively from $2.66B in FY2022 to $2.46B in FY2025, and quarterly revenue fell 5.5% year-over-year in the latest quarter.
  • Clarivate stock has dropped 50.1% over the past year and 92.1% over the past five years.

What Clarivate Plc does

Clarivate Plc operates as an information services and analytics company providing structured insights and analytics for the discovery, protection, and commercialization of scientific research, innovations, and brands globally. Its portfolio includes the Web of Science platform alongside tools such as InCites, Journal Citation Reports, EndNote, ScholarOne, Converis, Publons, and Kopernio. For life sciences, Clarivate provides Cortellis and Newport Integrity for research support and market intelligence. Its Derwent suite includes Derwent Innovation, Techstreet, and IP Professional Services for patent and novelty assessments. In addition, CompuMark delivers trademark screening, while MarkMonitor manages and protects online brand presence.

Growth and profitability

Clarivate achieved a 5-year revenue CAGR of 14.4% between FY2020 and FY2025, with revenue peaking at $2.66B in FY2022 before declining to $2.63B in FY2023, $2.56B in FY2024, and $2.46B in FY2025. Gross margin was 66.0% in FY2025, while operating margin improved to 2.9% from -10.8% in FY2024 and -147.6% in FY2022. Net loss narrowed from -$3.96B in FY2022 to -$201.1M in FY2025. For the trailing twelve months, revenue was $2.41B with an operating margin of 6.1% and a profit margin of -13.8%. In the latest quarter ended June 30, 2026, quarterly revenue fell 5.5% year-over-year.

CLVT income statement →

Balance sheet and cash flow

As of June 30, 2026, Clarivate held $217.7M in cash and short-term investments against $4.26B in total debt, resulting in net debt of $4.04B. Shareholders' equity was $4.54B and total assets were $10.49B, with a debt-to-equity ratio of 0.94 and a current ratio of 0.85. In FY2025, operating cash flow reached $628.5M and free cash flow was $365.3M. Cash usage during FY2025 included $263.2M in capital expenditures and $224.5M in share buybacks.

CLVT balance sheet →

Valuation and performance

At $1.77 per share, Clarivate has a market cap of $1.13B and an enterprise value of $5.21B. CLVT trades at a forward P/E of 2.6x, an EV/EBITDA of 7.8x, and a price-to-sales ratio of 0.5x. Each of these multiples trades below the median of its US-listed Technology peers, which stands at 18.8x forward P/E, 16.6x EV/EBITDA, and 2.8x price-to-sales. Over the past year, CLVT fell 50.1%, while the S&P 500 (SPY) returned 16.8%. Over five years, the stock dropped 92.1% against an 83.0% gain for SPY.

CLVT key metrics →

What analysts expect

Wall Street coverage includes 2 Strong Buy, 5 Hold, and 1 Sell ratings. The mean price target is $2.97, representing a 67.6% premium over the last close of $1.77. For the fiscal year ending December 31, 2026, consensus estimates project EPS of $0.72 on $2.21B in revenue. For the following fiscal year, 3 analysts project EPS of $0.78 with revenue falling 8.7% to $2.02B. Clarivate has beaten EPS estimates in 4 of the last 4 quarters, and its next earnings date is November 3, 2026.

CLVT forecast and price target →

Key risks and what to watch

  • A current ratio of 0.85 alongside $4.26B in total debt poses balance sheet pressure.
  • Analysts estimate that revenue will contract by 8.7% to $2.02B in the next fiscal year.
  • Elevated short interest is present, with short percent of float recorded at 13.7%.

AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer

About this CLVT AI stock analysis

This page is an AI-written research summary of Clarivate Plc (CLVT). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: CLVT income statement, CLVT balance sheet, CLVT key metrics, CLVT analyst forecast, CLVT chart. See the CLVT stock overview for the latest quote and news.

CLVT AI stock analysis FAQ

What products does Clarivate operate?

Clarivate operates tools including the Web of Science platform, Cortellis, Newport Integrity, the Derwent intellectual property suite, CompuMark trademark services, and MarkMonitor brand protection.

What is Clarivate's debt situation?

As of June 30, 2026, Clarivate carried $4.26B in total debt and $217.7M in cash and short-term investments, which results in net debt of $4.04B and a debt-to-equity ratio of 0.94.

What are analysts forecasting for Clarivate's earnings?

For the fiscal year ending December 31, 2026, analysts estimate EPS of $0.72 on revenue of $2.21B, followed by EPS of $0.78 on revenue of $2.02B the following year.

When will Clarivate report its next earnings?

Clarivate's next scheduled earnings date is November 3, 2026.

More Technology AI stock analysis