Update shared on 24 Nov 2025
Analysts have slightly raised their price target for Clarivate to nearly $5 per share. They cite the firm’s solid market position but note ongoing risks from budget constraints, AI competition, and leverage concerns.
Analyst Commentary
Bullish Takeaways
- Clarivate maintains strong market share within its key segments, supporting steady long-term positioning.
- Limited direct competition in the firm’s major markets provides clarity on continued demand for its specialized data solutions.
- Valuation appears attractive relative to peers given stable recurring revenues and an established customer base.
Bearish Takeaways
- Budget constraints in the university and healthcare sectors create headwinds for near-term growth.
- Emerging risks from artificial intelligence could disrupt traditional information workflows, which may affect Clarivate’s value proposition.
- High net leverage ratios present financial flexibility concerns and may constrain future investments or strategic initiatives.
What's in the News
- Clarivate completed the repurchase of 11,655,852 shares between July 1, 2025 and September 30, 2025, totaling $49.98 million and representing 1.73 percent of its shares. Overall, the buyback program announced on December 16, 2024 is now complete. The company repurchased 34,823,885 shares for $149.47 million, which equals 5.11 percent of the company (Key Developments).
- The company raised its full-year 2025 earnings guidance and now expects revenues between $2.42 billion and $2.45 billion, an increase from its previous guidance of $2.28 billion to $2.40 billion (Key Developments).
Valuation Changes
- Fair Value Estimate remains steady at $4.93 per share, indicating no notable change in analysts' assessment.
- Discount Rate has risen slightly from 11.69 percent to 11.74 percent, which signals a marginal increase in perceived risk or required return.
- Revenue Growth projections are effectively unchanged and hold just below 16.85 percent year over year.
- Net Profit Margin is stable near 1.66 percent with no significant movement in forecasts.
- Future Price-to-Earnings (P/E) Ratio has increased from 87.96x to 95.49x. This reflects a higher valuation multiple for anticipated earnings.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.