Analysts have slightly lowered their price target on Clarivate to reflect modestly reduced discount rate assumptions and a marginally lower future price-to-earnings multiple, while keeping their fair value estimate effectively unchanged at approximately $4.93 per share.
What's in the News
- Clarivate completed a share repurchase of 34,823,885 shares, representing 5.11% of outstanding shares, for a total of $149.47 million under its December 16, 2024 buyback authorization (Key Developments).
- Between July 1, 2025 and September 30, 2025, the company repurchased 11,655,852 shares, or 1.73% of outstanding shares, for $49.98 million as the latest tranche of its buyback program (Key Developments).
- Clarivate raised its full year 2025 revenue guidance to a range of $2.42 billion to $2.45 billion, up from the prior range of $2.28 billion to $2.40 billion (Key Developments).
Valuation Changes
- Fair Value Estimate, unchanged at approximately $4.93 per share, indicating no material shift in intrinsic value despite model tweaks.
- Discount Rate, fallen slightly from about 11.74 percent to about 11.46 percent, reflecting a modestly lower assumed risk profile.
- Revenue Growth, effectively unchanged at roughly 16.84 percent, with only a negligible numerical adjustment in the forecast.
- Net Profit Margin, effectively unchanged at around 165.63 percent, with only immaterial rounding differences in the underlying assumption.
- Future P/E Multiple, decreased slightly from about 95.49x to about 94.78x, signaling a marginally lower valuation multiple applied to future earnings.
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