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CLVT: Share Repurchases Will Support Future Earnings Upside

Global Pharma And AI Trends Will Build Future Growth

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CLVT
AnalystConsensusTarget
Not Invested
Published 11 May 2025

Update shared on 22 Dec 2025

Fair value Decreased 5.07%
Previous
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AnalystConsensusTarget's Fair Value
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1Y
-30.5%
7D
-2.3%

Analysts have trimmed their price target on Clarivate by approximately $0.25. This reflects slightly higher perceived risk via a modestly increased discount rate and a lower future earnings multiple, while leaving their long term growth and profitability assumptions essentially unchanged.

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 the buyback program announced on December 16, 2024 (Key Developments).
  • Between July 1, 2025 and September 30, 2025, the company repurchased 11,655,852 shares, or 1.73%, for $49.98 million as the final tranche of the current buyback (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

  • The fair value estimate has fallen slightly, moving from $4.93 to $4.68 per share.
  • The discount rate has risen slightly, increasing from 11.46% to approximately 11.66%.
  • The revenue growth assumption is essentially unchanged, remaining at 16.8423%.
  • The net profit margin forecast is effectively stable, remaining at 165.63%.
  • The future P/E multiple has declined modestly, from about 94.8x to 90.5x projected earnings.

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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.