Clarivate Gestione
Criteri Gestione verificati 1/4
Clarivate Il CEO è Matti Shem Tov, nominato in Aug2024, e ha un mandato di 2.08 anni. la retribuzione annua totale è $ 8.35M, composta da 10.8% di stipendio e 89.2% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.41% delle azioni della società, per un valore di $ 4.99M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.9 anni e 4.5 anni.
Informazioni chiave
Matti Shem Tov
Amministratore delegato
US$8.4m
Compenso totale
| Percentuale dello stipendio del CEO | 10.78% |
| Mandato del CEO | 2.1yrs |
| Proprietà del CEO | 0.4% |
| Durata media del management | 1.9yrs |
| Durata media del Consiglio di amministrazione | 4.5yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento narrativa • Sep 03
CLVT: Rebuilding Effort And AI Expansion May Support Future Cash Flow
Clarivate’s analyst price target has been revised from $2.50 to $2.00, with analysts citing an extended timeline for the company’s effort to rebuild its foundations as the primary reason for the change. Analyst Commentary Recent commentary on Clarivate focuses on how much time it may take for the company to rebuild its foundations and what that could mean for the stock’s valuation and execution risk.
Aggiornamento narrativa • Aug 14
CLVT: AI Platforms And Rebuilding Efforts Will Support Future Upside
Analysts have lowered their implied fair value for Clarivate from $6.00 to about $5.32, reflecting recent cuts in Street price targets from $2.50 to $2.00 as some see the company’s foundation rebuilding efforts taking longer to play out. Analyst Commentary Recent research on Clarivate highlights mixed views, with some analysts focusing on the time needed for the company to rebuild its foundations and others flagging areas where execution could support a more constructive outlook on valuation.
Aggiornamento narrativa • Jul 30
CLVT: Fair Value View Will Balance AI Progress Against Prolonged Rebuilding Risks
Clarivate's analyst price target has been revised down from $2.50 to $2.00. Analysts point to the time required for the company to rebuild its foundations and reflect this more cautious view in lower fair value and profit margin assumptions, along with a higher future P/E estimate.Aggiornamento narrativa • Jul 07
CLVT: Portfolio Sale And AI Investments May Support Future Cash Flow
Clarivate's analyst price target has been adjusted slightly higher to $2.50 from $2.40. Analysts attribute the change to updated views on fair value, future P/E assumptions and profitability as key drivers of the revision.Aggiornamento narrativa • Jun 22
CLVT: IP Leadership And AI Platforms Will Drive Future Upside
Analysts have kept their $6.00 price target on Clarivate unchanged, citing updated assumptions that now reflect a slightly higher discount rate, modestly adjusted revenue growth and profit margin expectations, and a broadly similar future P/E outlook. What’s in the News for Clarivate Clarivate appointed Simon Webster as President of its Intellectual Property segment, effective June 10, as Maroun S.Aggiornamento narrativa • Jun 07
CLVT: Fair Value View Balances AI Platform Rollout Against Ongoing Profitability Risks
Analysts have revised their Clarivate price target to $2.40, reflecting updated assumptions about slower revenue declines, lower profit margins, and a higher future P/E of 71.88x in their models. What's in the News Clarivate launched IPOne, a unified IP intelligence platform that uses purpose-built AI agents and proprietary data to support IP research and workflows across enterprises, including activities such as discovery, clearance, prioritization, monitoring, analysis and decision support.Aggiornamento narrativa • May 23
CLVT: Free Cash Flow May Offset AI And Portfolio Execution Risks
Analysts have trimmed Clarivate price targets into a roughly $2.40 to $6 range, citing concerns around AI-related disruption risks and execution questions on the planned Life Sciences and Healthcare unit sale, even as some highlight solid free cash flow performance and guidance. Analyst Commentary Recent research notes reflect a mixed but generally cautious stance on Clarivate, with most firms trimming price targets while keeping ratings unchanged.Seeking Alpha • May 13
Clarivate: Business Showed Signs Of Stabilization, But It Is Not Enough
Summary Clarivate delivered improved Q1 2026 results, with organic growth turning positive at 0.6% and margin expansion, but reported revenue still declined year over year. Segment trends stabilized, notably with Academia & Government and Life Sciences & Healthcare returning to growth, though IPPG remained a drag at -1.3% organic growth. AI-driven product enhancements and the Value Creation Plan could accelerate organic growth, but sustained improvement is needed before a re-rating is justified. I maintain a hold rating, seeking several more quarters of cleaner execution and stronger IPPG performance before turning more constructive. Read the full article on Seeking AlphaAggiornamento narrativa • May 06
CLVT: Life Sciences Sale Execution Will Drive Upside Despite AI Risk
Analysts have trimmed their price expectations for Clarivate, with new targets ranging roughly from $2.40 to $6.00. They cited concerns around AI-related disruption risks and execution on the planned Life Sciences and Healthcare asset sale.Aggiornamento narrativa • Apr 21
CLVT: Free Cash Flow And Portfolio Simplification May Support Future Upside Potential
The Analyst Price Target for Clarivate has been reduced by about $1, with analysts pointing to AI disintermediation risk and uncertainty around the planned Life Sciences and Healthcare unit sale as key reasons for the reset. Analyst Commentary Recent research points to a more cautious stance on Clarivate, with several banks trimming price targets while keeping a range of ratings from Underweight to Buy.Aggiornamento narrativa • Apr 07
CLVT: Fair Value View Weighs AI Disruption Against Portfolio Reshaping Risks
Analyst price targets on Clarivate have reset sharply lower into a $2.40 to $6 range, with cuts of up to about $2 to $2.60 as analysts factor in AI disruption risks and uncertainty around the planned Life Sciences and Healthcare segment sale. Analyst Commentary Recent research updates on Clarivate highlight a cautious tilt, with several bearish analysts resetting expectations lower despite references to solid free cash flow metrics and outlined growth targets.Aggiornamento narrativa • Mar 24
CLVT: Fair Value View Balances AI Competition With Portfolio Execution Risks
Clarivate's analyst price targets have moved lower toward a new implied fair value near $2.40 per share, as analysts factor in slower revenue growth assumptions, lower profit margin expectations, AI related competitive risks, and execution risk around the planned Life Sciences and Healthcare unit sale. Analyst Commentary Recent Street research on Clarivate has tilted more cautious, with several bearish analysts cutting price targets and, in one case, downgrading the stock.Aggiornamento narrativa • Mar 10
CLVT: Value Creation Plan Execution Will Drive Upside Despite AI Headwinds
Our analyst price target for Clarivate has moved down from $7.00 to $6.00 as analysts trim their targets across the Street. They cite AI related competitive pressures, the execution risk around a potential Life Sciences and Healthcare sale, and a longer timeline for the company’s Value Creation Plan to play out.Aggiornamento narrativa • Feb 24
CLVT: Extended Plan Execution Will Unlock Value Despite Rising AI Competition
Analysts have trimmed their $4.20 price target on Clarivate to $3.60, reflecting concerns that rising competition from AI-focused rivals, limits on pricing power, and a longer timeline for the company's "Value Creation Plan" temper expectations for organic revenue growth and profitability. Analyst Commentary Goldman Sachs cut its rating on Clarivate to Neutral from Buy and reduced its price target to $3.60 from $4.20, signaling a more cautious stance on the shares.Aggiornamento narrativa • Feb 09
CLVT: Extended Value Creation Plan Timeline May Support Future Upside Potential
Analysts have trimmed their price target on Clarivate to about US$3.60 from roughly US$4.20, citing a longer timeline for the company's "Value Creation Plan" to influence organic revenue growth, as well as concerns about pressure from AI driven competitors and limited pricing power. Analyst Commentary Bullish Takeaways Bullish analysts still see some value support around the revised US$3.60 target, suggesting expectations have been reset to reflect slower organic growth execution.Articolo di analisi • Feb 04
Clarivate Plc's (NYSE:CLVT) 35% Dip In Price Shows Sentiment Is Matching Revenues
Clarivate Plc ( NYSE:CLVT ) shareholders that were waiting for something to happen have been dealt a blow with a 35...Aggiornamento narrativa • Jan 25
CLVT: Extended Plan And AI Competition Will Shape Long-Term Execution Outlook
Analysts have trimmed their price target on Clarivate to $3.60 from $4.20, citing expectations for a longer timeline for the Value Creation Plan to influence organic revenue growth, as well as concerns around competition from AI focused peers and limited pricing power. Analyst Commentary Recent Street research reflects a more cautious stance on Clarivate, with at least one major firm reducing its rating and target price as expectations temper around execution of the Value Creation Plan and the pace of organic revenue growth.Aggiornamento narrativa • Jan 09
CLVT: Extended Value Creation Timeline Will Confront Intensifying AI Competition
Analysts have trimmed their fair value estimate for Clarivate from US$3.75 to US$3.00, citing a lower Street price target and expectations that the company’s "Value Creation Plan" and efforts to improve organic revenue growth may take longer to show results in the face of rising AI driven competition and limited pricing power. Analyst Commentary Recent Street commentary has turned more cautious on Clarivate, with some price targets cut and ratings pulled back as expectations around the "Value Creation Plan" are reset to a longer timetable.Aggiornamento narrativa • Dec 22
CLVT: Share Repurchases Will Support Future Earnings Upside
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.Aggiornamento narrativa • Dec 08
CLVT: Share Buybacks And Raised Guidance Will Support Future Performance
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).Aggiornamento narrativa • Nov 24
CLVT: Strong Market Share Will Support Future Performance Despite AI Risk
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.Aggiornamento narrativa • Nov 09
CLVT: Market Position And AI Developments Will Drive Performance Ahead
Analysts have lowered Clarivate's price target from approximately $5.14 to $4.93 per share. They cite concerns over budget constraints in key sectors, potential risks from artificial intelligence, and the company’s elevated leverage, despite its strong market position.Articolo di analisi • Sep 16
These 4 Measures Indicate That Clarivate (NYSE:CLVT) Is Using Debt Extensively
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Articolo di analisi • Aug 02
Earnings Update: Clarivate Plc (NYSE:CLVT) Just Reported Its Second-Quarter Results And Analysts Are Updating Their Forecasts
One of the biggest stories of last week was how Clarivate Plc ( NYSE:CLVT ) shares plunged 20% in the week since its...Articolo di analisi • Jul 26
Is There An Opportunity With Clarivate Plc's (NYSE:CLVT) 32% Undervaluation?
Key Insights Clarivate's estimated fair value is US$6.63 based on 2 Stage Free Cash Flow to Equity Clarivate's US$4.53...Articolo di analisi • Jul 08
At US$4.40, Is Clarivate Plc (NYSE:CLVT) Worth Looking At Closely?
While Clarivate Plc ( NYSE:CLVT ) might not have the largest market cap around , it led the NYSE gainers with a...Nuova narrativa • May 11
Subscription Model And AI Integration Will Drive Operational Efficiency
Transitioning to a subscription-based model and AI innovation enhances revenue stability and competitive edge, supporting growth and improving net margins.Articolo di analisi • May 04
Optimistic Investors Push Clarivate Plc (NYSE:CLVT) Shares Up 27% But Growth Is Lacking
Clarivate Plc ( NYSE:CLVT ) shareholders are no doubt pleased to see that the share price has bounced 27% in the last...Articolo di analisi • Apr 23
Clarivate Plc (NYSE:CLVT) Shares Could Be 33% Below Their Intrinsic Value Estimate
Key Insights Clarivate's estimated fair value is US$4.92 based on 2 Stage Free Cash Flow to Equity Current share price...Articolo di analisi • Apr 08
Should You Investigate Clarivate Plc (NYSE:CLVT) At US$3.37?
Clarivate Plc ( NYSE:CLVT ), is not the largest company out there, but it saw significant share price movement during...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | -US$334m |
| Mar 31 2026 | n/a | n/a | -US$137m |
| Dec 31 2025 | US$8m | US$900k | -US$201m |
| Sep 30 2025 | n/a | n/a | -US$396m |
| Jun 30 2025 | n/a | n/a | -US$433m |
| Mar 31 2025 | n/a | n/a | -US$678m |
| Dec 31 2024 | US$5m | US$353k | -US$668m |
Compensazione vs Mercato: La retribuzione totale di Matti ($USD 8.35M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 5.28M ).
Compensazione vs guadagni: La retribuzione di Matti è aumentata nonostante l'azienda non sia redditizia.
AMMINISTRATORE DELEGATO
Matti Shem Tov (65 yo)
2.1yrs
Mandato
US$8,350,984
Compensazione
Mr. Matitiahu Shem Tov, also known as Matti, is Chief Executive Officer & Director of Clarivate Plc from August 9, 2024. Mr. Shem Tov serves as a Senior Advisor at Lone View Capital Management, L.P. He joi...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Director | 2.1yrs | US$8.35m | 0.41% $ 5.0m | |
| President of Academia & Government | 3.4yrs | US$3.47m | 0.085% $ 1.0m | |
| President of Life Sciences & Healthcare | 3.3yrs | US$3.40m | 0.15% $ 1.9m | |
| Advisor | 1yr | US$3.02m | 0.016% $ 200.5k | |
| Executive VP & CFO | less than a year | Nessun dato | 0.14% $ 1.7m | |
| Senior VP & Chief Accounting Officer | less than a year | Nessun dato | 0.023% $ 281.2k | |
| Executive VP & Chief Information Officer | 4.5yrs | Nessun dato | 0.13% $ 1.6m | |
| Vice President of Investor Relations | no data | Nessun dato | Nessun dato | |
| Senior VP & General Counsel | 1.7yrs | Nessun dato | Nessun dato | |
| Senior Vice President of Communications & Brand | no data | Nessun dato | Nessun dato | |
| Senior VP & Head of People | 1.5yrs | Nessun dato | Nessun dato | |
| Senior Vice President of Life Sciences and Healthcare | 7.2yrs | Nessun dato | Nessun dato |
1.9yrs
Durata media
53yo
Età media
Gestione esperta: Il team dirigenziale di CLVT non è considerato esperto (durata media 1.9 anni), il che suggerisce un nuovo team.
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Director | 2.1yrs | US$8.35m | 0.41% $ 5.0m | |
| Independent Director | 7.3yrs | Nessun dato | Nessun dato | |
| Independent Non-Executive Chairman of the Board | 4.8yrs | US$370.00k | 0.073% $ 896.0k | |
| Independent Director | 5.9yrs | Nessun dato | Nessun dato | |
| Independent Director | 6.3yrs | US$280.00k | 0.057% $ 692.1k | |
| Independent Director | 1.2yrs | US$168.85k | 0.32% $ 3.9m | |
| Independent Director | 4.2yrs | US$270.00k | 0.015% $ 188.0k | |
| Independent Director | 5.9yrs | Nessun dato | 0.032% $ 393.9k | |
| Independent Director | 3.3yrs | US$250.00k | 0.017% $ 207.0k | |
| Independent Director | 2.3yrs | US$250.00k | 0.0050% $ 60.6k |
4.5yrs
Durata media
57yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di CLVT sono considerati esperti (durata media dell'incarico 4.5 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/15 10:25 |
| Prezzo dell'azione a fine giornata | 2026/09/15 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Clarivate Plc è coperta da 13 analisti. 1 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Manav Patnaik | Barclays |
| Heather Balsky | BofA Global Research |
| Zachary Cummins | B. Riley Securities, Inc. |