Clarivate Plc

Report azionario NYSE:CLVT

Capitalizzazione di mercato: US$1.4b

Clarivate Gestione

Criteri Gestione verificati 2/4

Clarivate Il CEO è Matti Shem Tov, nominato in Aug2024, e ha un mandato di 1.92 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 0.42% delle azioni della società, per un valore di $ 5.66M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.2 anni e 4.3 anni.

Informazioni chiave

Matti Shem Tov

Amministratore delegato

US$8.4m

Compenso totale

Percentuale dello stipendio del CEO10.78%
Mandato del CEO1.9yrs
Proprietà del CEO0.4%
Durata media del management3.2yrs
Durata media del Consiglio di amministrazione4.3yrs

Aggiornamenti recenti sulla gestione

Recent updates

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 Alpha
Aggiornamento 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...
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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...
Articolo di analisi Mar 03

Some Confidence Is Lacking In Clarivate Plc's (NYSE:CLVT) P/S

It's not a stretch to say that Clarivate Plc's ( NYSE:CLVT ) price-to-sales (or "P/S") ratio of 1.2x right now seems...
Seeking Alpha Feb 23

Clarivate: Another Weak Year Ahead

Summary I recommend maintaining a hold rating on Clarivate Plc due to poor organic growth prospects and declining EBITDA despite cost-cutting measures. FY25 is expected to be another challenging year with no signs of organic growth recovery and continued demand weakness across key segments. High debt levels and declining free cash flow raise concerns about CLVT's ability to manage its balance sheet and refinance upcoming debt. While management's strategic asset sales may benefit long-term revenue predictability, they will negatively impact near-term revenue and EBITDA. Read the full article on Seeking Alpha
Articolo di analisi Jan 26

Is Clarivate (NYSE:CLVT) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Articolo di analisi Jan 08

Are Investors Undervaluing Clarivate Plc (NYSE:CLVT) By 27%?

Key Insights The projected fair value for Clarivate is US$7.07 based on 2 Stage Free Cash Flow to Equity Clarivate is...

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Matti Shem Tov rispetto agli utili di Clarivate?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

-US$137m

Dec 31 2025US$8mUS$900k

-US$201m

Sep 30 2025n/an/a

-US$396m

Jun 30 2025n/an/a

-US$433m

Mar 31 2025n/an/a

-US$678m

Dec 31 2024US$5mUS$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 5.15M ).

Compensazione vs guadagni: La retribuzione di Matti è aumentata nonostante l'azienda non sia redditizia.


AMMINISTRATORE DELEGATO

Matti Shem Tov (65 yo)

1.9yrs
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

NomePosizioneMandatoCompensazioneProprietà
Matitiahu Shem Tov
CEO & Director1.9yrsUS$8.35m0.42%
$ 5.7m
Jonathan Collins
Executive VP & CFO4.6yrsUS$4.20m0.18%
$ 2.4m
Bar Veinstein
President of Academia & Government3.3yrsUS$3.47m0.072%
$ 980.3k
Henry Levy
President of Life Sciences & Healthcare3.2yrsUS$3.40m0.15%
$ 2.1m
Maroun Mourad
Advisorless than a yearUS$3.02m0.16%
$ 2.2m
Michael Easton
Senior VP of Finance & Chief Accounting Officer4.1yrsNessun dato0.11%
$ 1.5m
William Graff
Executive VP & Chief Information Officer4.3yrsNessun dato0.13%
$ 1.8m
Mark Donohue
Head of Investor Relationsno dataNessun datoNessun dato
John Doulamis
Senior VP & General Counsel1.5yrsNessun datoNessun dato
Gwenan White
Senior Vice President of Communications & Brandno dataNessun datoNessun dato
Darien Krimmert
Senior VP & Head of People1.3yrsNessun datoNessun dato
Richard Finch
Senior Vice President of Life Sciences and Healthcare7yrsNessun datoNessun dato
3.2yrs
Durata media
53yo
Età media

Gestione esperta: Il team dirigenziale di CLVT è considerato esperto (durata media dell'incarico 3.2 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Matitiahu Shem Tov
CEO & Director1.9yrsUS$8.35m0.42%
$ 5.7m
Anthony Munk
Independent Director7.2yrsNessun datoNessun dato
Andrew Snyder
Independent Non-Executive Chairman of the Board4.6yrsUS$370.00k0.073%
$ 999.2k
Usama Cortas
Independent Director5.8yrsNessun datoNessun dato
Jane Bomba
Independent Director6.2yrsUS$280.00k0.057%
$ 771.9k
Kenneth Cornick
Independent Director1yrUS$168.85k0.18%
$ 2.5m
Wendell Pritchett
Independent Director4yrsUS$270.00k0.015%
$ 209.7k
Adam Levyn
Independent Director5.8yrsNessun datoNessun dato
Saurabh Saha
Independent Director3.2yrsUS$250.00k0.017%
$ 230.8k
Suzanne Heywood
Independent Director2.2yrsUS$250.00k0.0050%
$ 67.5k
4.3yrs
Durata media
57yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di CLVT sono considerati esperti (durata media dell'incarico 4.3 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/28 12:32
Prezzo dell'azione a fine giornata2026/07/28 00:00
Utili2026/03/31
Utili annuali2025/12/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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 team di livello mondiale 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.

AnalistaIstituzione
Manav PatnaikBarclays
Heather BalskyBofA Global Research
Zachary CumminsB. Riley Securities, Inc.