View ValuationClarivate 将来の成長Future 基準チェック /36Clarivate利益と収益がそれぞれ年間63.7%と1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に6.9% 61.1%なると予測されています。主要情報63.7%収益成長率61.05%EPS成長率Professional Services 収益成長15.1%収益成長率1.0%将来の株主資本利益率6.91%アナリストカバレッジGood最終更新日15 May 2026今後の成長に関する最新情報お知らせ • Apr 30+ 1 more updateClarivate plc Reaffirms Earnings Guidance for the Full Year Ending December 31, 2026Clarivate Plc reaffirmed earnings guidance for the full year ending December 31, 2026. For the year, the company expects revenues in the range of $2.30 billion to $2.42 billion. Net loss to be $189 million to $124 million. Net loss per share to be in the range of $0.29 to $0.19.Breakeven Date Change • Apr 29The 9 analysts covering Clarivate previously expected the company to break even in 2028. New consensus forecast suggests losses will reduce by 42% per year to 2027. The company is expected to make a profit of US$56.5m in 2028. Average annual earnings growth of 86% is required to achieve expected profit on schedule.Price Target Changed • Feb 25Price target decreased by 14% to US$3.96Down from US$4.61, the current price target is an average from 7 analysts. New target price is 72% above last closing price of US$2.30. Stock is down 49% over the past year. The company is forecast to post a net loss per share of US$0.17 next year compared to a net loss per share of US$0.30 last year.お知らせ • Feb 24+ 1 more updateClarivate plc Provides Earnings Guidance for the Full Year Ending December 31, 2026Clarivate Plc provided earnings guidance for the full year ending December 31, 2026. For the year, the company expects revenues in the range of $2.30 billion to $2.42 billion. Net loss to be in the range of $189 million to $124 million. Net loss margin to be in the range of 8.2% to 5.1%. Net loss per share to be in the range of $0.29 to $0.19.Breakeven Date Change • Dec 31Forecast to breakeven in 2028The 9 analysts covering Clarivate expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$73.7m in 2028. Average annual earnings growth of 66% is required to achieve expected profit on schedule.Price Target Changed • Dec 17Price target decreased by 9.0% to US$4.68Down from US$5.14, the current price target is an average from 8 analysts. New target price is 32% above last closing price of US$3.54. Stock is down 29% over the past year. The company is forecast to post a net loss per share of US$0.31 next year compared to a net loss per share of US$0.96 last year.すべての更新を表示Recent updatesSeeking Alpha • May 13Clarivate: Business Showed Signs Of Stabilization, But It Is Not EnoughSummary 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お知らせ • May 08Clarivate plc Launches Web of Science Research IntelligenceClarivate Plc announced the global launch of Web of Science Research Intelligence, an AI-native research intelligence platform designed to support decision-making across funding, strategy and impact for research institutions. Developed in close partnership with the global research community and shaped by more than 50 development partners and early adopters across 20 countries, Web of Science Research Intelligence is now available to institutions worldwide. The platform brings together trusted, curated Clarivate data with responsible academic AI to help research offices, library teams and researchers secure funding, strengthen collaboration, inform strategy and demonstrate real-world impact. Web of Science Research Intelligence unifies fragmented data and embeds responsible academic AI directly into research workflows, enabling faster analysis, more confident decisions and clearer communication of research value. Its multidimensional Societal Impact Framework supports institutions in moving beyond traditional metrics to understand and demonstrate how research contributes to policy, practice and wider social outcomes. AI-guided workflows within the platform extend advanced analytical capabilities beyond specialist teams and enable more users across the institution to contribute to research planning and strategy. The platform connects curated Clarivate data across the research lifecycle – including publications, patents, funding, policy documents and clinical trials – to create a single, reliable foundation for decision-making. Built on publisher-neutral Web of Science Core Collection data, long recognized as the global standard for bibliometric analysis, Web of Science Research Intelligence delivers the quality, consistency and traceability required for high-stakes institutional decisions. Institutions can use Web of Science Research Intelligence to: Discover and track funding opportunities aligned to research priorities; Identify experts and build stronger collaboration networks; Explore emerging research areas and connect them to funding, expertise and impact; Create and share transparent, organization-level reporting on research performance; Analyze and communicate societal impact of research using multidimensional indicators and clear narratives. Unlike general-purpose AI tools that rely on broad, unverified sources, Web of Science Research Intelligence generates insights grounded in curated, authoritative data, with transparency into how analyses are created. This supports explainable, traceable and reliable insights – a critical requirement for institutional research decision-making. Web of Science Research Intelligence has been shaped through ongoing collaboration with research institutions worldwide to ensure alignment with real-world workflows and adoption across diverse teams. Its global network of development partners continues to inform the platform's evolution through practical institutional use cases. Developed in partnership with the research community, Web of Science Research Intelligence is an AI-native platform that helps institutions and researchers increase funding, optimize strategy, and demonstrate impact. Built on trusted, unified Clarivate data from Web of Science Core Collection, Derwent Innovations Index, Cortellis Clinical Trials Intelligence, and Pivot-RP, it provides a holistic view of research performance, supported by responsible AI and a transparent Societal Impact Framework developed by the Institute for Scientific Information.ナラティブの更新 • May 06CLVT: Life Sciences Sale Execution Will Drive Upside Despite AI RiskAnalysts 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.ライブニュース • May 04Clarivate Reports Strong Q1 as Nexus Connect Bridges University Research With AI PlatformsClarivate has launched Nexus Connect, an AI gateway that plugs university-licensed research and library services directly into AI chat agents such as ChatGPT and Claude. Five universities across North America and Asia-Pacific are the first to deploy Nexus Connect, with a broader early access program planned for July. The company reported Q1 results that outperformed consensus estimates and reaffirmed full-year 2026 revenue and adjusted EPS guidance, citing early progress on its Value Creation Plan. For you as an investor, the Nexus Connect launch points to Clarivate leaning into AI-enabled workflows inside tools researchers already use. By acting as a branded connector between AI chat agents and licensed academic content, Clarivate is positioning its products as part of the daily research routine for students and faculty, while helping universities keep control over how paid content is accessed. On the financial side, Q1 results that came in ahead of consensus and a reaffirmed 2026 outlook indicate that management views its Value Creation Plan as progressing in line with internal expectations so far. It may be useful to monitor how quickly Nexus Connect adoption expands beyond the initial five universities and to track whether AI-focused offerings begin to feature more prominently in Clarivate’s reported segments and commentary in future quarters.Reported Earnings • Apr 30First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: US$0.063 loss per share (improved from US$0.15 loss in 1Q 2025). Revenue: US$585.5m (down 1.4% from 1Q 2025). Net loss: US$40.2m (loss narrowed 61% from 1Q 2025). Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 19%. Revenue is forecast to grow 1.0% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.お知らせ • Apr 30+ 1 more updateClarivate plc Reaffirms Earnings Guidance for the Full Year Ending December 31, 2026Clarivate Plc reaffirmed earnings guidance for the full year ending December 31, 2026. For the year, the company expects revenues in the range of $2.30 billion to $2.42 billion. Net loss to be $189 million to $124 million. Net loss per share to be in the range of $0.29 to $0.19.Breakeven Date Change • Apr 29The 9 analysts covering Clarivate previously expected the company to break even in 2028. New consensus forecast suggests losses will reduce by 42% per year to 2027. The company is expected to make a profit of US$56.5m in 2028. Average annual earnings growth of 86% is required to achieve expected profit on schedule.ナラティブの更新 • Apr 21CLVT: Free Cash Flow And Portfolio Simplification May Support Future Upside PotentialThe 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.お知らせ • Apr 15Clarivate Plc to Report Q1, 2026 Results on Apr 29, 2026Clarivate Plc announced that they will report Q1, 2026 results Pre-Market on Apr 29, 2026ナラティブの更新 • Apr 07CLVT: Fair Value View Weighs AI Disruption Against Portfolio Reshaping RisksAnalyst 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.ナラティブの更新 • Mar 24CLVT: Fair Value View Balances AI Competition With Portfolio Execution RisksClarivate'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.ナラティブの更新 • Mar 10CLVT: Value Creation Plan Execution Will Drive Upside Despite AI HeadwindsOur 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.Price Target Changed • Feb 25Price target decreased by 14% to US$3.96Down from US$4.61, the current price target is an average from 7 analysts. New target price is 72% above last closing price of US$2.30. Stock is down 49% over the past year. The company is forecast to post a net loss per share of US$0.17 next year compared to a net loss per share of US$0.30 last year.New Risk • Feb 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 9.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Reported Earnings • Feb 24Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: US$0.30 loss per share (improved from US$0.96 loss in FY 2024). Revenue: US$2.46b (down 4.0% from FY 2024). Net loss: US$201.1m (loss narrowed 70% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.7%. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has fallen by 39% per year, which means it is significantly lagging earnings.お知らせ • Feb 24+ 1 more updateClarivate plc Provides Earnings Guidance for the Full Year Ending December 31, 2026Clarivate Plc provided earnings guidance for the full year ending December 31, 2026. For the year, the company expects revenues in the range of $2.30 billion to $2.42 billion. Net loss to be in the range of $189 million to $124 million. Net loss margin to be in the range of 8.2% to 5.1%. Net loss per share to be in the range of $0.29 to $0.19.ナラティブの更新 • Feb 24CLVT: Extended Plan Execution Will Unlock Value Despite Rising AI CompetitionAnalysts 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.ナラティブの更新 • Feb 09CLVT: Extended Value Creation Plan Timeline May Support Future Upside PotentialAnalysts 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.分析記事 • Feb 04Clarivate Plc's (NYSE:CLVT) 35% Dip In Price Shows Sentiment Is Matching RevenuesClarivate Plc ( NYSE:CLVT ) shareholders that were waiting for something to happen have been dealt a blow with a 35...お知らせ • Jan 28Clarivate Plc to Report Q4, 2025 Results on Feb 24, 2026Clarivate Plc announced that they will report Q4, 2025 results at 9:30 AM, US Eastern Standard Time on Feb 24, 2026ナラティブの更新 • Jan 25CLVT: Extended Plan And AI Competition Will Shape Long-Term Execution OutlookAnalysts 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.ナラティブの更新 • Jan 09CLVT: Extended Value Creation Timeline Will Confront Intensifying AI CompetitionAnalysts 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.Breakeven Date Change • Dec 31Forecast to breakeven in 2028The 9 analysts covering Clarivate expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$73.7m in 2028. Average annual earnings growth of 66% is required to achieve expected profit on schedule.ナラティブの更新 • Dec 22CLVT: Share Repurchases Will Support Future Earnings UpsideAnalysts 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.Price Target Changed • Dec 17Price target decreased by 9.0% to US$4.68Down from US$5.14, the current price target is an average from 8 analysts. New target price is 32% above last closing price of US$3.54. Stock is down 29% over the past year. The company is forecast to post a net loss per share of US$0.31 next year compared to a net loss per share of US$0.96 last year.ナラティブの更新 • Dec 08CLVT: Share Buybacks And Raised Guidance Will Support Future PerformanceAnalysts 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).Recent Insider Transactions Derivative • Dec 02President of Academia & Government notifies of intention to sell stockBar Veinstein intends to sell 310k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of December. If the sale is conducted around the recent share price of US$3.74, it would amount to US$1.2m. Since March 2025, Bar has owned 214.91k shares directly. Company insiders have collectively bought US$4.0m more than they sold, via options and on-market transactions, in the last 12 months.ナラティブの更新 • Nov 24CLVT: Strong Market Share Will Support Future Performance Despite AI RiskAnalysts 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.Recent Insider Transactions • Nov 14Director recently bought US$345k worth of stockOn the 10th of November, Kenneth Cornick bought around 100k shares on-market at roughly US$3.45 per share. This transaction amounted to 10.0% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth US$2.5m. Insiders have collectively bought US$4.0m more in shares than they have sold in the last 12 months.ナラティブの更新 • Nov 09CLVT: Market Position And AI Developments Will Drive Performance AheadAnalysts 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.Recent Insider Transactions • Nov 05Director recently bought US$2.5m worth of stockOn the 3rd of November, Kenneth Cornick bought around 725k shares on-market at roughly US$3.42 per share. This transaction increased Kenneth's direct individual holding by 3x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$3.7m more in shares than they have sold in the last 12 months.Major Estimate Revision • Nov 05Consensus estimates of losses per share improve by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from US$2.39b to US$2.44b. EPS estimate increased from -US$0.387 per share to -US$0.336 per share. Professional Services industry in the US expected to see average net income growth of 13% next year. Consensus price target broadly unchanged at US$5.05. Share price fell 4.4% to US$3.48 over the past week.Reported Earnings • Oct 30Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: US$0.042 loss per share (improved from US$0.091 loss in 3Q 2024). Revenue: US$623.1m (flat on 3Q 2024). Net loss: US$28.3m (loss narrowed 57% from 3Q 2024). Revenue exceeded analyst estimates by 9.2%. Earnings per share (EPS) also surpassed analyst estimates by 48%. Revenue is forecast to stay flat during the next 3 years compared to a 5.9% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has fallen by 31% per year, which means it is significantly lagging earnings.お知らせ • Oct 29Clarivate plc Revises Earnings Guidance for the Full Year 2025Clarivate Plc revised earnings guidance for the full year 2025. For the year, the company now expects revenues in the range of $2.42 Billion to $2.45 Billion compared to previous guidance of $2.28 Billion to $2.40 Billion.お知らせ • Oct 06Clarivate Plc to Report Q3, 2025 Results on Oct 29, 2025Clarivate Plc announced that they will report Q3, 2025 results Pre-Market on Oct 29, 2025分析記事 • Sep 16These 4 Measures Indicate That Clarivate (NYSE:CLVT) Is Using Debt ExtensivelyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...お知らせ • Aug 14Clarivate Launches AI-Powered Regulatory Assistant Within Cortellis Suite to Boost Productivity and Ease Regulatory BurdenClarivate Plc announced the beta launch of its AI-powered Regulatory Assistant within Cortellis Regulatory Intelligence. This new capability is designed to help regulatory professionals navigate complex and evolving global requirements with greater ease, speed and confidence. Informed by customer input and tested with industry partners, the beta version of the Regulatory Assistant is built to meet the real-world needs of regulatory professionals across biopharma, medtech and research organizations. The Regulatory Assistant will be launched to all Cortellis Regulatory Intelligence users in September with additional capabilities designed to further enhance usability, personalization and decision support. Features within the Beta version of Cortellis Regulatory Intelligence AI Assistant include: Conversational AI with referenced answers: Users can ask regulatory questions naturally and get precise,ited responses, saving hours of manual work. The AI-powered Assistant, guided by domain expertise, understands regulatory nuances to provide customers with accurate answers. Your conversations, always within reach: Users can pick up right where they left off with chat history, resulting in more relevant, personalized responses. Multilingual by design: Search and interact in preferred languages for a seamless, tailored experience. With market-leading intelligence solutions, transformative data technologies and trusted AI, Clarivate equips customers with the insight and foresight they need across every stage of the product lifecycle, from early discovery through commercialization and beyond. In line with this commitment, the new AI-powered Regulatory Assistant brings the Clarivate mission to life by helping customers navigate complexity, accelerate decision-making and shape the future of healthcare. As regulatory professionals face mounting pressure to keep pace with global changes, interpret complex requirements, and ensure compliance, the Regulatory Assistant streamlines access to trusted intelligence, enabling faster, more confident decisions. Built on the same proven Clarivate AI platform that powers Clarivate solutions, including Web of Science, and trusted by hundreds of organizations, it combines powerful technology with 30+ years of regulatory expertise relied on by top pharma and global agencies.分析記事 • Aug 02Earnings Update: Clarivate Plc (NYSE:CLVT) Just Reported Its Second-Quarter Results And Analysts Are Updating Their ForecastsOne of the biggest stories of last week was how Clarivate Plc ( NYSE:CLVT ) shares plunged 20% in the week since its...Reported Earnings • Jul 31Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: US$0.11 loss per share (improved from US$0.46 loss in 2Q 2024). Revenue: US$621.4m (down 4.4% from 2Q 2024). Net loss: US$72.0m (loss narrowed 77% from 2Q 2024). Revenue exceeded analyst estimates by 5.4%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to stay flat during the next 3 years compared to a 5.8% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has fallen by 36% per year, which means it is significantly lagging earnings.お知らせ • Jul 31Clarivate Plc Announces Departure of Valeria Alberola from the Board, Effective December 31, 2025Clarivate Plc announced that Valeria Alberola notified the Company of her intention to resign from the Board of Directors of the Company, effective as of December 31, 2025. Ms. Alberola confirmed that her decision to resign is due to a change in her primary employment and not as a result of any disagreement between her and the Company, its management, the Board of Directors, or any committee thereof.お知らせ • Jul 30+ 1 more updateClarivate Plc Announces Executive ChangesClarivate Plc announced that Maroun S. Mourad will join the company as President of the Intellectual Property (IP) segment, effective September 8, 2025. Maroun most recently served as President of the Claims Solutions division of Verisk Analytics Inc. He succeeds Gordon Samson, who will retire at the end of 2025 after a high-impact career in the IP industry, spending five years as the Chief Operating Officer at CPA Global, before joining the Clarivate executive team, most recently as the President of the IP segment. As a data analytics and software executive, Maroun has profitably grown businesses in the U.S., U.K., Europe, and emerging markets since 1998. Most recently, Maroun led the integrated suite of products and services for the Verisk Analytics Claims Solutions division. He was responsible for the product portfolio, services, and acquisitions that deliver value to clients across the insurance policy lifecycle worldwide. His focus on team building, customer-centricity, and delivering quality results has driven business transformations in established, start-up, and turnaround environments. Maroun holds a BA in political science and a JD, both from the University of California, Berkeley.分析記事 • Jul 26Is 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...New Risk • Jul 08New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: US$678m Forecast net loss in 3 years: US$40m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. This is currently the only risk that has been identified for the company.お知らせ • Jul 08Clarivate Plc to Report Q2, 2025 Results on Jul 30, 2025Clarivate Plc announced that they will report Q2, 2025 results Pre-Market on Jul 30, 2025分析記事 • Jul 08At 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...お知らせ • Jun 19TRADEMARK Promotes Greg Villeneuve to Executive Producer and Vice President of OperationsTRADEMARK announced the promotion of Greg Villeneuve to Executive Producer and Vice President of Operations. A key member of the Trademark team since 2016, Greg has played an instrumental role in producing some of the company’s most ambitious, design-forward events for industry-defining brands, including Adobe, Webflow, and Lucasfilm. In his expanded role, Greg will oversee Trademark’s end-to-end production operations, driving excellence across project delivery, budget stewardship, resource planning, and operational systems. His leadership will continue to elevate TRADEMARK’s ability to execute world-class events that push creative boundaries while maintaining sound operations. Over nearly a decade with Trademark, Greg has led production for high-profile experiential events, bringing artistry and precision to complex brand environments. Behind the scenes, he has also spearheaded the evolution of Trademark’s internal systems, developing scalable workflows for budgeting, scheduling, and production tracking that have improved efficiency across the organization and ensured excellent results for TRADEMARK clients. Greg holds a Bachelor of Arts from Washington University in St. Louis, MO. He has demonstrated professional capabilities in event budgeting, high-end production, event and venue contracts, vendor management, and creative ideation and development. With this promotion, Greg steps into a critical leadership role as TRADEMARK expands its capabilities and partnerships across experiential, virtual, and hybrid productions for leading brands across technology, gaming, biotech, travel, and entertainment.お知らせ • May 15Clarivate Enhances Off-X with Pathway Maps to Accelerate Target Safety AssessmentsClarivate Plc announced the incorporation of Pathway Maps in OFF-X, a cutting-edge translational safety intelligence solution. With over 30% of drug development failures attributed to safety issues1, preclinical and translational research teams face increasing pressure to identify potential liabilities earlier in the target selection process. Pathway Maps provide powerful visual tools that offer deeper insights into the biological mechanisms underlying diseases and target interactions, streamlining target safety assessments and enabling faster, data-driven decisions. Traditional safety data collection is often fragmented and time-consuming, creating delays in critical go/no-go decisions. With the addition of Pathway Maps to OFF-X, researchers can now explore disease-specific visualizations of key signaling pathways and molecular processes--uniquely overlaid with curated, multi-source safety data. This integration enables users to quickly pinpoint potential safety liabilities across upstream or downstream targets, adding biological context to risk assessment. By bringing together visual disease biology and comprehensive safety intelligence in one platform, OFF-X addresses a critical industry gap--empowering teams to make faster, more confident decisions across the drug development lifecycle. With this release, OFF-X reaffirms its unique position as a platform that integrates proprietary physiological and disease pathway visualizations with curated safety data from diverse sources. This integration streamlines data access and enhances risk evaluation, providing researchers with the confidence to make more informed decisions and refine mitigation strategies. Designed to support researchers throughout the drug development lifecycle--from early discovery to post-marketing surveillance-- OFF-X offers a unified resource for translational safety intelligence. In the drug discovery and preclinical space, the combination OFF-X and Cortellis Drug Discovery Intelligence provides the most powerful approach for researchers to cover both efficacy and safety.お知らせ • May 13Clarivate Plc, Annual General Meeting, May 14, 2026Clarivate Plc, Annual General Meeting, May 14, 2026.新しいナラティブ • May 11Subscription 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. Major Estimate Revision • May 06Consensus EPS estimates fall by 50%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -US$0.168 to -US$0.253 per share. Revenue forecast unchanged at US$2.35b. Professional Services industry in the US expected to see average net income growth of 12% next year. Consensus price target down from US$5.56 to US$5.31. Share price rose 19% to US$4.28 over the past week.分析記事 • May 04Optimistic Investors Push Clarivate Plc (NYSE:CLVT) Shares Up 27% But Growth Is LackingClarivate Plc ( NYSE:CLVT ) shareholders are no doubt pleased to see that the share price has bounced 27% in the last...Breakeven Date Change • Apr 30No longer forecast to breakevenThe 8 analysts covering Clarivate no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$36.8m in 2027. New consensus forecast suggests the company will make a loss of US$3.63m in 2027.お知らせ • Apr 30Clarivate plc Reaffirms Earnings Guidance for the Year Ending December 31, 2025Clarivate Plc reaffirmed earnings guidance for the year Ending December 31, 2025. For the year, the company expects Revenues to be $2.28 Billion to $2.40 Billion.Reported Earnings • Apr 29First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: US$0.15 loss per share (further deteriorated from US$0.14 loss in 1Q 2024). Revenue: US$593.7m (down 4.4% from 1Q 2024). Net loss: US$103.9m (loss widened 11% from 1Q 2024). Revenue exceeded analyst estimates by 4.1%. Earnings per share (EPS) missed analyst estimates by 67%. Revenue is forecast to stay flat during the next 3 years compared to a 7.0% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 35% per year, which means it is significantly lagging earnings.分析記事 • Apr 23Clarivate Plc (NYSE:CLVT) Shares Could Be 33% Below Their Intrinsic Value EstimateKey Insights Clarivate's estimated fair value is US$4.92 based on 2 Stage Free Cash Flow to Equity Current share price...お知らせ • Apr 23Clarivate Plc Launches DRG Commercial Analytics 360 Enabling Medtech Companies to Advance Commercial Strategy and ExecutionClarivate Plc announced the launch of DRG Commercial Analytics 360—a solution designed to empower medtech companies with advanced insights to drive commercial performance. As the demand for precise, analytics-driven strategies grows, medtech companies require deeper visibility into customer activity, affiliations, practice behavior and caseloads. DRG Commercial Analytics 360 equips commercial teams with the insights needed to navigate the complex U.S. provider landscape, engage key stakeholder, and improve both patient access and business outcomes. Tailored for the medtech sector, the platform combines the robust search capabilities of Procedure Finder with the extensive Clarivate provider and affiliations network. It delivers real-world, data-driven intelligence, enabling medtech companies to optimize strategic planning, field sales performance and market execution. To meet the evolving demands of complex targeting in medtech, DRG Commercial Analytics 360 delivers a suite of capabilities that enable smarter, data-driven decisions across the commercial organization: Actionable Intelligence: Integrated healthcare provider data and analytics offer clear, tailored insights into who is treating targeted patients, their network affiliations, and where procedures are performed—across hospitals, mbulatory surgery centers, and other care settings. Accurate, De-duplicated Market Segments: By categorizing procedures by type and eliminating code-level duplication, the platform ensures a reliable, detailed view of procedure volume and flow across the U.S. market. 360° Market Visibility: Modularized claims and code groupings are aligned with precise market definitions to support accurate market sizing and informed resource allocation. Expert-Led Data Intelligence: Backed by in-house medtech, medical coding, and U.S. healthcare expertise, Clarivate data scientists apply tailored extrapolation methodologies to surface nuanced insights across market segments. The Clarivate medtech team partners with medical device companies and distributors to fully harness the value of DRG Commercial Analytics 360—whether building national strategy or optimizing field sales planning.Major Estimate Revision • Apr 21Consensus EPS estimates fall by 16%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -US$0.166 to -US$0.192 per share. Revenue forecast unchanged at US$2.35b. Professional Services industry in the US expected to see average net income growth of 14% next year. Consensus price target down from US$5.78 to US$5.56. Share price fell 9.1% to US$3.21 over the past week.Major Estimate Revision • Apr 09Consensus EPS estimates fall by 44%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -US$0.115 to -US$0.166 per share. Revenue forecast of US$2.35b unchanged since last update. Professional Services industry in the US expected to see average net income growth of 16% next year. Consensus price target broadly unchanged at US$5.78. Share price fell 10% to US$3.59 over the past week.分析記事 • Apr 08Should 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...お知らせ • Apr 02Clarivate Plc to Report Q1, 2025 Results on Apr 29, 2025Clarivate Plc announced that they will report Q1, 2025 results Pre-Market on Apr 29, 2025Buy Or Sell Opportunity • Mar 21Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 18% to US$4.09. The fair value is estimated to be US$5.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.7% over the last 3 years. Earnings per share has grown by 9.9%. Revenue is forecast to decline by 7.2% in 2 years. Earnings are forecast to grow by 98% in the next 2 years.お知らせ • Mar 18Clarivate Plc, Annual General Meeting, May 07, 2025Clarivate Plc, Annual General Meeting, May 07, 2025. Location: 70 st. mary axe, london ec3a 8be, United KingdomRecent Insider Transactions • Mar 06Independent Director recently bought US$254k worth of stockOn the 3rd of March, Saurabh Saha bought around 58k shares on-market at roughly US$4.36 per share. This transaction increased Saurabh's direct individual holding by 2x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$135k more in shares than they have sold in the last 12 months.Buy Or Sell Opportunity • Mar 04Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 28% to US$4.15. The fair value is estimated to be US$5.23, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.7% over the last 3 years. Earnings per share has grown by 9.9%. Revenue is forecast to decline by 7.3% in 2 years. Earnings are forecast to grow by 95% in the next 2 years.分析記事 • Mar 03Some Confidence Is Lacking In Clarivate Plc's (NYSE:CLVT) P/SIt'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...お知らせ • Mar 01Clarivate plc Announces Retirement of Michael J. Angelakis from Board of Directors, Effective May 7, 2025On February 25, 2025, Michael J. Angelakis notified Clarivate Plc of his decision to retire from the Board of Directors of the Company (the “Board”), effective upon the re-election of members of the Board at the Company’s 2025 Annual General Meeting of Shareholders to be held on May 7, 2025, and withdrew from consideration for re-election as a member of the Board.Major Estimate Revision • Feb 26Consensus EPS estimates fall by 182%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$2.55b to US$2.37b. Losses expected to increase from US$0.054 per share to US$0.15. Professional Services industry in the US expected to see average net income growth of 16% next year. Consensus price target down from US$6.21 to US$5.89. Share price fell 7.5% to US$4.47 over the past week.Seeking Alpha • Feb 23Clarivate: Another Weak Year AheadSummary 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 AlphaBreakeven Date Change • Feb 20Forecast breakeven date pushed back to 2027The 9 analysts covering Clarivate previously expected the company to break even in 2026. New consensus forecast suggests losses will reduce by 86% per year to 2026. The company is expected to make a profit of US$93.2m in 2027. Average annual earnings growth of 97% is required to achieve expected profit on schedule.Reported Earnings • Feb 19Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: US$0.96 loss per share (improved from US$1.47 loss in FY 2023). Revenue: US$2.56b (down 2.7% from FY 2023). Net loss: US$668.0m (loss narrowed 32% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 64%. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.分析記事 • Jan 26Is 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...お知らせ • Jan 22Clarivate Plc to Report Q4, 2024 Results on Feb 19, 2025Clarivate Plc announced that they will report Q4, 2024 results Pre-Market on Feb 19, 2025お知らせ • Jan 14Clarivate plc Launches Drg Fusion - A New Life Sciences Analytics Product Powered by Real-World DataClarivate Plc announced the launch of DRG Fusion, an innovative platform to support commercial analytics in life sciences. Powered by integrated real-world data and built by clinical and data science experts, Fusion provides biopharma and medtech organizations with the tools to understand and act in varied disease and competitive landscapes -- eliminating the complexities of raw data management. Fusion addresses the critical needs of biopharma and medtech commercial, sales and marketing teams by offering modular data analytics products aligned to functional team needs. Pre-built modules provide users with configurable dashboards to support patient journey analysis, commercial targeting, market access optimization and patient segmentation. Fusion streamlines the data management and querying process for life sciences organizations by simplifying complex data analysis with ready-made, informative visuals and tables accelerating commercial decisions.分析記事 • Jan 08Are 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...Seeking Alpha • Dec 26Clarivate: Clearing The DecksSummary Clarivate Plc's shares have rebounded somewhat after hitting an all-time low following weak 3Q24 results under new CEO Matti Shem Tov, who will reveal a Value Creation Plan in February. The company faces challenges with declining revenues and high debt, leading to mixed analyst ratings and a cautious outlook until more details of the turnaround plan are revealed. The stock is cheap on a P/E basis, and there was significant insider buying in November from beneficial owners. An analysis around Clarivate plc. follows in the paragraphs below. Read the full article on Seeking Alphaお知らせ • Dec 16Clarivate Plc (NYSE:CLVT) announces an Equity Buyback for $500 million worth of its shares.Clarivate Plc (NYSE:CLVT) announces a share repurchase program. Under the program, the company will repurchase up to $500 million worth of its ordinary shares. The company expects to fund the purchases with cash on hand. The program will run through December 31, 2026.分析記事 • Dec 16Is Clarivate Plc (NYSE:CLVT) Potentially Undervalued?Clarivate Plc ( NYSE:CLVT ), is not the largest company out there, but it saw a double-digit share price rise of over...お知らせ • Dec 14Clarivate plc Announces Retirement of Richard Roedel from the Board of Directors, Effective January 1, 2025On July 23, 2024, Richard Roedel notified Clarivate Plc of his retirement from the Board of Directors of the Company, effective as of December 31, 2024. On December 10, 2024, Mr. Roedel amended the effective date of his retirement from the Board of Directors of the Company to January 1, 2025.Major Estimate Revision • Nov 13Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$2.60b to US$2.56b. Losses expected to increase from US$0.50 per share to US$0.57. Professional Services industry in the US expected to see average net income growth of 21% next year. Consensus price target down from US$7.63 to US$6.27. Share price fell 30% to US$4.59 over the past week.Seeking Alpha • Nov 08Clarivate: Downgrade To Hold As Growth May Take A Long Time To RecoverSummary I downgrade Clarivate PLC from buy to hold due to lack of confidence in near-term organic growth recovery and potential further stock price decline. CLVT's 3Q24 earnings report showed a 3.9% revenue decline and worsening organic growth, marking the worst performance in its history. The new CEO's Value Creation Plan is promising but will take a long time to show results, adding to the uncertainty. External headwinds in A&G and LS&G segments further dampen growth prospects, making it prudent to avoid investing until the outlook improves. Read the full article on Seeking AlphaPrice Target Changed • Nov 07Price target decreased by 13% to US$6.63Down from US$7.63, the current price target is an average from 9 analysts. New target price is 42% above last closing price of US$4.68. Stock is down 28% over the past year. The company is forecast to post a net loss per share of US$0.67 next year compared to a net loss per share of US$1.47 last year.Breakeven Date Change • Nov 07Forecast breakeven date pushed back to 2026The 8 analysts covering Clarivate previously expected the company to break even in 2025. New consensus forecast suggests the company will make a profit of US$131.0m in 2026. Average annual earnings growth of 92% is required to achieve expected profit on schedule.分析記事 • Nov 07Some Confidence Is Lacking In Clarivate Plc (NYSE:CLVT) As Shares Slide 26%Clarivate Plc ( NYSE:CLVT ) shares have had a horrible month, losing 26% after a relatively good period beforehand. The...New Risk • Nov 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 10% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (10% average weekly change). Shareholders have been diluted in the past year (7.1% increase in shares outstanding).お知らせ • Oct 29Silverchair Science + Communications, Inc. signed a definitive agreement to acquire ScholarOne, Inc. from Clarivate Plc (NYSE:CLVT).Silverchair Science + Communications, Inc. signed a definitive agreement to acquire ScholarOne, Inc. from Clarivate Plc (NYSE:CLVT) on October 28, 2024. The acquisition is expected to close within the fourth quarter of 2024 subject to the satisfaction of customary closing conditions.Recent Insider Transactions Derivative • Oct 17President of Academia & Government notifies of intention to sell stockBar Veinstein intends to sell 60k shares in the next 90 days after lodging an Intent To Sell Form on the 15th of October. If the sale is conducted around the recent share price of US$7.00, it would amount to US$420k. Since March 2024, Bar's direct individual holding has increased from 37.79k shares to 976.58k. There has only been one transaction (US$119k sale) from insiders over the last 12 months.お知らせ • Oct 16Clarivate Plc to Report Q3, 2024 Results on Nov 06, 2024Clarivate Plc announced that they will report Q3, 2024 results Pre-Market on Nov 06, 2024分析記事 • Sep 27Here's Why Clarivate (NYSE:CLVT) Has A Meaningful Debt BurdenSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Recent Insider Transactions Derivative • Sep 22President of Academia & Government notifies of intention to sell stockBar Veinstein intends to sell 120k shares in the next 90 days after lodging an Intent To Sell Form on the 19th of September. If the sale is conducted around the recent share price of US$7.00, it would amount to US$840k. Since March 2024, Bar's direct individual holding has increased from 37.79k shares to 1.10m. There has only been one transaction (US$119k sale) from insiders over the last 12 months.分析記事 • Sep 06Clarivate Plc (NYSE:CLVT) Stock Rockets 31% As Investors Are Less Pessimistic Than ExpectedClarivate Plc ( NYSE:CLVT ) shareholders would be excited to see that the share price has had a great month, posting a...お知らせ • Sep 04Clarivate Launches Generative AI-Powered Web of Science Research AssistantClarivate Plc released the Web of Science™ Research Assistant. The new generative AI-powered tool helps researchers find key papers faster, handle complex research tasks and visualize connections. The chat interface combined with the Web of Science knowledge graph allows researchers to get more out of their interactions with 120 years of trusted publication and citation data in the Web of Science Core Collection™. The Web of Science Research Assistant features include: Flexible search for documents – Users can conduct natural language searches in several languages. The tool delivers overviews that consider more than 120 years of research and reveals connections between concepts and papers in a field of study. Guided prompts and tasks – The tool suggests ways users can enhance their research tasks, following context-specific prompts to expand or refine the scope of discovery. Guided tasks including 'Understand a topic', 'Literature review' or 'Find a journal' help researchers focus on exactly what they need. Unique data visualizations – Users can explore trend graphs, topic maps and co-citation networks that show different angles on a topic and guide them deeper into their research. The tool was developed in collaboration with librarians and researchers worldwide and entered beta testing in December 2023. Development partners help ensure that the generative AI-powered assistant meets rigorous standards for quality, accuracy and privacy. The Web of Science Research Assistant team will continue to work with the community to gather feedback and guidance for future enhancements.分析記事 • Aug 29Is Clarivate Plc (NYSE:CLVT) Trading At A 43% Discount?Key Insights Using the 2 Stage Free Cash Flow to Equity, Clarivate fair value estimate is US$11.73 Clarivate is...お知らせ • Aug 20Clarivate plc Appoints Melanie Margolin as Chief Administrative and Legal OfficerClarivate Plc has appointed Melanie Margolin to the expanded role of Chief Administrative and Legal Officer. She joined the company as Executive Vice President and Chief Legal Officer in September 2023. Ms. Margolin successfully leverages her experience as a seasoned executive to advance key strategic programs at Clarivate. She has a proven track record of establishing strong controls for complex organizations through business-first legal advice and a sustained focus on people-centric leadership. In her expanded role, Ms. Margolin will oversee human resources, facilities, communications and brand functions in addition to global legal affairs, risk, sustainability, privacy and compliance. Melanie Margolin is a legal expert and business leader with more than 25 years of experience overseeing legal, risk mitigation, corporate governance and compliance for global publicly listed companies. Prior to joining Clarivate, Ms. Margolin served as Chief Legal Officer for Thumbtack, a venture-backed leading local services marketplace. Ms. Margolin also previously served as Senior Vice President, General Counsel and Corporate Secretary for Wabash National Inc., an industrial manufacturing and transportation company, and as Deputy General Counsel at Cummins Inc., a global power manufacturer and distribution business. Ms. Margolin holds a bachelor's degree in speech communication from University of Illinois, a juris doctor from DePaul University College of Law and is a graduate of the Executive Finance Program at Harvard Business School.Major Estimate Revision • Aug 13Consensus EPS estimates fall by 244%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -US$0.15 to -US$0.516 per share. Revenue forecast unchanged at US$2.61b. Professional Services industry in the US expected to see average net income growth of 24% next year. Consensus price target down from US$7.73 to US$7.33. Share price rose 15% to US$6.20 over the past week.Seeking Alpha • Aug 09Clarivate: Attractive Upside Even With Conservative AssumptionsSummary A buy rating is recommended for Clarivate due to the expected organic growth improvement. Recent earnings showed a revenue decline, but organic growth showed a positive recovery, particularly in the A&G and IP segments. Valuation is cheap at 6.5x forward PE, with potential for multiple expansions as growth accelerates. Read the full article on Seeking AlphaReported Earnings • Aug 07Second quarter 2024 earnings: EPS misses analyst expectationsSecond quarter 2024 results: US$0.46 loss per share (further deteriorated from US$0.21 loss in 2Q 2023). Revenue: US$650.3m (down 2.8% from 2Q 2023). Net loss: US$316.8m (loss widened 124% from 2Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates significantly. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has fallen by 40% per year, which means it is performing significantly worse than earnings.業績と収益の成長予測NYSE:CLVT - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20282,47332N/A730612/31/20272,416-64434671912/31/20262,364-12240362893/31/20262,447-137334592N/A12/31/20252,455-201365629N/A9/30/20252,501-396335610N/A6/30/20252,500-433346632N/A3/31/20252,529-678356642N/A12/31/20242,557-668358647N/A9/30/20242,577-1,339425696N/A6/30/20242,602-1,280401657N/A3/31/20242,621-1,105445693N/A12/31/20232,629-987502744N/A9/30/20232,620181465690N/A6/30/20232,609-4,247504735N/A3/31/20232,627-4,062449669N/A12/31/20222,660-4,036306509N/A9/30/20222,545-4,470202391N/A6/30/20222,352-3081227N/A3/31/20222,111-20590217N/A12/31/20211,877-312205324N/A9/30/20211,772-195326441N/A6/30/20211,614-383301418N/A3/31/20211,442-277264391N/A12/31/20201,254-351156264N/A9/30/20201,053-46922133N/A6/30/20201,012-27776182N/A3/31/2020981-32935121N/A12/31/2019974-259N/A118N/A9/30/2019965-170N/A61N/A6/30/2019964-235N/A-14N/A3/31/2019965-224N/A-22N/A12/31/2018968-242N/A-26N/A12/31/2017918-264N/A7N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: CLVTは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.5% ) よりも高い成長率であると考えられます。収益対市場: CLVT今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: CLVT今後 3 年以内に収益を上げることが予想されます。収益対市場: CLVTの収益 ( 1% ) US市場 ( 11.6% ) よりも低い成長が予測されています。高い収益成長: CLVTの収益 ( 1% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: CLVTの 自己資本利益率 は、3年後には低くなると予測されています ( 6.9 %)。成長企業の発掘7D1Y7D1Y7D1YCommercial-services 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/20 01:06終値2026/05/20 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Clarivate Plc 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13 アナリスト機関Manav PatnaikBarclaysHeather BalskyBofA Global ResearchZachary CumminsB. Riley Securities, Inc.10 その他のアナリストを表示
お知らせ • Apr 30+ 1 more updateClarivate plc Reaffirms Earnings Guidance for the Full Year Ending December 31, 2026Clarivate Plc reaffirmed earnings guidance for the full year ending December 31, 2026. For the year, the company expects revenues in the range of $2.30 billion to $2.42 billion. Net loss to be $189 million to $124 million. Net loss per share to be in the range of $0.29 to $0.19.
Breakeven Date Change • Apr 29The 9 analysts covering Clarivate previously expected the company to break even in 2028. New consensus forecast suggests losses will reduce by 42% per year to 2027. The company is expected to make a profit of US$56.5m in 2028. Average annual earnings growth of 86% is required to achieve expected profit on schedule.
Price Target Changed • Feb 25Price target decreased by 14% to US$3.96Down from US$4.61, the current price target is an average from 7 analysts. New target price is 72% above last closing price of US$2.30. Stock is down 49% over the past year. The company is forecast to post a net loss per share of US$0.17 next year compared to a net loss per share of US$0.30 last year.
お知らせ • Feb 24+ 1 more updateClarivate plc Provides Earnings Guidance for the Full Year Ending December 31, 2026Clarivate Plc provided earnings guidance for the full year ending December 31, 2026. For the year, the company expects revenues in the range of $2.30 billion to $2.42 billion. Net loss to be in the range of $189 million to $124 million. Net loss margin to be in the range of 8.2% to 5.1%. Net loss per share to be in the range of $0.29 to $0.19.
Breakeven Date Change • Dec 31Forecast to breakeven in 2028The 9 analysts covering Clarivate expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$73.7m in 2028. Average annual earnings growth of 66% is required to achieve expected profit on schedule.
Price Target Changed • Dec 17Price target decreased by 9.0% to US$4.68Down from US$5.14, the current price target is an average from 8 analysts. New target price is 32% above last closing price of US$3.54. Stock is down 29% over the past year. The company is forecast to post a net loss per share of US$0.31 next year compared to a net loss per share of US$0.96 last year.
Seeking Alpha • May 13Clarivate: Business Showed Signs Of Stabilization, But It Is Not EnoughSummary 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
お知らせ • May 08Clarivate plc Launches Web of Science Research IntelligenceClarivate Plc announced the global launch of Web of Science Research Intelligence, an AI-native research intelligence platform designed to support decision-making across funding, strategy and impact for research institutions. Developed in close partnership with the global research community and shaped by more than 50 development partners and early adopters across 20 countries, Web of Science Research Intelligence is now available to institutions worldwide. The platform brings together trusted, curated Clarivate data with responsible academic AI to help research offices, library teams and researchers secure funding, strengthen collaboration, inform strategy and demonstrate real-world impact. Web of Science Research Intelligence unifies fragmented data and embeds responsible academic AI directly into research workflows, enabling faster analysis, more confident decisions and clearer communication of research value. Its multidimensional Societal Impact Framework supports institutions in moving beyond traditional metrics to understand and demonstrate how research contributes to policy, practice and wider social outcomes. AI-guided workflows within the platform extend advanced analytical capabilities beyond specialist teams and enable more users across the institution to contribute to research planning and strategy. The platform connects curated Clarivate data across the research lifecycle – including publications, patents, funding, policy documents and clinical trials – to create a single, reliable foundation for decision-making. Built on publisher-neutral Web of Science Core Collection data, long recognized as the global standard for bibliometric analysis, Web of Science Research Intelligence delivers the quality, consistency and traceability required for high-stakes institutional decisions. Institutions can use Web of Science Research Intelligence to: Discover and track funding opportunities aligned to research priorities; Identify experts and build stronger collaboration networks; Explore emerging research areas and connect them to funding, expertise and impact; Create and share transparent, organization-level reporting on research performance; Analyze and communicate societal impact of research using multidimensional indicators and clear narratives. Unlike general-purpose AI tools that rely on broad, unverified sources, Web of Science Research Intelligence generates insights grounded in curated, authoritative data, with transparency into how analyses are created. This supports explainable, traceable and reliable insights – a critical requirement for institutional research decision-making. Web of Science Research Intelligence has been shaped through ongoing collaboration with research institutions worldwide to ensure alignment with real-world workflows and adoption across diverse teams. Its global network of development partners continues to inform the platform's evolution through practical institutional use cases. Developed in partnership with the research community, Web of Science Research Intelligence is an AI-native platform that helps institutions and researchers increase funding, optimize strategy, and demonstrate impact. Built on trusted, unified Clarivate data from Web of Science Core Collection, Derwent Innovations Index, Cortellis Clinical Trials Intelligence, and Pivot-RP, it provides a holistic view of research performance, supported by responsible AI and a transparent Societal Impact Framework developed by the Institute for Scientific Information.
ナラティブの更新 • May 06CLVT: Life Sciences Sale Execution Will Drive Upside Despite AI RiskAnalysts 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.
ライブニュース • May 04Clarivate Reports Strong Q1 as Nexus Connect Bridges University Research With AI PlatformsClarivate has launched Nexus Connect, an AI gateway that plugs university-licensed research and library services directly into AI chat agents such as ChatGPT and Claude. Five universities across North America and Asia-Pacific are the first to deploy Nexus Connect, with a broader early access program planned for July. The company reported Q1 results that outperformed consensus estimates and reaffirmed full-year 2026 revenue and adjusted EPS guidance, citing early progress on its Value Creation Plan. For you as an investor, the Nexus Connect launch points to Clarivate leaning into AI-enabled workflows inside tools researchers already use. By acting as a branded connector between AI chat agents and licensed academic content, Clarivate is positioning its products as part of the daily research routine for students and faculty, while helping universities keep control over how paid content is accessed. On the financial side, Q1 results that came in ahead of consensus and a reaffirmed 2026 outlook indicate that management views its Value Creation Plan as progressing in line with internal expectations so far. It may be useful to monitor how quickly Nexus Connect adoption expands beyond the initial five universities and to track whether AI-focused offerings begin to feature more prominently in Clarivate’s reported segments and commentary in future quarters.
Reported Earnings • Apr 30First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: US$0.063 loss per share (improved from US$0.15 loss in 1Q 2025). Revenue: US$585.5m (down 1.4% from 1Q 2025). Net loss: US$40.2m (loss narrowed 61% from 1Q 2025). Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 19%. Revenue is forecast to grow 1.0% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.
お知らせ • Apr 30+ 1 more updateClarivate plc Reaffirms Earnings Guidance for the Full Year Ending December 31, 2026Clarivate Plc reaffirmed earnings guidance for the full year ending December 31, 2026. For the year, the company expects revenues in the range of $2.30 billion to $2.42 billion. Net loss to be $189 million to $124 million. Net loss per share to be in the range of $0.29 to $0.19.
Breakeven Date Change • Apr 29The 9 analysts covering Clarivate previously expected the company to break even in 2028. New consensus forecast suggests losses will reduce by 42% per year to 2027. The company is expected to make a profit of US$56.5m in 2028. Average annual earnings growth of 86% is required to achieve expected profit on schedule.
ナラティブの更新 • Apr 21CLVT: Free Cash Flow And Portfolio Simplification May Support Future Upside PotentialThe 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.
お知らせ • Apr 15Clarivate Plc to Report Q1, 2026 Results on Apr 29, 2026Clarivate Plc announced that they will report Q1, 2026 results Pre-Market on Apr 29, 2026
ナラティブの更新 • Apr 07CLVT: Fair Value View Weighs AI Disruption Against Portfolio Reshaping RisksAnalyst 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.
ナラティブの更新 • Mar 24CLVT: Fair Value View Balances AI Competition With Portfolio Execution RisksClarivate'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.
ナラティブの更新 • Mar 10CLVT: Value Creation Plan Execution Will Drive Upside Despite AI HeadwindsOur 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.
Price Target Changed • Feb 25Price target decreased by 14% to US$3.96Down from US$4.61, the current price target is an average from 7 analysts. New target price is 72% above last closing price of US$2.30. Stock is down 49% over the past year. The company is forecast to post a net loss per share of US$0.17 next year compared to a net loss per share of US$0.30 last year.
New Risk • Feb 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 9.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Reported Earnings • Feb 24Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: US$0.30 loss per share (improved from US$0.96 loss in FY 2024). Revenue: US$2.46b (down 4.0% from FY 2024). Net loss: US$201.1m (loss narrowed 70% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.7%. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has fallen by 39% per year, which means it is significantly lagging earnings.
お知らせ • Feb 24+ 1 more updateClarivate plc Provides Earnings Guidance for the Full Year Ending December 31, 2026Clarivate Plc provided earnings guidance for the full year ending December 31, 2026. For the year, the company expects revenues in the range of $2.30 billion to $2.42 billion. Net loss to be in the range of $189 million to $124 million. Net loss margin to be in the range of 8.2% to 5.1%. Net loss per share to be in the range of $0.29 to $0.19.
ナラティブの更新 • Feb 24CLVT: Extended Plan Execution Will Unlock Value Despite Rising AI CompetitionAnalysts 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.
ナラティブの更新 • Feb 09CLVT: Extended Value Creation Plan Timeline May Support Future Upside PotentialAnalysts 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.
分析記事 • Feb 04Clarivate Plc's (NYSE:CLVT) 35% Dip In Price Shows Sentiment Is Matching RevenuesClarivate Plc ( NYSE:CLVT ) shareholders that were waiting for something to happen have been dealt a blow with a 35...
お知らせ • Jan 28Clarivate Plc to Report Q4, 2025 Results on Feb 24, 2026Clarivate Plc announced that they will report Q4, 2025 results at 9:30 AM, US Eastern Standard Time on Feb 24, 2026
ナラティブの更新 • Jan 25CLVT: Extended Plan And AI Competition Will Shape Long-Term Execution OutlookAnalysts 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.
ナラティブの更新 • Jan 09CLVT: Extended Value Creation Timeline Will Confront Intensifying AI CompetitionAnalysts 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.
Breakeven Date Change • Dec 31Forecast to breakeven in 2028The 9 analysts covering Clarivate expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$73.7m in 2028. Average annual earnings growth of 66% is required to achieve expected profit on schedule.
ナラティブの更新 • Dec 22CLVT: Share Repurchases Will Support Future Earnings UpsideAnalysts 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.
Price Target Changed • Dec 17Price target decreased by 9.0% to US$4.68Down from US$5.14, the current price target is an average from 8 analysts. New target price is 32% above last closing price of US$3.54. Stock is down 29% over the past year. The company is forecast to post a net loss per share of US$0.31 next year compared to a net loss per share of US$0.96 last year.
ナラティブの更新 • Dec 08CLVT: Share Buybacks And Raised Guidance Will Support Future PerformanceAnalysts 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).
Recent Insider Transactions Derivative • Dec 02President of Academia & Government notifies of intention to sell stockBar Veinstein intends to sell 310k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of December. If the sale is conducted around the recent share price of US$3.74, it would amount to US$1.2m. Since March 2025, Bar has owned 214.91k shares directly. Company insiders have collectively bought US$4.0m more than they sold, via options and on-market transactions, in the last 12 months.
ナラティブの更新 • Nov 24CLVT: Strong Market Share Will Support Future Performance Despite AI RiskAnalysts 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.
Recent Insider Transactions • Nov 14Director recently bought US$345k worth of stockOn the 10th of November, Kenneth Cornick bought around 100k shares on-market at roughly US$3.45 per share. This transaction amounted to 10.0% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth US$2.5m. Insiders have collectively bought US$4.0m more in shares than they have sold in the last 12 months.
ナラティブの更新 • Nov 09CLVT: Market Position And AI Developments Will Drive Performance AheadAnalysts 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.
Recent Insider Transactions • Nov 05Director recently bought US$2.5m worth of stockOn the 3rd of November, Kenneth Cornick bought around 725k shares on-market at roughly US$3.42 per share. This transaction increased Kenneth's direct individual holding by 3x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$3.7m more in shares than they have sold in the last 12 months.
Major Estimate Revision • Nov 05Consensus estimates of losses per share improve by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from US$2.39b to US$2.44b. EPS estimate increased from -US$0.387 per share to -US$0.336 per share. Professional Services industry in the US expected to see average net income growth of 13% next year. Consensus price target broadly unchanged at US$5.05. Share price fell 4.4% to US$3.48 over the past week.
Reported Earnings • Oct 30Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: US$0.042 loss per share (improved from US$0.091 loss in 3Q 2024). Revenue: US$623.1m (flat on 3Q 2024). Net loss: US$28.3m (loss narrowed 57% from 3Q 2024). Revenue exceeded analyst estimates by 9.2%. Earnings per share (EPS) also surpassed analyst estimates by 48%. Revenue is forecast to stay flat during the next 3 years compared to a 5.9% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has fallen by 31% per year, which means it is significantly lagging earnings.
お知らせ • Oct 29Clarivate plc Revises Earnings Guidance for the Full Year 2025Clarivate Plc revised earnings guidance for the full year 2025. For the year, the company now expects revenues in the range of $2.42 Billion to $2.45 Billion compared to previous guidance of $2.28 Billion to $2.40 Billion.
お知らせ • Oct 06Clarivate Plc to Report Q3, 2025 Results on Oct 29, 2025Clarivate Plc announced that they will report Q3, 2025 results Pre-Market on Oct 29, 2025
分析記事 • Sep 16These 4 Measures Indicate That Clarivate (NYSE:CLVT) Is Using Debt ExtensivelyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
お知らせ • Aug 14Clarivate Launches AI-Powered Regulatory Assistant Within Cortellis Suite to Boost Productivity and Ease Regulatory BurdenClarivate Plc announced the beta launch of its AI-powered Regulatory Assistant within Cortellis Regulatory Intelligence. This new capability is designed to help regulatory professionals navigate complex and evolving global requirements with greater ease, speed and confidence. Informed by customer input and tested with industry partners, the beta version of the Regulatory Assistant is built to meet the real-world needs of regulatory professionals across biopharma, medtech and research organizations. The Regulatory Assistant will be launched to all Cortellis Regulatory Intelligence users in September with additional capabilities designed to further enhance usability, personalization and decision support. Features within the Beta version of Cortellis Regulatory Intelligence AI Assistant include: Conversational AI with referenced answers: Users can ask regulatory questions naturally and get precise,ited responses, saving hours of manual work. The AI-powered Assistant, guided by domain expertise, understands regulatory nuances to provide customers with accurate answers. Your conversations, always within reach: Users can pick up right where they left off with chat history, resulting in more relevant, personalized responses. Multilingual by design: Search and interact in preferred languages for a seamless, tailored experience. With market-leading intelligence solutions, transformative data technologies and trusted AI, Clarivate equips customers with the insight and foresight they need across every stage of the product lifecycle, from early discovery through commercialization and beyond. In line with this commitment, the new AI-powered Regulatory Assistant brings the Clarivate mission to life by helping customers navigate complexity, accelerate decision-making and shape the future of healthcare. As regulatory professionals face mounting pressure to keep pace with global changes, interpret complex requirements, and ensure compliance, the Regulatory Assistant streamlines access to trusted intelligence, enabling faster, more confident decisions. Built on the same proven Clarivate AI platform that powers Clarivate solutions, including Web of Science, and trusted by hundreds of organizations, it combines powerful technology with 30+ years of regulatory expertise relied on by top pharma and global agencies.
分析記事 • Aug 02Earnings Update: Clarivate Plc (NYSE:CLVT) Just Reported Its Second-Quarter Results And Analysts Are Updating Their ForecastsOne of the biggest stories of last week was how Clarivate Plc ( NYSE:CLVT ) shares plunged 20% in the week since its...
Reported Earnings • Jul 31Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: US$0.11 loss per share (improved from US$0.46 loss in 2Q 2024). Revenue: US$621.4m (down 4.4% from 2Q 2024). Net loss: US$72.0m (loss narrowed 77% from 2Q 2024). Revenue exceeded analyst estimates by 5.4%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to stay flat during the next 3 years compared to a 5.8% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has fallen by 36% per year, which means it is significantly lagging earnings.
お知らせ • Jul 31Clarivate Plc Announces Departure of Valeria Alberola from the Board, Effective December 31, 2025Clarivate Plc announced that Valeria Alberola notified the Company of her intention to resign from the Board of Directors of the Company, effective as of December 31, 2025. Ms. Alberola confirmed that her decision to resign is due to a change in her primary employment and not as a result of any disagreement between her and the Company, its management, the Board of Directors, or any committee thereof.
お知らせ • Jul 30+ 1 more updateClarivate Plc Announces Executive ChangesClarivate Plc announced that Maroun S. Mourad will join the company as President of the Intellectual Property (IP) segment, effective September 8, 2025. Maroun most recently served as President of the Claims Solutions division of Verisk Analytics Inc. He succeeds Gordon Samson, who will retire at the end of 2025 after a high-impact career in the IP industry, spending five years as the Chief Operating Officer at CPA Global, before joining the Clarivate executive team, most recently as the President of the IP segment. As a data analytics and software executive, Maroun has profitably grown businesses in the U.S., U.K., Europe, and emerging markets since 1998. Most recently, Maroun led the integrated suite of products and services for the Verisk Analytics Claims Solutions division. He was responsible for the product portfolio, services, and acquisitions that deliver value to clients across the insurance policy lifecycle worldwide. His focus on team building, customer-centricity, and delivering quality results has driven business transformations in established, start-up, and turnaround environments. Maroun holds a BA in political science and a JD, both from the University of California, Berkeley.
分析記事 • Jul 26Is 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...
New Risk • Jul 08New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: US$678m Forecast net loss in 3 years: US$40m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. This is currently the only risk that has been identified for the company.
お知らせ • Jul 08Clarivate Plc to Report Q2, 2025 Results on Jul 30, 2025Clarivate Plc announced that they will report Q2, 2025 results Pre-Market on Jul 30, 2025
分析記事 • Jul 08At 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...
お知らせ • Jun 19TRADEMARK Promotes Greg Villeneuve to Executive Producer and Vice President of OperationsTRADEMARK announced the promotion of Greg Villeneuve to Executive Producer and Vice President of Operations. A key member of the Trademark team since 2016, Greg has played an instrumental role in producing some of the company’s most ambitious, design-forward events for industry-defining brands, including Adobe, Webflow, and Lucasfilm. In his expanded role, Greg will oversee Trademark’s end-to-end production operations, driving excellence across project delivery, budget stewardship, resource planning, and operational systems. His leadership will continue to elevate TRADEMARK’s ability to execute world-class events that push creative boundaries while maintaining sound operations. Over nearly a decade with Trademark, Greg has led production for high-profile experiential events, bringing artistry and precision to complex brand environments. Behind the scenes, he has also spearheaded the evolution of Trademark’s internal systems, developing scalable workflows for budgeting, scheduling, and production tracking that have improved efficiency across the organization and ensured excellent results for TRADEMARK clients. Greg holds a Bachelor of Arts from Washington University in St. Louis, MO. He has demonstrated professional capabilities in event budgeting, high-end production, event and venue contracts, vendor management, and creative ideation and development. With this promotion, Greg steps into a critical leadership role as TRADEMARK expands its capabilities and partnerships across experiential, virtual, and hybrid productions for leading brands across technology, gaming, biotech, travel, and entertainment.
お知らせ • May 15Clarivate Enhances Off-X with Pathway Maps to Accelerate Target Safety AssessmentsClarivate Plc announced the incorporation of Pathway Maps in OFF-X, a cutting-edge translational safety intelligence solution. With over 30% of drug development failures attributed to safety issues1, preclinical and translational research teams face increasing pressure to identify potential liabilities earlier in the target selection process. Pathway Maps provide powerful visual tools that offer deeper insights into the biological mechanisms underlying diseases and target interactions, streamlining target safety assessments and enabling faster, data-driven decisions. Traditional safety data collection is often fragmented and time-consuming, creating delays in critical go/no-go decisions. With the addition of Pathway Maps to OFF-X, researchers can now explore disease-specific visualizations of key signaling pathways and molecular processes--uniquely overlaid with curated, multi-source safety data. This integration enables users to quickly pinpoint potential safety liabilities across upstream or downstream targets, adding biological context to risk assessment. By bringing together visual disease biology and comprehensive safety intelligence in one platform, OFF-X addresses a critical industry gap--empowering teams to make faster, more confident decisions across the drug development lifecycle. With this release, OFF-X reaffirms its unique position as a platform that integrates proprietary physiological and disease pathway visualizations with curated safety data from diverse sources. This integration streamlines data access and enhances risk evaluation, providing researchers with the confidence to make more informed decisions and refine mitigation strategies. Designed to support researchers throughout the drug development lifecycle--from early discovery to post-marketing surveillance-- OFF-X offers a unified resource for translational safety intelligence. In the drug discovery and preclinical space, the combination OFF-X and Cortellis Drug Discovery Intelligence provides the most powerful approach for researchers to cover both efficacy and safety.
お知らせ • May 13Clarivate Plc, Annual General Meeting, May 14, 2026Clarivate Plc, Annual General Meeting, May 14, 2026.
新しいナラティブ • May 11Subscription 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.
Major Estimate Revision • May 06Consensus EPS estimates fall by 50%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -US$0.168 to -US$0.253 per share. Revenue forecast unchanged at US$2.35b. Professional Services industry in the US expected to see average net income growth of 12% next year. Consensus price target down from US$5.56 to US$5.31. Share price rose 19% to US$4.28 over the past week.
分析記事 • May 04Optimistic Investors Push Clarivate Plc (NYSE:CLVT) Shares Up 27% But Growth Is LackingClarivate Plc ( NYSE:CLVT ) shareholders are no doubt pleased to see that the share price has bounced 27% in the last...
Breakeven Date Change • Apr 30No longer forecast to breakevenThe 8 analysts covering Clarivate no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$36.8m in 2027. New consensus forecast suggests the company will make a loss of US$3.63m in 2027.
お知らせ • Apr 30Clarivate plc Reaffirms Earnings Guidance for the Year Ending December 31, 2025Clarivate Plc reaffirmed earnings guidance for the year Ending December 31, 2025. For the year, the company expects Revenues to be $2.28 Billion to $2.40 Billion.
Reported Earnings • Apr 29First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: US$0.15 loss per share (further deteriorated from US$0.14 loss in 1Q 2024). Revenue: US$593.7m (down 4.4% from 1Q 2024). Net loss: US$103.9m (loss widened 11% from 1Q 2024). Revenue exceeded analyst estimates by 4.1%. Earnings per share (EPS) missed analyst estimates by 67%. Revenue is forecast to stay flat during the next 3 years compared to a 7.0% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 35% per year, which means it is significantly lagging earnings.
分析記事 • Apr 23Clarivate Plc (NYSE:CLVT) Shares Could Be 33% Below Their Intrinsic Value EstimateKey Insights Clarivate's estimated fair value is US$4.92 based on 2 Stage Free Cash Flow to Equity Current share price...
お知らせ • Apr 23Clarivate Plc Launches DRG Commercial Analytics 360 Enabling Medtech Companies to Advance Commercial Strategy and ExecutionClarivate Plc announced the launch of DRG Commercial Analytics 360—a solution designed to empower medtech companies with advanced insights to drive commercial performance. As the demand for precise, analytics-driven strategies grows, medtech companies require deeper visibility into customer activity, affiliations, practice behavior and caseloads. DRG Commercial Analytics 360 equips commercial teams with the insights needed to navigate the complex U.S. provider landscape, engage key stakeholder, and improve both patient access and business outcomes. Tailored for the medtech sector, the platform combines the robust search capabilities of Procedure Finder with the extensive Clarivate provider and affiliations network. It delivers real-world, data-driven intelligence, enabling medtech companies to optimize strategic planning, field sales performance and market execution. To meet the evolving demands of complex targeting in medtech, DRG Commercial Analytics 360 delivers a suite of capabilities that enable smarter, data-driven decisions across the commercial organization: Actionable Intelligence: Integrated healthcare provider data and analytics offer clear, tailored insights into who is treating targeted patients, their network affiliations, and where procedures are performed—across hospitals, mbulatory surgery centers, and other care settings. Accurate, De-duplicated Market Segments: By categorizing procedures by type and eliminating code-level duplication, the platform ensures a reliable, detailed view of procedure volume and flow across the U.S. market. 360° Market Visibility: Modularized claims and code groupings are aligned with precise market definitions to support accurate market sizing and informed resource allocation. Expert-Led Data Intelligence: Backed by in-house medtech, medical coding, and U.S. healthcare expertise, Clarivate data scientists apply tailored extrapolation methodologies to surface nuanced insights across market segments. The Clarivate medtech team partners with medical device companies and distributors to fully harness the value of DRG Commercial Analytics 360—whether building national strategy or optimizing field sales planning.
Major Estimate Revision • Apr 21Consensus EPS estimates fall by 16%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -US$0.166 to -US$0.192 per share. Revenue forecast unchanged at US$2.35b. Professional Services industry in the US expected to see average net income growth of 14% next year. Consensus price target down from US$5.78 to US$5.56. Share price fell 9.1% to US$3.21 over the past week.
Major Estimate Revision • Apr 09Consensus EPS estimates fall by 44%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -US$0.115 to -US$0.166 per share. Revenue forecast of US$2.35b unchanged since last update. Professional Services industry in the US expected to see average net income growth of 16% next year. Consensus price target broadly unchanged at US$5.78. Share price fell 10% to US$3.59 over the past week.
分析記事 • Apr 08Should 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...
お知らせ • Apr 02Clarivate Plc to Report Q1, 2025 Results on Apr 29, 2025Clarivate Plc announced that they will report Q1, 2025 results Pre-Market on Apr 29, 2025
Buy Or Sell Opportunity • Mar 21Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 18% to US$4.09. The fair value is estimated to be US$5.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.7% over the last 3 years. Earnings per share has grown by 9.9%. Revenue is forecast to decline by 7.2% in 2 years. Earnings are forecast to grow by 98% in the next 2 years.
お知らせ • Mar 18Clarivate Plc, Annual General Meeting, May 07, 2025Clarivate Plc, Annual General Meeting, May 07, 2025. Location: 70 st. mary axe, london ec3a 8be, United Kingdom
Recent Insider Transactions • Mar 06Independent Director recently bought US$254k worth of stockOn the 3rd of March, Saurabh Saha bought around 58k shares on-market at roughly US$4.36 per share. This transaction increased Saurabh's direct individual holding by 2x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$135k more in shares than they have sold in the last 12 months.
Buy Or Sell Opportunity • Mar 04Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 28% to US$4.15. The fair value is estimated to be US$5.23, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.7% over the last 3 years. Earnings per share has grown by 9.9%. Revenue is forecast to decline by 7.3% in 2 years. Earnings are forecast to grow by 95% in the next 2 years.
分析記事 • Mar 03Some Confidence Is Lacking In Clarivate Plc's (NYSE:CLVT) P/SIt'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...
お知らせ • Mar 01Clarivate plc Announces Retirement of Michael J. Angelakis from Board of Directors, Effective May 7, 2025On February 25, 2025, Michael J. Angelakis notified Clarivate Plc of his decision to retire from the Board of Directors of the Company (the “Board”), effective upon the re-election of members of the Board at the Company’s 2025 Annual General Meeting of Shareholders to be held on May 7, 2025, and withdrew from consideration for re-election as a member of the Board.
Major Estimate Revision • Feb 26Consensus EPS estimates fall by 182%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$2.55b to US$2.37b. Losses expected to increase from US$0.054 per share to US$0.15. Professional Services industry in the US expected to see average net income growth of 16% next year. Consensus price target down from US$6.21 to US$5.89. Share price fell 7.5% to US$4.47 over the past week.
Seeking Alpha • Feb 23Clarivate: Another Weak Year AheadSummary 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
Breakeven Date Change • Feb 20Forecast breakeven date pushed back to 2027The 9 analysts covering Clarivate previously expected the company to break even in 2026. New consensus forecast suggests losses will reduce by 86% per year to 2026. The company is expected to make a profit of US$93.2m in 2027. Average annual earnings growth of 97% is required to achieve expected profit on schedule.
Reported Earnings • Feb 19Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: US$0.96 loss per share (improved from US$1.47 loss in FY 2023). Revenue: US$2.56b (down 2.7% from FY 2023). Net loss: US$668.0m (loss narrowed 32% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 64%. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.
分析記事 • Jan 26Is 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...
お知らせ • Jan 22Clarivate Plc to Report Q4, 2024 Results on Feb 19, 2025Clarivate Plc announced that they will report Q4, 2024 results Pre-Market on Feb 19, 2025
お知らせ • Jan 14Clarivate plc Launches Drg Fusion - A New Life Sciences Analytics Product Powered by Real-World DataClarivate Plc announced the launch of DRG Fusion, an innovative platform to support commercial analytics in life sciences. Powered by integrated real-world data and built by clinical and data science experts, Fusion provides biopharma and medtech organizations with the tools to understand and act in varied disease and competitive landscapes -- eliminating the complexities of raw data management. Fusion addresses the critical needs of biopharma and medtech commercial, sales and marketing teams by offering modular data analytics products aligned to functional team needs. Pre-built modules provide users with configurable dashboards to support patient journey analysis, commercial targeting, market access optimization and patient segmentation. Fusion streamlines the data management and querying process for life sciences organizations by simplifying complex data analysis with ready-made, informative visuals and tables accelerating commercial decisions.
分析記事 • Jan 08Are 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...
Seeking Alpha • Dec 26Clarivate: Clearing The DecksSummary Clarivate Plc's shares have rebounded somewhat after hitting an all-time low following weak 3Q24 results under new CEO Matti Shem Tov, who will reveal a Value Creation Plan in February. The company faces challenges with declining revenues and high debt, leading to mixed analyst ratings and a cautious outlook until more details of the turnaround plan are revealed. The stock is cheap on a P/E basis, and there was significant insider buying in November from beneficial owners. An analysis around Clarivate plc. follows in the paragraphs below. Read the full article on Seeking Alpha
お知らせ • Dec 16Clarivate Plc (NYSE:CLVT) announces an Equity Buyback for $500 million worth of its shares.Clarivate Plc (NYSE:CLVT) announces a share repurchase program. Under the program, the company will repurchase up to $500 million worth of its ordinary shares. The company expects to fund the purchases with cash on hand. The program will run through December 31, 2026.
分析記事 • Dec 16Is Clarivate Plc (NYSE:CLVT) Potentially Undervalued?Clarivate Plc ( NYSE:CLVT ), is not the largest company out there, but it saw a double-digit share price rise of over...
お知らせ • Dec 14Clarivate plc Announces Retirement of Richard Roedel from the Board of Directors, Effective January 1, 2025On July 23, 2024, Richard Roedel notified Clarivate Plc of his retirement from the Board of Directors of the Company, effective as of December 31, 2024. On December 10, 2024, Mr. Roedel amended the effective date of his retirement from the Board of Directors of the Company to January 1, 2025.
Major Estimate Revision • Nov 13Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$2.60b to US$2.56b. Losses expected to increase from US$0.50 per share to US$0.57. Professional Services industry in the US expected to see average net income growth of 21% next year. Consensus price target down from US$7.63 to US$6.27. Share price fell 30% to US$4.59 over the past week.
Seeking Alpha • Nov 08Clarivate: Downgrade To Hold As Growth May Take A Long Time To RecoverSummary I downgrade Clarivate PLC from buy to hold due to lack of confidence in near-term organic growth recovery and potential further stock price decline. CLVT's 3Q24 earnings report showed a 3.9% revenue decline and worsening organic growth, marking the worst performance in its history. The new CEO's Value Creation Plan is promising but will take a long time to show results, adding to the uncertainty. External headwinds in A&G and LS&G segments further dampen growth prospects, making it prudent to avoid investing until the outlook improves. Read the full article on Seeking Alpha
Price Target Changed • Nov 07Price target decreased by 13% to US$6.63Down from US$7.63, the current price target is an average from 9 analysts. New target price is 42% above last closing price of US$4.68. Stock is down 28% over the past year. The company is forecast to post a net loss per share of US$0.67 next year compared to a net loss per share of US$1.47 last year.
Breakeven Date Change • Nov 07Forecast breakeven date pushed back to 2026The 8 analysts covering Clarivate previously expected the company to break even in 2025. New consensus forecast suggests the company will make a profit of US$131.0m in 2026. Average annual earnings growth of 92% is required to achieve expected profit on schedule.
分析記事 • Nov 07Some Confidence Is Lacking In Clarivate Plc (NYSE:CLVT) As Shares Slide 26%Clarivate Plc ( NYSE:CLVT ) shares have had a horrible month, losing 26% after a relatively good period beforehand. The...
New Risk • Nov 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 10% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (10% average weekly change). Shareholders have been diluted in the past year (7.1% increase in shares outstanding).
お知らせ • Oct 29Silverchair Science + Communications, Inc. signed a definitive agreement to acquire ScholarOne, Inc. from Clarivate Plc (NYSE:CLVT).Silverchair Science + Communications, Inc. signed a definitive agreement to acquire ScholarOne, Inc. from Clarivate Plc (NYSE:CLVT) on October 28, 2024. The acquisition is expected to close within the fourth quarter of 2024 subject to the satisfaction of customary closing conditions.
Recent Insider Transactions Derivative • Oct 17President of Academia & Government notifies of intention to sell stockBar Veinstein intends to sell 60k shares in the next 90 days after lodging an Intent To Sell Form on the 15th of October. If the sale is conducted around the recent share price of US$7.00, it would amount to US$420k. Since March 2024, Bar's direct individual holding has increased from 37.79k shares to 976.58k. There has only been one transaction (US$119k sale) from insiders over the last 12 months.
お知らせ • Oct 16Clarivate Plc to Report Q3, 2024 Results on Nov 06, 2024Clarivate Plc announced that they will report Q3, 2024 results Pre-Market on Nov 06, 2024
分析記事 • Sep 27Here's Why Clarivate (NYSE:CLVT) Has A Meaningful Debt BurdenSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Recent Insider Transactions Derivative • Sep 22President of Academia & Government notifies of intention to sell stockBar Veinstein intends to sell 120k shares in the next 90 days after lodging an Intent To Sell Form on the 19th of September. If the sale is conducted around the recent share price of US$7.00, it would amount to US$840k. Since March 2024, Bar's direct individual holding has increased from 37.79k shares to 1.10m. There has only been one transaction (US$119k sale) from insiders over the last 12 months.
分析記事 • Sep 06Clarivate Plc (NYSE:CLVT) Stock Rockets 31% As Investors Are Less Pessimistic Than ExpectedClarivate Plc ( NYSE:CLVT ) shareholders would be excited to see that the share price has had a great month, posting a...
お知らせ • Sep 04Clarivate Launches Generative AI-Powered Web of Science Research AssistantClarivate Plc released the Web of Science™ Research Assistant. The new generative AI-powered tool helps researchers find key papers faster, handle complex research tasks and visualize connections. The chat interface combined with the Web of Science knowledge graph allows researchers to get more out of their interactions with 120 years of trusted publication and citation data in the Web of Science Core Collection™. The Web of Science Research Assistant features include: Flexible search for documents – Users can conduct natural language searches in several languages. The tool delivers overviews that consider more than 120 years of research and reveals connections between concepts and papers in a field of study. Guided prompts and tasks – The tool suggests ways users can enhance their research tasks, following context-specific prompts to expand or refine the scope of discovery. Guided tasks including 'Understand a topic', 'Literature review' or 'Find a journal' help researchers focus on exactly what they need. Unique data visualizations – Users can explore trend graphs, topic maps and co-citation networks that show different angles on a topic and guide them deeper into their research. The tool was developed in collaboration with librarians and researchers worldwide and entered beta testing in December 2023. Development partners help ensure that the generative AI-powered assistant meets rigorous standards for quality, accuracy and privacy. The Web of Science Research Assistant team will continue to work with the community to gather feedback and guidance for future enhancements.
分析記事 • Aug 29Is Clarivate Plc (NYSE:CLVT) Trading At A 43% Discount?Key Insights Using the 2 Stage Free Cash Flow to Equity, Clarivate fair value estimate is US$11.73 Clarivate is...
お知らせ • Aug 20Clarivate plc Appoints Melanie Margolin as Chief Administrative and Legal OfficerClarivate Plc has appointed Melanie Margolin to the expanded role of Chief Administrative and Legal Officer. She joined the company as Executive Vice President and Chief Legal Officer in September 2023. Ms. Margolin successfully leverages her experience as a seasoned executive to advance key strategic programs at Clarivate. She has a proven track record of establishing strong controls for complex organizations through business-first legal advice and a sustained focus on people-centric leadership. In her expanded role, Ms. Margolin will oversee human resources, facilities, communications and brand functions in addition to global legal affairs, risk, sustainability, privacy and compliance. Melanie Margolin is a legal expert and business leader with more than 25 years of experience overseeing legal, risk mitigation, corporate governance and compliance for global publicly listed companies. Prior to joining Clarivate, Ms. Margolin served as Chief Legal Officer for Thumbtack, a venture-backed leading local services marketplace. Ms. Margolin also previously served as Senior Vice President, General Counsel and Corporate Secretary for Wabash National Inc., an industrial manufacturing and transportation company, and as Deputy General Counsel at Cummins Inc., a global power manufacturer and distribution business. Ms. Margolin holds a bachelor's degree in speech communication from University of Illinois, a juris doctor from DePaul University College of Law and is a graduate of the Executive Finance Program at Harvard Business School.
Major Estimate Revision • Aug 13Consensus EPS estimates fall by 244%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -US$0.15 to -US$0.516 per share. Revenue forecast unchanged at US$2.61b. Professional Services industry in the US expected to see average net income growth of 24% next year. Consensus price target down from US$7.73 to US$7.33. Share price rose 15% to US$6.20 over the past week.
Seeking Alpha • Aug 09Clarivate: Attractive Upside Even With Conservative AssumptionsSummary A buy rating is recommended for Clarivate due to the expected organic growth improvement. Recent earnings showed a revenue decline, but organic growth showed a positive recovery, particularly in the A&G and IP segments. Valuation is cheap at 6.5x forward PE, with potential for multiple expansions as growth accelerates. Read the full article on Seeking Alpha
Reported Earnings • Aug 07Second quarter 2024 earnings: EPS misses analyst expectationsSecond quarter 2024 results: US$0.46 loss per share (further deteriorated from US$0.21 loss in 2Q 2023). Revenue: US$650.3m (down 2.8% from 2Q 2023). Net loss: US$316.8m (loss widened 124% from 2Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates significantly. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has fallen by 40% per year, which means it is performing significantly worse than earnings.
