Price Target Changed • 6h
Price target decreased by 31% to US$2.50 Down from US$3.64, the current price target is an average from 2 analysts. New target price is 13% above last closing price of US$2.21. Stock is down 51% over the past year. The company is forecast to post a net loss per share of US$0.11 next year compared to a net loss per share of US$0.30 last year. Announcement • Jul 07
Altaris, LLC entered into a definitive agreement to acquire Life Sciences & Healthcare Business from Clarivate Plc (NYSE : CLVT) for $600 million. Altaris, LLC entered into a definitive agreement to acquire Life Sciences & Healthcare Business from Clarivate Plc (NYSE : CLVT) for $600 million on July 3, 2026. Under the terms of the agreement, Clarivate will receive $500 million in cash at closing, $25 million in cash deferred to the completion of a transition services agreement and a $75 million seller note.
The Company intends to use the cash proceeds to reduce debt, strengthening its balance sheet and reinforcing its focus on furthering shareholder value creation.
The transaction is expected to close by the end of the year, subject to customary closing conditions, including regulatory approvals and the expiration of applicable waiting periods.
J.P. Morgan Securities LLC acted as the financial advisor and Laura Sullivan, Heath Mayo, David Feirstein, Kuljeet Nagra, Yuki Iwasa, Ori Navon, Louis Gosset, Laurent Victor-Michel, Jaafar Chbani, and Lea Goigoux; Rami Sherman, Shellie Freedman, Jackie Orfield, Aseem Jha and Julia Monti; Whitney Bosworth, Jason Kanner, Georgie Bierwirth and Alberto Poleo; Sara Zablotney, Rachel Malhiet and Margot Solmssen; David Branham, Scott Price, Elissa Berdini and Sooah Kim; Jeffrey Quinn and Anthony Aliantro; RD Kohut, Christine Lacku and Maayan Sachs; Nick Niles, Evan Sills and Devin DiSabatino; Jack Coles, Andrea Murino, Kyle Renner and Kayla Russel; Ian Craig and Adam Amdur; Dennis Williams, Rob Kantrowitz and Alexa Auger; and Michael Saretsky of Kirkland & Ellis LLP acted as legal advisor to Altaris, LLC. Morgan Stanley & Co. LLC acted as the financial advisor and Davis Polk & Wardwell LLP, Hogan Lovells US LLP and Cadwalader, Wickersham & Taft LLP acted as the legal advisor to Clarivate Plc. Joele Frank, Wilkinson Brimmer Katcher is serving as strategic communications advisor. New Risk • Jul 07
New minor risk - Profitability The company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: US$137m Forecast net loss in 2 years: US$4.1m 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. Live News • Jul 07
Clarivate Agrees to Sell Life Sciences and Healthcare Segment to Altaris for $600 Million Clarivate has agreed to sell its Life Sciences & Healthcare segment to private investment firm Altaris for US$600 million, with closing targeted by the end of 2026, subject to regulatory approvals and customary conditions.
The divestment is intended to focus Clarivate on its Academia & Government and Intellectual Property segments. Management is aiming to improve the company’s financial profile, expand adjusted EBITDA margins, lower capital intensity and use the proceeds mainly for debt reduction.
Clarivate’s share price is US$2.44, with the stock down 24.7% year to date. The company has reaffirmed its 2026 revenue outlook of US$2.3 billion to US$2.42 billion and plans to classify the Life Sciences & Healthcare unit as discontinued operations from the third quarter of 2026.
The deal shifts Clarivate toward its information and IP franchises while underscoring execution risk related to separation, regulatory approval and achieving the stated margin and balance sheet objectives. Announcement • Jul 06
Clarivate plc Reaffirms Earnings Guidance for the Full Year Ending December 31, 2026 Clarivate 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. Live News • Jul 06
Clarivate Unveils IPOne Platform Integrating AI Agents Into Intellectual Property Workflows Clarivate has launched IPOne, an AI-powered intelligence platform that integrates purpose-built AI agents with the company’s proprietary data to support complex intellectual property workflows such as patent discovery, trademark clearance and litigation analysis.
The platform was developed with input from corporate IP teams and law firms and uses Model Context Protocols to connect securely with enterprise AI tools, aiming to keep AI-driven decisions transparent and under internal control for clients.
Clarivate’s share price is US$2.59, with the stock up 16.7% over the past day.
IPOne adds a new AI-centric product to Clarivate’s IP franchise, tying its data assets more tightly into customers’ daily workflows. Investors may focus on how adoption, pricing and integration progress for IPOne influence its contribution to Clarivate’s revenue mix and competitive positioning in IP services. Live News • Jun 10
Simon Webster to Lead Clarivate IP Segment With Focus on AI and Growth Initiatives Clarivate has appointed Simon Webster as President of its Intellectual Property segment, effective June 10, 2026.
Webster previously served as CEO of CPA Global and brings more than 20 years of leadership experience in the global IP ecosystem.
Outgoing president Maroun S. Mourad will step down on June 9, 2026 and remain as a non-executive adviser until September 30, 2026 to support the leadership transition.
This leadership change reflects a clear focus on the IP segment as a core business line, with management highlighting AI-related initiatives, operational efficiency and recurring revenue as key priorities.
Investors may want to monitor the company’s progress on AI-related product development and any updates to Clarivate’s 2026 plans for the IP division. Announcement • Jun 09
Clarivate plc Announces President of Intellectual Property Segment Changes Clarivate Plc announced that Simon Webster had been appointed President of the Company's Intellectual Property segment effective June 10, 2026, succeeding Maroun S. Mourad, who will be pursuing other opportunities, effective June 9, 2026. Following such date, Mr. Mourad will remain employed by the Company in a non-executive advisory role until September 30, 2026. Mr. Mourad will ensure a smooth transition and depart from Clarivate at the end of September. Mr. Webster is a proven executive with more than two decades of experience helping global businesses scale, innovate and deliver greater value to customers. He most recently served as Group CEO of Vistra, a corporate and fund solutions company based in Singapore, from 2022 to 2025, leading the company through a $6.5 billion merger with Tricor. Prior to Vistra, Mr. Webster held a number of senior roles at CPA Global, a global leader in IP software and technology-enabled services, since 2000, most recently serving as CEO from 2015 to 2021. During his tenure at CPA Global, he helped build the company into one of the industry's leading IP platforms, before its sale to Clarivate in 2020. Earlier in his career, Mr. Webster held roles of increasing responsibility across the U.K. financial services sector. He is a Chartered Management Accountant, having been elected a Fellow of the Chartered Institute of Management Accountants in 2005. Live News • May 30
Clarivate Launches IPOne Platform Blending AI Agents With Proprietary Intellectual Property Data Clarivate has launched IPOne, a unified platform that combines purpose-built AI agents with its proprietary intellectual property data.
IPOne is designed in collaboration with corporate IP teams and law firms to support real-world IP research and workflows.
The platform is built to cover the full IP lifecycle, including discovery, clearance, prioritization, monitoring, analysis and decision support across enterprise environments.
The launch of IPOne indicates that Clarivate is focusing on product development that integrates its data assets with AI tools in order to embed more deeply into customers’ day-to-day IP workflows.
Investors may want to observe how quickly enterprise clients adopt IPOne and whether it contributes to broader or longer-term customer relationships in Clarivate’s IP-related business. Announcement • May 29
Clarivate Plc Introduces IPOne Unified IP Intelligence Platform Clarivate Plc announced IPOne, a unified platform that combines purpose-built AI agents and trusted proprietary data to power intellectual property (IP) research and workflows across enterprise environments. IPOne is being developed in collaboration with leading corporate IP teams and law firms to support real-world IP workflows. Through the new unified IP intelligence platform, law firms and corporate IP teams will leverage Clarivate AI agents to seamlessly connect trusted proprietary IP data, including Derwent patent, Darts-ip litigation and CompuMark trademark and industrial design data, to support IP workflows and decision-making. The IPOne solution is being specifically developed for high-value use cases such as discovery, clearance, prioritization, monitoring, analysis and decision support across the IP lifecycle. The IPOne platform includes Model Context Protocols (MCPs) to enable secure integration with enterprise AI tools. MCPs, an open standard that allows AI tools to securely connect to external data sources, tools and services, integrate authoritative intelligence into enterprise LLM platforms. As a result, organizations can embed trusted IP intelligence directly into their systems to enhance decision-making while preserving transparency and control. Announcement • May 08
Clarivate plc Launches Web of Science Research Intelligence Clarivate 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. Reported Earnings • Apr 30
First quarter 2026 earnings: EPS and revenues exceed analyst expectations First 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. Breakeven Date Change • Apr 29 The 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.
Announcement • Apr 15
Clarivate Plc to Report Q1, 2026 Results on Apr 29, 2026 Clarivate Plc announced that they will report Q1, 2026 results Pre-Market on Apr 29, 2026 Price Target Changed • Feb 25
Price target decreased by 14% to US$3.96 Down 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 25
New minor risk - Share price stability The 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 24
Full year 2025 earnings: EPS exceeds analyst expectations Full 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. Announcement • Jan 28
Clarivate Plc to Report Q4, 2025 Results on Feb 24, 2026 Clarivate Plc announced that they will report Q4, 2025 results at 9:30 AM, US Eastern Standard Time on Feb 24, 2026 Breakeven Date Change • Dec 31
Forecast to breakeven in 2028 The 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 17
Price target decreased by 9.0% to US$4.68 Down 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. Recent Insider Transactions Derivative • Dec 02
President of Academia & Government notifies of intention to sell stock Bar 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. Recent Insider Transactions • Nov 14
Director recently bought US$345k worth of stock On 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. Recent Insider Transactions • Nov 05
Director recently bought US$2.5m worth of stock On 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 05
Consensus 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 30
Third quarter 2025 earnings: EPS and revenues exceed analyst expectations Third 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. Announcement • Oct 29
Clarivate plc Revises Earnings Guidance for the Full Year 2025 Clarivate 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. Announcement • Oct 06
Clarivate Plc to Report Q3, 2025 Results on Oct 29, 2025 Clarivate Plc announced that they will report Q3, 2025 results Pre-Market on Oct 29, 2025 Announcement • Aug 14
Clarivate Launches AI-Powered Regulatory Assistant Within Cortellis Suite to Boost Productivity and Ease Regulatory Burden Clarivate 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. Reported Earnings • Jul 31
Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behind Second 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. Announcement • Jul 31
Clarivate Plc Announces Departure of Valeria Alberola from the Board, Effective December 31, 2025 Clarivate 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. New Risk • Jul 08
New minor risk - Profitability The 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. Announcement • Jul 08
Clarivate Plc to Report Q2, 2025 Results on Jul 30, 2025 Clarivate Plc announced that they will report Q2, 2025 results Pre-Market on Jul 30, 2025 Announcement • Jun 19
TRADEMARK Promotes Greg Villeneuve to Executive Producer and Vice President of Operations TRADEMARK 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. Announcement • May 15
Clarivate Enhances Off-X with Pathway Maps to Accelerate Target Safety Assessments Clarivate 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. Announcement • May 13
Clarivate Plc, Annual General Meeting, May 14, 2026 Clarivate Plc, Annual General Meeting, May 14, 2026. Major Estimate Revision • May 06
Consensus 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. Breakeven Date Change • Apr 30
No longer forecast to breakeven The 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. Announcement • Apr 30
Clarivate plc Reaffirms Earnings Guidance for the Year Ending December 31, 2025 Clarivate 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 29
First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behind First 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. Announcement • Apr 23
Clarivate Plc Launches DRG Commercial Analytics 360 Enabling Medtech Companies to Advance Commercial Strategy and Execution Clarivate 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 21
Consensus 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 09
Consensus 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. Announcement • Apr 02
Clarivate Plc to Report Q1, 2025 Results on Apr 29, 2025 Clarivate Plc announced that they will report Q1, 2025 results Pre-Market on Apr 29, 2025 Buy Or Sell Opportunity • Mar 21
Now 22% undervalued after recent price drop Over 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. Announcement • Mar 18
Clarivate Plc, Annual General Meeting, May 07, 2025 Clarivate Plc, Annual General Meeting, May 07, 2025. Location: 70 st. mary axe, london ec3a 8be, United Kingdom Recent Insider Transactions • Mar 06
Independent Director recently bought US$254k worth of stock On 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 04
Now 21% undervalued after recent price drop Over 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. Announcement • Mar 01
Clarivate plc Announces Retirement of Michael J. Angelakis from Board of Directors, Effective May 7, 2025 On 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 26
Consensus 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. Breakeven Date Change • Feb 20
Forecast breakeven date pushed back to 2027 The 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 19
Full year 2024 earnings: EPS misses analyst expectations Full 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. Announcement • Jan 22
Clarivate Plc to Report Q4, 2024 Results on Feb 19, 2025 Clarivate Plc announced that they will report Q4, 2024 results Pre-Market on Feb 19, 2025 Announcement • Jan 14
Clarivate plc Launches Drg Fusion - A New Life Sciences Analytics Product Powered by Real-World Data Clarivate 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. Announcement • Dec 16
Clarivate 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. Announcement • Dec 14
Clarivate plc Announces Retirement of Richard Roedel from the Board of Directors, Effective January 1, 2025 On 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. 
