Clarivate Yönetim
Yönetim kriter kontrolleri 2/4
Clarivate CEO'su Matti Shem Tov, Aug2024 tarihinde atandı, in görev süresi 1.83 yıldır. in toplam yıllık tazminatı $ 8.35M olup, şirket hissesi ve opsiyonları dahil olmak üzere 10.8% maaş ve 89.2% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.42% ine doğrudan sahiptir ve bu hisseler $ 5.42M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 3.1 yıl ve 4.2 yıldır.
Anahtar bilgiler
Matti Shem Tov
İcra Kurulu Başkanı
US$8.4m
Toplam tazminat
| CEO maaş yüzdesi | 10.78% |
| CEO görev süresi | 1.8yrs |
| CEO sahipliği | 0.4% |
| Yönetim ortalama görev süresi | 3.1yrs |
| Yönetim Kurulu ortalama görev süresi | 4.2yrs |
Son yönetim güncellemeleri
Recent updates
Anlatı Güncellemesi • Jun 07
CLVT: Fair Value View Balances AI Platform Rollout Against Ongoing Profitability Risks
Analysts have revised their Clarivate price target to $2.40, reflecting updated assumptions about slower revenue declines, lower profit margins, and a higher future P/E of 71.88x in their models. What's in the News Clarivate launched IPOne, a unified IP intelligence platform that uses purpose-built AI agents and proprietary data to support IP research and workflows across enterprises, including activities such as discovery, clearance, prioritization, monitoring, analysis and decision support.
Anlatı Güncellemesi • May 23
CLVT: Free Cash Flow May Offset AI And Portfolio Execution Risks
Analysts have trimmed Clarivate price targets into a roughly $2.40 to $6 range, citing concerns around AI-related disruption risks and execution questions on the planned Life Sciences and Healthcare unit sale, even as some highlight solid free cash flow performance and guidance. Analyst Commentary Recent research notes reflect a mixed but generally cautious stance on Clarivate, with most firms trimming price targets while keeping ratings unchanged.Seeking Alpha • May 13
Clarivate: Business Showed Signs Of Stabilization, But It Is Not Enough
Summary Clarivate delivered improved Q1 2026 results, with organic growth turning positive at 0.6% and margin expansion, but reported revenue still declined year over year. Segment trends stabilized, notably with Academia & Government and Life Sciences & Healthcare returning to growth, though IPPG remained a drag at -1.3% organic growth. AI-driven product enhancements and the Value Creation Plan could accelerate organic growth, but sustained improvement is needed before a re-rating is justified. I maintain a hold rating, seeking several more quarters of cleaner execution and stronger IPPG performance before turning more constructive. Read the full article on Seeking Alpha
Anlatı Güncellemesi • May 06
CLVT: Life Sciences Sale Execution Will Drive Upside Despite AI Risk
Analysts have trimmed their price expectations for Clarivate, with new targets ranging roughly from $2.40 to $6.00. They cited concerns around AI-related disruption risks and execution on the planned Life Sciences and Healthcare asset sale.Anlatı Güncellemesi • Apr 21
CLVT: Free Cash Flow And Portfolio Simplification May Support Future Upside Potential
The Analyst Price Target for Clarivate has been reduced by about $1, with analysts pointing to AI disintermediation risk and uncertainty around the planned Life Sciences and Healthcare unit sale as key reasons for the reset. Analyst Commentary Recent research points to a more cautious stance on Clarivate, with several banks trimming price targets while keeping a range of ratings from Underweight to Buy.Anlatı Güncellemesi • Apr 07
CLVT: Fair Value View Weighs AI Disruption Against Portfolio Reshaping Risks
Analyst price targets on Clarivate have reset sharply lower into a $2.40 to $6 range, with cuts of up to about $2 to $2.60 as analysts factor in AI disruption risks and uncertainty around the planned Life Sciences and Healthcare segment sale. Analyst Commentary Recent research updates on Clarivate highlight a cautious tilt, with several bearish analysts resetting expectations lower despite references to solid free cash flow metrics and outlined growth targets.Anlatı Güncellemesi • Mar 24
CLVT: Fair Value View Balances AI Competition With Portfolio Execution Risks
Clarivate's analyst price targets have moved lower toward a new implied fair value near $2.40 per share, as analysts factor in slower revenue growth assumptions, lower profit margin expectations, AI related competitive risks, and execution risk around the planned Life Sciences and Healthcare unit sale. Analyst Commentary Recent Street research on Clarivate has tilted more cautious, with several bearish analysts cutting price targets and, in one case, downgrading the stock.Anlatı Güncellemesi • Mar 10
CLVT: Value Creation Plan Execution Will Drive Upside Despite AI Headwinds
Our analyst price target for Clarivate has moved down from $7.00 to $6.00 as analysts trim their targets across the Street. They cite AI related competitive pressures, the execution risk around a potential Life Sciences and Healthcare sale, and a longer timeline for the company’s Value Creation Plan to play out.Anlatı Güncellemesi • Feb 24
CLVT: Extended Plan Execution Will Unlock Value Despite Rising AI Competition
Analysts have trimmed their $4.20 price target on Clarivate to $3.60, reflecting concerns that rising competition from AI-focused rivals, limits on pricing power, and a longer timeline for the company's "Value Creation Plan" temper expectations for organic revenue growth and profitability. Analyst Commentary Goldman Sachs cut its rating on Clarivate to Neutral from Buy and reduced its price target to $3.60 from $4.20, signaling a more cautious stance on the shares.Anlatı Güncellemesi • Feb 09
CLVT: Extended Value Creation Plan Timeline May Support Future Upside Potential
Analysts have trimmed their price target on Clarivate to about US$3.60 from roughly US$4.20, citing a longer timeline for the company's "Value Creation Plan" to influence organic revenue growth, as well as concerns about pressure from AI driven competitors and limited pricing power. Analyst Commentary Bullish Takeaways Bullish analysts still see some value support around the revised US$3.60 target, suggesting expectations have been reset to reflect slower organic growth execution.Analiz Makalesi • Feb 04
Clarivate Plc's (NYSE:CLVT) 35% Dip In Price Shows Sentiment Is Matching Revenues
Clarivate Plc ( NYSE:CLVT ) shareholders that were waiting for something to happen have been dealt a blow with a 35...Anlatı Güncellemesi • Jan 25
CLVT: Extended Plan And AI Competition Will Shape Long-Term Execution Outlook
Analysts have trimmed their price target on Clarivate to $3.60 from $4.20, citing expectations for a longer timeline for the Value Creation Plan to influence organic revenue growth, as well as concerns around competition from AI focused peers and limited pricing power. Analyst Commentary Recent Street research reflects a more cautious stance on Clarivate, with at least one major firm reducing its rating and target price as expectations temper around execution of the Value Creation Plan and the pace of organic revenue growth.Anlatı Güncellemesi • Jan 09
CLVT: Extended Value Creation Timeline Will Confront Intensifying AI Competition
Analysts have trimmed their fair value estimate for Clarivate from US$3.75 to US$3.00, citing a lower Street price target and expectations that the company’s "Value Creation Plan" and efforts to improve organic revenue growth may take longer to show results in the face of rising AI driven competition and limited pricing power. Analyst Commentary Recent Street commentary has turned more cautious on Clarivate, with some price targets cut and ratings pulled back as expectations around the "Value Creation Plan" are reset to a longer timetable.Anlatı Güncellemesi • Dec 22
CLVT: Share Repurchases Will Support Future Earnings Upside
Analysts have trimmed their price target on Clarivate by approximately $0.25. This reflects slightly higher perceived risk via a modestly increased discount rate and a lower future earnings multiple, while leaving their long term growth and profitability assumptions essentially unchanged.Anlatı Güncellemesi • Dec 08
CLVT: Share Buybacks And Raised Guidance Will Support Future Performance
Analysts have slightly lowered their price target on Clarivate to reflect modestly reduced discount rate assumptions and a marginally lower future price-to-earnings multiple, while keeping their fair value estimate effectively unchanged at approximately $4.93 per share. What's in the News Clarivate completed a share repurchase of 34,823,885 shares, representing 5.11% of outstanding shares, for a total of $149.47 million under its December 16, 2024 buyback authorization (Key Developments).Anlatı Güncellemesi • Nov 24
CLVT: Strong Market Share Will Support Future Performance Despite AI Risk
Analysts have slightly raised their price target for Clarivate to nearly $5 per share. They cite the firm’s solid market position but note ongoing risks from budget constraints, AI competition, and leverage concerns.Anlatı Güncellemesi • Nov 09
CLVT: Market Position And AI Developments Will Drive Performance Ahead
Analysts have lowered Clarivate's price target from approximately $5.14 to $4.93 per share. They cite concerns over budget constraints in key sectors, potential risks from artificial intelligence, and the company’s elevated leverage, despite its strong market position.Analiz Makalesi • Sep 16
These 4 Measures Indicate That Clarivate (NYSE:CLVT) Is Using Debt Extensively
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Analiz Makalesi • Aug 02
Earnings Update: Clarivate Plc (NYSE:CLVT) Just Reported Its Second-Quarter Results And Analysts Are Updating Their Forecasts
One of the biggest stories of last week was how Clarivate Plc ( NYSE:CLVT ) shares plunged 20% in the week since its...Analiz Makalesi • Jul 26
Is There An Opportunity With Clarivate Plc's (NYSE:CLVT) 32% Undervaluation?
Key Insights Clarivate's estimated fair value is US$6.63 based on 2 Stage Free Cash Flow to Equity Clarivate's US$4.53...Analiz Makalesi • Jul 08
At US$4.40, Is Clarivate Plc (NYSE:CLVT) Worth Looking At Closely?
While Clarivate Plc ( NYSE:CLVT ) might not have the largest market cap around , it led the NYSE gainers with a...Yeni Anlatı • May 11
Subscription Model And AI Integration Will Drive Operational Efficiency
Transitioning to a subscription-based model and AI innovation enhances revenue stability and competitive edge, supporting growth and improving net margins.Analiz Makalesi • May 04
Optimistic Investors Push Clarivate Plc (NYSE:CLVT) Shares Up 27% But Growth Is Lacking
Clarivate Plc ( NYSE:CLVT ) shareholders are no doubt pleased to see that the share price has bounced 27% in the last...Analiz Makalesi • Apr 23
Clarivate Plc (NYSE:CLVT) Shares Could Be 33% Below Their Intrinsic Value Estimate
Key Insights Clarivate's estimated fair value is US$4.92 based on 2 Stage Free Cash Flow to Equity Current share price...Analiz Makalesi • Apr 08
Should You Investigate Clarivate Plc (NYSE:CLVT) At US$3.37?
Clarivate Plc ( NYSE:CLVT ), is not the largest company out there, but it saw significant share price movement during...Analiz Makalesi • Mar 03
Some Confidence Is Lacking In Clarivate Plc's (NYSE:CLVT) P/S
It's not a stretch to say that Clarivate Plc's ( NYSE:CLVT ) price-to-sales (or "P/S") ratio of 1.2x right now seems...Seeking Alpha • Feb 23
Clarivate: Another Weak Year Ahead
Summary I recommend maintaining a hold rating on Clarivate Plc due to poor organic growth prospects and declining EBITDA despite cost-cutting measures. FY25 is expected to be another challenging year with no signs of organic growth recovery and continued demand weakness across key segments. High debt levels and declining free cash flow raise concerns about CLVT's ability to manage its balance sheet and refinance upcoming debt. While management's strategic asset sales may benefit long-term revenue predictability, they will negatively impact near-term revenue and EBITDA. Read the full article on Seeking AlphaAnaliz Makalesi • Jan 26
Is Clarivate (NYSE:CLVT) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Analiz Makalesi • Jan 08
Are Investors Undervaluing Clarivate Plc (NYSE:CLVT) By 27%?
Key Insights The projected fair value for Clarivate is US$7.07 based on 2 Stage Free Cash Flow to Equity Clarivate is...Seeking Alpha • Dec 26
Clarivate: Clearing The Decks
Summary 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 AlphaAnaliz Makalesi • Dec 16
Is 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...Seeking Alpha • Nov 08
Clarivate: Downgrade To Hold As Growth May Take A Long Time To Recover
Summary 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 AlphaAnaliz Makalesi • Nov 07
Some 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...Analiz Makalesi • Sep 27
Here's Why Clarivate (NYSE:CLVT) Has A Meaningful Debt Burden
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analiz Makalesi • Sep 06
Clarivate Plc (NYSE:CLVT) Stock Rockets 31% As Investors Are Less Pessimistic Than Expected
Clarivate Plc ( NYSE:CLVT ) shareholders would be excited to see that the share price has had a great month, posting a...CEO Tazminat Analizi
| Tarih | Toplam Tazminat | Maaş | Şirket Kazançları |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$137m |
| Dec 31 2025 | US$8m | US$900k | -US$201m |
| Sep 30 2025 | n/a | n/a | -US$396m |
| Jun 30 2025 | n/a | n/a | -US$433m |
| Mar 31 2025 | n/a | n/a | -US$678m |
| Dec 31 2024 | US$5m | US$353k | -US$668m |
Tazminat ve Piyasa: Matti 'nin toplam tazminatı ($USD 8.35M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 5.28M ).
Tazminat ve Kazançlar: Matti şirketinin tazminatı, şirket kârsız olduğu sürece artırıldı.
CEO
Matti Shem Tov (65 yo)
1.8yrs
Görev süresi
US$8,350,984
Tazminat
Mr. Matitiahu Shem Tov, also known as Matti, is Chief Executive Officer & Director of Clarivate Plc from August 9, 2024. Mr. Shem Tov serves as a Senior Advisor at Lone View Capital Management, L.P. He joi...
Liderlik Ekibi
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| CEO & Director | 1.8yrs | US$8.35m | 0.42% $ 5.4m | |
| Executive VP & CFO | 4.5yrs | US$4.20m | 0.18% $ 2.3m | |
| President of Academia & Government | 3.2yrs | US$3.47m | 0.072% $ 938.9k | |
| President of Life Sciences & Healthcare | 3.1yrs | US$3.40m | 0.15% $ 2.0m | |
| Advisor | less than a year | US$3.02m | 0.16% $ 2.1m | |
| Senior VP of Finance & Chief Accounting Officer | 4yrs | Veri yok | 0.11% $ 1.4m | |
| Executive VP & Chief Information Officer | 4.3yrs | Veri yok | 0.13% $ 1.7m | |
| Head of Investor Relations | no data | Veri yok | Veri yok | |
| Senior VP & General Counsel | 1.4yrs | Veri yok | Veri yok | |
| Senior Vice President of Communications & Brand | no data | Veri yok | Veri yok | |
| Senior VP & Head of People | 1.3yrs | Veri yok | Veri yok | |
| Global Head of Life Sciences Consulting Services | 6.9yrs | Veri yok | Veri yok |
3.1yrs
Ortalama Görev Süresi
53yo
Ortalama Yaş
Deneyimli Yönetim: CLVT 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 3.1 yıldır).
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| CEO & Director | 1.8yrs | US$8.35m | 0.42% $ 5.4m | |
| Independent Director | 7.1yrs | Veri yok | Veri yok | |
| Independent Non-Executive Chairman of the Board | 4.5yrs | US$370.00k | 0.070% $ 911.8k | |
| Independent Director | 5.7yrs | Veri yok | Veri yok | |
| Independent Director | 6.1yrs | US$280.00k | 0.055% $ 712.8k | |
| Independent Director | less than a year | US$168.85k | 0.18% $ 2.3m | |
| Independent Director | 3.9yrs | US$270.00k | 0.015% $ 200.8k | |
| Independent Director | 5.7yrs | Veri yok | Veri yok | |
| Independent Director | 3.1yrs | US$250.00k | 0.017% $ 221.0k | |
| Independent Director | 2.1yrs | US$250.00k | 0.0050% $ 64.7k |
4.2yrs
Ortalama Görev Süresi
57yo
Ortalama Yaş
Deneyimli Yönetim Kurulu: CLVT 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 4.2 yıldır).
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/06/22 12:14 |
| Gün Sonu Hisse Fiyatı | 2026/06/18 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Clarivate Plc 13 Bu analistlerden 9, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Manav Patnaik | Barclays |
| Heather Balsky | BofA Global Research |
| Zachary Cummins | B. Riley Securities, Inc. |