Clarivate Plc

NYSE:CLVT Stok Raporu

Piyasa değeri: US$1.5b

Clarivate Yönetim

Yönetim kriter kontrolleri 2/4

Clarivate CEO'su Matti Shem Tov, Aug2024 tarihinde atandı, in görev süresi 1.75 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 $ 6.43M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 3 yıl ve 4.1 yıldır.

Anahtar bilgiler

Matti Shem Tov

İcra Kurulu Başkanı

US$8.4m

Toplam tazminat

CEO maaş yüzdesi10.78%
CEO görev süresi1.8yrs
CEO sahipliği0.4%
Yönetim ortalama görev süresi3yrs
Yönetim Kurulu ortalama görev süresi4.1yrs

Son yönetim güncellemeleri

Recent updates

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...
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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 Alpha
Analiz 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 Alpha
Analiz 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 Alpha
Analiz 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...
Analiz Makalesi Aug 29

Is 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...
Seeking Alpha Aug 09

Clarivate: Attractive Upside Even With Conservative Assumptions

Summary 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

CEO Tazminat Analizi

Matti Shem Tov'un ücretlendirmesi Clarivate'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Mar 31 2026n/an/a

-US$137m

Dec 31 2025US$8mUS$900k

-US$201m

Sep 30 2025n/an/a

-US$396m

Jun 30 2025n/an/a

-US$433m

Mar 31 2025n/an/a

-US$678m

Dec 31 2024US$5mUS$353k

-US$668m

Tazminat ve Piyasa: Matti 'nin toplam tazminatı ($USD 8.35M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 5.45M ).

Tazminat ve Kazançlar: Matti şirketinin tazminatı, şirket kârsız olduğu sürece artırıldı.


CEO

Matti Shem Tov (64 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

İsimPozisyonGörev süresiTazminatSahiplik
Matitiahu Shem Tov
CEO & Director1.8yrsUS$8.35m0.42%
$ 6.4m
Jonathan Collins
Executive VP & CFO4.4yrsUS$4.20m0.18%
$ 2.8m
Bar Veinstein
President of Academia & Government3.1yrsUS$3.47m0.072%
$ 1.1m
Henry Levy
President of Life Sciences & Healthcare3yrsUS$3.40m0.15%
$ 2.4m
Maroun Mourad
President of Intellectual Propertyless than a yearUS$3.02m0.16%
$ 2.5m
Michael Easton
Senior VP of Finance & Chief Accounting Officer3.9yrsVeri yok0.11%
$ 1.7m
William Graff
Executive VP & Chief Information Officer4.2yrsVeri yok0.13%
$ 2.0m
Mark Donohue
Head of Investor Relationsno dataVeri yokVeri yok
John Doulamis
Senior VP & General Counsel1.3yrsVeri yokVeri yok
Tabita Andersson
Senior Vice President of Communications & Brandno dataVeri yokVeri yok
Darien Krimmert
Senior VP & Head of People1.2yrsVeri yokVeri yok
Richard Finch
Global Head of Life Sciences Consulting Services6.8yrsVeri yokVeri yok
3.0yrs
Ortalama Görev Süresi
52yo
Ortalama Yaş

Deneyimli Yönetim: CLVT 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 3 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Matitiahu Shem Tov
CEO & Director1.8yrsUS$8.35m0.42%
$ 6.4m
Anthony Munk
Independent Director7yrsVeri yokVeri yok
Andrew Snyder
Independent Non-Executive Chairman of the Board4.4yrsUS$370.00k0.064%
$ 993.0k
Usama Cortas
Independent Director5.6yrsVeri yokVeri yok
Jane Bomba
Independent Director6yrsUS$280.00k0.045%
$ 701.8k
Kenneth Cornick
Independent Directorless than a yearUS$168.85k0.17%
$ 2.7m
Wendell Pritchett
Independent Director3.8yrsUS$270.00k0.0097%
$ 150.8k
Adam Levyn
Independent Director5.6yrsVeri yokVeri yok
Saurabh Saha
Independent Director3yrsUS$250.00k0.012%
$ 186.4k
Suzanne Heywood
Independent Director2yrsUS$250.00k0.0019%
$ 28.9k
4.1yrs
Ortalama Görev Süresi
56yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: CLVT 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 4.1 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/22 08:58
Gün Sonu Hisse Fiyatı2026/05/22 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

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.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* 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 ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan 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.

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