Clarivate

CLVT · NYSE

$1.78+$0.02 (+1.14%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $1.76

CLVT analyst rating

HoldConsensus of 6 analysts over the last 12 months. 17% rate it a buy.

Strong buy0
Buy1
Hold3
Underperform2
Sell0

12-month price target · 8 analysts

Average $2.94 (+65.2% upside)

Low: $2.02
Now: $1.78
High: $5.25

Upgrades and downgrades

The latest rating actions, newest first

CLVT analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Citigroup	Jul 30, 2026	Maintains	Neutral	$2.80 → $2.50	46%
Goldman Sachs	Jul 30, 2026	Maintains	Neutral	$2.90 → $2.60	43%
Stifel	Jul 30, 2026	Maintains	Buy	$6.00 → $5.00	56%
Barclays	Jul 30, 2026	Maintains	Underweight	$2.50 → $2.00	64%
Barclays	Jul 7, 2026	Maintains	Underweight	$2.40 → $2.50	64%
Citigroup	Mar 4, 2026	Maintains	Neutral	$4.25 → $2.80	46%
Barclays	Feb 25, 2026	Maintains	Underweight	$4.00 → $2.40	64%
RBC Capital	Feb 25, 2026	Maintains	Sector Perform	$5.00 → $3.00	64%
Goldman Sachs	Jan 8, 2026	Downgrade	Buy → Neutral	$4.20 → $3.60	43%
Morgan Stanley	Dec 17, 2025	Downgrade	Equal-Weight → Underweight	$5.00 → $3.00	48%

The case for and against

Updated Apr 24, 2025

Bull case

Clarivate demonstrated resilience in its subscription revenue, achieving a 0.6% year-over-year increase largely due to price increases, despite facing challenges in net volume within specific sectors. The company's annual contract value (ACV) showed a modest growth of 1.1% year-over-year, reaching $1,596 million, indicating stable demand for its services and products. Additionally, plans for increased investment in customer success teams signal a strategic focus on enhancing client retention and promoting upselling opportunities, positioning the company to improve its overall revenue and profitability in future periods.

Bear case

Clarivate's financial performance shows a concerning trend with transactional revenues declining by 13.6% and recurring revenues down by 1.1%, despite a slight 0.6% growth in subscription revenues. Additionally, total organic revenue decreased by 0.7% year-over-year in the fourth quarter of fiscal year 2024, largely attributed to significant declines in the Life Sciences and Healthcare (LS&H) and Intellectual Property (IP) segments. Overall, the company experienced a decline of 3% in revenues year-over-year, which raises questions regarding its growth prospects and stability in various key markets.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.