Clarivate (NYSE:CLVT) Sets New 12-Month Low – What’s Next?

Clarivate PLC (NYSE:CLVT)’s share price reached a new 52-week low during mid-day trading on Monday . The company traded as low as $1.66 and last traded at $1.6850, with a volume of 366004 shares trading hands. The stock had previously closed at $1.77.

Key Stories Impacting Clarivate

Here are the key news stories impacting Clarivate this week:

• Positive Sentiment: Q4 beat and upbeat FY‑2026 EPS guide — Clarivate reported Q4 EPS of $0.20 (vs. $0.16 consensus) and revenue of $617M (above estimates). Management set FY‑2026 EPS guidance of $0.70–$0.80, above street consensus, a key fundamental positive for valuation and cash generation expectations. Clarivate Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Free cash flow target — Management outlined a target of ~10% free cash flow growth for 2026 and emphasized a portfolio shift intended to accelerate cash conversion, which can support deleveraging or shareholder returns if achieved. Clarivate outlines 10-percent free cash flow growth target
• Neutral Sentiment: Strategic review / potential divestiture — The company is engaged in active discussions to sell its Life Sciences & Healthcare business. A sale could unlock value but timing, price and use of proceeds are uncertain. Clarivate Reports Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Mixed revenue trend — Q4 revenue beat estimates but was down ~6.9% YoY; FY revenue guide sits at $2.3–2.4B (versus consensus near $2.4B), showing modest top‑line pressure even as margins/cash outlook improve. Clarivate PLC (CLVT) Q4 2025 Earnings Call Highlights
• Negative Sentiment: Analyst cuts — Barclays cut its price target to $2.40 and placed an “underweight” rating; RBC lowered its target to $3.00 (sector perform). Fresh downgrades reduce near‑term buy-side conviction and can drive selling pressure. Analyst Price Target Changes
• Negative Sentiment: Big jump in short interest — Short interest rose ~21% in February to ~61.2M shares (~12% of float) with a ~6.4 days‑to‑cover figure. Elevated short positioning increases downside risk and can amplify volatility on negative news.

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on CLVT. Morgan Stanley restated an “underweight” rating and issued a $3.00 price target (down from $5.00) on shares of Clarivate in a research note on Wednesday, December 17th. Weiss Ratings reissued a “sell (e+)” rating on shares of Clarivate in a research note on Monday, December 29th. Wall Street Zen upgraded shares of Clarivate from a “hold” rating to a “buy” rating in a research report on Saturday, February 7th. The Goldman Sachs Group downgraded shares of Clarivate from a “buy” rating to a “neutral” rating and lowered their price target for the stock from $4.20 to $3.60 in a report on Thursday, January 8th. Finally, Royal Bank Of Canada cut their price objective on Clarivate from $5.00 to $3.00 and set a “sector perform” rating on the stock in a report on Wednesday. Four equities research analysts have rated the stock with a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Reduce” and an average price target of $3.30.

Clarivate Price Performance

The stock has a market cap of $1.52 billion, a P/E ratio of -4.03 and a beta of 1.51. The company’s 50 day moving average price is $2.79 and its 200-day moving average price is $3.47. The company has a quick ratio of 0.87, a current ratio of 0.87 and a debt-to-equity ratio of 0.90.

Insider Buying and Selling

In other Clarivate news, insider Bar Veinstein sold 309,902 shares of the company’s stock in a transaction dated Monday, December 1st. The stock was sold at an average price of $3.74, for a total value of $1,159,033.48. Following the sale, the insider owned 848,811 shares in the company, valued at approximately $3,174,553.14. The trade was a 26.75% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Insiders own 23.18% of the company’s stock.

Institutional Trading of Clarivate

A number of large investors have recently bought and sold shares of CLVT. FIL Ltd lifted its stake in shares of Clarivate by 2.3% in the 4th quarter. FIL Ltd now owns 25,266,152 shares of the company’s stock valued at $84,389,000 after purchasing an additional 567,170 shares during the period. Dimensional Fund Advisors LP increased its holdings in Clarivate by 3.3% in the third quarter. Dimensional Fund Advisors LP now owns 21,768,783 shares of the company’s stock worth $83,373,000 after purchasing an additional 696,903 shares in the last quarter. Atairos Partners GP Inc. lifted its stake in Clarivate by 195.3% in the fourth quarter. Atairos Partners GP Inc. now owns 10,232,667 shares of the company’s stock valued at $34,177,000 after buying an additional 6,767,667 shares during the period. American Century Companies Inc. lifted its stake in Clarivate by 20.6% in the third quarter. American Century Companies Inc. now owns 9,973,797 shares of the company’s stock valued at $38,200,000 after buying an additional 1,706,306 shares during the period. Finally, Edmond DE Rothschild Holding S.A. boosted its holdings in shares of Clarivate by 19.5% during the 2nd quarter. Edmond DE Rothschild Holding S.A. now owns 9,292,470 shares of the company’s stock worth $39,958,000 after buying an additional 1,514,000 shares in the last quarter. 85.72% of the stock is currently owned by institutional investors and hedge funds.

About Clarivate

Clarivate plc is a global information and analytics company that provides insights and workflow solutions to accelerate the pace of innovation. The company delivers proprietary data, analytics, and expertise to support research and development in the life sciences, intellectual property management, academic institutions, government agencies, and corporations. Its core offerings include citation and patent databases, drug pipeline analytics, trademark research tools, regulatory compliance solutions, and market intelligence platforms.

Originally part of Thomson Reuters’ Intellectual Property & Science division, Clarivate was established as an independent entity in 2016 following a spin-off transaction.