Clarivate PLC (CLVT)

Over the past six months, Clarivate Plc's stock price has experienced notable fluctuations. As of March 27, 2026, the share price was $2.36, representing a decline of 39.95% from $3.93 on March 31, 2025. Key events impacting the stock price include the release of Fourth Quarter and Full Year 2025 results on February 24, 2026, where the company announced plans to sell its Life Sciences & Healthcare segment, leading to a significant rally in shares. Clarivate also reaffirmed its 2025 financial guidance and provided a positive outlook for 2026. Clarivate released its Q3 2025 earnings on October 29, 2025, and its Q2 2025 earnings on July 30, 2025. On February 2, 2026, Clarivate announced the full redemption of its remaining Senior Secured Notes due 2026. In March 2026, Clarivate participated in the Wolfe Research FinTech Forum and integrated regulatory intelligence with Claude AI reasoning.

Clarivate Plc's business model is characterized by a high proportion of recurring revenue, primarily from subscription-based services. The resilience of this revenue base is underscored by the increase in total recurring revenues in the full year 2025. The strong reliance on subscriptions and recurring contracts suggests that demand for Clarivate's products and services is generally stable and less subject to significant seasonality compared to businesses with predominantly transactional revenue models.

Clarivate Plc is a British-American publicly traded analytics company providing transformative intelligence through data, insights, analytics, workflow solutions, and expert services. It operates in the information services industry, serving customers in academia, government, law, life sciences, and healthcare, with a subscription-based business model where approximately 85% of its revenue is recurring. Its major product families and services include Academia & Government solutions supporting research and education, Intellectual Property solutions for patents and trademark protection, and Life Sciences & Healthcare intelligence services. Clarivate has announced its intention to sell its Life Sciences & Healthcare business to further emphasize its Academia & Government and Intellectual Property markets.

Clarivate has a significant global presence, operating in over 40 countries and serving more than 45,000 customers in over 180 countries. Around half of the company's revenue is generated in the Americas, while Europe, the Middle East, and Africa account for approximately a quarter. The company also has a focus on international markets, including partnerships in China and Australia. Its corporate headquarters are located in London, United Kingdom, with a regional office in Philadelphia, United States.

Clarivate Plc maintains a strong brand and reputation, built on years of delivering expert-curated data and analytical models that transform complex information into actionable insights, reflected in its high annual customer renewal rates. The company is recognized for its leadership in scientific research, exemplified by the launch of the 2025 Citation Laureates. Clarivate has actively focused on innovation through AI, incorporating AI-driven solutions into its products and services to enhance customer adoption and retention. Recent news highlights include the reveal of the AI50, the release of an annual report identifying Global Engineering Fronts, a study examining the impact of academic AI on core library workflows, expanded access to trusted regulatory intelligence within Claude, and recognition for excellence in the trademark business.

Clarivate Plc's ownership is highly concentrated among institutional investors, who hold a commanding share of the company, estimated to be around 85.72% as of late 2025, while individual or retail investors account for a very small float, about 1.72%. Leonard Green & Partners, L.P., Exor N.V., and Clarkston Capital Partners, LLC are among the major institutional owners. Usama Cortas is the largest individual shareholder.