Clarivate PLC (CLVT)

Clarivate Plc's stock price has decreased by 40.24% between November 25, 2024, and November 21, 2025. In Q2 2025, Clarivate reported revenues of $621.4 million and a net loss of $72.0 million. In Q3 2025, the company surpassed analyst expectations, reducing net losses to US$28.3 million on sales of US$623.1 million, and subsequently raised its 2025 revenue guidance. In Q4 2024, Clarivate reported a decrease in total revenue to $663 million and a net loss of $191.8 million. Clarivate repurchased 23.2 million ordinary shares in the first half of 2025 and introduced a new share repurchase program authorizing up to $500 million of ordinary shares through 2026. Clarivate is focusing on growing subscription revenue and integrating AI across its products. Clarivate presented at the Goldman Sachs Communacopia + Technology Conference on September 11, 2025, and is scheduled to present at the RBC Capital Markets Global Technology, Internet, Media and Telecommunications Conference on November 19, 2025. Clarivate stock has received a consensus rating of 'hold' from analysts. A director increased their holdings with a US$2.48 million stock purchase following the Q3 2025 earnings.

Demand for Clarivate Plc's products and services generally exhibits low seasonality due to its predominantly subscription-based business model. The company is strategically shifting further towards subscription and recurring revenue models, aiming for 90% of its revenue to be subscription-based. Clarivate's growth prospects are supported by increasing international spending on research and development, growing demand for information services in developing economies, acceleration of electronic commerce, rising number of patent and trademark applications, and increasing demand for predictive and prescriptive analytics in the business world.

Clarivate Plc is a British-American publicly traded analytics company providing transformative intelligence solutions within the Technology sector, specifically in Information Technology Services and Professional Information Services. It offers subscription-based services, enriched data, insights, analytics, workflow solutions, and expert services across Academia & Government (A&G), Life Sciences & Healthcare (LS&H), and Intellectual Property (IP). Major products include Web of Science, ProQuest, Derwent, and Cortellis.

Clarivate Plc has a broad global presence across the Americas, Asia-Pacific, the Middle East, Africa, and Europe. The company's headquarters are located in London, UK, with a notable presence in Philadelphia, United States.

Clarivate's brand reputation is built on its mission to 'fuel the world's greatest breakthroughs' by providing trusted data, insights, analytics, workflow solutions, and expert services. Clarivate released the 'Pulse of the Library 2025' report and the 'Highly Cited Researchers 2025 List'. Clarivate has announced various partnerships and launched new products like Derwent Patent Monitor and AI-based RiskMark for trademarks. Clarivate's products are considered leading in their fields. However, Clarivate has also faced criticisms regarding its practices in the academic database market, including accusations of anti-competitive practices and increasing prices for acquired products.

Clarivate Plc is primarily owned by institutional shareholders (84.07%) and Clarivate insiders (58.87%), with a negligible percentage held by retail investors (0.00%). Major institutional owners include Leonard Green & Partners, L.P., and Exor N.V. The largest individual Clarivate shareholder is Usama Cortas, owning 116.67 million shares, representing 17.64% of the company.