Clarivate PLC (CLVT)

In the past six months, Clarivate's stock price has declined by approximately 35.2% to $2.53 as of April 2, 2026. Key events include the announcement of Q4 and Full Year 2025 results with a strategic review update where the company is pursuing a sale of its Life Sciences & Healthcare business, a presentation at the Wolfe Research FinTech Forum, and a webinar on AI's role in innovation. Analyst ratings for Clarivate have been lowered by Citi, RBC Capital, and Stifel.

Clarivate's revenue stream is largely recurring, with approximately 80% of sales coming from subscriptions or re-occurring services. The remaining 20% are one-off transactional sales of data. While subscription revenues have shown organic growth, transactional revenues can be more variable, as seen by a decline in Q4 2025 primarily due to lower IP volumes.

Clarivate Plc is a British-American publicly traded analytics company operating in the Technology sector, specifically within the Information Technology Services industry. It provides enriched data, insights, analytics, workflow solutions, and expert services across three main segments: Academia & Government (A&G), Intellectual Property (IP), and Life Sciences & Healthcare (LS&H). Major products include Web of Science, Derwent, and Cortellis. Clarivate was formed in 2016 and went public in 2019.

Clarivate has a multinational footprint with headquarters in London, United Kingdom. Approximately half of its revenue is generated in the Americas, while Europe, the Middle East, and Africa account for about a quarter. The company also has a significant presence in the Asia Pacific region, including China, India, Japan, Korea, and several Southeast Asian countries. Clarivate has Global Business Centers in Penang, Malaysia; Chandler, Arizona, USA; and London, UK.

Clarivate maintains a trusted reputation as a global leader through investments in content, workflows, and an AI-first mindset. The company has highlighted its leadership in AI innovation and launched new solutions. However, Clarivate has faced criticism for alleged anti-competitive practices, increasing prices of acquired products, outsourcing jobs, and eliminating telephone support for acquired products.

Clarivate Plc is primarily owned by institutional shareholders (84.13%) and insiders (61.19%). Major institutional owners include Leonard Green & Partners, L.P., and Exor N.V. Usama Cortas is the largest individual shareholder, owning 18.21% of the company.