Clarivate (NYSE:CLVT) Releases FY 2026 Earnings Guidance

Clarivate (NYSE:CLVT) updated its FY 2026 earnings guidance on Tuesday. The company provided EPS guidance of 0.700-0.800 for the period, compared to the consensus EPS estimate of 0.620. The company issued revenue guidance of $2.3 billion-$2.4 billion, compared to the consensus revenue estimate of $2.4 billion.

Analyst Upgrades and Downgrades

CLVT has been the topic of a number of research reports. Weiss Ratings reiterated a “sell (e+)” rating on shares of Clarivate in a report on Monday, December 29th. Morgan Stanley reaffirmed an “underweight” rating and set a $3.00 target price (down from $5.00) on shares of Clarivate in a research report on Wednesday, December 17th. Wall Street Zen upgraded Clarivate from a “hold” rating to a “buy” rating in a research report on Saturday, February 7th. Finally, The Goldman Sachs Group downgraded shares of Clarivate from a “buy” rating to a “neutral” rating and reduced their target price for the company from $4.20 to $3.60 in a research note on Thursday, January 8th. Three investment analysts have rated the stock with a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, Clarivate presently has a consensus rating of “Reduce” and an average target price of $3.70.

Clarivate Stock Up 2.6%

CLVT traded up $0.06 on Wednesday, hitting $2.41. 1,262,980 shares of the company were exchanged, compared to its average volume of 7,652,251. The company has a debt-to-equity ratio of 0.90, a quick ratio of 0.87 and a current ratio of 0.87. The stock’s fifty day moving average is $2.79 and its 200-day moving average is $3.47. Clarivate has a 12 month low of $1.66 and a 12 month high of $4.77. The company has a market cap of $1.59 billion, a PE ratio of -4.31 and a beta of 1.51.

Insider Buying and Selling at Clarivate

In other Clarivate news, insider Bar Veinstein sold 309,902 shares of the company’s stock in a transaction that occurred on 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 $3,174,553.14. This represents a 26.75% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 23.18% of the stock is owned by corporate insiders.

Key Clarivate News

Here are the key news stories impacting Clarivate this week:

• Positive Sentiment: Q4 results beat expectations: Q4 EPS $0.20 vs $0.16 est and revenue $617M vs ~$605M consensus; management reiterated momentum and delivered upbeat commentary that helped lift the stock. Clarivate rises over 3% on earnings beat and upbeat guidance
• Positive Sentiment: Management set a target of ~10% free cash flow growth for 2026 and described a strategic portfolio shift — investors view this as evidence of improving cash-generation and sharper focus on higher-return businesses. Clarivate outlines 10 percent free cash flow growth target for 2026 amid strategic portfolio shift
• Positive Sentiment: Company press release highlighted the Value Creation Plan, accelerated ACV growth and higher cash flow; management said FY‑2026 EPS guidance (0.70–0.80) is meaningfully above consensus, supporting near‑term upside. Clarivate Reports Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Management provided detailed color in the earnings call and slide deck (transcript and presentation available) — useful for investors but no new surprises beyond the published guidance and FCF target. Clarivate Plc (CLVT) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Underlying revenue trends remain a concern: quarterly revenue was down ~6.9% YoY and the company still reports a negative net margin; these fundamentals limit valuation upside until top‑line stabilization is clear. Clarivate quarterly results and metrics (MarketBeat)
• Negative Sentiment: Revenue guidance range ($2.3B–$2.4B) sits at or slightly below consensus midpoint, leaving potential downside risk if demand softness continues despite stronger EPS guidance from cost/cash measures. Clarivate PLC (CLVT) Q4 Earnings and Revenues Beat Estimates (Zacks)

Hedge Funds Weigh In On Clarivate

Several institutional investors and hedge funds have recently modified their holdings of CLVT. FIL Ltd increased its holdings in shares of Clarivate by 2.3% during the fourth quarter. FIL Ltd now owns 25,266,152 shares of the company’s stock worth $84,389,000 after buying an additional 567,170 shares in the last quarter. Dimensional Fund Advisors LP boosted its position in shares of Clarivate by 3.3% during the 3rd 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. increased its holdings in shares of Clarivate by 195.3% during the fourth quarter. Atairos Partners GP Inc. now owns 10,232,667 shares of the company’s stock valued at $34,177,000 after acquiring an additional 6,767,667 shares in the last quarter. Vanguard Group Inc. increased its holdings in Clarivate by 9.3% during the 3rd quarter. Vanguard Group Inc. now owns 8,922,585 shares of the company’s stock worth $34,173,000 after purchasing an additional 756,722 shares in the last quarter. Finally, State Street Corp boosted its holdings in Clarivate by 0.4% during the 4th quarter. State Street Corp now owns 7,602,697 shares of the company’s stock worth $25,393,000 after acquiring an additional 30,933 shares during 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.