Clarivate

CLVT

Market cap $1.51B

LONDON, March 26, 2026 /PRNewswire/ -- Clarivate Plc (NYSE:CLVT), a leading global provider of transformative intelligence, today announced the Clarivate AI50, a new data-driven benchmark of organizations demonstrating exceptional leadership in high-impact artificial intelligence (AI) inventions. Following our announcement of the Top 100 Global Innovators 2026, this report dives deeper into the AI world, where organizations such as NVIDIA, Micron Technology, Alphabet, Qualcomm or Foxconn are creating foundational capability in AI, translating AI into complex systems, and scaling into products, workflows and industrial environments.

Most investors have never heard of Clarivate. The company operates largely outside mainstream investor attention.

Clarivate Plc (CLVT) Presents at Wolfe Research FinTech Forum Transcript

Advancing Clarivate strategy to extend proprietary intelligence into enterprise AI ecosystems Bringing Clarivate domain-specific regulatory insights into Claude to support life sciences workflows LONDON, March 10, 2026 /PRNewswire/ -- Clarivate Plc (NYSE: CLVT), a leading global provider of transformative intelligence, today announced they will integrate Clarivate's proprietary regulatory intelligence with Claude's AI reasoning capabilities. The collaboration gives biopharma, biotech, medtech and clinical research organizations intelligent, context-aware access to authoritative regulatory data within the AI workflows they already use.

Clarivate is executing a turnaround, with management focusing on debt reduction, divestitures, and share buybacks after years of value-destructive acquisitions. Q4 and FY25 results marked the first time CLVT met initial full-year guidance since 2019, with sequential organic ACV growth and 88% recurring revenue. 2026 guidance projects organic ACV growth of 2–3%, adjusted EBITDA margin near 43%, and FCF around $400M, despite headline revenue decline from low-margin business exits.

Clarivate (CLVT) remains a hold as core organic growth continues to deteriorate, with no evidence of recovery despite multiple compression. AI-driven shifts in user behavior and low barriers to entry are intensifying competitive threats, raising doubts about CLVT's long-term growth prospects. Strategic positives include the planned sale of the underperforming LSH segment and improved recurring revenue mix, but these do not offset weak fundamentals.

Clarivate PLC (CLVT) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

LONDON, March 4, 2026 /PRNewswire/ -- Clarivate Plc (NYSE: CLVT), a leading global provider of transformative intelligence, announced today that Jonathan Collins, Executive Vice President and Chief Financial Officer, will present at the Wolfe Research FinTech Forum, on Tuesday, March 10, 2026 at 10:55 am Eastern Time. The live webcast can be accessed at https://event.summitcast.com/view/6TbwwRgcrsMqMH9MnDuEEt/guest_book?session_id=SKXtYVEftt9CfQ9kjfMcvp and will be available for replay.

HG Vora sold 11,125,000 Clarivate shares in the fourth quarter. The quarter-end position value decreased by $42.61 million as a result.

Clarivate reported fourth-quarter 2025 financial results this week. While shares have soared this week, they're still trading at a discount to their historical valuation.