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Clarivate Plc (CLVT) Stock Analysis

Recovery setup

SellModerate Confidence

Technology · Information Technology Services

Sell if holding. Engine safety override at $2.72: Quality below floor (3.8 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.7/10. Specifically: High short interest: 16%; Below-average business quality; Below long-term trend.

Clarivate is a global information services company providing intelligence, workflow, and analytics solutions to academia, intellectual property, and life sciences customers across 45,000-plus accounts. Approximately 83% of revenues are subscription-based and re-occurring; annual... Read more

$2.72+15.7% A.UpsideScore 4.7/10#30 of 35 Information Technology Services
Stop $2.52Target $3.14(analyst − 13%)A.R:R 1.1:1
Analyst target$3.61+32.9%7 analysts
$3.14our TP
$2.72price
$3.61mean
$6

Sell if holding. Engine safety override at $2.72: Quality below floor (3.8 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.7/10. Specifically: High short interest: 16%; Below-average business quality; Below long-term trend. Chart setup: Death cross but MACD improving, RSI 68. Score 4.7/10, moderate confidence.

Passes 5/8 gates (positive momentum, clean insider activity, no SEC red flags, earnings proximity no date, semi cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.

Thesis

Rewards
No bull case signals
Risks
Concentration risk — Product: subscription-based and re-occurring arrangements (83.0%)
Quality below floor (3.8 < 4.0)

Key Metrics

P/E (TTM)
P/E (Fwd)3.6
Mkt Cap$1.8B
EV/EBITDA6.2
Profit Mgn-8.2%
ROE-4.0%
Rev Growth-6.9%
Beta1.40
DividendNone
Rating analysts13

Quality Signals

Piotroski F4/9

Options Flow

P/C0.20bullish
IV64%elevated
Max Pain$8+175.7% vs spot

Concentration Risks(10-K Item 1A)

  • HIGHProductsubscription-based and re-occurring arrangements83%
    10-K Item 1A: 'approximately 83% of our revenues were subscription-based and re-occurring arrangements'

Material Events(8-K, last 90d)

  • 2026-02-02Item 1.02MEDIUM
    4.50% Senior Secured Notes due 2026 fully redeemed; Indenture satisfied and discharged on January 30, 2026. Company released from Indenture obligations. Termination of material definitive agreement.
    SEC filing →
  • 2026-03-26Item 5.02LOW
    Board adopted Amended and Restated Executive Severance Plan on March 23, 2026. Compensatory arrangement update; no officer departures.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

4 floor-breakers·1 ceiling hit

Revenue shrinking — -6.9% YoY. Growth thesis broken unless recovery story develops.static

Revenue Growth
0.8
Declining revenue: -7%
Low model confidence on this dimension (33%).

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Growth Rank
0.9
Quality Rank
1.1
Value Rank
6.8

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

52w Position
1.4
Bollinger
2.5
Support Resistance
2.6
Gap
6.0

Unprofitable operations — net margin -8.2%. Quality floor flags this regardless of sector context.static

Roe
0.0
Net Margin
0.0
Roa
0.6
Rule Of 40
3.0
Current Ratio
3.3
Operating Margin
3.8
Piotroski F
4.4
Moat
5.0
Fcf Quality
8.2
Gross Margin
9.2
FCF-positive despite GAAP loss (FCF margin 21%, FCF yield 28.4%)No competitive moatRule of 40: 14 (fail)
GatesA.R:R 1.1 < 1.5@spotMomentum 5.2<5.5 (soft — BUY_NOW allowed but watch)Death cross (50MA < 200MA)Momentum 5.2>=4.5Insider activity: OKNo SEC red flagsEARNINGS PROXIMITY NO DATESEMI CYCLE PEAK CLEARRecoverySuitability: Aggressive
RSI
68 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $2.10Resistance $2.93

Price Targets

$3
$3
A.Upside+15.4%
A.R:R1.1:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Quality below floor (3.8 < 4.0)
! Reward/Risk 1.1:1 at current price — below 1.5:1 minimum

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-04-29 (nulld)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is CLVT stock a buy right now?

Sell if holding. Engine safety override at $2.72: Quality below floor (3.8 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.7/10. Specifically: High short interest: 16%; Below-average business quality; Below long-term trend. Chart setup: Death cross but MACD improving, RSI 68. Prior stop was $2.52. Score 4.7/10, moderate confidence.

What is the CLVT stock price target?

Take-profit target: $3.14 (+15.7% upside). Prior stop was $2.52. Stop-loss: $2.52.

What are the risks of investing in CLVT?

Concentration risk — Product: subscription-based and re-occurring arrangements (83.0%); Quality below floor (3.8 < 4.0).

Is CLVT overvalued or undervalued?

Clarivate Plc trades at a P/E of N/A (forward 3.6). TrendMatrix value score: 9.1/10. Verdict: Sell.

What do analysts say about CLVT?

13 analysts cover CLVT with a consensus score of 2.7/5. Average price target: $4.

What does Clarivate Plc do?Clarivate is a global information services company providing intelligence, workflow, and analytics solutions to...

Clarivate is a global information services company providing intelligence, workflow, and analytics solutions to academia, intellectual property, and life sciences customers across 45,000-plus accounts. Approximately 83% of revenues are subscription-based and re-occurring; annual customer renewal rates exceed 90%.

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