Claritev screens as deeply undervalued on headline multiples with modest insider buying, but a fresh negative news modifier, a confirmed technical downtrend, 3 consecutive earnings misses, and negative asymmetry keep the engine's stance at hold rather than buy.
Thesis pillars
- Deep Value Cheap Multiple—
- Negative News Modifier Downgrade—
- Cash Flow Quality Signal—
- +2 more pillars — see the Why tab for full reasoning
Claritev Corporation (CTEV) Stock Analysis
Recovery setup · Inst Constrain edge
Healthcare · Health Information Services
Hold if already holding. Not a fresh buy at $38.12, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Consecutive earnings misses (4).
Claritev is a healthcare technology, data, and insights company that helps payers manage medical claims costs through out-of-network cost management, network, payment and revenue integrity, and data and analytics solutions, serving more than 750 clients and an estimated 60... Read more
Hold if already holding. Not a fresh buy at $38.12, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Consecutive earnings misses (4). Chart setup: Death cross but MACD improving, RSI 80. Mixed signals. Hold existing position. Score 6.0/10, moderate confidence.
Passes 7/10 gates (positive momentum, clean insider activity, news boost earnings 0.60, news boost analyst 0.40, earnings proximity 79d clear, semi cycle peak clear, materials cycle peak clear). Suitability: speculative.
About Claritev Corporation
About Claritev Corporation
Claritev, a healthcare technology and data-analytics company with more than 45 years of claims experience, used its platform in 2025 to identify $25.0 billion in potential savings on $179.8 billion in claim charges across more than 750 payer clients. The company's two largest clients accounted for approximately 29.2% and 10.4% of 2025 revenue, respectively, together representing nearly 40% of the total.
Claritev sells primarily to payers — health plans, administrative-services-only platforms, and third-party administrators — who distribute its out-of-network cost management, network, payment and revenue integrity, and data and analytics solutions to more than 100,000 employers and plan sponsors covering an estimated 60 million consumers. Its PHCS Network provides contracted discounts across more than 1.4 million healthcare providers, and its platform accesses and processes claims before payment, a pre-payment position built on more than $500 million of cumulative capitalized software development and roughly 15 petabytes of managed data capacity. Revenue is typically recurring under multi-year contracts with larger clients and one-year auto-renewing contracts with smaller ones, though most agreements allow termination on short notice and contain no minimum utilization commitments. The 2025 Vision 2030 transformation plan, branded internally as THE TURN, aims to diversify Claritev's revenue beyond out-of-network claims and the commercial payer market while migrating cloud infrastructure to Oracle Cloud Infrastructure.
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Claritev's own risk disclosure ties its business directly to retaining its largest accounts: the top two clients alone represented roughly 39.6% of 2025 revenue, and the company states it has previously experienced significant reductions in product usage and pricing pressure from major clients, with no minimum-utilization protections in most contracts. Ongoing consolidation among insurers compounds this exposure, since an acquired client could renegotiate terms or reduce claims volume even without formally terminating its contract, a dynamic Vision 2030's push into new lines of business and geographies is explicitly designed to offset.
From Claritev Corporation's most recent 10-K filing, extracted July 6, 2026.
Recent developments
updated 2026-08-17Recent Developments — Claritev Corporation
Latest news
- NEWS Claritev Expands Collaboration With Marpai To Launch Pre, Post- Payment Integrity Services To Health Plans — benzinga Aug 17, 2026 positive
- NEWS Wells Fargo Maintains Equal-Weight on Claritev, Raises Price Target to $30 — benzinga Aug 12, 2026 positive
- NEWS Claritev Analysts Raise Their Forecasts Following Q2 Earnings — benzinga Aug 10, 2026 positive
- NEWS Citigroup Maintains Buy on Claritev, Raises Price Target to $45 — benzinga Aug 10, 2026 positive
- NEWS Canaccord Genuity Maintains Buy on Claritev, Raises Price Target to $43 — benzinga Aug 10, 2026 positive
Generated 2026-08-17T13:27:13Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- MEDIUMCustomerlargest client29%10-K Item 1A: 'Our two largest clients accounted for approximately 29.2% and 10.4%, respectively, of our revenues for the year ended December 31, 2025.'
- LOWCustomersecond largest client10%10-K Item 1A: 'Our two largest clients accounted for approximately 29.2% and 10.4%, respectively, of our revenues for the year ended December 31, 2025.'
Material Events(8-K, last 90d)
- 2026-04-30Item 5.02LOWStockholders approved an amendment to the 2020 Omnibus Incentive Plan on April 29, 2026, adding 2,375,000 shares for issuance; a routine equity-plan expansion, not an executive departure.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
2 floor-breakers
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
No near-term catalyst priced in. Thesis progression will come from fundamentals grinding, not event reaction.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $38.12, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Consecutive earnings misses (4). Chart setup: Death cross but MACD improving, RSI 80. Mixed signals. Hold existing position. Target $38.13 (+0.0%), stop $35.45 (−7.5%), A.R:R 0.0:1. Score 6.0/10, moderate confidence.
Take-profit target: $38.13 (0.0% upside). Target $38.13 (+0.0%), stop $35.45 (−7.5%), A.R:R 0.0:1. Stop-loss: $35.45.
Analyst target reached - limited upside remaining; Consecutive earnings misses (4); Elevated risk factors.
Claritev Corporation trades at a P/E of N/A (forward 5.2). TrendMatrix value score: 8.2/10. Verdict: Hold.
12 analysts cover CTEV with a consensus score of 4.2/5. Average price target: $44.
What does Claritev Corporation do?Claritev is a healthcare technology, data, and insights company that helps payers manage medical claims costs through...
Claritev is a healthcare technology, data, and insights company that helps payers manage medical claims costs through out-of-network cost management, network, payment and revenue integrity, and data and analytics solutions, serving more than 750 clients and an estimated 60 million consumers through their health plans. In 2025 the company identified $25.0 billion in potential savings on $179.8 billion in claim charges, while its two largest clients accounted for approximately 29.2% and 10.4% of revenue, respectively.