Clarivate (NYSE:CLVT) Posts Earnings Results, Beats Estimates By $0.01 EPS

Clarivate (NYSE:CLVT) posted its quarterly earnings results on Wednesday. The company reported $0.19 earnings per share for the quarter, beating the consensus estimate of $0.18 by $0.01, FiscalAI reports. Clarivate had a negative net margin of 5.61% and a positive return on equity of 8.82%. The company had revenue of $587.30 million during the quarter, compared to analyst estimates of $589.73 million. During the same quarter in the prior year, the business earned $0.18 earnings per share. The firm’s revenue for the quarter was down 5.5% on a year-over-year basis.

Here are the key takeaways from Clarivate’s conference call:

• Management expects organic recurring growth and ACV to accelerate in the second half, citing strong renewal rates, improving product conversion, and 75% of the A&G business already secured for the year.
• Clarivate reported strong momentum in its AI initiatives, including MCP-enabled products and proprietary-data integrations, which management expects to support new revenue streams, customer retention, and new-logo growth.
• Management is optimistic about an IP segment turnaround, supported by new leadership, products such as IPOne and RiskMark, and a return to flat recurring revenue in the second quarter.
• Transactional revenue faced quarterly headwinds, particularly in life sciences, and is expected to remain slightly down year over year for the full year, although management anticipates improvement in the second half and expects the life sciences divestiture to close before year-end.

Clarivate Stock Performance

Shares of Clarivate stock traded down $0.14 during trading hours on Thursday, reaching $2.00. The company had a trading volume of 1,737,126 shares, compared to its average volume of 6,792,792. The firm has a market cap of $1.28 billion, a PE ratio of -9.55 and a beta of 1.38. Clarivate has a one year low of $1.66 and a one year high of $4.55. The company has a debt-to-equity ratio of 0.89, a current ratio of 0.84 and a quick ratio of 0.84. The business has a fifty day simple moving average of $2.29 and a 200 day simple moving average of $2.43.

Analyst Upgrades and Downgrades

A number of research analysts have recently weighed in on CLVT shares. Wall Street Zen raised shares of Clarivate from a “hold” rating to a “buy” rating in a research report on Saturday, May 2nd. Weiss Ratings reissued a “sell (e+)” rating on shares of Clarivate in a report on Wednesday, June 24th. Finally, Barclays lowered their target price on Clarivate from $2.50 to $2.00 and set an “underweight” rating on the stock in a research note on Thursday. Four equities research analysts have rated the stock with a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Reduce” and an average target price of $2.88.

Institutional Trading of Clarivate

Institutional investors have recently added to or reduced their stakes in the stock. Royal Bank of Canada grew its holdings in Clarivate by 96.2% during the 1st quarter. Royal Bank of Canada now owns 63,630 shares of the company’s stock valued at $250,000 after buying an additional 31,197 shares in the last quarter. AQR Capital Management LLC lifted its holdings in shares of Clarivate by 37.0% in the first quarter. AQR Capital Management LLC now owns 451,872 shares of the company’s stock worth $1,749,000 after buying an additional 122,099 shares in the last quarter. Millennium Management LLC boosted its position in shares of Clarivate by 1,420.4% in the first quarter. Millennium Management LLC now owns 1,188,978 shares of the company’s stock valued at $4,673,000 after acquiring an additional 1,110,774 shares during the period. Goldman Sachs Group Inc. grew its stake in Clarivate by 15.5% during the first quarter. Goldman Sachs Group Inc. now owns 616,250 shares of the company’s stock valued at $2,422,000 after acquiring an additional 82,768 shares in the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its stake in Clarivate by 13.1% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,243,683 shares of the company’s stock valued at $4,888,000 after acquiring an additional 144,462 shares in the last quarter. Hedge funds and other institutional investors own 85.72% of the company’s stock.

Clarivate News Summary

Here are the key news stories impacting Clarivate this week:

• Positive Sentiment: Adjusted earnings exceeded expectations: Clarivate reported $0.19 per share, ahead of the $0.17–$0.18 consensus range and up from $0.18 a year earlier. Clarivate Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: 2026 outlook reaffirmed: Management said it continues to make progress on its Value Creation Plan, with a sharper strategic focus and efforts to improve the company’s financial profile following the planned divestiture of its Life Sciences & Healthcare business. Clarivate Reports Second Quarter 2026 Results
• Neutral Sentiment: Internal CFO succession: Michael Easton, a Clarivate executive with more than 25 years of financial and operational experience, will become CFO on August 8. He replaces Jonathan Collins, who is leaving to pursue another opportunity. The internal appointment may provide continuity, although leadership turnover remains a point investors will monitor. Clarivate Appoints Michael Easton as Chief Financial Officer
• Negative Sentiment: Revenue missed estimates and declined: Quarterly revenue was $587.3 million, below the $589.7 million consensus estimate and down 5.5% year over year. Clarivate also reported a negative net margin, underscoring continued pressure on growth and profitability despite the EPS beat. Clarivate Q2 Earnings Report

Clarivate Company Profile

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.