Barclays Has Lowered Expectations for Clarivate (NYSE:CLVT) Stock Price

Clarivate (NYSE:CLVT) had its price target decreased by Barclays from $4.00 to $2.40 in a research note issued to investors on Wednesday,Benzinga reports. The brokerage currently has an “underweight” rating on the stock. Barclays‘s price target would suggest a potential upside of 0.21% from the stock’s current price.

CLVT has been the topic of several other reports. Wall Street Zen upgraded shares of Clarivate from a “hold” rating to a “buy” rating in a report on Saturday, February 7th. Weiss Ratings restated a “sell (e+)” rating on shares of Clarivate in a report on Monday, December 29th. The Goldman Sachs Group cut 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 report on Thursday, January 8th. Morgan Stanley reaffirmed an “underweight” rating and set a $3.00 price target (down from $5.00) on shares of Clarivate in a report on Wednesday, December 17th. Finally, Royal Bank Of Canada reduced their price target on shares of Clarivate from $5.00 to $3.00 and set a “sector perform” rating for the company in a research report on Wednesday. Four equities research analysts have rated the stock with a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Reduce” and an average price target of $3.30.

Clarivate Price Performance

Shares of Clarivate stock traded up $0.05 on Wednesday, hitting $2.40. The company’s stock had a trading volume of 3,241,450 shares, compared to its average volume of 7,708,956. 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 company has a market capitalization of $1.58 billion, a price-to-earnings ratio of -4.20 and a beta of 1.51. The firm has a fifty day moving average price of $2.79 and a 200-day moving average price of $3.47. Clarivate has a 1 year low of $1.66 and a 1 year high of $4.77.

Insiders Place Their Bets

In other news, insider Bar Veinstein sold 309,902 shares of Clarivate stock in a transaction dated Monday, December 1st. The stock was sold at an average price of $3.74, for a total transaction of $1,159,033.48. Following the sale, the insider directly owned 848,811 shares of the company’s stock, valued at approximately $3,174,553.14. The trade was a 26.75% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 23.18% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Clarivate

A number of large investors have recently bought and sold shares of CLVT. Virtu Financial LLC raised its position in shares of Clarivate by 204.3% during the 4th quarter. Virtu Financial LLC now owns 49,960 shares of the company’s stock worth $167,000 after purchasing an additional 33,544 shares during the period. Invesco Ltd. boosted its holdings in shares of Clarivate by 38.4% during the fourth quarter. Invesco Ltd. now owns 1,327,520 shares of the company’s stock valued at $4,434,000 after acquiring an additional 368,531 shares during the period. Vident Advisory LLC grew its position in shares of Clarivate by 3.3% during the fourth quarter. Vident Advisory LLC now owns 185,821 shares of the company’s stock worth $621,000 after acquiring an additional 5,980 shares during the last quarter. SkyView Investment Advisors LLC lifted its position in Clarivate by 1.4% in the 4th quarter. SkyView Investment Advisors LLC now owns 413,728 shares of the company’s stock valued at $1,382,000 after purchasing an additional 5,830 shares during the last quarter. Finally, Empowered Funds LLC boosted its stake in Clarivate by 587.2% during the 4th quarter. Empowered Funds LLC now owns 388,670 shares of the company’s stock valued at $1,298,000 after purchasing an additional 332,110 shares during the period. Institutional investors own 85.72% of the company’s stock.

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)

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.