TickerTalks
Browse all tickers →
TickerTalks›$CLVT
CLCLVT

Clarivate Plc

$CLVT·$1.4B·Information Technology Services·Technology
$2.13+7.6%YTD-36.8%1Y-51.6%
Mentions · last 7 days
2026-06-20: 2 posts2026-06-21: 3 posts2026-06-22: 17 posts2026-06-23: 0 posts2026-06-24: 2 posts2026-06-25: 1 posts2026-06-26: 10 posts35
Price updated 17h ago·X counts updated 17h ago
CLCLVT
$CLVTClarivate Plc
$2.13+7.58%35 posts
AI analysisFundamentalsVoices on X
Loading…

What it does

Plain-English summary of the business — what they sell and how they make money.

Clarivate Plc operates as a prominent information services and analytics firm, furnishing structured data and insights. Its core mission is to facilitate the discovery, safeguard the intellectual property, and enable the commercialization of scientific research, innovations, and established brands. The company's portfolio includes the extensive Web of Science suite, a collection of essential tools such as Web of Science, InCites, Journal Citation Reports, EndNote, ScholarOne, Converis, Publons, and Kopernio. These are designed to support organizations throughout the entire research lifecycle, from initial planning and funding to execution and utilization. Within the Life Sciences domain, Clarivate provides specialized products like Cortellis and Newport Integrity. These platforms cater to pharmaceutical and biotechnology companies, empowering their research endeavors, supplying vital market intelligence, and facilitating competitive monitoring during the development and launch phases of novel drugs. Its Derwent product line, comprising Derwent Innovation, Techstreet, and IP Professional Services, is dedicated to intellectual property management. These tools enable customers to evaluate the originality of potential products, establish their freedom to operate within design parameters, secure patent protection, analyze the competitive technological landscape, and ensure adherence to essential industry standards. Complementing these, CompuMark delivers trademark screening, search, and monitoring solutions vital for businesses and legal firms. Meanwhile, MarkMonitor empowers enterprises to establish, manage, optimize, and fortify their digital presence. Clarivate's diverse clientele spans government agencies, academic institutions, life science enterprises, and research and development corporations worldwide, with operations across the Americas, Middle East, Africa, Europe, and Asia Pacific regions. The company, initially known as Clarivate Analytics Plc, rebranded to Clarivate Plc in May 2020. It maintains its headquarters in London, United Kingdom.

Industry overviewAI analysisGenerated by AI from underlying data

Where Information Technology Services sits in its cycle right now — and what that implies for $CLVT.

Information Technology Services · Technology

Federal AI modernization and DoD AI contract production ramp are the structural pull — SAIC, CACI, and LDOS benefit from multi-year DoD AI production contracts converting from pilots to deployed systems. Enterprise AI services for private sector are also scaling as companies move from AI experimentation to production deployments requiring IT integration support.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-17.2%YTD
-18.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-10.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
1.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
5.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
43.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-2.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
66.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.9Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 29, 2026$0.18$0.14+28.6%
Q4 2025Feb 24, 2026$0.20$0.16+25.0%
Q3 2025Oct 29, 2025$0.18$0.16+12.5%
Q2 2025Jul 30, 2025$0.18$0.180.0%
Next earningsWed, Jul 29·consensus EPS $0.17

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$585.5M-1.4%67.2%5.2%$-0.06$78.9M
Q4 FY25$617.0M-6.9%66.8%6.7%$0.00$352.4M
Q3 FY25$623.1M+0.1%65.0%7.1%$-0.04$115.5M
Q2 FY25$621.4M-4.4%67.2%1.1%$-0.11$50.3M

Forward consensus

3-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.4B$2.3B – $2.4B$0.75$0.73 – $0.767
FY27$2.4B$2.4B – $2.4B$0.80$0.76 – $0.887
FY28$2.5B$2.5B – $2.5B$0.93$0.92 – $0.946

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.10.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.15%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-13.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-27.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 334.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today16.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.375-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 47 other (23 awards · 22 inkinds · 1 other · 1 gift) in window

See when $CLVT insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Clarivate Releases 2025 Sustainability Reportprnewswire.com·5d agoClarivate Releases Journal Citation Reports 2026gurufocus.com·10d agoClarivate Releases Journal Citation Reports 2026prnewswire.com·11d agoClarivate's IPfolio Selected by Mitsubishi Fusogurufocus.com·12d agoClarivate's IPfolio Selected by Mitsubishi Fusoprnewswire.com·13d ago

More in Information Technology Services

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$AI$IBM$HIVE$CTSH$APLD$WYFI$ACN$BBAI
Voices on X · last 7 days

No standout posts about $CLVT on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport