Clarivate (NYSE:CLVT) Price Target Cut to $2.40 by Analysts at Barclays

Clarivate (NYSE:CLVT) had its price target cut by Barclays from $4.00 to $2.40 in a research report sent to investors on Wednesday,Benzinga reports. They currently have an underweight rating on the stock.

A number of other brokerages also recently issued reports on CLVT. Weiss Ratings reiterated a “sell (e+)” rating on shares of Clarivate in a report on Monday, December 29th. Royal Bank Of Canada lowered their target price on shares of Clarivate from $5.00 to $3.00 and set a “sector perform” rating on the stock in a research report on Wednesday. Wall Street Zen raised Clarivate from a “hold” rating to a “buy” rating in a research note on Saturday, February 7th. The Goldman Sachs Group cut Clarivate from a “buy” rating to a “neutral” rating and lowered their price target for the stock from $4.20 to $3.60 in a report on Thursday, January 8th. Finally, Morgan Stanley reiterated an “underweight” rating and set a $3.00 target price (down from $5.00) on shares of Clarivate in a research report on Wednesday, December 17th. Four analysts have rated the stock with a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Reduce” and an average target price of $3.30.

Clarivate Stock Down 2.3%

Clarivate stock opened at $2.30 on Wednesday. The stock’s 50 day moving average price is $2.77 and its 200 day moving average price is $3.46. Clarivate has a 1-year low of $1.66 and a 1-year high of $4.77. The company has a market cap of $1.52 billion, a PE ratio of -7.65 and a beta of 1.51. The company has a debt-to-equity ratio of 0.90, a current ratio of 0.87 and a quick ratio of 0.87.

Insider Activity

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

Institutional Trading of Clarivate

Large investors have recently made changes to their positions in the stock. Royal Bank of Canada raised its stake in Clarivate by 96.2% in the 1st quarter. Royal Bank of Canada now owns 63,630 shares of the company’s stock valued at $250,000 after purchasing an additional 31,197 shares during the last quarter. AQR Capital Management LLC grew its holdings in shares of Clarivate by 37.0% during 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 raised 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 buying an additional 1,110,774 shares during the last quarter. Goldman Sachs Group Inc. lifted its stake in shares of 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 buying an additional 82,768 shares during the period. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its position 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 worth $4,888,000 after acquiring an additional 144,462 shares during the last quarter. Institutional investors and hedge funds own 85.72% of the company’s stock.

Key Headlines Impacting Clarivate

Here are the key news stories impacting Clarivate this week:

• Positive Sentiment: Reported Q4 results that beat consensus and issued stronger FY‑2026 EPS guidance (0.70–0.80 vs. consensus ~0.62), supporting near‑term earnings visibility. The company cited improved cash generation and provided detailed slides in its release. Clarivate Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Management outlined a target of ~10% free cash flow growth for 2026 and described a strategic portfolio shift intended to accelerate cash flow — this could improve capital allocation and deleverage over time. Clarivate outlines 10% free cash flow growth target for 2026
• Neutral Sentiment: The company confirmed it is in active discussions to sell its Life Sciences & Healthcare business as part of a strategic review. A sale could reduce debt or fund buybacks but also creates near‑term execution and timing uncertainty. Clarivate Reports Fourth Quarter and Full Year 2025 Results
• Negative Sentiment: Short interest jumped sharply in February to ~61.2M shares (up ~21% month‑over‑month), representing roughly 12% of float and a short‑interest ratio near 6.4 days — increased shorting adds selling pressure and volatility risk.
• Negative Sentiment: Barclays lowered its price target to $2.40 and moved to an “underweight” stance, signaling weaker analyst sentiment and likely weighing on the stock. Barclays cuts Clarivate PT to $2.40
• Negative Sentiment: RBC trimmed its target to $3.00 (now “sector perform”), another downgrade that could limit buyer interest despite RBC still showing upside to current levels. RBC lowers Clarivate PT to $3.00

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.