Clarivate Engages in Sale Discussions for Life Sciences & Healthcare Business
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy CLVT?
Source: seekingalpha
- Sale Plan: Clarivate is actively discussing the sale of its Life Sciences & Healthcare business with interested parties, aiming to refocus on academia, government, and intellectual property markets through this strategic move.
- Financial Advisor Appointment: The company has retained Morgan Stanley as its financial advisor to assist in the potential sale, with anticipated proceeds aimed at reducing leverage and strengthening the balance sheet.
- Stock Price Reaction: Following the announcement, Clarivate's shares rose approximately 6% in early trading, reflecting market optimism regarding the company's strategic shift and future growth potential.
- Transaction Uncertainty: While the company expresses a positive outlook on the sale process, it also notes that “there can be no assurances that the sale process will result in a transaction,” highlighting the risks and uncertainties associated with potential deals.
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Analyst Views on CLVT
Wall Street analysts forecast CLVT stock price to rise
5 Analyst Rating
0 Buy
3 Hold
2 Sell
Moderate Sell
Current: 1.770
Low
3.00
Averages
3.90
High
5.00
Current: 1.770
Low
3.00
Averages
3.90
High
5.00
About CLVT
Clarivate Plc is a global provider of transformative intelligence. The Company offers enriched data, insights and analytics, workflow solutions and expert services in the areas of Academia & Government (A&G), Intellectual Property (IP) and Life Sciences & Healthcare (LS&H). Within the A&G segment, the Company offers solutions across various areas, which include scientific and academic research, information solutions and library software. Its ProQuest One solutions provide access to multidisciplinary curated content across a variety of formats, including data bases, dissertations, news, primary sources, books, and video. Within the IP segment, the Company provides IP data, software, and expertise to other companies to manage and protect critical IP assets. This segment's service offerings include IP management software, Patent services and Brand IP solutions, among others. Within the LS&H segment, the Company offers solutions across research and development, commercial and Medtech.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Revenue Expectations: The consensus revenue estimate stands at $604.79 million, down 8.8% year-over-year, suggesting that the company may face competitive pressures that could impact its future growth trajectory.
- Historical Performance: Over the past two years, Clarivate has beaten EPS estimates 100% of the time and revenue estimates 63% of the time, demonstrating its financial stability and maintaining market confidence.
- Estimate Revision Trends: In the last three months, there have been no upward revisions to EPS estimates and one downward revision, while revenue estimates saw one upward revision, reflecting a cautious market outlook regarding the company's future performance.
See More
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- Access Details: Investors can join the live webcast via a specified link or dial in using the US number 800-715-9871 and the international number +1 646-307-1963, with conference ID 7258454, ensuring broad dissemination and transparency of information.
- Transparency Enhancement: This earnings call not only serves as a platform for Clarivate to showcase its financial performance but also enhances interaction with investors, aiming to boost market confidence in the company's future developments.
- Market Reaction Expectations: While specific financial data has yet to be disclosed, investor interest in Clarivate's performance in a rapidly changing market environment is high, and the call is expected to have a notable impact on the company's stock price.
See More
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- Sale Plan: Clarivate is actively discussing the sale of its Life Sciences & Healthcare business with interested parties, aiming to refocus on academia, government, and intellectual property markets through this strategic move.
- Financial Advisor Appointment: The company has retained Morgan Stanley as its financial advisor to assist in the potential sale, with anticipated proceeds aimed at reducing leverage and strengthening the balance sheet.
- Stock Price Reaction: Following the announcement, Clarivate's shares rose approximately 6% in early trading, reflecting market optimism regarding the company's strategic shift and future growth potential.
- Transaction Uncertainty: While the company expresses a positive outlook on the sale process, it also notes that “there can be no assurances that the sale process will result in a transaction,” highlighting the risks and uncertainties associated with potential deals.
See More
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- Slight Decline in Adjusted Earnings: The adjusted earnings per share for the quarter were $0.20, slightly down from $0.21 in the prior year, reflecting ongoing efforts in cost control and operational efficiency despite the revenue challenges.
- Revenue Decline: Total revenues for the quarter fell to $617 million from $663 million year-over-year, representing a 1.2% organic decline, highlighting competitive pressures that necessitate strategic revenue enhancement measures.
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See More
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- Strong Cash Flow Performance: In 2025, Clarivate generated $365.3 million in free cash flow, reflecting a 2.2% increase year-over-year, enabling the company to return capital to shareholders while enhancing its capital allocation flexibility amid strong cash generation capabilities.
- Strategic Review Progress: The company is actively engaged in discussions with potential buyers to sell its Life Sciences & Healthcare business, a strategic move expected to allow Clarivate to focus more on Academia & Government and Intellectual Property markets, optimizing resource allocation and reducing leverage.
- 2026 Financial Outlook: Clarivate anticipates organic ACV growth of 2% to 3% in 2026, although overall revenue may decline due to strategic divestitures of transactional revenues, the company remains committed to continued organic growth and disciplined capital allocation.
See More
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- Strong Cash Flow Performance: The company generated $365.3 million in free cash flow for 2025, reflecting a 2.2% increase from 2024, enabling it to return approximately $225 million to shareholders through share repurchases while continuing to invest in growth.
- Strategic Review Progress: Clarivate is actively engaged in discussions with potential buyers for its Life Sciences & Healthcare business, which is expected to further emphasize its focus on Academia & Government and Intellectual Property markets, thereby enhancing its financial position.
- Optimistic 2026 Outlook: The company anticipates organic ACV growth of 2% to 3% for 2026, with projected Adjusted EBITDA reaching between $980 million and $1.04 billion, indicating sustained momentum and effective capital allocation strategies.
See More
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- Earnings Announcement: Clarivate Analytics is set to announce its Q4 earnings on February 24 before the market opens, with a consensus EPS estimate of $0.16, reflecting a 23.8% year-over-year decline, indicating potential profitability challenges for the company.
- Revenue Expectations: The consensus revenue estimate stands at $604.79 million, down 8.8% year-over-year, suggesting that the company may face competitive pressures that could impact its future growth trajectory.
- Historical Performance: Over the past two years, Clarivate has beaten EPS estimates 100% of the time and revenue estimates 63% of the time, demonstrating its financial stability and maintaining market confidence.
- Estimate Revision Trends: In the last three months, there have been no upward revisions to EPS estimates and one downward revision, while revenue estimates saw one upward revision, reflecting a cautious market outlook regarding the company's future performance.
See More
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- Earnings Call Announcement: Clarivate Plc will host a conference call on February 24, 2026, at 9:00 AM ET to discuss its Q4 2025 earnings results, aiming to provide investors and analysts with insights into the company's financial health and future outlook.
- Access Details: Investors can join the live webcast via a specified link or dial in using the US number 800-715-9871 and the international number +1 646-307-1963, with conference ID 7258454, ensuring broad dissemination and transparency of information.
- Transparency Enhancement: This earnings call not only serves as a platform for Clarivate to showcase its financial performance but also enhances interaction with investors, aiming to boost market confidence in the company's future developments.
- Market Reaction Expectations: While specific financial data has yet to be disclosed, investor interest in Clarivate's performance in a rapidly changing market environment is high, and the call is expected to have a notable impact on the company's stock price.
See More
Clarivate Engages in Sale Discussions for Life Sciences & Healthcare Business
- Sale Plan: Clarivate is actively discussing the sale of its Life Sciences & Healthcare business with interested parties, aiming to refocus on academia, government, and intellectual property markets through this strategic move.
- Financial Advisor Appointment: The company has retained Morgan Stanley as its financial advisor to assist in the potential sale, with anticipated proceeds aimed at reducing leverage and strengthening the balance sheet.
- Stock Price Reaction: Following the announcement, Clarivate's shares rose approximately 6% in early trading, reflecting market optimism regarding the company's strategic shift and future growth potential.
- Transaction Uncertainty: While the company expresses a positive outlook on the sale process, it also notes that “there can be no assurances that the sale process will result in a transaction,” highlighting the risks and uncertainties associated with potential deals.
See More
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- Net Income Recovery: Clarivate plc reported a net income of $3.1 million for Q4, translating to $0.00 per share, a significant recovery from a net loss of $191.8 million or $0.27 per share in the same quarter last year, indicating improved financial health.
- Slight Decline in Adjusted Earnings: The adjusted earnings per share for the quarter were $0.20, slightly down from $0.21 in the prior year, reflecting ongoing efforts in cost control and operational efficiency despite the revenue challenges.
- Revenue Decline: Total revenues for the quarter fell to $617 million from $663 million year-over-year, representing a 1.2% organic decline, highlighting competitive pressures that necessitate strategic revenue enhancement measures.
- Positive Future Outlook: The company projects adjusted earnings for fiscal 2026 to range between $0.70 and $0.80 per share, with revenues expected to be between $2.30 billion and $2.42 billion, demonstrating confidence in future growth prospects.
See More
Clarivate Reports 2025 Financial Results and 2026 Outlook
- Organic ACV Growth: Clarivate achieved nearly 2% organic ACV growth in 2025, driven by optimized business models and enhanced sales execution, which not only strengthened the company's financial stability but also promoted broader adoption of subscription services, thereby improving the sustainability of its revenue structure.
- Strong Cash Flow Performance: In 2025, Clarivate generated $365.3 million in free cash flow, reflecting a 2.2% increase year-over-year, enabling the company to return capital to shareholders while enhancing its capital allocation flexibility amid strong cash generation capabilities.
- Strategic Review Progress: The company is actively engaged in discussions with potential buyers to sell its Life Sciences & Healthcare business, a strategic move expected to allow Clarivate to focus more on Academia & Government and Intellectual Property markets, optimizing resource allocation and reducing leverage.
- 2026 Financial Outlook: Clarivate anticipates organic ACV growth of 2% to 3% in 2026, although overall revenue may decline due to strategic divestitures of transactional revenues, the company remains committed to continued organic growth and disciplined capital allocation.
See More
Clarivate Reports Significant Growth in FY 2025 Performance
- Organic Revenue Growth: In 2025, Clarivate achieved nearly 2% organic Annual Contract Value (ACV) growth, primarily driven by optimized business models and enhanced sales execution, thereby strengthening the company's financial stability and revenue composition.
- Strong Cash Flow Performance: The company generated $365.3 million in free cash flow for 2025, reflecting a 2.2% increase from 2024, enabling it to return approximately $225 million to shareholders through share repurchases while continuing to invest in growth.
- Strategic Review Progress: Clarivate is actively engaged in discussions with potential buyers for its Life Sciences & Healthcare business, which is expected to further emphasize its focus on Academia & Government and Intellectual Property markets, thereby enhancing its financial position.
- Optimistic 2026 Outlook: The company anticipates organic ACV growth of 2% to 3% for 2026, with projected Adjusted EBITDA reaching between $980 million and $1.04 billion, indicating sustained momentum and effective capital allocation strategies.
See More
