Clarivate (CLVT): Assessing the Valuation After New AI Tools Boost Its Research and IP Platform

Clarivate (CLVT) just rolled out two new AI driven tools, the Cortellis Regulatory Intelligence AI Assistant and Derwent Patent Monitor, in moves that underline its push to make research and IP workflows faster and more decision ready.

See our latest analysis for Clarivate.

Those launches land at an interesting moment, with Clarivate’s 1 day share price return of 3.21 percent offering a brief lift against a much weaker year to date share price return of negative 31.26 percent and a five year total shareholder return of negative 88.20 percent. This suggests sentiment is still fragile but could improve if investors start to credit the growth potential behind its AI strategy.

If Clarivate’s AI push has your attention, it could be a good time to scan for other information rich tech names using high growth tech and AI stocks and see what else fits your thesis.

With shares still down heavily over one and five years, yet trading at a steep discount to analyst targets, is Clarivate an unloved AI enabler ripe for a rerating, or is the market already discounting its future growth?

Most Popular Narrative Narrative: 28.2% Undervalued

With Clarivate last closing at $3.54 versus a narrative fair value near $4.93, the valuation case leans firmly toward a recovery story built on improving fundamentals.

Rapid expansion and adoption of AI driven product innovation across all segments (including new AI powered analytics in Web of Science, Derwent, and Cortellis) enhances product differentiation and workflow integration, driving higher pricing, customer retention, and potentially expanding gross margins.

Read the complete narrative.

Want to see the math behind that upside gap? The narrative focuses on a sharp profit swing, steadier revenues, and a rich future earnings multiple. Curious which assumptions really move the needle?

Result: Fair Value of $4.93 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, sustained higher education funding cuts or faster than expected AI driven competition could erode Clarivate’s pricing power and stall that anticipated margin recovery.

Find out about the key risks to this Clarivate narrative.

Build Your Own Clarivate Narrative

If you see the story differently or want to dig into the numbers yourself, you can build a personalised view in just minutes: Do it your way.

A good starting point is our analysis highlighting 3 key rewards investors are optimistic about regarding Clarivate.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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