Clarivate: Attractive Upside Even With Conservative Assumptions
CLVTClarivate(CLVT) Seeking Alpha·2024-08-09 14:33

pixdeluxe Investment action I recommended a buy rating for Clarivate Plc (NYSE:CLVT) when I wrote about it in May, as I expected organic growth to improve when the macro climate gets better, and I did not see any structural weakness in the business given the strong customer retention metric. Based on my current outlook and analysis, I recommend a buy rating. My key update to my thesis is that the organic growth recovery story remains intact, and the two largest segments have shown good improvements in this ...