Clarivate (CLVT) is drawing fresh attention after announcing an “Intelligence Amplified in the Age of AI” webinar, where CEO Matti Shem Tov will walk through new AI tools built on the company’s proprietary, curated data.

The AI webinar comes shortly after Clarivate used cash on hand to redeem the remaining US$100 million of its 4.50% senior secured notes due 2026. However, the 30 day share price return of 36% and 1 year total shareholder return of 58% both point to pressure rather than momentum.

If Clarivate's AI push has you thinking about where else technology is reshaping research and data, this could be a timely moment to look at high growth tech and AI stocks.

With the share price at US$2.17 after a 1 year total shareholder return of 58% and an indicated intrinsic discount of 56%, is Clarivate still trading below what its fundamentals suggest, or is the market already pricing in future growth?

Most Popular Narrative: 53.6% Undervalued

At $2.17, Clarivate is priced well below the most followed narrative fair value of $4.68, which is built using an 11.66% discount rate.

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.

Curious what kind of revenue profile, margin shift, and future earnings multiple would support that valuation gap? The narrative spells out a detailed earnings and cash flow path that has very specific assumptions behind it.

Result: Fair Value of $4.68 (UNDERVALUED)

However, this hinges on higher education funding holding up and Clarivate staying ahead of rivals that could use AI and cheaper data to undercut its core platforms.

Build Your Own Clarivate Narrative

If you see the story differently or simply prefer to test the numbers yourself, you can build a custom Clarivate view in minutes: Do it your way.

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

Looking for more investment ideas?

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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.