Clarivate Analytics (CCC) PT Lowered to $9 at Needham

Needham analyst Shlomo Rosenbaum lowered the price target on Clarivate Analytics (NASDAQ: CCC) to $9.00 (from $11.00) while maintaining a Buy rating.

The analyst comments "We continue to believe the organic growth is inflecting – this has been the key thesis driver investors have been waiting for after several fits and starts. Organic growth was 8% in the quarter (similar to 3Q25), and revenue guidance implies 8.5% to 9.5% organic growth in 2026. This growth is a combination of 1) EIQ now in organic, 2) claims volumes headwinds are abating, 3) strong Emerging Solutions revenue growth, and 4) customers moving from trial phases to broader rollout of products. The company noted acceleration of AI usage across the entire customer base in 2025 – AI-related revenue is now 10% of total revenue. We are making minor modeling tweaks - numbers are going up modestly. We are lowering our target price from $11 to $9, reflecting the pullback in valuations for similarly positioned Info Services and Vertical Software comps."

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