Clarivate's (CLVT) organic revenue growth is expected to accelerate in fiscal 2026, while its reported top-line growth is weighed down by continued wind-down of transactional revenue, RBC Capital Markets said in a Q4 preview Tuesday.

Clarivate is scheduled to report its Q4 financial results on Feb. 24.

According to the report, RBC expects Clarivate to guide for 2026 revenue of about $2.33 billion to $2.45 billion, adjusted earnings before interest, taxes, depreciation, and amortization of $955 million to $1.03 billion, adjusted EPS of $0.63 to $0.73 with $360 million to $440 million in free cash flow.

Analysts surveyed by FactSet estimate revenue of $2.38 billion and EPS of $0.67, while RBC models the company's total revenue to be $2.39 billion with EPS estimated at $0.68.

The brokerage also flagged that disposal of lower-margin businesses and operational efficiencies should help expand margins.

The firm noted investors are monitoring Clarivate's strategic portfolio review, which could act as a catalyst if management announces asset sales or divestitures alongside the earnings release.

The firm maintained its sector perform rating on the stock with a price target of $5.

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