CLEAR Secure (NYSE:YOU) Price Target Raised to $55.00

CLEAR Secure (NYSE:YOU) had its price target raised by analysts at Telsey Advisory Group from $45.00 to $55.00 in a research note issued on Thursday. The firm currently has an “outperform” rating on the stock. Telsey Advisory Group’s price objective suggests a potential upside of 18.24% from the company’s previous close.

A number of other research firms have also weighed in on YOU. Stifel Nicolaus set a $38.00 price target on shares of CLEAR Secure in a research report on Thursday, November 6th. The Goldman Sachs Group set a $61.00 target price on CLEAR Secure and gave the stock a “buy” rating in a research note on Wednesday. Zacks Research downgraded CLEAR Secure from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, February 10th. JPMorgan Chase & Co. upgraded CLEAR Secure from a “neutral” rating to an “overweight” rating and lifted their price target for the stock from $35.00 to $42.00 in a report on Friday, December 12th. Finally, Weiss Ratings cut CLEAR Secure from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, February 3rd. Five analysts have rated the stock with a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $45.14.

CLEAR Secure Stock Performance

YOU stock opened at $46.52 on Thursday. The business has a 50-day simple moving average of $34.65 and a two-hundred day simple moving average of $34.58. The company has a market capitalization of $6.19 billion, a P/E ratio of 28.36 and a beta of 1.21. CLEAR Secure has a 52-week low of $21.75 and a 52-week high of $46.63.

CLEAR Secure (NYSE:YOU) last posted its earnings results on Wednesday, February 25th. The company reported $0.31 earnings per share for the quarter, meeting analysts’ consensus estimates of $0.31. The company had revenue of $240.75 million for the quarter, compared to analyst estimates of $235.66 million. CLEAR Secure had a return on equity of 119.82% and a net margin of 20.97%.The company’s revenue for the quarter was up 16.7% on a year-over-year basis. During the same quarter last year, the company earned $0.91 earnings per share. As a group, sell-side analysts forecast that CLEAR Secure will post 0.98 earnings per share for the current fiscal year.

Insider Activity

In other news, Director Adam Wiener sold 14,000 shares of CLEAR Secure stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $35.00, for a total value of $490,000.00. Following the sale, the director owned 165,634 shares in the company, valued at $5,797,190. This trade represents a 7.79% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Lynn Haaland sold 15,532 shares of the firm’s stock in a transaction on Friday, December 12th. The stock was sold at an average price of $41.00, for a total value of $636,812.00. Following the completion of the sale, the insider directly owned 15,533 shares of the company’s stock, valued at $636,853. This trade represents a 50.00% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 37,532 shares of company stock worth $1,446,812. Company insiders own 39.73% of the company’s stock.

Hedge Funds Weigh In On CLEAR Secure

Institutional investors and hedge funds have recently bought and sold shares of the company. Geneos Wealth Management Inc. lifted its stake in CLEAR Secure by 329.5% during the first quarter. Geneos Wealth Management Inc. now owns 975 shares of the company’s stock worth $25,000 after purchasing an additional 748 shares in the last quarter. Advisors Asset Management Inc. acquired a new position in shares of CLEAR Secure during the first quarter worth about $28,000. Caitong International Asset Management Co. Ltd raised its holdings in CLEAR Secure by 249.6% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 867 shares of the company’s stock valued at $30,000 after acquiring an additional 619 shares in the last quarter. Allworth Financial LP lifted its stake in CLEAR Secure by 118.8% in the fourth quarter. Allworth Financial LP now owns 1,022 shares of the company’s stock worth $36,000 after acquiring an additional 555 shares during the last quarter. Finally, First Horizon Advisors Inc. grew its holdings in CLEAR Secure by 22.4% during the 2nd quarter. First Horizon Advisors Inc. now owns 1,804 shares of the company’s stock worth $50,000 after acquiring an additional 330 shares in the last quarter. 73.80% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting CLEAR Secure

Here are the key news stories impacting CLEAR Secure this week:

• Positive Sentiment: Board declared an increased quarterly cash dividend of $0.15 and a special cash dividend of $0.20, payable Mar. 24 to holders of record Mar. 10 — a direct cash return that supports the stock. PR: 4Q & Full‑Year 2025 Results
• Positive Sentiment: Board authorized an additional $125M to the share repurchase program (total remaining ~ $250.3M), increasing buyback capacity and supporting EPS/share over time. PR: 4Q & Full‑Year 2025 Results
• Positive Sentiment: Q4 revenue of $240.8M beat consensus (~$235.7M), bookings re‑accelerated (+25.4%), operating income and margins expanded, and the company generated strong free cash flow (Q4 FCF $187.4M; FY FCF $343.1M) — fundamentals that justify higher valuation multiple. PR: 4Q & Full‑Year 2025 Results
• Positive Sentiment: Management set a full‑year 2026 free‑cash‑flow target of at least $440M and reiterated expanded partnerships and enterprise momentum (CLEAR1), which investors view as meaningful upside to cash generation. Seeking Alpha: $440M FCF Target
• Neutral Sentiment: Q1 2026 revenue guidance was updated to $242–245M (midpoint above street consensus ~$238.6M), providing modestly positive near‑term topline visibility while EPS guidance was not specified. PR: 4Q & Full‑Year 2025 Results
• Neutral Sentiment: Quarterly EPS of $0.31 met consensus but declined substantially versus $0.91 a year ago; the print removes near‑term surprise risk but underscores the year‑over‑year earnings drop. Zacks: Q4 Earnings Meet Estimates
• Negative Sentiment: Year‑over‑year EPS decline is a potential concern for longer‑term earnings power and could create volatility if future margin expansion or revenue growth slows; investors will watch guidance cadence and margin conversion closely. PR: 4Q & Full‑Year 2025 Results

About CLEAR Secure

CLEAR Secure, Inc operates a biometric identity platform designed to expedite identity verification for air travelers and venue guests. The company’s core offering is the CLEAR membership service, which uses fingerprint and iris scans to confirm a member’s identity and provide access to dedicated security lanes at participating airports. Members link government-issued IDs and personal biometric data via the CLEAR app, enabling faster processing through Transportation Security Administration (TSA) checkpoints and select event entrances.

Founded in 2010 by Caryn Seidman‐Becker and Ken Cornick, CLEAR is headquartered in New York City.