CLEAR Secure (NYSE:YOU) Price Target Raised to $51.00

CLEAR Secure (NYSE:YOU) had its target price lifted by stock analysts at Stifel Nicolaus from $38.00 to $51.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The firm currently has a “hold” rating on the stock. Stifel Nicolaus’ price target suggests a potential upside of 9.64% from the stock’s previous close.

Several other equities analysts have also issued reports on the company. Wall Street Zen lowered CLEAR Secure from a “buy” rating to a “hold” rating in a research note on Monday, November 10th. DA Davidson set a $46.00 price target on CLEAR Secure and gave the company a “buy” rating in a research report on Tuesday, December 16th. Zacks Research downgraded shares of CLEAR Secure from a “strong-buy” rating to a “hold” rating in a report on Tuesday, February 10th. Weiss Ratings lowered shares of CLEAR Secure from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, February 3rd. Finally, Telsey Advisory Group upped their price objective on shares of CLEAR Secure from $45.00 to $55.00 and gave the stock an “outperform” rating in a research report on Thursday. Five research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Hold” and an average target price of $47.00.

CLEAR Secure Stock Up 39.0%

Shares of CLEAR Secure stock opened at $46.52 on Thursday. The stock has a market capitalization of $6.19 billion, a price-to-earnings ratio of 28.36 and a beta of 1.21. CLEAR Secure has a twelve month low of $21.75 and a twelve month high of $46.63. The company has a 50-day simple moving average of $34.65 and a two-hundred day simple moving average of $34.58.

CLEAR Secure (NYSE:YOU) last issued its quarterly earnings data on Wednesday, February 25th. The company reported $0.31 EPS for the quarter, meeting the consensus estimate of $0.31. The business had revenue of $240.75 million during the quarter, compared to the consensus estimate of $235.66 million. CLEAR Secure had a net margin of 20.97% and a return on equity of 119.82%. The firm’s revenue was up 16.7% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.91 EPS. On average, sell-side analysts anticipate that CLEAR Secure will post 0.98 earnings per share for the current fiscal year.

Insider Buying and Selling at CLEAR Secure

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

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in the company. Jump Financial LLC raised its holdings in CLEAR Secure by 88.0% in the second quarter. Jump Financial LLC now owns 248,584 shares of the company’s stock worth $6,901,000 after buying an additional 116,385 shares during the last quarter. Aviva PLC purchased a new stake in CLEAR Secure during the 2nd quarter valued at $521,000. Vest Financial LLC increased its holdings in shares of CLEAR Secure by 17.7% in the 3rd quarter. Vest Financial LLC now owns 196,667 shares of the company’s stock worth $6,565,000 after purchasing an additional 29,527 shares in the last quarter. Hodges Capital Management Inc. boosted its holdings in shares of CLEAR Secure by 16.1% during the 2nd quarter. Hodges Capital Management Inc. now owns 191,550 shares of the company’s stock valued at $5,317,000 after acquiring an additional 26,549 shares during the last quarter. Finally, Versor Investments LP bought a new position in shares of CLEAR Secure during the 3rd quarter valued at $1,152,000. Institutional investors own 73.80% of the company’s stock.

Trending Headlines about CLEAR Secure

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

• Positive Sentiment: Telsey Advisory raised its price target on YOU from $45 to $55 and kept an “outperform” rating — an analyst upgrade that signals ~18% upside from the recent reference price and supports investor momentum. TickerReport: Telsey price target raise
• Positive Sentiment: CLEAR announced a special dividend of $0.20 per share (record Mar 10, payable Mar 24) plus a raised quarterly dividend to $0.15 and authorized an additional $125M to its share‑repurchase program — a meaningful capital return that typically supports the share price. PR Newswire: Dividend & buyback
• Positive Sentiment: Q4 results: revenue $240.8M (+16.7% YoY) and revenue above Street estimates, operating income and adjusted EBITDA margins expanded, strong net income and free cash flow for both the quarter and full year — all point to durable profitability improvement. These fundamentals underpin the positive market reaction. PR Newswire: Q4 & FY2025 results
• Positive Sentiment: Management set FY2026 free cash flow guidance of at least $440M and Q1 revenue guidance of $242–$245M (above consensus), signaling continued cash generation and top‑line acceleration — a key positive for valuation and buyback funding. Seeking Alpha: FCF & guidance
• Positive Sentiment: Market reaction: coverage noted YOU reached a new 12‑month high following the dividend and results — a sign investors are rewarding the combined capital return and operating progress. AmericanBankingNews: 12‑month high
• Neutral Sentiment: Earnings per share of $0.31 matched consensus (so no EPS surprise), reducing surprise risk but limiting an upside earnings beat narrative. Zacks: Q4 EPS in line
• Neutral Sentiment: The earnings call transcript and snapshots are available for deeper read — useful for investors wanting detail on member metrics, CLEAR1 enterprise momentum and eGate rollout timing. Seeking Alpha: Call transcript WTOP: Earnings snapshot
• Negative Sentiment: On a year‑over‑year basis EPS declined (from $0.91 a year ago to $0.31), reflecting prior-period comparatives or mix effects; investors focused on earnings durability should dig into non‑GAAP adjustments and drivers behind the YoY EPS drop. Zacks: EPS comparison

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.