Clear Secure, Inc.

Clear Secure, Inc.

YOUยทNYSE

$56.08

-2.4%
TechnologySoftware - Application

Clear Secure, Inc. provides a member-centric secure identity platform in the United States. The company's secure identity platform is a multi-layered infrastructure consisting of front-end, including enrollment, verification, and linking. It also offers CLEAR Plus, a consumer aviation subscription service, which enables access to predictable entry lanes in airport security checkpoints, as well as access to broader network; and CLEAR app, a consumer-facing digital product that facilitates new user enrollment and member engagement from their mobile device. In addition, the company provides Reserve powered by CLEAR, a virtual queuing technology that provides users with the choice of how they queue either at home or on the move; and Atlas Certified, an automated solution to verify professional licenses and certification data across industries by communicating with certifying organizations for on-demand, current, and trusted data. The company was founded in 2010 and is headquartered in New York, New York.

At a Glance

Live Snapshot
Market Cap$5.64B
EPS1.1400
P/E Ratio49.19
Earnings Date08/04/2026
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Clear Secure, Inc. Street Expectations Map

YOU ยท NYSE

Wall Street analysts project that YOU stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 64.25, with estimates ranging from a low of 60.00 to a high of 75.00.

Lowest Target
60.00
6.99%
Consensus Target
64.25
14.57%
Highest Target
75.00
33.74%

The consensus 1-year price target stands at 64.25, with estimates ranging from a low of 60.00 to a high of 75.00.

Analyst Consensus Analysis

Upside Potential

+14.6%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

23.3% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Clear Secure, Inc. Forward Estimates of Revenue

YOU ยท NYSE
Latest Revenue
900.78M
FY 2025
Avg Estimate
1.01B
FY 2026
Estimate Range
981.48M - 1.02B
Analyst Spread

Forward Growth Analysis

Projected Growth+12.1%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Clear Secure, Inc. Forward Estimates of Net Income

YOU ยท NYSE
Latest Net Income
109.17M
FY 2025
Avg Estimate
209.36M
FY 2026
Estimate Range
176.82M - 241.89M
Analyst Spread

Forward Growth Analysis

Projected Growth+91.8%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread31%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Clear Secure, Inc. Forward Estimates of EPS

YOU ยท NYSE
Latest EPS
1.14
FY 2025
Avg Estimate
$1.39
FY 2026
Estimate Range
$1.22 - $1.67
Analyst Spread

Forward Growth Analysis

Projected Growth+21.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread32%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Clear Secure, Inc. Forward Estimates of EBIT

YOU ยท NYSE
Latest EBIT
206.07M
FY 2025
Avg Estimate
-128.58M
FY 2026
Estimate Range
-129.84M - -125.03M
Analyst Spread

Forward Growth Analysis

Projected Growth-162.4%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Clear Secure, Inc. Forward Estimates of EBITDA

YOU ยท NYSE
Latest EBITDA
240.69M
FY 2025
Avg Estimate
-87.78M
FY 2026
Estimate Range
-88.64M - -85.36M
Analyst Spread

Forward Growth Analysis

Projected Growth-136.5%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Clear Secure, Inc. Forward Estimates of SG&A Expense

YOU ยท NYSE
Latest SG&A Expense
286.83M
FY 2025
Avg Estimate
584.81M
FY 2026
Estimate Range
568.64M - 590.54M
Analyst Spread

Forward Growth Analysis

Projected Growth+103.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Clear Secure, Inc. Insider Positioning

YOU ยท NYSE

During the last 12 months, insiders have sold $30.17M worth of YOU shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

16.0K

910.54K

Net Activity

-911K

-$911K

3-6 Months

Bought

0

0.00

Sold

611.4K

27.13M

Net Activity

-27.1M

-$27.13M

6-9 Months

Bought

0

0.00

Sold

14.0K

480.40K

Net Activity

-480K

-$480K

9-12 Months

Bought

0

0.00

Sold

48.7K

1.65M

Net Activity

-1.6M

-$1.65M

Top Buyers

No buying activity

Top Sellers

1
AIL

Alclear Investments, Llc

Director, 10 Percent Owner, Other: See Remarks

274.2K sharesโ€ข2 transactions

$13.27M

2
SBC

Seidman Becker Caryn

Director, 10 Percent Owner, Officer: Chief Executive Officer

283.3K sharesโ€ข1 transactions

$11.48M

3
BMZ

Barkin Michael Z

Director, Officer: President

70.2K sharesโ€ข6 transactions

$3.09M

4
WA

Wiener Adam

Director

52.0K sharesโ€ข7 transactions

$1.86M

5
SJ

Schlegel Jonathan

Officer: Chief Security Officer

4.4K sharesโ€ข1 transactions

$260K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $30.17M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$911K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.