CLEAR Secure, Inc. (NYSE:YOU) Given Consensus Rating of “Moderate Buy” by Brokerages

Shares of CLEAR Secure, Inc. (NYSE:YOU) have been assigned an average recommendation of “Moderate Buy” from the nine analysts that are currently covering the company, MarketBeat.com reports. One equities research analyst has rated the stock with a sell rating, three have assigned a hold rating, four have assigned a buy rating and one has assigned a strong buy rating to the company. The average 12-month price target among analysts that have updated their coverage on the stock in the last year is $60.00.

Several analysts have recently weighed in on YOU shares. JPMorgan Chase & Co. boosted their price target on CLEAR Secure from $42.00 to $47.00 and gave the stock an “overweight” rating in a report on Thursday, February 26th. Needham & Company LLC boosted their price target on CLEAR Secure from $60.00 to $70.00 and gave the stock a “buy” rating in a report on Wednesday. Stifel Nicolaus set a $60.00 target price on CLEAR Secure in a report on Thursday. Telsey Advisory Group upped their target price on CLEAR Secure from $62.00 to $68.00 and gave the company an “outperform” rating in a report on Thursday. Finally, The Goldman Sachs Group reiterated a “buy” rating and issued a $75.00 target price on shares of CLEAR Secure in a report on Thursday.

Insider Buying and Selling

In related news, President Michael Z. Barkin sold 22,885 shares of the company’s stock in a transaction that occurred on Sunday, March 1st. The stock was sold at an average price of $48.22, for a total value of $1,103,514.70. Following the sale, the president directly owned 5,669 shares in the company, valued at $273,359.18. This represents a 80.15% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, insider Lynn Haaland sold 11,064 shares of the company’s stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $47.44, for a total value of $524,876.16. Following the completion of the sale, the insider owned 7,375 shares in the company, valued at $349,870. The trade was a 60.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 97,488 shares of company stock valued at $4,579,078. Insiders own 39.73% of the company’s stock.

Hedge Funds Weigh In On CLEAR Secure

Institutional investors have recently added to or reduced their stakes in the business. Geneos Wealth Management Inc. lifted its stake in CLEAR Secure by 329.5% in the first quarter. Geneos Wealth Management Inc. now owns 975 shares of the company’s stock valued at $25,000 after buying an additional 748 shares during the period. Advisors Asset Management Inc. acquired a new position in shares of CLEAR Secure during the first quarter worth approximately $28,000. Caitong International Asset Management Co. Ltd grew its holdings in CLEAR Secure by 249.6% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 867 shares of the company’s stock worth $30,000 after buying an additional 619 shares in the last quarter. Parallel Advisors LLC grew its holdings in CLEAR Secure by 2,283.3% during the first quarter. Parallel Advisors LLC now owns 715 shares of the company’s stock worth $35,000 after buying an additional 685 shares in the last quarter. Finally, Allworth Financial LP grew its holdings in CLEAR Secure by 118.8% during the fourth quarter. Allworth Financial LP now owns 1,022 shares of the company’s stock worth $36,000 after buying an additional 555 shares in the last quarter. 73.80% of the stock is owned by institutional investors and hedge funds.

CLEAR Secure Trading Down 4.6%

NYSE:YOU opened at $58.11 on Friday. The stock has a market cap of $7.75 billion, a P/E ratio of 46.86 and a beta of 1.09. The stock’s 50-day moving average is $50.71 and its 200-day moving average is $40.19. CLEAR Secure has a 1-year low of $23.88 and a 1-year high of $61.68.

CLEAR Secure (NYSE:YOU) last released its quarterly earnings results on Wednesday, May 6th. The company reported $0.38 earnings per share for the quarter, topping the consensus estimate of $0.35 by $0.03. The company had revenue of $253.00 million for the quarter, compared to analysts’ expectations of $244.38 million. CLEAR Secure had a return on equity of 68.98% and a net margin of 13.01%.The business’s quarterly revenue was up 19.7% compared to the same quarter last year. During the same period in the previous year, the business posted $0.26 earnings per share. As a group, equities analysts forecast that CLEAR Secure will post 1.62 EPS for the current year.

CLEAR Secure Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, June 24th. Investors of record on Wednesday, June 10th will be issued a $0.15 dividend. The ex-dividend date is Wednesday, June 10th. This represents a $0.60 annualized dividend and a yield of 1.0%. CLEAR Secure’s dividend payout ratio is presently 53.57%.

More CLEAR Secure News

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

• Positive Sentiment: Q1 beat and stronger guidance — YOU reported Q1 revenue of $253.0M (+19.7% YoY), EPS $0.38 (beat), large bookings growth and raised Q2 revenue guidance to $268–271M and full-year free cash flow guidance to at least $465M. These operational and cash-flow beats support upside. PR Newswire: Q1 2026 Results
• Positive Sentiment: Member and product traction — CLEAR reported 41.0M members (+31% YoY), growth in CLEAR+ active members, eGates rollout and record CLEAR1 bookings, reinforcing recurring revenue and unit economics improvements. Operational Details
• Positive Sentiment: Analyst buy-side upgrades — Needham raised its target to $70 (buy) and Telsey raised to $68 (outperform), both implying material upside versus the prior price and supporting bullish views. Needham Upgrade Telsey Upgrade
• Positive Sentiment: Shareholder returns — Board declared a $0.15 quarterly dividend (payable June 24) and the company returned ~$56.4M in Q1 via dividends, special dividend and modest repurchases, which can support investor demand. Dividend/Capital Return
• Neutral Sentiment: Earnings / call coverage — Multiple transcripts and news summaries (Seeking Alpha, Yahoo, Zacks) provide details investors can use to model margins, bookings cadence and FCF sensitivity. Useful for deeper fundamental analysis but neutral on its own. Earnings Call Transcript Yahoo Earnings Coverage
• Negative Sentiment: Contrarian sell-side view from Wells Fargo — Wells Fargo raised its target to $40 but kept an “underweight” rating; that target implies ~31% downside versus the recent price and likely contributed to selling pressure and increased volatility today. Wells Fargo Note

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.