DA Davidson Downgrades CLEAR Secure (NYSE:YOU) to Hold

CLEAR Secure (NYSE:YOU) was downgraded by investment analysts at DA Davidson from a “strong-buy” rating to a “hold” rating in a research note issued to investors on Wednesday,Zacks.com reports.

Other research analysts also recently issued research reports about the company. Weiss Ratings reissued a “hold (c+)” rating on shares of CLEAR Secure in a research note on Friday, May 1st. Telsey Advisory Group upped their price objective on shares of CLEAR Secure from $62.00 to $68.00 and gave the company an “outperform” rating in a research report on Thursday. The Goldman Sachs Group restated a “buy” rating and issued a $75.00 price objective on shares of CLEAR Secure in a research report on Thursday. Zacks Research upgraded shares of CLEAR Secure from a “hold” rating to a “strong-buy” rating in a research report on Monday, April 20th. Finally, JPMorgan Chase & Co. upped their price objective on shares of CLEAR Secure from $42.00 to $47.00 and gave the company an “overweight” rating in a research report on Thursday, February 26th. One equities research analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $60.00.

CLEAR Secure Stock Down 4.6%

YOU stock opened at $58.11 on Wednesday. The business’s fifty day moving average is $50.71 and its 200-day moving average is $40.19. The company has a market cap of $7.75 billion, a P/E ratio of 46.86 and a beta of 1.09. CLEAR Secure has a twelve month low of $23.88 and a twelve month high of $61.68.

CLEAR Secure (NYSE:YOU) last posted its quarterly earnings results on Wednesday, May 6th. The company reported $0.38 earnings per share for the quarter, beating analysts’ consensus estimates of $0.35 by $0.03. The company had revenue of $253.00 million for the quarter, compared to the consensus estimate of $244.38 million. CLEAR Secure had a return on equity of 68.98% and a net margin of 13.01%.The firm’s quarterly revenue was up 19.7% on a year-over-year basis. During the same quarter in the prior year, the business posted $0.26 EPS. Research analysts anticipate that CLEAR Secure will post 1.62 earnings per share for the current fiscal year.

Insider Transactions at CLEAR Secure

In other CLEAR Secure news, Director Adam Wiener sold 18,000 shares of the stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $43.07, for a total transaction of $775,260.00. Following the completion of the transaction, the director owned 147,634 shares in the company, valued at approximately $6,358,596.38. This represents a 10.87% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Lynn Haaland sold 15,533 shares of the stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $45.00, for a total value of $698,985.00. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 97,488 shares of company stock worth $4,579,078 in the last 90 days. Company insiders own 39.73% of the company’s stock.

Hedge Funds Weigh In On CLEAR Secure

Large investors have recently added to or reduced their stakes in the company. Geneos Wealth Management Inc. increased its holdings in CLEAR Secure by 329.5% during the 1st 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. bought a new position in CLEAR Secure during the 1st quarter worth about $28,000. Caitong International Asset Management Co. Ltd increased its holdings in CLEAR Secure by 249.6% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 867 shares of the company’s stock worth $30,000 after purchasing an additional 619 shares in the last quarter. Parallel Advisors LLC increased its holdings in CLEAR Secure by 2,283.3% during the 1st quarter. Parallel Advisors LLC now owns 715 shares of the company’s stock worth $35,000 after purchasing an additional 685 shares in the last quarter. Finally, Allworth Financial LP increased its holdings in CLEAR Secure by 118.8% during the 4th quarter. Allworth Financial LP now owns 1,022 shares of the company’s stock worth $36,000 after purchasing an additional 555 shares in the last quarter. Institutional investors own 73.80% of the company’s stock.

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

CLEAR Secure Company Profile

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.