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Clear Secure, Inc.

YOU

NYSE·Technology·Software - Application·Mkt cap $4.5B

$44.33

-0.58%

P/E

29.75

Mkt Cap

$4.5B

52-Wk Range

$29.44–$69.07

52-Week Range

$29.44 - $69.07

P/E

29.75

Fwd P/E

24.22

Beta

1.05

Div Yield

1.69%

Avg Vol

1.5M

Shares Out

99.3M

Mkt Cap

$4.5B

Price action

Price chart

Up 27.5% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Proprietary biometric identity verification infrastructure with multi-layered security architecture
  • Established network effects through airport partnerships and growing member base
  • First-mover advantage in consumer identity verification and expedited security access
  • Expanding enterprise solutions addressing identity verification across multiple industries

Bear Case

2 risks

  • Average volatility.
  • Significant premium - growth priced in

Growth

Moderate growth ahead

Increasing adoption of CLEAR Plus memberships and airport network expansion

Value

Significant premium - growth priced in

Momentum

Weak

-18.7% over 3m

Quality

Excellent

Strong fundamentals

Dividend

Modest

1.69% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Nov 5, 2026

Q3 26 RECAP

AUG 5, 2026

Reported EPS of $0.49 vs $0.40 consensus (+23.5% surprise). Revenue of $277.8M vs $269.7M expected (+3.0%). Beat on both top and bottom lines.

EPS beat +23.5%
Rev beat +3.0%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+23.5%

Revenue trend · last 8Q

+21%

+18%

+18%

+16%

+17%

+20%

+27%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$198.4M

$206.3M

$211.4M

$219.5M

$229.2M

$240.8M

$253.0M

$277.8M

Margins · last 8Q

Gross

Operating

29.9%

Profit

26.0%

Wall Street consensus

3 analysts · 33% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

1

33%

Hold

1

33%

Sell

1

33%

Median Price Target

Latest: DA Davidson · $60.00 · May 7, 2026

vs Industry

How YOU stacks vs Software - Application

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.