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Clear Secure, Inc.

YOU

NYSE·Technology·Software - Application·Mkt cap $5.6B

$53.02

-4.75%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$28.06 - $62.73

P/E

42.41

Fwd P/E

31.56

Beta

1.06

Div Yield

1.35%

Avg Vol

1.5M

Shares Out

99.3M

Mkt Cap

$5.6B

Price action

Price chart

Up 94.5% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

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.
  • High premium - requires strong execution

Growth

Moderate growth ahead

Increasing adoption of CLEAR Plus memberships and airport network expansion

Value

High premium - requires strong execution

Momentum

Strong

+8.4% over 3m

Quality

Excellent

Excellent business quality

Dividend

Modest

1.35% yield

Earnings track record

Latest print - beat on both lines

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

Next: May 14, 2026

Q2 26 RECAP

MAY 6, 2026

Reported EPS of $0.38 vs $0.35 consensus (+8.6% surprise). Revenue of $253.0M vs $244.4M expected (+3.5%). Beat on both top and bottom lines.

EPS beat +8.6%
Rev beat +3.5%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+8.6%

Next: May 14, 2026

Revenue trend · last 8Q

+21%

+18%

+18%

+16%

+17%

+20%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$186.7M

$198.4M

$206.3M

$211.4M

$219.5M

$229.2M

$240.8M

$253.0M

Margins · last 8Q

Gross

Operating

Profit

33.6%

Wall Street consensus

6 analysts · 50% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

3

50%

Hold

2

33%

Sell

1

17%

Median Price Target

$61.00

+15.1% vs $53.02

Low $60.00
Median $61.00
High $75.00

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

4 analysts covering

vs Industry

How YOU stacks vs Software - Application

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

Industry comparison data unavailable for this stock.