Shared on 20 May 26

Fair value Increased 57%

YOU: Healthcare Identity And Travel Demand Will Shape Future Cash Returns

Clear Secure gets a fresh wave of optimism as analysts point to stronger airport demand and growing interest in its healthcare and housing identity service. At the same time, some warn that the market may already be baking in a lot of good news, leaving less room for slip-ups in partnerships, costs, or new product rollouts.

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Shared on 17 Feb 26

YOU: Healthcare Identity Contracts Will Support Future Upside Potential

Analysts kept their price target for Clear Secure steady at $39.38, with only small tweaks to inputs such as the discount rate, profit margin assumptions, and a higher future P/E helping to support an unchanged fair value view. What's in the News CLEAR entered a contract with the Centers for Medicare & Medicaid Services to modernize identity verification for Medicare beneficiaries and providers on Medicare.gov, with CLEAR1 planned for account creation, recovery, and access to healthcare information starting in early 2026 (Key Developments).

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Shared on 05 Jan 26

YOU: Robust Q4 Guidance And Healthcare Deals Will Support Future Upside Potential

Narrative Update Analysts have nudged their price targets on Clear Secure higher to a range of US$38 to US$41, citing solid Q3 results, stronger than guided bookings and revenue, and confident Q4 guidance supported by member growth, product and pricing performance, and disciplined resource allocation. Analyst Commentary Recent research updates on Clear Secure highlight a mix of optimism around execution and growth, along with some lingering caution on valuation and external risks.

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Shared on 21 Dec 25

Fair value Increased 2.61%

YOU Robust Q4 Guidance And Healthcare Deals Will Support Steady Future Momentum

Analysts nudged their fair value estimate for Clear Secure up by about $1.00 to roughly $39.38, citing stronger than expected Q3 performance, robust Q4 guidance, and sustained member driven revenue growth. Analyst Commentary Bullish analysts view the latest quarter as a confirmation that Clear Secure can sustain double digit top line growth while maintaining pricing power and disciplined cost control, supporting higher valuation multiples.

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Shared on 07 Dec 25

Fair value Increased 0.69%

YOU Robust Q4 Guidance And Airport Expansion Will Drive Continued Momentum

Our fair value estimate for Clear Secure has inched up to approximately $38.38 per share from about $38.11, as analysts raise price targets into the high $30s and low $40s on the back of stronger than expected Q3 results, robust Q4 guidance, and sustained member driven bookings and revenue growth. Analyst Commentary Analyst reactions to the latest results skew constructive, with price target revisions into the high 30s and low 40s reflecting growing confidence in Clear Secure's ability to sustain member driven growth while navigating macro and regulatory uncertainties.

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Shared on 23 Nov 25

Fair value Increased 5.21%

YOU: Recent Airport Expansions And Resource Discipline Will Support Continued Progress

Clear Secure’s fair value price target has been raised by analysts from approximately $36.22 to $38.11 per share. Recent strong quarterly results and improved guidance have increased confidence in the company’s growth outlook.

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Shared on 06 Nov 25

Fair value Increased 2.84%

YOU: Continued Airport Initiatives Will Drive Upside Despite Travel Headwinds

Analysts have raised their price target for Clear Secure from $35.22 to $36.22, citing strong recent earnings, improved guidance, and steady progress in the company’s airport business initiatives as key factors behind the upward adjustment. Analyst Commentary Analysts have weighed Clear Secure's latest performance, guidance, and business trends, offering insights into factors that may influence the company’s future valuation and momentum.

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Shared on 17 Sep 25

Fair value Increased 3.59%

Clear Secure’s consensus price target has been raised to $35.22 as analysts cite stronger-than-expected Q2 results, successful new initiatives, and alleviated macroeconomic concerns, reflecting greater confidence in the company’s multi-year growth potential. Analyst Commentary Better-than-expected Q2 results driven by increased adoption, new initiatives, expanded usage of Clear’s technology platform, and strong execution.

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Shared on 06 Aug 25

Fair value Increased 16%

Clear Secure's fair value has been revised upward as stronger net profit margins more than offset a higher discount rate, driving the consensus analyst price target increase from $29.25 to $31.25. What's in the News Provided Q3 2025 revenue guidance of $223–$226 million, indicating 13.1% year-over-year growth at midpoint.

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Shared on 29 Jul 25

Fair value Decreased 32%

Clear Secure’s consensus price target was sharply reduced as both its future P/E and net profit margin projections fell, resulting in a new fair value estimate of $29.25. What's in the News CLEAR expanded its TSA PreCheck enrollment footprint by opening a new location at Aventura Mall, with further locations and extended hours planned throughout 2025.

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Shared on 08 May 25

Fair value Increased 4.11%

AnalystConsensusTarget has decreased profit margin from 16.5% to 14.7%, increased future PE multiple from 26.7x to 34.5x and increased shares outstanding growth rate from -0.0% to 0.0%.

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Shared on 30 Apr 25

Fair value Decreased 10%

AnalystConsensusTarget has decreased revenue growth from 11.0% to 9.8%, increased profit margin from 14.5% to 16.5%, decreased future PE multiple from 37.1x to 26.7x and decreased shares outstanding growth rate from 0.0% to -0.0%.

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Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 17 Apr 25

Fair value Decreased 0.41%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

3 views

Shared on 02 Apr 25

Fair value Increased 8.50%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 26 Mar 25

Fair value Increased 11%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 19 Mar 25

Fair value Decreased 10%

AnalystConsensusTarget has decreased revenue growth from 11.6% to 9.8%, decreased profit margin from 15.0% to 12.2% and decreased shares outstanding growth rate from 0.0% to -0.0%.

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Shared on 11 Mar 25

Fair value Increased 15%

AnalystConsensusTarget has decreased profit margin from 17.4% to 15.0% and increased future PE multiple from 26.2x to 35.1x.

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Biometric Expansion Will Improve Efficiency, But Leadership Changes May Introduce Risks

YOU: Healthcare Identity And Travel Demand Will Shape Future Cash Returns

YOU: Healthcare Identity Contracts Will Support Future Upside Potential

YOU: Robust Q4 Guidance And Healthcare Deals Will Support Future Upside Potential

YOU Robust Q4 Guidance And Healthcare Deals Will Support Steady Future Momentum

YOU Robust Q4 Guidance And Airport Expansion Will Drive Continued Momentum

YOU: Recent Airport Expansions And Resource Discipline Will Support Continued Progress

YOU: Continued Airport Initiatives Will Drive Upside Despite Travel Headwinds

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