Update shared on06 Aug 2025
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.
- Expanded TSA PreCheck enrollment outside airports with a new Aventura Mall location, planning further expansion and longer operating hours nationwide.
- Launched CLEAR Concierge, a premium airport service for CLEAR+ members, available at multiple major U.S. airports, with more locations coming.
- Announced partnerships to deploy CLEAR1: integrated identity verification with Greenhouse (HR tech) to combat hiring fraud, and with T-Mobile for enhanced employee authentication via biometric MFA.
- Completed buyback of 4,267,758 shares (~4.38%) for $101.66 million in Q1 2025; total repurchased 21,389,207 shares (~23.01%) for $449.13 million since program inception.
Valuation Changes
Summary of Valuation Changes for Clear Secure
- The Consensus Analyst Price Target has risen from $29.25 to $31.25.
- The Net Profit Margin for Clear Secure has significantly risen from 12.18% to 13.84%.
- The Discount Rate for Clear Secure has risen from 7.96% to 8.39%.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.