Update shared on17 Sep 2025
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.
- Early-stage evidence suggests multi-year growth potential underpinned by successful expansion strategies.
- Bullish analysts highlight Clear Secure’s ability to capitalize on new revenue opportunities and platform enhancements.
- Positive third-party data indicates Q2 performance exceeded initial conservative expectations.
- Recent changes in U.S. tariff policy and delayed implementation have partly alleviated macroeconomic concerns among bearish analysts previously cautious on the stock.
What's in the News
- Clear Secure (YOU) is expanding its biometric identity verification technology across multiple sectors, with notable new partnerships in real estate (Fidelity National Financial), property management (Snappt), and healthcare (Tampa General Hospital, Hackensack Meridian Health, Nordic) to combat fraud, streamline user verification, and improve operational efficiency (Key Developments).
- In healthcare, CLEAR1 continues deepening integrations with Epic’s health IT ecosystem, enabling automated, high-assurance identity workflows for both patients and providers, aiming to reduce administrative burdens and cyber risks while improving account security and user experience (Key Developments).
- The company launched CLEAR Concierge, a premium airport service for CLEAR+ members, and expanded eligibility for the CLEAR+ program to travelers from the UK, Canada, Australia, and New Zealand, reinforcing its leadership in frictionless travel and international growth (Key Developments).
- CLEAR is also growing its non-airport enrollment footprint for TSA PreCheck and continues to prioritize consumer convenience and national scale through added enrollment locations and strategic expansion of services (Key Developments).
- U.S. government officials are convening major tech firms, including CLEAR, to collaborate on seamless healthcare data sharing, highlighting Clear Secure's rising profile among trusted digital identity solution providers alongside tech giants like Apple, Amazon, Google, Meta, and Nvidia (Bloomberg; Periodical).
Valuation Changes
Summary of Valuation Changes for Clear Secure
- The Consensus Analyst Price Target has risen slightly from $34.00 to $35.22.
- The Future P/E for Clear Secure has significantly fallen from 39.93x to 29.39x.
- The Consensus Revenue Growth forecasts for Clear Secure remained effectively unchanged, moving only marginally from 9.7% per annum to 9.9% per annum.
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