Rising Regulatory And Privacy Risks Will Impede Digital Identity Markets

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.

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.

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%.

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%.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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%.

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