Clear Secure, Inc.

NYSE:YOU Aktierapport

Börsvärde: US$5.9b

Clear Secure Utdelningar och återköp

Utdelning kriterier kontrolleras 3/6

Clear Secure är ett utdelningsbetalande företag med en aktuell avkastning på 1.79% som täcks väl av vinsten. Nästa betalningsdatum är den 24th September, 2026 med ett ex-dividenddatum på 10th September, 2026.

Viktig information

1.8%

Avkastning på utdelning

0.5%

Återköpsavkastning

Total avkastning till aktieägarna2.3%
Framtida utdelningsavkastning1.3%
Utdelningstillväxtn/a
Nästa utbetalningsdag för utdelning24 Sep 26
Ex utdelningsdag10 Sep 26
Utdelning per aktien/a
Utdelningsandel37%

Senaste utdelnings- och återköpsuppdateringar

Recent updates

Seeking Alpha Aug 12

Clear Secure: Buy The Dip In This Future Identity Verification Juggernaut

Summary Clear Secure is a BUY as it approaches a mid-40s support line, following a strong 2Q earnings beat. YOU's EnVe pods, eGate rollout, and Concierge services are driving revenues, customer satisfaction, & margin expansion. Clear1's enterprise push, highlighted by the CMS contract and recent Mount Sinai partnership, positions it for durable, high-margin growth. Despite near-term FCF headwinds and recession risks, impressive tech girds the bull thesis long-term. Read the full article on Seeking Alpha
Uppdatering av berättelse Aug 06

YOU: Softer Travel Volumes Will Test 2026 Margin And Cash Flow Delivery

Analysts increased their fair value estimate for Clear Secure to $45 from $40, citing updated assumptions that include a lower discount rate, modestly higher projected revenue growth and profit margins, and a slightly higher future P/E multiple. They also factored in recent price target reductions on the stock from $75 to $70 and from $60 to $55 in Street research.
Uppdatering av berättelse Jul 20

YOU: Airport Expansion And Identity Platform Adoption Will Drive Future Bullish Repricing

Clear Secure's analyst price target has been reset from $75 to $70 as analysts factor in updated assumptions on revenue growth, profit margins, discount rate, and a higher future P/E multiple reflected in recent mixed research commentary. Analyst Commentary Recent research on Clear Secure highlights a mix of views, with some bullish analysts pointing to potential upside while others turn more cautious on execution and valuation.
Uppdatering av berättelse Jul 02

YOU: Rich Expectations Will Rely On Delivering 2026 Margin And Cash Flow Plan

The analyst price target for Clear Secure has increased from $33.49 to $40.00, with analysts citing updated views on revenue growth, profit margins, and future P/E expectations as key factors behind the change. Analyst Commentary Recent research on Clear Secure highlights a mixed backdrop, with some firms adjusting price targets upward while others adopt a more cautious stance.
Uppdatering av berättelse Jun 18

YOU: Airport Expansion And Identity Partnerships Will Drive Future Bullish Repricing

Analysts have raised their fair value estimate for Clear Secure to $75.00 from $65.00, citing recent price target increases, mixed rating changes, and updated assumptions for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent Street research on Clear Secure reflects a mix of views, but there are several clear positives that bullish analysts are highlighting for investors who are focused on long term execution and valuation.
Analysartikel Jun 16

Clear Secure (YOU) Stock Could Be 16.7% Undervalued After Governance Changes

Governance changes put Clear Secure stock in focus Clear Secure (YOU) is back on investors' radar after shareholders approved amendments to its certificate of incorporation, including the removal of certain supermajority vote requirements at the 2026 annual meeting. See our latest analysis for Clear Secure. Alongside the governance changes and recent rollout of new CLEAR Plus lanes and services at Indianapolis International Airport, Clear Secure stock has seen mixed momentum, with the share...
Uppdatering av berättelse Jun 04

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

Analysts have adjusted their views on Clear Secure, with a $6 increase in one price target balanced by a downgrade from another firm. This has led to a refined fair value estimate that keeps the target at $62.00 while slightly updating assumptions for discount rate, revenue growth, profit margin and future P/E.
Uppdatering av berättelse May 20

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

Analysts have lifted their fair value estimate for Clear Secure stock from $39.38 to $62.00, citing higher assumed revenue growth, stronger profit margins, and updated P/E expectations. This follows recent research that highlighted solid Q4 results, robust CLEAR+ and CLEAR1 trends, and improved long term cash flow outlooks.
Uppdatering av berättelse May 01

YOU: Rich Expectations Will Depend On Delivering 2026 Free Cash Flow Plan

Clear Secure’s updated analyst price target edges slightly lower to about $33.49 from $33.80, as analysts factor in Street research that highlights strong Q4 bookings, app download trends and improving margin assumptions, along with a more moderate future P/E outlook. Analyst Commentary Street research on Clear Secure has been active around the latest Q4 results, with several firms adjusting price targets and refining their views on the company.
Uppdatering av berättelse Apr 15

YOU: Q4 Execution And 2026 Cash Returns Will Shape Bullish Repricing

Analysts have lifted their price targets on Clear Secure into a higher $49 to $61 range, citing stronger Q4 results, momentum in CLEAR+ and CLEAR1 bookings, renewed American Express partnership benefits, and improving free cash flow expectations into 2026 as key supports for the updated valuation view. Analyst Commentary Bullish analysts have been revising their views on Clear Secure with a cluster of higher price targets following the Q4 report, pointing to what they see as solid execution across CLEAR+, CLEAR1 and key partnerships.
Uppdatering av berättelse Apr 01

YOU: Q4 Execution And 2026 Cash Returns Will Drive Future Upside

Narrative Update The Analyst Price Target for Clear Secure moves from $61 to $65. Analysts point to stronger Q4 bookings, positive trends in CLEAR+, solid cash flow expectations into 2026, and recent app download momentum as key supports for the higher fair value and slightly richer future P/E assumptions.
Uppdatering av berättelse Mar 18

YOU: Rich Expectations Will Hinge On 2026 Free Cash Flow Delivery

Clear Secure's analyst price targets have moved sharply higher from a prior fair value estimate of $29.18 to $33.80, as analysts point to strong Q4 results, broad-based CLEAR+ and CLEAR1 momentum, an extended American Express partnership, and a 2026 free cash flow outlook that has led investors to assign more value to the business. Analyst Commentary Recent Street research on Clear Secure has leaned positive on Q4 execution, CLEAR+ and CLEAR1 traction, and the extended American Express partnership.
Uppdatering av berättelse Mar 03

YOU: Q4 Bookings Strength And 2026 Cash Returns Will Support Higher Future Returns

Analysts have raised their price target on Clear Secure to $61 from $46, citing stronger Q4 bookings, improving profit expectations, and higher projected future P/E multiples supported by cash flow outlooks and renewed partnerships. Analyst Commentary Recent research has come through with a clear tilt toward optimism on Clear Secure, with multiple bullish analysts lifting their price targets following the latest Q4 report.
Uppdatering av berättelse Feb 17

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).
Uppdatering av berättelse Feb 03

YOU: Member Momentum And Government Contract Wins Will Challenge Rich Expectations

Our analyst price target for Clear Secure moves from US$25.00 to about US$29.18, reflecting Street analysts' higher targets following Q3 results that they describe as solid. Guidance is supported by member growth, product and pricing performance, and disciplined resource allocation.
Uppdatering av berättelse Jan 19

YOU: Q3 Execution And New Identity Contracts Will Support Higher Future Returns

Analysts have raised their price target for Clear Secure by $1 to $46, reflecting updated views on revenue growth, profit margins, and future P/E assumptions following recent Q3 results and guidance. Analyst Commentary Recent research shows a cluster of bullish analysts lifting their price targets on Clear Secure after Q3 results and updated Q4 guidance, with some pointing to stronger bookings, revenue, and member trends than previously modeled.
Analysartikel Jan 07

Investor Optimism Abounds Clear Secure, Inc. (NYSE:YOU) But Growth Is Lacking

There wouldn't be many who think Clear Secure, Inc.'s ( NYSE:YOU ) price-to-earnings (or "P/E") ratio of 19.3x is worth...
Uppdatering av berättelse Jan 05

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.
Uppdatering av berättelse Dec 21

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.
Uppdatering av berättelse Dec 07

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.
Uppdatering av berättelse Nov 23

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.
Analysartikel Nov 09

Clear Secure (NYSE:YOU) Has Announced A Dividend Of $0.125

The board of Clear Secure, Inc. ( NYSE:YOU ) has announced that it will pay a dividend on the 24th of December, with...
Uppdatering av berättelse Nov 06

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.
Uppdatering av berättelse Sep 17

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

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.
Uppdatering av berättelse Aug 06

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

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.
Seeking Alpha Apr 30

Clear Secure: CLEAR1 Is The Hidden Catalyst Investors Are Overlooking

Summary I reiterate my 'Buy' rating for Clear Secure, emphasizing the potential of their B2B identity verification service, CLEAR1, as a future value driver. CLEAR1 allows Clear to expand into higher-ticket, higher-margin, and higher-retention enterprise customers, diversifying revenue streams and reducing dependence on the cyclical B2C market. Clear's valuation multiples, growth rates, and profitability metrics indicate the stock is undervalued, with potential for upside as CLEAR1 gains traction. Despite risks like growing short interest and leadership changes, Clear's strategic direction and expansion into enterprise markets position it well for long-term growth. Read the full article on Seeking Alpha
Seeking Alpha Apr 23

Clear Secure: Strong Competitive Moat And Visible Growth Catalysts

Summary Clear Secure, Inc. has a strong competitive moat due to its high-quality, government-certified biometric identity verification platform, enhancing user experience and trust. Clear Secure benefits from a powerful network effect, with operations in 59 airports and 29 million enrollments, making its service increasingly essential for frequent travelers. Growth catalysts include long-term travel demand, NextGen platform upgrades, and expansion into TSA PreCheck, positioning YOU for sustained revenue growth. Read the full article on Seeking Alpha
Seeking Alpha Mar 12

Analyzing Clear Secure's Latest Quarterly Report, Here's Why I Rate It A Buy

Summary Clear Secure's Q4 2024 earnings showed impressive growth, with revenues up 20.7%, free cash flow up 48%, and net income up significantly from last year. Despite strong financials, CLEAR Plus member retention and usage rates declined, indicating potential issues with customer engagement and platform utilization. Management is diversifying revenue streams through partnerships with Uber and Epic, and expanding CLEAR Plus to more airports. Given the strong balance sheet, undemanding valuation, and promising growth, I now rate YOU stock as a careful Buy, despite risks of further retention rate drops and economic downturns. Read the full article on Seeking Alpha

Kommande utbetalning av utdelning

I dagAug 18 2026Ex utdelningsdagSep 10 2026Utbetalningsdag för utdelningSep 24 202614 days från Ex DividendKöp i nästa 22 days för att få den kommande utdelningen

Stabilitet och tillväxt i betalningar

Hämta utdelningsdata

Stabil utdelning: Även om utdelningen har varit stabil, har YOU betalat ut en utdelning i mindre än 10 år.

Växande utdelning: YOU s utdelning har ökat, men företaget har bara betalat ut en utdelning i 3 år.


Utdelningsavkastning jämfört med marknaden

Clear Secure Utdelningsavkastning jämfört med marknaden
Hur är YOU:s direktavkastning jämfört med marknaden?
SegmentUtdelningsavkastning
Företag (YOU)1.8%
Marknadens lägsta 25% (US)1.3%
Marknad Topp 25% (US)4.0%
Genomsnitt för branschen (Software)0.9%
Prognosanalytiker (YOU) (upp till 3 år)1.3%

Anmärkningsvärd utdelning: YOU s utdelning ( 1.79% ) är högre än de 25 % lägre utdelningsbetalarna på US marknaden ( 1.31% ).

Hög utdelning: YOU s utdelning ( 1.79% ) är låg jämfört med de översta 25 % av utdelningsbetalarna på US marknaden ( 4% ).


Vinstutdelning till aktieägarna

Resultattäckning: Med sin rimligt låga utbetalningskvot ( 36.7% ), täcks YOU s utdelningsbetalningar väl av intäkter.


Kontantutbetalning till aktieägarna

Kassaflödestäckning: Med dess låga cash payout ratio ( 21.3% ), täcks YOU s utdelningsbetalningar väl av kassaflöden.


Upptäck bolag med stark utdelning

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/08/18 23:34
Aktiekurs vid dagens slut2026/08/18 00:00
Intäkter2026/06/30
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Clear Secure, Inc. bevakas av 9 analytiker. 5 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Wyatt SwansonD.A. Davidson & Co.
Eric SheridanGoldman Sachs
Cory CarpenterJ.P. Morgan