Clear Secure (YOU) Hisse Özeti
Clear Secure, Inc. öncelikle Amerika Birleşik Devletleri'nde CLEAR markası adı altında güvenli bir kimlik platformu işletmektedir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 3/6 |
| Gelecekteki Büyüme | 4/6 |
| Geçmiş Performans | 3/6 |
| Finansal Sağlık | 6/6 |
| Temettüler | 3/6 |
YOU Community Fair Values
Create NarrativeSee what 233 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
Clear Secure, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$55.22 |
| 52 Haftanın En Yüksek Seviyesi | US$62.73 |
| 52 Haftanın En Düşük Seviyesi | US$28.28 |
| Beta | 1.06 |
| 1 Aylık Değişim | 9.89% |
| 3 Aylık Değişim | 13.81% |
| 1 Yıllık Değişim | 94.57% |
| 3 Yıllık Değişim | 120.79% |
| 5 Yıllık Değişim | 30.54% |
| Halka arzdan bu yana değişim | 38.05% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • 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.Seeking Alpha • Jun 23
Clear Secure: Fierce Member Growth And Huge FCF
Summary Clear Secure offers appealing valuation, resilient growth, and robust profit expansion, distinguishing itself from the broader S&P 500. YOU has surged nearly 50% year-to-date and doubled over twelve months, yet significant upside remains. The company has broadened its Concierge offerings (starting at $99 per use), driving greater monetization of its membership base. It is also signing a significant number of enterprise deals, boosting its overall addressable market. Read the full article on Seeking Alpha
Anlatı Güncellemesi • 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.Recent updates
Anlatı Güncellemesi • 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.Seeking Alpha • Jun 23
Clear Secure: Fierce Member Growth And Huge FCF
Summary Clear Secure offers appealing valuation, resilient growth, and robust profit expansion, distinguishing itself from the broader S&P 500. YOU has surged nearly 50% year-to-date and doubled over twelve months, yet significant upside remains. The company has broadened its Concierge offerings (starting at $99 per use), driving greater monetization of its membership base. It is also signing a significant number of enterprise deals, boosting its overall addressable market. Read the full article on Seeking AlphaAnlatı Güncellemesi • 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.Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking Alpha • Feb 26
Clear Secure: Is This Identity Verification Company At An Inflection Point?
Summary Clear Secure's stock has fallen 31% since November due to disappointing Q3 earnings and membership attrition, but new growth drivers may provide upside. Partnerships with LinkedIn, Okta, and Uber bolster the company's CLEAR Verify enterprise segment, which may soon overtake its Clear Plus segment as the dominant revenue stream. Clear's innovative new EnVe pods promise a far faster, more seamless identity verification than their prior kiosks. Despite high short interest, Clear Secure's enterprise growth and new technologies could trigger a sharp stock rebound, making it a speculative buy. Read the full article on Seeking Alpha
Yeni Anlatı • Jan 29
Strong potential through partnerships, international expansion and wider application of biometrics
Clear Secure (YOU) has strong potential for future growth, particularly if it successfully diversifies its offerings and expands its digital identity services beyond airports.Yeni Anlatı • Jan 28
Strong potential for Clear Secure through partnerships and wider application of biometrics
Clear Secure (YOU) has strong potential for future growth, particularly if it successfully diversifies its offerings and expands its digital identity services beyond airports.Seeking Alpha • Jan 26
Clear Secure: A Bullish Case Amid Market Doubt
Summary Despite its recent selloff, Clear Secure's revenue growth and prudent financial management support my continued 'Buy' rating. Clear Verified's potential to drive higher quality revenue and long-term growth makes it a key future value driver. High short interest presents risks but also potential upside, creating an attractive entry point for long-term investors. Read the full article on Seeking AlphaYeni Anlatı • Jan 13
YOU Market Outlook
TSA PreCheck (Transportation Security Administration):A government-operated trusted traveler program that competes directly with Clear Secure in the airport security space.TSA PreCheck offers a lower-Seeking Alpha • Dec 31
Clear Secure: Clearly Mixed Sentiment, Though Remaining Bullish
Summary Clear Secure, Inc. offers biometric identity verification services, rapidly growing in the airline industry and beyond. Despite 20%+ revenue growth and ~25% adjusted EBITDA margin, recent trends show decelerating growth and lower retention, signaling potential future revenue challenges. The stock is relatively cheap at 11x forward adjusted EBITDA, but near-term fundamentals need improvement for bullish sentiment to strengthen. Long-term potential remains, but patient investors may find better entry points on pullbacks, particularly if the stock dips to the low-$20s. Read the full article on Seeking AlphaHissedar Getirileri
| YOU | US Software | US Pazar | |
|---|---|---|---|
| 7D | 2.7% | -1.2% | 0.8% |
| 1Y | 94.6% | -20.8% | 20.6% |
Getiri vs. Endüstri: YOU geçen yıl % -20.8 oranında getiri sağlayan US Software sektörünü aştı.
Getiri vs Piyasa: YOU geçen yıl % 20.6 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| YOU volatility | |
|---|---|
| YOU Average Weekly Movement | 6.6% |
| Software Industry Average Movement | 10.1% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
İstikrarlı Hisse Senedi Fiyatı: YOU son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: YOU 'nin haftalık oynaklığı ( 7% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2010 | 3,301 | Caryn Seidman-Becker | www.clearme.com |
Clear Secure, Inc. öncelikle Amerika Birleşik Devletleri'nde CLEAR markası adı altında güvenli bir kimlik platformu işletmektedir. Kayıt, doğrulama ve bağlantı dahil olmak üzere ön uç ve arka uçtan oluşan çok katmanlı bir altyapı olan güvenli kimlik platformu sağlar. Şirket ayrıca, havaalanı güvenlik kontrol noktalarında öngörülebilir giriş şeritlerine erişimin yanı sıra daha geniş ağa erişim sağlayan bir tüketici havacılık abonelik hizmeti olan CLEAR Plus'ı ve yeni üyeleri kaydetmek ve mevcut üyelerin deneyimini iyileştirmek için kullanılan CLEAR mobil uygulamasını da sunmaktadır.
Clear Secure, Inc. Temel Bilgiler Özeti
| YOU temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$7.38b |
| Kazançlar(TTM) | US$122.56m |
| Gelir(TTM) | US$942.41m |
45.4x
F/K Oranı5.9x
P/S OranıYOU aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| YOU gelir tablosu (TTM) | |
|---|---|
| Gelir | US$942.41m |
| Gelir Maliyeti | US$325.29m |
| Brüt Kâr | US$617.13m |
| Diğer Giderler | US$494.57m |
| Kazançlar | US$122.56m |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 1.22 |
| Brüt Marj | 65.48% |
| Net Kâr Marjı | 13.00% |
| Borç/Özkaynak Oranı | 0% |
YOU uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
1.4%
Mevcut Temettü Verimi41%
Ödeme OranıŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/07/12 20:18 |
| Gün Sonu Hisse Fiyatı | 2026/07/10 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Clear Secure, Inc. 9 Bu analistlerden 5, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Wyatt Swanson | D.A. Davidson & Co. |
| Eric Sheridan | Goldman Sachs |
| Cory Carpenter | J.P. Morgan |