Clear Secure, Inc.

NYSE:YOU Stok Raporu

Piyasa değeri: US$7.2b

Clear Secure Temettüler ve Geri Alımlar

Temettü kriter kontrolleri 3/6

Clear Secure kazançlarla iyi bir şekilde karşılanan, 1.5% cari getiriye sahip, temettü ödeyen bir şirkettir.

Anahtar bilgiler

1.5%

Temettü verimi

1.9%

Geri Alım Getirisi

Toplam Hissedar Getirisi3.4%
Gelecekteki Temettü Verimi1.1%
Temettü Büyümesin/a
Bir sonraki temettü ödeme tarihin/a
Eski temettü tarihin/a
Hisse başına temettün/a
Ödeme oranı44%

Son temettü ve geri alım güncellemeleri

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

Nov 09
Clear Secure (NYSE:YOU) Has Announced A Dividend Of $0.125

Recent updates

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.

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.

Clear Secure: This Identity Verification Company Hits Another Inflection Point

Mar 25

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.

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.

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).

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.

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.

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

Jan 07
Investor Optimism Abounds Clear Secure, Inc. (NYSE:YOU) But Growth Is Lacking

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.

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.

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.

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.

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

Nov 09
Clear Secure (NYSE:YOU) Has Announced A Dividend Of $0.125

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.

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.

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.

Benign Growth For Clear Secure, Inc. (NYSE:YOU) Underpins Its Share Price

Jul 04
Benign Growth For Clear Secure, Inc. (NYSE:YOU) Underpins Its Share Price

Clear Secure: CLEAR1 Is The Hidden Catalyst Investors Are Overlooking

Apr 30

Clear Secure: Strong Competitive Moat And Visible Growth Catalysts

Apr 23

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

Mar 12

Clear Secure: Is This Identity Verification Company At An Inflection Point?

Feb 26
User avatar

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.

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.

Clear Secure: A Bullish Case Amid Market Doubt

Jan 26

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-

Clear Secure: Clearly Mixed Sentiment, Though Remaining Bullish

Dec 31

Clear Secure: Long-Term Growth Limited By Potentially Unstable Business Model

Nov 25

Clear Secure: Did The Market Overreact To Q3 Earnings?

Nov 09

Clear Secure: Q2 Earnings Reaffirm Bullish Thesis

Sep 11
User avatar

Innovative Airport Technologies And Member Perks Set To Skyrocket Revenue And Member Satisfaction

Implementation of facial recognition and lane technologies aims to improve efficiency and member experience, potentially driving increased revenue through higher membership.

Ödemelerde İstikrar ve Büyüme

Temettü verilerini getirme

İstikrarlı Temettü: Temettü ödemeleri istikrarlı olsa da YOU 10 yıldan az bir süredir temettü ödüyor.

Büyüyen Temettü: YOU şirketinin temettü ödemeleri artmış, ancak şirket yalnızca 3 yıldır temettü ödemiştir.

Piyasaya Karşı Temettü Getirisi

Clear Secure Piyasaya Karşı Temettü Getirisi
YOU temettü verimi piyasa ile karşılaştırıldığında nasıldır?
SegmentTemettü Verimi
Şirket (YOU)1.5%
Pazarın Alt %25'i (US)1.4%
Pazarın En İyi %25'i (US)4.2%
Sektör Ortalaması (Software)1.0%
Analist tahmini (YOU) (3 yıla kadar)1.1%

Önemli Temettü: YOU 'in temettüsü ( 1.5% ), US piyasasındaki temettü ödeyenlerin en alttaki %25'inden ( 1.4% ) daha yüksektir.

Yüksek Temettü: YOU 'in temettüsü ( 1.5% ), US piyasasındaki temettü ödeyenlerin en üst %25'ine ( 4.23% ) kıyasla düşüktür.

Hissedarlara Ödenen Kazanç

Kazanç Kapsamı: Oldukça düşük ödeme oranı ( 44% ) ile YOU 'un temettü ödemeleri kazançlarla oldukça iyi bir şekilde karşılanıyor.

Hissedarlara Nakit Ödeme

Nakit Akışı Kapsamı: Oldukça düşük nakit ödeme oranı ( 31.1% ) ile YOU 'un temettü ödemeleri nakit akışları tarafından iyi bir şekilde karşılanmaktadır.

Güçlü temettü ödeyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/04/30 14:31
Gün Sonu Hisse Fiyatı2026/04/30 00:00
Kazançlar2025/12/31
Yıllık Kazançlar2025/12/31

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.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* 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 ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan 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. 11 Bu analistlerden 7, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Wyatt SwansonD.A. Davidson & Co.
Eric SheridanGoldman Sachs
Eric SheridanGoldman Sachs