Stifel Nicolaus Forecasts Strong Price Appreciation for CLEAR Secure (NYSE:YOU) Stock

CLEAR Secure (NYSE:YOU) had its price objective upped by Stifel Nicolaus from $38.00 to $51.00 in a report issued on Thursday,Benzinga reports. The firm currently has a “hold” rating on the stock. Stifel Nicolaus’ target price would indicate a potential upside of 9.64% from the stock’s previous close.

A number of other research analysts have also weighed in on the stock. Wall Street Zen lowered shares of CLEAR Secure from a “buy” rating to a “hold” rating in a report on Monday, November 10th. The Goldman Sachs Group set a $61.00 price target on CLEAR Secure and gave the company a “buy” rating in a report on Wednesday. JPMorgan Chase & Co. upgraded shares of CLEAR Secure from a “neutral” rating to an “overweight” rating and boosted their price objective for the company from $35.00 to $42.00 in a research report on Friday, December 12th. Weiss Ratings cut shares of CLEAR Secure from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Tuesday, February 3rd. Finally, Wells Fargo & Company upped their price objective on CLEAR Secure from $25.00 to $29.00 and gave the company an “underweight” rating in a research report on Friday, November 7th. Five investment analysts have rated the stock with a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $47.00.

CLEAR Secure Trading Up 39.0%

NYSE:YOU opened at $46.52 on Thursday. The stock has a market capitalization of $6.19 billion, a P/E ratio of 28.36 and a beta of 1.21. The stock has a 50-day moving average price of $34.65 and a 200 day moving average price of $34.58. CLEAR Secure has a 12-month low of $21.75 and a 12-month high of $46.63.

CLEAR Secure (NYSE:YOU) last released its quarterly earnings data on Wednesday, February 25th. The company reported $0.31 EPS for the quarter, meeting the consensus estimate of $0.31. The business had revenue of $240.75 million during the quarter, compared to the consensus estimate of $235.66 million. CLEAR Secure had a net margin of 20.97% and a return on equity of 119.82%. The business’s revenue was up 16.7% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.91 EPS. On average, research analysts predict that CLEAR Secure will post 0.98 earnings per share for the current fiscal year.

Insider Transactions at CLEAR Secure

In related news, insider Lynn Haaland sold 15,532 shares of the stock in a transaction that occurred on Friday, December 12th. The shares were sold at an average price of $41.00, for a total value of $636,812.00. Following the transaction, the insider owned 15,533 shares in the company, valued at approximately $636,853. This represents a 50.00% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Adam Wiener sold 14,000 shares of CLEAR Secure stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $35.00, for a total transaction of $490,000.00. Following the sale, the director owned 165,634 shares of the company’s stock, valued at approximately $5,797,190. The trade was a 7.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 37,532 shares of company stock valued at $1,446,812. 39.73% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On CLEAR Secure

A number of hedge funds have recently bought and sold shares of the business. Invesco Ltd. increased its position in shares of CLEAR Secure by 36.5% in the fourth quarter. Invesco Ltd. now owns 1,188,446 shares of the company’s stock valued at $41,691,000 after buying an additional 318,047 shares in the last quarter. Mercer Global Advisors Inc. ADV raised its holdings in shares of CLEAR Secure by 80.5% during the 4th quarter. Mercer Global Advisors Inc. ADV now owns 12,872 shares of the company’s stock worth $452,000 after acquiring an additional 5,739 shares during the period. Vident Advisory LLC grew its holdings in shares of CLEAR Secure by 0.8% in the fourth quarter. Vident Advisory LLC now owns 172,339 shares of the company’s stock valued at $6,046,000 after purchasing an additional 1,379 shares during the period. EP Wealth Advisors LLC acquired a new stake in CLEAR Secure during the fourth quarter worth about $204,000. Finally, NewEdge Advisors LLC raised its stake in CLEAR Secure by 321.2% during the fourth quarter. NewEdge Advisors LLC now owns 13,336 shares of the company’s stock worth $468,000 after purchasing an additional 10,170 shares during the period. Hedge funds and other institutional investors own 73.80% of the company’s stock.

CLEAR Secure News Roundup

Here are the key news stories impacting CLEAR Secure this week:

• Positive Sentiment: Telsey Advisory raised its price target on YOU from $45 to $55 and kept an “outperform” rating — an analyst upgrade that signals ~18% upside from the recent reference price and supports investor momentum. TickerReport: Telsey price target raise
• Positive Sentiment: CLEAR announced a special dividend of $0.20 per share (record Mar 10, payable Mar 24) plus a raised quarterly dividend to $0.15 and authorized an additional $125M to its share‑repurchase program — a meaningful capital return that typically supports the share price. PR Newswire: Dividend & buyback
• Positive Sentiment: Q4 results: revenue $240.8M (+16.7% YoY) and revenue above Street estimates, operating income and adjusted EBITDA margins expanded, strong net income and free cash flow for both the quarter and full year — all point to durable profitability improvement. These fundamentals underpin the positive market reaction. PR Newswire: Q4 & FY2025 results
• Positive Sentiment: Management set FY2026 free cash flow guidance of at least $440M and Q1 revenue guidance of $242–$245M (above consensus), signaling continued cash generation and top‑line acceleration — a key positive for valuation and buyback funding. Seeking Alpha: FCF & guidance
• Positive Sentiment: Market reaction: coverage noted YOU reached a new 12‑month high following the dividend and results — a sign investors are rewarding the combined capital return and operating progress. AmericanBankingNews: 12‑month high
• Neutral Sentiment: Earnings per share of $0.31 matched consensus (so no EPS surprise), reducing surprise risk but limiting an upside earnings beat narrative. Zacks: Q4 EPS in line
• Neutral Sentiment: The earnings call transcript and snapshots are available for deeper read — useful for investors wanting detail on member metrics, CLEAR1 enterprise momentum and eGate rollout timing. Seeking Alpha: Call transcript WTOP: Earnings snapshot
• Negative Sentiment: On a year‑over‑year basis EPS declined (from $0.91 a year ago to $0.31), reflecting prior-period comparatives or mix effects; investors focused on earnings durability should dig into non‑GAAP adjustments and drivers behind the YoY EPS drop. Zacks: EPS comparison

About CLEAR Secure

CLEAR Secure, Inc operates a biometric identity platform designed to expedite identity verification for air travelers and venue guests. The company’s core offering is the CLEAR membership service, which uses fingerprint and iris scans to confirm a member’s identity and provide access to dedicated security lanes at participating airports. Members link government-issued IDs and personal biometric data via the CLEAR app, enabling faster processing through Transportation Security Administration (TSA) checkpoints and select event entrances.

Founded in 2010 by Caryn Seidman‐Becker and Ken Cornick, CLEAR is headquartered in New York City.