CLEAR Secure (NYSE:YOU) Stock Breaks Above 200 Day Moving Average – Should You Sell?

CLEAR Secure, Inc. (NYSE:YOU)’s stock price passed above its two hundred day moving average during trading on Monday. The stock has a two hundred day moving average of $47.54 and traded as high as $48.65. CLEAR Secure shares last traded at $47.7730, with a volume of 1,241,911 shares trading hands.

CLEAR Secure News Roundup

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

• Positive Sentiment: Third-quarter revenue increased 27.8% year over year to $292.9 million, topping analyst expectations, while diluted EPS of $0.52 also beat the $0.48 consensus estimate. Adjusted EBITDA rose to $103.9 million, with its margin expanding 490 basis points. CLEAR third-quarter 2026 financial results
• Positive Sentiment: Management forecast fourth-quarter revenue of $299 million to $302 million, implying 24.8% growth at the midpoint, and raised its 2026 free-cash-flow outlook to at least $490 million from $480 million. Fourth-quarter revenue guidance
• Positive Sentiment: The board authorized an additional $175 million for share repurchases, bringing remaining authorization to about $254.4 million, and declared a quarterly dividend of $0.15 per share. These shareholder returns may support investor demand. Capital allocation announcement
• Positive Sentiment: Needham raised its price target to $90 from $70 and reiterated a Buy rating, adding to the positive reaction to the results. Needham analyst rating
• Neutral Sentiment: Operating cash flow and free cash flow were negative in the quarter, largely because of an approximately $315 million settlement of accrued partnership liabilities. The company nevertheless raised its full-year free-cash-flow guidance. Quarterly cash flow and outlook

Analysts Set New Price Targets

YOU has been the topic of several analyst reports. Needham & Company LLC lifted their price objective on CLEAR Secure from $70.00 to $90.00 and gave the stock a “buy” rating in a report on Wednesday. DA Davidson reduced their price objective on CLEAR Secure from $55.00 to $45.00 and set a “neutral” rating for the company in a research note on Friday, September 11th. Wall Street Zen cut shares of CLEAR Secure from a “strong-buy” rating to a “buy” rating in a research report on Saturday, September 5th. The Goldman Sachs Group reiterated a “buy” rating and set a $80.00 price objective on shares of CLEAR Secure in a research note on Wednesday. Finally, Weiss Ratings upgraded shares of CLEAR Secure from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Thursday, October 8th. Five analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $62.57.

CLEAR Secure Stock Performance

The company has a 50-day simple moving average of $43.39 and a two-hundred day simple moving average of $47.74. The firm has a market capitalization of $7.97 billion, a P/E ratio of 40.10 and a beta of 0.99.

CLEAR Secure (NYSE:YOU) last issued its quarterly earnings results on Wednesday, November 4th. The company reported $0.52 earnings per share for the quarter, topping the consensus estimate of $0.48 by $0.04. CLEAR Secure had a return on equity of 71.51% and a net margin of 14.78%. The firm had revenue of $292.85 million for the quarter, compared to the consensus estimate of $286.65 million. During the same period in the prior year, the business posted $0.29 earnings per share. The company’s revenue for the quarter was up 27.8% on a year-over-year basis. As a group, research analysts forecast that CLEAR Secure, Inc. will post 1.88 earnings per share for the current fiscal year.

CLEAR Secure Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, December 24th. Investors of record on Thursday, December 10th will be issued a dividend of $0.15 per share. This represents a $0.60 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend is Thursday, December 10th. CLEAR Secure’s dividend payout ratio (DPR) is currently 40.82%.

Insider Activity

In other CLEAR Secure news, CAO Dennis Liu sold 2,104 shares of the business’s stock in a transaction that occurred on Thursday, September 3rd. The shares were sold at an average price of $44.47, for a total transaction of $93,564.88. Following the sale, the chief accounting officer directly owned 15,870 shares of the company’s stock, valued at $705,738.90. The trade was a 11.71% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Kyle McLaughlin sold 4,499 shares of the firm’s stock in a transaction on Thursday, September 3rd. The shares were sold at an average price of $44.47, for a total transaction of $200,070.53. Following the sale, the executive vice president owned 29,519 shares in the company, valued at approximately $1,312,709.93. This trade represents a 13.23% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last ninety days, insiders sold 18,047 shares of company stock worth $808,615. 29.70% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On CLEAR Secure

Institutional investors and hedge funds have recently made changes to their positions in the business. Parallel Advisors LLC raised its holdings in CLEAR Secure by 2,283.3% during the 1st quarter. Parallel Advisors LLC now owns 715 shares of the company’s stock worth $35,000 after purchasing an additional 685 shares during the last quarter. Rockefeller Capital Management L.P. grew its holdings in shares of CLEAR Secure by 92.4% in the fourth quarter. Rockefeller Capital Management L.P. now owns 1,108 shares of the company’s stock worth $39,000 after purchasing an additional 532 shares during the last quarter. Reyes Financial Architecture Inc. purchased a new stake in shares of CLEAR Secure in the 3rd quarter worth approximately $55,000. IFP Advisors Inc boosted its position in shares of CLEAR Secure by 162.0% during the 2nd quarter. IFP Advisors Inc now owns 1,991 shares of the company’s stock valued at $111,000 after acquiring an additional 1,231 shares during the last quarter. Finally, Globeflex Capital L P bought a new stake in shares of CLEAR Secure in the 2nd quarter valued at about $128,000. 73.80% of the stock is currently owned by hedge funds and other institutional investors.

About CLEAR Secure

CLEAR Secure, Inc provides identity verification and secure access services through its CLEAR platform. The company uses biometric authentication and other identity technologies to help verify individuals and streamline access to participating locations and services.

Its consumer offerings include CLEAR Plus, a membership service that allows enrolled members to verify their identities at participating airports, and CLEAR Reserve, which enables travelers to reserve a time to proceed through select airport security checkpoints.