FY2026 Earnings Forecast for CLEAR Secure Issued By Wedbush

CLEAR Secure, Inc. (NYSE:YOU) – Stock analysts at Wedbush cut their FY2026 earnings per share (EPS) estimates for shares of CLEAR Secure in a research report issued to clients and investors on Wednesday, October 22nd. Wedbush analyst S. Devitt now forecasts that the company will post earnings of $1.22 per share for the year, down from their previous forecast of $1.23. The consensus estimate for CLEAR Secure’s current full-year earnings is $0.98 per share.

A number of other research firms also recently weighed in on YOU. DA Davidson assumed coverage on CLEAR Secure in a research report on Tuesday, September 16th. They set a “buy” rating and a $45.00 target price for the company. Telsey Advisory Group upped their target price on CLEAR Secure from $32.00 to $37.00 and gave the company an “outperform” rating in a research report on Wednesday, August 6th. Stifel Nicolaus upped their target price on CLEAR Secure from $26.00 to $28.00 and gave the company a “hold” rating in a research report on Tuesday, July 29th. Wall Street Zen downgraded CLEAR Secure from a “buy” rating to a “hold” rating in a research report on Saturday. Finally, The Goldman Sachs Group upped their target price on CLEAR Secure from $33.00 to $37.00 and gave the company a “buy” rating in a research report on Wednesday, August 6th. Four investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, CLEAR Secure has a consensus rating of “Hold” and an average target price of $34.71.

CLEAR Secure Price Performance

YOU opened at $31.26 on Friday. The business has a fifty day simple moving average of $34.42 and a 200 day simple moving average of $29.73. The company has a market capitalization of $4.15 billion, a PE ratio of 19.53 and a beta of 1.24. CLEAR Secure has a 1 year low of $21.67 and a 1 year high of $39.00.

CLEAR Secure (NYSE:YOU) last released its quarterly earnings results on Tuesday, August 5th. The company reported $0.26 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.23 by $0.03. The business had revenue of $219.47 million during the quarter, compared to the consensus estimate of $214.90 million. CLEAR Secure had a return on equity of 122.69% and a net margin of 21.17%.The firm’s quarterly revenue was up 17.6% on a year-over-year basis. During the same period in the previous year, the company posted $0.34 EPS. CLEAR Secure has set its Q3 2025 guidance at EPS.

Institutional Investors Weigh In On CLEAR Secure

Several institutional investors and hedge funds have recently made changes to their positions in YOU. New York State Common Retirement Fund grew its stake in CLEAR Secure by 6.3% during the first quarter. New York State Common Retirement Fund now owns 28,913 shares of the company’s stock worth $749,000 after purchasing an additional 1,712 shares during the period. Allspring Global Investments Holdings LLC grew its stake in CLEAR Secure by 54.7% in the first quarter. Allspring Global Investments Holdings LLC now owns 27,627 shares of the company’s stock valued at $713,000 after acquiring an additional 9,768 shares during the period. Personal CFO Solutions LLC acquired a new stake in CLEAR Secure in the first quarter valued at approximately $260,000. Principal Financial Group Inc. grew its stake in CLEAR Secure by 2.3% in the first quarter. Principal Financial Group Inc. now owns 519,264 shares of the company’s stock valued at $13,454,000 after acquiring an additional 11,633 shares during the period. Finally, Wealth Enhancement Advisory Services LLC grew its stake in CLEAR Secure by 132.6% in the first quarter. Wealth Enhancement Advisory Services LLC now owns 23,681 shares of the company’s stock valued at $614,000 after acquiring an additional 13,499 shares during the period. Institutional investors and hedge funds own 73.80% of the company’s stock.

Insider Activity

In other news, President Michael Z. Barkin sold 16,050 shares of the stock in a transaction dated Friday, August 22nd. The stock was sold at an average price of $35.22, for a total value of $565,281.00. Following the completion of the sale, the president owned 12,725 shares of the company’s stock, valued at approximately $448,174.50. This represents a 55.78% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CAO Dennis W. Liu sold 2,027 shares of the stock in a transaction dated Friday, August 22nd. The shares were sold at an average price of $36.00, for a total value of $72,972.00. Following the completion of the sale, the chief accounting officer directly owned 11,896 shares of the company’s stock, valued at approximately $428,256. The trade was a 14.56% decrease in their position. The disclosure for this sale can be found here. Over the last quarter, insiders sold 61,027 shares of company stock valued at $2,074,903. Company insiders own 39.73% of the company’s stock.

CLEAR Secure Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Wednesday, September 17th. Stockholders of record on Wednesday, September 10th were paid a $0.125 dividend. The ex-dividend date of this dividend was Wednesday, September 10th. This represents a $0.50 annualized dividend and a dividend yield of 1.6%. CLEAR Secure’s dividend payout ratio is presently 31.25%.

CLEAR Secure Company Profile

Clear Secure, Inc operates a secure identity platform under the CLEAR brand name primarily in the United States. Its secure identity platform is a multi-layered infrastructure consisting of front-end, including enrollment, verification, and linking, as well as back-end. The company also offers CLEAR Plus, a consumer aviation subscription service, which enables access to predictable entry lanes in airport security checkpoints, as well as access to broader network; and CLEAR mobile app, which is used to enroll new members and improve the experience for existing members.