Telsey Advisory Group Predicts CLEAR Secure Q1 Earnings

CLEAR Secure, Inc. (NYSE:YOU) – Investment analysts at Telsey Advisory Group lifted their Q1 2026 earnings per share (EPS) estimates for CLEAR Secure in a research report issued on Wednesday, August 6th. Telsey Advisory Group analyst D. Telsey now anticipates that the company will post earnings per share of $0.31 for the quarter, up from their prior forecast of $0.29. Telsey Advisory Group currently has a “Outperform” rating and a $37.00 price target on the stock. The consensus estimate for CLEAR Secure’s current full-year earnings is $0.98 per share. Telsey Advisory Group also issued estimates for CLEAR Secure’s Q2 2026 earnings at $0.33 EPS, Q3 2026 earnings at $0.31 EPS and Q4 2026 earnings at $0.33 EPS.

YOU has been the topic of several other reports. The Goldman Sachs Group raised their target price on CLEAR Secure from $33.00 to $37.00 and gave the company a “buy” rating in a report on Wednesday, August 6th. Stifel Nicolaus boosted their price target on CLEAR Secure from $26.00 to $28.00 and gave the stock a “hold” rating in a research report on Tuesday, July 29th. Wells Fargo & Company boosted their price target on CLEAR Secure from $23.00 to $25.00 and gave the stock an “underweight” rating in a research report on Wednesday, August 6th. Finally, Wall Street Zen lowered CLEAR Secure from a “buy” rating to a “hold” rating in a research report on Sunday, July 13th. One research analyst has rated the stock with a sell rating, three have issued a hold rating and three have given a buy rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $33.00.

CLEAR Secure Price Performance

NYSE YOU opened at $32.10 on Monday. The firm has a market capitalization of $4.27 billion, a P/E ratio of 20.06 and a beta of 1.25. CLEAR Secure has a 1-year low of $21.67 and a 1-year high of $38.88. The business’s 50-day simple moving average is $28.24 and its 200-day simple moving average is $26.04.

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

Institutional Trading of CLEAR Secure

Several institutional investors have recently modified their holdings of the company. Geneos Wealth Management Inc. raised its position in shares of CLEAR Secure by 329.5% during the first quarter. Geneos Wealth Management Inc. now owns 975 shares of the company’s stock worth $25,000 after purchasing an additional 748 shares during the period. Harbor Investment Advisory LLC acquired a new stake in shares of CLEAR Secure during the first quarter worth $27,000. Advisors Asset Management Inc. acquired a new stake in shares of CLEAR Secure during the first quarter worth $28,000. Fifth Third Bancorp raised its position in shares of CLEAR Secure by 217.0% during the first quarter. Fifth Third Bancorp now owns 1,116 shares of the company’s stock worth $29,000 after purchasing an additional 764 shares during the period. Finally, First Horizon Advisors Inc. raised its position in shares of CLEAR Secure by 72.0% during the first quarter. First Horizon Advisors Inc. now owns 1,474 shares of the company’s stock worth $38,000 after purchasing an additional 617 shares during the period. Institutional investors and hedge funds own 73.80% of the company’s stock.

Insiders Place Their Bets

In other news, Director Kenneth L. Cornick sold 315,591 shares of the company’s stock in a transaction on Wednesday, May 14th. The stock was sold at an average price of $25.02, for a total value of $7,896,086.82. Following the completion of the sale, the director owned 64,935 shares in the company, valued at $1,624,673.70. This represents a 82.94% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, President Michael Z. Barkin sold 20,000 shares of the company’s stock in a transaction on Tuesday, August 5th. The shares were sold at an average price of $32.81, for a total value of $656,200.00. Following the completion of the sale, the president owned 12,725 shares of the company’s stock, valued at approximately $417,507.25. This trade represents a 61.12% decrease in their position. The disclosure for this sale can be found here. Over the last quarter, insiders have sold 990,964 shares of company stock worth $25,212,499. Insiders own 39.73% of the company’s stock.

CLEAR Secure Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, September 17th. Shareholders of record on Wednesday, September 10th will be given a dividend of $0.125 per share. This represents a $0.50 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date is Wednesday, September 10th. CLEAR Secure’s payout ratio is 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.