Wall Street Zen Downgrades CLEAR Secure (NYSE:YOU) to Hold

CLEAR Secure (NYSE:YOU) was downgraded by equities research analysts at Wall Street Zen from a “buy” rating to a “hold” rating in a report released on Saturday.

A number of other equities analysts also recently issued reports on the company. The Goldman Sachs Group increased their price target on CLEAR Secure from $33.00 to $37.00 and gave the stock a “buy” rating in a research report on Wednesday, August 6th. Telsey Advisory Group increased 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. DA Davidson assumed coverage on shares of CLEAR Secure in a research note on Tuesday, September 16th. They issued a “buy” rating and a $45.00 price target on the stock. Stifel Nicolaus boosted their price target on shares of CLEAR Secure from $26.00 to $28.00 and gave the stock a “hold” rating in a report on Tuesday, July 29th. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of CLEAR Secure in a report on Friday. Four analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Hold” and an average price target of $34.71.

CLEAR Secure Stock Performance

YOU stock opened at $31.26 on Friday. The firm has a market cap of $4.15 billion, a PE ratio of 19.53 and a beta of 1.24. The firm’s fifty day moving average is $34.42 and its 200 day moving average is $29.75. CLEAR Secure has a one year low of $21.67 and a one year high of $39.00.

CLEAR Secure (NYSE:YOU) last issued its quarterly earnings data on Tuesday, August 5th. The company reported $0.26 earnings per share for the quarter, topping analysts’ consensus estimates of $0.23 by $0.03. CLEAR Secure had a net margin of 21.17% and a return on equity of 122.69%. The business had revenue of $219.47 million during the quarter, compared to the consensus estimate of $214.90 million. During the same quarter in the prior year, the firm posted $0.34 earnings per share. The company’s revenue was up 17.6% compared to the same quarter last year. CLEAR Secure has set its Q3 2025 guidance at EPS. Research analysts predict that CLEAR Secure will post 0.98 earnings per share for the current fiscal year.

Insider Transactions at CLEAR Secure

In other news, Director Adam Wiener sold 8,000 shares of the company’s stock in a transaction on Wednesday, October 1st. The shares were sold at an average price of $33.02, for a total transaction of $264,160.00. Following the completion of the sale, the director owned 193,634 shares of the company’s stock, valued at $6,393,794.68. This represents a 3.97% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, President Michael Z. Barkin sold 16,050 shares of the firm’s stock in a transaction dated Friday, August 22nd. The stock was sold at an average price of $35.22, for a total transaction of $565,281.00. Following the completion of the transaction, the president directly owned 12,725 shares in the company, valued at approximately $448,174.50. This represents a 55.78% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 61,027 shares of company stock valued at $2,074,903 over the last 90 days. 39.73% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the stock. Durable Capital Partners LP grew its position in shares of CLEAR Secure by 153.1% in the second quarter. Durable Capital Partners LP now owns 7,490,351 shares of the company’s stock valued at $207,932,000 after purchasing an additional 4,531,161 shares in the last quarter. First Trust Advisors LP boosted its stake in CLEAR Secure by 36.3% during the second quarter. First Trust Advisors LP now owns 3,027,758 shares of the company’s stock worth $84,051,000 after buying an additional 805,795 shares during the last quarter. Copeland Capital Management LLC grew its holdings in CLEAR Secure by 25.2% in the 2nd quarter. Copeland Capital Management LLC now owns 2,474,330 shares of the company’s stock valued at $68,687,000 after buying an additional 497,871 shares in the last quarter. Goldman Sachs Group Inc. grew its holdings in CLEAR Secure by 35.7% in the 1st quarter. Goldman Sachs Group Inc. now owns 1,633,346 shares of the company’s stock valued at $42,320,000 after buying an additional 430,035 shares in the last quarter. Finally, JPMorgan Chase & Co. increased its stake in shares of CLEAR Secure by 10.7% in the 2nd quarter. JPMorgan Chase & Co. now owns 1,479,594 shares of the company’s stock worth $41,074,000 after acquiring an additional 143,012 shares during the last quarter. 73.80% of the stock is currently owned by institutional investors and hedge funds.

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.