Stifel Nicolaus Issues Positive Forecast for CLEAR Secure (NYSE:YOU) Stock Price

CLEAR Secure (NYSE:YOU) had its target price upped by Stifel Nicolaus from $38.00 to $51.00 in a research note issued to investors on Thursday morning, Marketbeat reports. Stifel Nicolaus currently has a hold rating on the stock.

Other analysts have also recently issued research reports about the company. Zacks Research cut CLEAR Secure from a “strong-buy” rating to a “hold” rating in a report on Tuesday, February 10th. Wells Fargo & Company increased their price target on shares of CLEAR Secure from $25.00 to $29.00 and gave the stock an “underweight” rating in a report on Friday, November 7th. Telsey Advisory Group boosted their price objective on shares of CLEAR Secure from $45.00 to $55.00 and gave the company an “outperform” rating in a research note on Thursday. DA Davidson set a $46.00 target price on shares of CLEAR Secure and gave the stock a “buy” rating in a research note on Tuesday, December 16th. Finally, The Goldman Sachs Group set a $61.00 price target on shares of CLEAR Secure and gave the company a “buy” rating in a research report on Wednesday. Five research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, CLEAR Secure has a consensus rating of “Hold” and an average target price of $49.43.

CLEAR Secure Trading Up 1.3%

Shares of YOU stock opened at $47.13 on Thursday. The firm’s 50 day moving average is $34.82 and its 200 day moving average is $34.67. The stock has a market capitalization of $6.28 billion, a P/E ratio of 42.08 and a beta of 1.21. CLEAR Secure has a 12 month low of $21.94 and a 12 month high of $50.46.

CLEAR Secure (NYSE:YOU) last released its quarterly earnings data on Wednesday, February 25th. The company reported $0.31 earnings per share for the quarter, meeting analysts’ consensus estimates of $0.31. The business had revenue of $240.75 million during the quarter, compared to analyst estimates of $235.66 million. CLEAR Secure had a net margin of 12.12% and a return on equity of 70.08%. CLEAR Secure’s revenue was up 16.7% compared to the same quarter last year. During the same period in the previous year, the business earned $0.91 EPS. On average, equities analysts predict that CLEAR Secure will post 0.98 EPS for the current year.

CLEAR Secure Announces Dividend

The firm also recently declared a special dividend, which will be paid on Tuesday, March 24th. Shareholders of record on Tuesday, March 10th will be paid a $0.20 dividend. The ex-dividend date of this dividend is Tuesday, March 10th. This represents a yield of 129.0%. CLEAR Secure’s payout ratio is currently 30.49%.

Insider Activity

In other news, Director Adam Wiener sold 14,000 shares of the business’s stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $35.00, for a total value of $490,000.00. Following the completion of 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 position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Lynn Haaland sold 15,532 shares of the stock in a transaction dated Friday, December 12th. The shares were sold at an average price of $41.00, for a total value of $636,812.00. Following the sale, the insider owned 15,533 shares of the company’s stock, valued at $636,853. This represents a 50.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 37,532 shares of company stock valued at $1,446,812. Company insiders own 39.73% of the company’s stock.

Institutional Trading of CLEAR Secure

Several hedge funds and other institutional investors have recently bought and sold shares of YOU. Geneos Wealth Management Inc. grew its holdings in shares of CLEAR Secure by 329.5% in 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 last quarter. Advisors Asset Management Inc. purchased a new stake in CLEAR Secure during the 1st quarter valued at $28,000. Caitong International Asset Management Co. Ltd grew its holdings in CLEAR Secure by 249.6% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 867 shares of the company’s stock worth $30,000 after acquiring an additional 619 shares during the last quarter. Allworth Financial LP increased its position in shares of CLEAR Secure by 118.8% in the fourth quarter. Allworth Financial LP now owns 1,022 shares of the company’s stock valued at $36,000 after acquiring an additional 555 shares during the period. Finally, First Horizon Advisors Inc. raised its stake in shares of CLEAR Secure by 22.4% during the second quarter. First Horizon Advisors Inc. now owns 1,804 shares of the company’s stock valued at $50,000 after acquiring an additional 330 shares during the last quarter. Institutional investors own 73.80% of the company’s stock.

Key Stories Impacting CLEAR Secure

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

• Positive Sentiment: Strong Q4 financials — Revenue $240.8M (+16.7% y/y) beat consensus, improved margins and $187.4M free cash flow for the quarter; company also set a full‑year 2026 free‑cash‑flow target of at least $440M. PR Newswire
• Positive Sentiment: Material capital returns — Board raised the regular quarterly dividend to $0.15, declared a special $0.20/share dividend, and added $125M to the share‑repurchase authorization (≈$250.3M remaining), supporting shareholder yield and buyback-driven EPS support. PR Newswire
• Positive Sentiment: Analyst price‑target upgrades — Several firms raised targets/ratings (JPMorgan to $47 OW, Stifel to $51 hold, Telsey to $55 outperform), which can lift sentiment and dealer coverage. Benzinga (JPMorgan) StreetInsider (Stifel) TickerReport (Telsey)
• Neutral Sentiment: Forward guidance — Q1 revenue guidance of $242–245M (slightly above consensus) and bookings guidance show continued top‑line growth but are generally in line with management expectations. PR Newswire
• Neutral Sentiment: EPS vs. expectations — Reported EPS matched the consensus ($0.31), so while revenue and cash flow headlines are strong, earnings were only in line and remain below prior-year levels. Zacks
• Negative Sentiment: Mixed analyst views — Wells Fargo raised its price target to $33 but kept an “underweight” stance, implying significant downside versus the current price; divergent analyst opinions could add volatility. Benzinga (Wells Fargo)

CLEAR Secure Company Profile

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.