Wells Fargo & Company Forecasts Strong Price Appreciation for CLEAR Secure (NYSE:YOU) Stock

Key Points

• Wells Fargo raised its CLEAR Secure price target from $45 to $50 but kept an Underweight rating; the new target implies 12.27% downside from the prior close.
• Analyst views remain mixed: the stock has an average Hold rating and a $64 consensus price target, with five Buy, three Hold, and one Sell ratings.
• Quarterly results beat expectations: CLEAR reported EPS of $0.52 versus $0.48 expected and revenue of $292.85 million, up 27.8% year over year.

CLEAR Secure (NYSE:YOU - Get Free Report) had its price objective upped by research analysts at Wells Fargo & Company from $45.00 to $50.00 in a research note issued to investors on Thursday, Benzinga reports. The firm presently has an "underweight" rating on the stock. Wells Fargo & Company's price target would indicate a potential downside of 12.27% from the company's previous close.

Several other analysts also recently commented on YOU. DA Davidson reduced their target price on shares of CLEAR Secure from $55.00 to $45.00 and set a "neutral" rating for the company in a report on Friday, September 11th. The Goldman Sachs Group reissued a "buy" rating and issued a $80.00 price target on shares of CLEAR Secure in a report on Wednesday. Needham & Company LLC raised their price objective on shares of CLEAR Secure from $70.00 to $90.00 and gave the stock a "buy" rating in a research report on Wednesday. Wall Street Zen cut CLEAR Secure from a "strong-buy" rating to a "buy" rating in a report on Saturday, September 5th. Finally, JPMorgan Chase & Co. assumed coverage on CLEAR Secure in a research note on Monday, August 24th. They issued an "overweight" rating and a $55.00 price target for the company. Five investment analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of "Hold" and a consensus price target of $64.00.

CLEAR Secure Stock Performance

NYSE:YOU traded down $2.09 during mid-day trading on Thursday, hitting $56.99. The stock had a trading volume of 857,620 shares, compared to its average volume of 1,660,291. CLEAR Secure has a twelve month low of $30.98 and a twelve month high of $69.07. The stock has a market cap of $7.71 billion, a price-to-earnings ratio of 38.81 and a beta of 0.99. The company's 50 day simple moving average is $43.39 and its 200 day simple moving average is $47.74.

CLEAR Secure (NYSE:YOU - Get Free Report) last released its quarterly earnings data on Wednesday, November 4th. The company reported $0.52 earnings per share (EPS) for the quarter, beating 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 analyst estimates of $286.65 million. During the same quarter in the prior year, the company earned $0.29 earnings per share. The business's revenue for the quarter was up 27.8% compared to the same quarter last year. As a group, equities analysts forecast that CLEAR Secure will post 1.88 earnings per share for the current year.

Insider Activity

In other news, President Michael Barkin sold 11,444 shares of the company's stock in a transaction on Thursday, September 3rd. The stock was sold at an average price of $45.00, for a total transaction of $514,980.00. Following the completion of the sale, the president directly owned 11,550 shares in the company, valued at approximately $519,750. This represents a 49.77% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Kyle McLaughlin sold 4,499 shares of the stock in a transaction on Thursday, September 3rd. The stock was sold at an average price of $44.47, for a total value of $200,070.53. Following the sale, the executive vice president directly owned 29,519 shares in the company, valued at approximately $1,312,709.93. This trade represents a 13.23% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 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 three months, insiders sold 18,047 shares of company stock worth $808,615. 29.70% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the company. Parallel Advisors LLC boosted its holdings in CLEAR Secure by 2,283.3% in the first quarter. Parallel Advisors LLC now owns 715 shares of the company's stock worth $35,000 after acquiring an additional 685 shares in the last quarter. Rockefeller Capital Management L.P. lifted its holdings in shares of CLEAR Secure by 92.4% in the 4th 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 in the last quarter. Reyes Financial Architecture Inc. bought a new stake in CLEAR Secure during the 3rd quarter valued at $55,000. IFP Advisors Inc raised its holdings in CLEAR Secure by 162.0% during the second quarter. IFP Advisors Inc now owns 1,991 shares of the company's stock worth $111,000 after buying an additional 1,231 shares during the last quarter. Finally, Globeflex Capital L P acquired a new position in CLEAR Secure during the second quarter worth $128,000. 73.80% of the stock is owned by institutional investors.

Trending Headlines about CLEAR Secure

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

• Positive Sentiment: Q3 results topped expectations: Revenue rose 27.8% year over year to $292.9 million, beating estimates, while diluted EPS was $0.52 versus the $0.48 consensus. Net income reached $75.3 million, and adjusted EBITDA margin expanded to 35.5%. CLEAR third-quarter 2026 results
• Positive Sentiment: Guidance and free-cash-flow outlook improved: CLEAR expects Q4 revenue of $299–$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. CLEAR guidance and financial results
• Positive Sentiment: Analyst raised price target: Needham lifted its target from $70 to $90 and maintained a Buy rating, signaling increased confidence in the shares. Needham analyst recommendations
• Positive Sentiment: Shareholder returns continued: The board authorized an additional $175 million for share repurchases and declared a $0.15 quarterly dividend, payable December 24. CLEAR capital allocation announcement
• Neutral Sentiment: CLEAR announced a goop kitchen partnership offering travel-friendly menu items and CLEAR+ member perks. It may support customer engagement, though the release did not quantify the financial impact. CLEAR and goop kitchen partnership
• Negative Sentiment: Cash flow was sharply negative in Q3: Operating cash flow was negative $98.6 million and free cash flow negative $103.8 million, reflecting an approximately $315 million settlement of accrued partnership liabilities. Although described as settlement-related, the outflow may have weighed on sentiment. Q4 revenue growth guidance also implies some moderation from Q3’s 27.8% pace. CLEAR cash flow and outlook details

CLEAR Secure Company Profile

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.

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