Telsey Advisory Group Forecasts Strong Price Appreciation for CLEAR Secure (NYSE:YOU) Stock

Key Points

• Telsey Advisory Group raised its price target on CLEAR Secure to $62 and kept an "outperform" rating, implying roughly a 14.04% upside; multiple other analysts also bumped targets, leaving a MarketBeat consensus of "Moderate Buy" with a $54.14 average target.
• CLEAR reported Q4 EPS of $0.31 (in line with estimates) and revenue of $240.75M (beating estimates) with revenue up 16.7% year‑over‑year, while the stock traded around $54.37 with a market cap of $7.25B and a P/E of 48.48.
• Significant insider selling occurred recently — insiders sold 97,488 shares worth about $4.58M over the last 90 days — though insiders still own roughly 39.73% of the company and institutions hold about 73.8%.

CLEAR Secure (NYSE:YOU - Get Free Report) had its price objective increased by equities research analysts at Telsey Advisory Group from $55.00 to $62.00 in a research note issued on Wednesday. The firm presently has an "outperform" rating on the stock. Telsey Advisory Group's target price indicates a potential upside of 14.04% from the stock's previous close.

Other analysts also recently issued research reports about the company. Needham & Company LLC boosted their price target on CLEAR Secure from $45.00 to $60.00 and gave the company a "buy" rating in a research note on Monday, March 2nd. Wells Fargo & Company raised their price objective on CLEAR Secure from $29.00 to $33.00 and gave the stock an "underweight" rating in a research note on Thursday, February 26th. Stifel Nicolaus upped their target price on CLEAR Secure from $38.00 to $51.00 and gave the company a "hold" rating in a research report on Thursday, February 26th. Weiss Ratings downgraded shares of CLEAR Secure from a "buy (b-)" rating to a "hold (c+)" rating in a report on Tuesday, February 3rd. Finally, DA Davidson raised their price target on shares of CLEAR Secure from $54.00 to $65.00 and gave the stock a "buy" rating in a research report on Thursday, March 26th. One research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, two have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, CLEAR Secure has an average rating of "Moderate Buy" and a consensus price target of $54.14.

CLEAR Secure Trading Up 1.1%

Shares of NYSE:YOU traded up $0.60 on Wednesday, hitting $54.37. 24,027 shares of the company were exchanged, compared to its average volume of 1,679,050. CLEAR Secure has a 1-year low of $23.76 and a 1-year high of $59.51. The stock's 50 day moving average price is $48.37 and its 200 day moving average price is $39.28. The firm has a market capitalization of $7.25 billion, a P/E ratio of 48.48 and a beta of 1.10.

CLEAR Secure (NYSE:YOU - Get Free Report) last released its earnings results on Wednesday, February 25th. The company reported $0.31 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.31. The firm had revenue of $240.75 million for the quarter, compared to the consensus estimate of $235.66 million. CLEAR Secure had a return on equity of 70.08% and a net margin of 12.12%.The firm's revenue was up 16.7% on a year-over-year basis. During the same period in the prior year, the firm earned $0.91 EPS. On average, equities analysts predict that CLEAR Secure will post 1.61 EPS for the current fiscal year.

Insider Activity

In other news, President Michael Z. Barkin sold 22,885 shares of the firm's stock in a transaction dated Sunday, March 1st. The stock was sold at an average price of $48.22, for a total transaction of $1,103,514.70. Following the sale, the president directly owned 5,669 shares in the company, valued at $273,359.18. This trade represents a 80.15% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Adam Wiener sold 15,000 shares of CLEAR Secure stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $50.00, for a total value of $750,000.00. Following the completion of the transaction, the director owned 132,634 shares of the company's stock, valued at approximately $6,631,700. This represents a 10.16% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 97,488 shares of company stock valued at $4,579,078. Insiders own 39.73% of the company's stock.

Institutional Trading of CLEAR Secure

Institutional investors and hedge funds have recently made changes to their positions in the business. Vest Financial LLC increased its holdings in CLEAR Secure by 17.7% in the 3rd quarter. Vest Financial LLC now owns 196,667 shares of the company's stock worth $6,565,000 after acquiring an additional 29,527 shares in the last quarter. First Trust Advisors LP lifted its holdings in CLEAR Secure by 1.2% during the third quarter. First Trust Advisors LP now owns 3,063,062 shares of the company's stock valued at $102,245,000 after purchasing an additional 35,304 shares in the last quarter. Black Swift Group LLC acquired a new stake in shares of CLEAR Secure in the third quarter valued at about $907,000. CWA Asset Management Group LLC grew its position in shares of CLEAR Secure by 210.8% in the fourth quarter. CWA Asset Management Group LLC now owns 61,169 shares of the company's stock valued at $2,146,000 after purchasing an additional 41,485 shares during the period. Finally, Versor Investments LP purchased a new stake in shares of CLEAR Secure during the third quarter worth about $1,152,000. 73.80% of the stock is currently owned by hedge funds and other institutional investors.

About CLEAR Secure

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.

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