CLEAR Secure (NYSE: YOU) is set to release its fourth-quarter financial results for 2025 on February 25, 2026, prior to the market opening. Analysts anticipate the company will report earnings of $0.31 per share, along with revenue expectations of $235.658 million for the quarter. The earnings call is scheduled to take place at 8:00 AM ET, providing stakeholders and interested parties an opportunity to gain insights into the company’s financial performance.
As of the market opening on Wednesday, CLEAR Secure’s stock was priced at $32.50. The company has a market capitalization of approximately $4.33 billion, a price-to-earnings (P/E) ratio of 19.82, and a beta value of 1.21. The stock has shown a 50-day moving average price of $34.98 and a 200-day moving average price of $34.43. Over the past year, shares of CLEAR Secure have fluctuated, reaching a low of $21.67 and a high of $42.29.
Analyst Ratings and Price Targets
Recent reports from various research firms indicate a positive outlook for CLEAR Secure. The Goldman Sachs Group raised its price target from $37.00 to $41.00 while maintaining a “buy” rating on the stock. This adjustment was noted in a research report released on November 6, 2025. Similarly, JPMorgan Chase & Co. upgraded its stance from “neutral” to “overweight,” increasing its target price from $35.00 to $42.00 in a note issued on December 12, 2025.
Additionally, the Telsey Advisory Group reaffirmed an “outperform” rating with a target price of $45.00. Conversely, Wells Fargo & Company adjusted its price target downward from $25.00 to $29.00, assigning an “underweight” rating.
Currently, five equity research analysts have given the stock a “buy” rating, while three have opted for a “hold” rating, and one has issued a “sell” rating. According to data from MarketBeat, the consensus rating stands at “hold,” with an average price target of $40.86.
Insider Trading Activity
In related developments, insider activity has captured attention. On December 12, 2025, Lynn Haaland sold 15,532 shares at an average price of $41.00, amounting to a total transaction value of $636,812.00. Following this transaction, Haaland retained ownership of 15,533 shares, now valued at $636,853, reflecting a significant 50.00% decrease in their ownership stake.
Moreover, Adam Wiener, a company director, sold 14,000 shares on January 2, 2026, at an average price of $35.00, resulting in a total of $490,000.00. After this transaction, Wiener holds 165,634 shares valued at approximately $5,797,190. In total, insiders sold 37,532 shares of CLEAR Secure stock valued at $1,446,812 in the last quarter, with insiders owning 39.73% of the company’s stock.
Institutional Investor Activity
Institutional interest in CLEAR Secure has also been notable. Durable Capital Partners LP increased its stake by 153.1% during the second quarter, now holding 7,490,351 shares valued at approximately $207,932,000 after acquiring an additional 4,531,161 shares. Meanwhile, State Street Corp lifted its holdings by 1.8%, owning 3,312,235 shares worth $116,193,000 following a purchase of 59,067 shares.
Other significant holders include Morgan Stanley, which increased its position by 6.0% and Wellington Management Group LLP, growing its stake by 5.9%. Currently, institutional and hedge fund investors own approximately 73.80% of CLEAR Secure’s stock.
Founded in 2010 by Caryn Seidman‐Becker and Ken Cornick, CLEAR Secure operates a biometric identity platform aimed at facilitating identity verification for air travelers and venue attendees. The company’s primary offering, the CLEAR membership service, leverages biometric data to expedite security processes at participating airports and events, ensuring members can navigate through checkpoints efficiently.
As the earnings announcement approaches, market participants will be closely monitoring CLEAR Secure’s performance and guidance, seeking insights that may shape their investment decisions moving forward.
