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YOYOU

Clear Secure, Inc.

$YOU·$5.6B·Software - Application·Technology
$55.24-1.5%1Y+87.8%
Mentions · last 7 days
2026-07-24: 3 posts2026-07-25: 2 posts2026-07-26: 3 posts2026-07-27: 3 posts2026-07-28: 3 posts2026-07-29: 17 posts2026-07-30: 9 posts40
Price updated 5h ago·X counts updated 1d ago
YOYOU
$YOUClear Secure, Inc.
$55.24-1.53%40 posts
AI analysisFundamentalsVoices on X
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What it does

Plain-English summary of the business — what they sell and how they make money.

Clear Secure, Inc. (YOU) operates within the United States, specializing in a secure, identity-verification platform primarily for its members. This sophisticated, multi-layered system handles identity enrollment, verification, and linking processes. Among its offerings is CLEAR Plus, a subscription service for air travelers designed to streamline airport security checks, providing members with more predictable and expedited access to security lanes and a wider network of services. Complementing this is the CLEAR app, a mobile application enabling new users to enroll and existing members to engage with the service conveniently from their personal devices. Furthermore, the company developed Reserve powered by CLEAR, an innovative virtual queuing solution that empowers individuals to manage their waiting times flexibly, whether they're at home or on the go. Its portfolio also includes Atlas Certified, an automated service designed to validate professional licenses and certifications across various sectors by directly interfacing with certifying bodies to provide reliable, up-to-date data on demand. Established in 2010, Clear Secure maintains its corporate headquarters in New York, New York.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $YOU.

Software - Application · Technology

No material change from last week — platforms where agents expand contract value (ServiceNow, Snowflake) are re-rated upward, while tools where agents substitute human users (Adobe Creative..

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-12.4%YTD
-15.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
44.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
30.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
22.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
7.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
6.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
77.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
85.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 6, 2026$0.38$0.35+8.6%
Q4 2025Feb 25, 2026$0.31$0.310.0%
Q3 2025Nov 6, 2025$0.29$0.27+7.4%
Q2 2025Aug 5, 2025$0.26$0.23+13.0%
Next earningsWed, Aug 5·consensus EPS $0.40

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$253.0M+19.7%63.7%24.5%$0.39$185.5M
Q4 FY25$240.8M+16.7%146%22.4%$0.33$187.4M
Q3 FY25$229.2M+15.5%65.4%23.0%$0.29$-53.5M
Q2 FY25$219.5M+17.5%64.1%19.4%$0.26$117.9M

Forward consensus

3-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.1B$1.1B – $1.1B$1.69$1.66 – $1.724
FY27$1.3B$1.2B – $1.3B$2.55$2.50 – $2.594
FY28$1.4B$1.4B – $1.4B$2.74$2.47 – $3.023

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.81%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+1.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+26.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 87.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.065-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 15Seidman Becker CarynCEO28.6K sh$1.5MSellJul 15Alclear Investments, LlcSee Remarks28.6K sh$1.5MSellJul 14Seidman Becker CarynCEO120.6K sh$6.4MSellJul 14Alclear Investments, LlcSee Remarks120.6K sh$6.4MSellJul 13Seidman Becker CarynCEO100.8K sh$5.4MSellJul 13Alclear Investments, LlcSee Remarks100.8K sh$5.4M
+ 28 other (11 exempts · 7 returns · 5 awards · 3 inkinds · 2 conversions) in window

See when $YOU insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Clear Secure's CEO Sold Company Shares Worth $6.4 Million. What Does That Mean for Investors?fool.com·2d agoClear Secure (YOU) Exceeds Market Returns: Some Facts to Considerzacks.com·3d agoCLEAR Secure, Inc. (YOU) Is a Trending Stock: Facts to Know Before Betting on Itzacks.com·8d agoWhy Clear Secure (YOU) Dipped More Than Broader Market Todayzacks.com·9d agoCLEAR To Announce Second Quarter 2026 Financial Results On August 5, 2026prnewswire.com·10d ago

In themes

Explore the broader themes this ticker is being talked about under.

Cybersecurity

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Voices on X · last 7 days

No standout posts about $YOU on X in the last 7 days.

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