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Clear Secure, Inc.

$YOU·$5.6B·Software - Application·Technology
$43.43-1.6%YTD+59.2%1Y+17.8%
Mentions · last 7 days
2026-08-19: 4 posts2026-08-20: 4 posts2026-08-21: 5 posts2026-08-22: 9 posts2026-08-23: 3 posts35+19%
Price updated 17h ago·X counts updated 6d ago
YOYOU
$YOUClear Secure, Inc.
$43.43-1.59%35 posts+19%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $YOU, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-29

The move is getting stronger, with heavier trading behind it.

Identity-platform moat with 30% ROIC and 85% gross margin; +23% Q2 EPS beat confirms operating leverage.

Clear Secure is a $5.56B identity-verification platform (airport CLEAR lanes, MDL/TSA integration, expansion into workplace verification and healthcare-facility access) that has run +59% YTD, +18% t12m to $43.43 — with a Q2 EPS $0.49 vs $0.40 (+23.5% beat) confirming the operating-leverage story is intact.

  • Cash economics are best-in-class SaaS-like: PE 44, PS 6.0, ROIC 30%, ROE 77%, op-margin 22%, gross margin 85%, D/E 0 (net-cash balance sheet), FCF yield 7.7%. These aren't identity-verification-utility numbers; these are moat-monetization numbers.
  • Q1 revenue $253M (+20% YoY), FCF $185M — cash generation is exceptional and self-funds the WorkPass + healthcare-adjacency expansion.
  • Insider activity: 12 events centered on Seidman Becker (co-founder/CEO) M-Exempt/D-Return/A-Award and Alclear Investments LLC — heavy option-exercise-and-return-to-treasury cadence; the M-Exempt/D-Return pairing is neutral rather than a sell into the market.
  • Filings: 8-K item 5.02 leadership departure (Hare as director) — governance turnover, not a red flag by itself.
  • Analyst path: FY26 EPS $1.69 → FY27 $2.55 (+51% growth); the forward multiple compresses to ~17x on FY27.
  • Sentiment feed is empty.

Read as a moat-monetization identity-platform whose SaaS-quality economics support the multiple; the debated question is whether the WorkPass/healthcare adjacencies scale before the airport-membership renewal-cycle economics get scrutinized again.

What to watch: WorkPass/healthcare adjacency traction, member-renewal disclosure on the Nov 5 print, and any leadership-departure follow-through.

On the calendar: 2026-11-05 Q3 earnings

Read the AI verdict + X sentiment for $YOU

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What it does

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

Biometric identity verification company operating expedited screening lanes at US airports, stadiums, and venues using fingerprint and iris recognition.

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
-4.2%YTD
+0.4%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
Q2 2026Aug 5, 2026$0.49$0.40+23.5%
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%
Next earningsThu, Nov 5·consensus EPS $0.48

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.1.1×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.35%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.-16.0%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.-5.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 88.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.9% 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.β1.055-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

SellAug 5Alclear Investments, LlcSee Remarks323.9K sh$19.8MSellAug 5Seidman Becker CarynCEO323.9K sh$19.8MSellJul 15Alclear Investments, LlcSee Remarks28.6K sh$1.5MSellJul 15Seidman Becker CarynCEO28.6K sh$1.5MSellJul 14Seidman Becker CarynCEO120.6K sh$6.4MSellJul 14Alclear Investments, LlcSee Remarks120.6K sh$6.4MSellJul 13Alclear Investments, LlcSee Remarks100.8K sh$5.4MSellJul 13Seidman Becker CarynCEO100.0K sh$5.3M
+ 37 other (14 exempts · 9 returns · 9 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
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJul 303
AI summary

An insider (Amount or Number of Shares Explanation of Responses: Remarks:) at YOU (YOU) filed a Form 3 on 2026-07-30 reporting initial or updated beneficial ownership. This is a routine insider reporting disclosure required within 10 days of becoming a 10%+ holder or new officer/director. It has limited standalone market impact but establishes the baseline for tracking future insider transactions.

8-KOfficer or director changeJul 308-K — Item 5.02: Officer or director change
AI summary

YOU (YOU) disclosed a leadership departure of Hare as in an 8-K filed on 2026-07-30. (d) Appointment of Director On July 30, 2026, the board of directors (the “Board”) of Clear Secure, Inc. (the “Company”), upon the recommendation of the Nominating and Corporate Governance Committee of the Board (the “Nominating Committee”), voted to appoint Rob O’Hare as a director of the Board and This is largely an administrative personnel disclosure with limited direct financial impact.

8-KMaterial agreementJun 238-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

YOU (YOU) entered into a material credit facility agreement valued at $100,000,000 , $50,000,0000, , $35,000,000 on 2026-06-23. On June 23, 2026 (the “ Effective Date ”), Alclear Holdings, LLC (the “ Borrower ”), and certain other subsidiaries of the Borrower party thereto (the “ Pledgors ” and, together with the Borrower, the “ Loan Parties ”), entered into that certain Amendment No. 4 to its Credit Agreement (the “ Amendment ”), by and among the Loan Parties, the lenders. Additional items: 2.03. This is a material event requiring 8-K disclosure.

8-KCharter amendmentJun 108-K — Item 5.03: Charter amendment · Item 5.07: Shareholder vote
AI summary

YOU (YOU) filed an 8-K on 2026-06-10 disclosing an amendment to its certificate of incorporation or bylaws under Item 5.03. On June 10, 2026, Clear Secure, Inc. (the “Company”) held its 2026 annual meeting of stockholders (the "Annual Meeting”). At the Annual Meeting, the holders of Common Stock (as defined below) approved, among other things, amendments to the Company’s Third Amended and Restated Certificate of Incorpor This is typically an administrative governance change; material impact depends on the nature of the amendment.

8-KOfficer or director changeMar 198-K — Item 5.02: Officer or director change
+ 10 other (2 10-Qs · 2 earnings 8-Ks · 2 13Gs · 2 proxys) in window

Recent news

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

JPMorgan's Top Consumer Tech Picks: 5 Stocks It Likes Right Nowbenzinga.com·5d agoAbacus FCF Advisors LLC Purchases New Stake in CLEAR Secure, Inc. $YOUdefenseworld.net·9d agoHow Should You Approach CVS Health Stock After Q2 Earnings?zacks.com·11d agoClear Secure: Buy The Dip In This Future Identity Verification Juggernautseekingalpha.com·17d agoCLEAR Secure Q2 Earnings Call Highlightsdefenseworld.net·18d ago

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