TickerTalks
Browse all tickers →
TickerTalks›$YOU
YOYOU

Clear Secure, Inc.

$YOU·$4.2B·Software - Application·Technology
$43.93-2.4%YTD+11.1%1Y+42.5%
Price updated 21m ago·X counts updated 5d ago
YOYOU
$YOUClear Secure, Inc.
$43.93-2.42%85 posts1×
AI analysisFundamentalsVoices on X
Loading…

On X

The complete picture of $YOU on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

85X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $YOU's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-07

CLEAR Secure just partnered with CrowdStrike to integrate CLEAR1 biometric identity verification into Falcon, letting suspicious activity trigger a real-time check. It also ranked among the 6 highest-quality US mid-caps on Stockoscope, called a cash-machine standout. Tone is uniformly upbeat on a differentiated moat.

Read what X is saying about $YOU

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $YOU — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Clear Secure just partnered with CrowdStrike to put CLEAR1 biometrics into Falcon — a differentiated-moat extension.

Clear Secure runs the identity-verification airport and venue line-skip service plus CLEAR1 biometrics — a sticky-subscription business with growing enterprise applications.

  • The business is a profitable compounder: Q1 revenue +19.7% YoY at a 22.4% operating margin and ROIC of 30% — strong fundamentals, with high-single-digit free-cash-flow yield plus continued subscriber growth.
  • The partnership signal is specific: CLEAR + CrowdStrike integration puts CLEAR1 biometric identity verification into Falcon, letting suspicious activity trigger a real-time check — a differentiated-moat extension into enterprise cybersecurity workflows.
  • 52-week range position is 31% with vol at 78% of average — lower-mid range on quiet volume, consolidating ahead of Nov 5 earnings, with Stockoscope ranking YOU among 6 highest-quality US mid-caps.

Nov 5 Q3 is the gate — any continued member-growth plus CrowdStrike integration update extends the move. A member-churn step-up or any TSA relationship headline and the stock gives back some gain.

Agrees with X sentimentThe thread has substantive drivers — the specific CLEAR + CrowdStrike partnership integrating CLEAR1 biometrics into Falcon for real-time suspicious-activity checks, Stockoscope top-6 US mid-caps inclusion, cash-machine framing — all grounded in actual partnership and sell-side framing.

What to watch: Nov 5 Q3 — net member additions, enterprise revenue (CrowdStrike integration), operating-margin trajectory, and FY27 guide. A TSA relationship headline is the clear invalidator.

On the calendar: 2026-11-05 — Q3 earnings

Read the AI verdict on $YOU

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

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 — Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating whi.

What this means for $YOU

Partial — Biometric identity verification company operating expedited screening lanes at US airports, stadiums, and venues using fingerprint and iris recognition.; AI feature integration is the primary renewal variable in enterprise SaaS; execution on AI roadmap determines re-rating potential.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-3.3%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
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$1.83$1.77 – $1.894
FY27$1.3B$1.2B – $1.3B$2.20$2.13 – $2.274
FY28$1.4B$1.4B – $1.5B$2.86$2.63 – $3.103

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.0.8×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.38%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.+4.0%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.-4.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 91.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.7% 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.β0.995-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

SellSep 3Michael Z BarkinPresident11.4K sh$515KSellSep 3Kyle MclaughlinEVP, Aviation4.5K sh$200KSellSep 3Dennis W. LiuChief Accounting Officer2.1K sh$94KSellAug 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 14Alclear Investments, LlcSee Remarks120.6K sh$6.4MSellJul 14Seidman Becker CarynCEO120.6K sh$6.4MSellJul 13Alclear Investments, LlcSee Remarks100.8K sh$5.4M
1–10 of 11
+ 42 other (17 exempts · 9 returns · 9 awards · 5 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
Free, forever. No credit card.

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

8-KOfficer or director changeSep 168-K — Item 5.02: Officer or director change
AI summary

CLEAR Secure, Inc. (YOU) filed an 8-K reporting an executive or director change (Item 5.02) effective September 14, 2026; the excerpt contains only the cover page with no details on the specific individual or role. This is an administrative governance disclosure for the biometric identity company.

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 other (2 10-Qs · 2 earnings 8-Ks · 2 proxys · 1 13G) in window

Recent news

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

Clear Secure (YOU) Increases Despite Market Slip: Here's What You Need to Knowzacks.com·3d agoWhy the Market Dipped But Clear Secure (YOU) Gained Todayzacks.com·9d agoU.S. Department of Veterans Affairs Selects CLEAR for New Pilot Initiative to Modernize the Veteran Experience on VA.govprnewswire.com·10d agoCLEAR Secure, Inc. (YOU) is Attracting Investor Attention: Here is What You Should Knowzacks.com·11d agoClear Secure (YOU) Rises Higher Than Market: Key Factszacks.com·21d ago

In themes

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

Cybersecurity

More in Software - Application

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$NBIS$AI$STRK$ZETA$MSTR$BULL$UBER$APP
Voices on X · last 7 days

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

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport