YOU
Clear Secure, Inc.
$54.98
+0.84%
$7.3B
No data for this timeframe.
Vol
Market Cap$7.3B
Cap SizeMid Cap
Analyst ConsensusBuy (58%)
Inst. Holders9 funds
Inst. Value$766.3M
Inst. Activity2 buys / 1 sells
Insider Activity0B / 4S
Insider Net $-$15.7M
Reddit Sentiment43° Neutral
SEC Reports7
Recent Activity
Jun 5, 2026
Insider
Collins Tomago sold 6,741 shares
Director @ $0.00 ($0.00)
Jun 5, 2026
Insider
Henry Shawn sold 6,741 shares
Director @ $0.00 ($0.00)
Jun 5, 2026
Insider
Hollister Kathryn A sold 6,741 shares
Director @ $0.00 ($0.00)
May 28, 2026
SEC
Michael Z. Barkin, an officer and director of Clear Secure, Inc. (YOU), filed a Form 144 notice of intent to sell 11,550
144 — Impact 2/10
May 26, 2026
short_volume
Short Volume: YOU — 67.7% short (0.4M / 0.6M)
Short: 375,053 | Exempt: 10 | TRF Vol: 554,186 | Short Ratio: 67.7% | Off-exchange volume (dark pool
May 6, 2026
SEC
Clear Secure reported Q1 2026 revenue of $253.0M (+19.7% YoY) and GAAP diluted EPS of $0.38, beating the Street consensu
8-K — Impact 8/10
Mar 13, 2026
SEC
General Counsel and Chief Privacy Officer Haaland Lynn received a non-cash award of 27,999 shares in two separate grants
CLUSTER — Impact 2/10
Inst.
FMR LLC — ADD
921,430 shares ($32.3M)
Price Targets
$62.00
+16.6% upside
Buy
Current $53.19
Low $40.00
Median $68.00
High $75.00
7 analysts
$40.00
$75.00
Analyst Ratings
1Strong Buy
6Buy
4Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 7, 2026 | Wells Fargo | MAINTAIN | Underweight → Underweight |
| May 7, 2026 | DA Davidson | DOWNGRADE | Buy → Neutral |
| May 6, 2026 | Needham | MAINTAIN | Buy → Buy |
| Mar 26, 2026 | DA Davidson | MAINTAIN | Buy → Buy |
| Mar 2, 2026 | Needham | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.48 ▲ +14.1% | $0.40 — $0.59 | 33% YoY | 4 |
| Next Q | $0.53 ▲ +8.6% | $0.42 — $0.68 | 43% YoY | 4 |
| Current FY | $2.02 ▲ +11.9% | $1.61 — $2.54 | 32% YoY | 4 |
| Next FY | $2.67 ▼ -5.1% | $1.93 — $3.77 | 32% YoY | 4 |
Latest Reports
NEUTRAL
144
2/10
Michael Z. Barkin, an officer and director of Clear Secure, Inc. (YOU), filed a Form 144 notice of intent to sell 11,550
May 28, 2026
BULLISH
8-K
8/10
Clear Secure reported Q1 2026 revenue of $253.0M (+19.7% YoY) and GAAP diluted EPS of $0.38, beating the Street consensu
May 6, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $403.7M | — |
| RENAISSANCE TECHNOLOGIES LLC | $127.8M | — |
| MORGAN STANLEY | $94.6M | ADD |
| FMR LLC | $32.3M | ADD |
| BANK OF AMERICA CORP | $30.4M | DOUBLED |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 5, 2026 | Collins Tomago | M | $0.00 |
| Jun 5, 2026 | Henry Shawn | M | $0.00 |
| Jun 5, 2026 | Hollister Kathryn | M | $0.00 |
| Jun 5, 2026 | Collins Tomago | M | $0.00 |
| Jun 5, 2026 | Hollister Kathryn | M | $0.00 |
Reddit Sentiment
43°▲
Neutral
Bearish
Neutral
Bullish
9 institutional holders with $766.3M total value (21,845,563 shares) as of 2025-Q4. Top holders: VANGUARD, RENAISSANCE, MORGAN. Net buying activity: 2 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 11,507,931 | $403.7M | 52.7% | — |
| 2 | RENAISSANCE TECHNOLOGIES LLC | 3,642,417 | $127.8M | 16.7% | — |
| 3 | MORGAN STANLEY | 2,696,837 | $94.6M | 12.3% | ADD +82.6% |
| 4 | FMR LLC | 921,430 | $32.3M | 4.2% | ADD +82.1% |
| 5 | BANK OF AMERICA CORP /DE/ | 865,361 | $30.4M | 4.0% | DOUBLED +102.6% |
| 6 | NORGES BANK | 840,944 | $29.5M | 3.8% | NEW |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 830,035 | $29.1M | 3.8% | NEW |
| 8 | TWO SIGMA INVESTMENTS, LP | 438,514 | $15.4M | 2.0% | TRIM -49.2% |
| 9 | WELLS FARGO & COMPANY/MN | 102,094 | $3.6M | 0.5% | ADD +38.6% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FMR LLC | ADD | 505,967 | 921,430 | +82.1% | $32.3M | 2025-Q4 |
| NORGES BANK | NEW | — | 840,944 | — | $29.5M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 862,606 | 438,514 | -49.2% | $15.4M | 2025-Q4 |
| MORGAN STANLEY | ADD | 1,408,213 | 2,571,250 | +82.6% | $71.4M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 297,602 | 602,907 | +102.6% | $16.7M | 2025-Q2 |
| FMR LLC | NEAR_EXIT | 3,623,585 | 581,537 | -84.0% | $16.1M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | ADD | 65,114 | 90,242 | +38.6% | $2.5M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 301,505 | 679,762 | +125.5% | $17.6M | 2025-Q1 |
| MORGAN STANLEY | ADD | 978,556 | 1,576,401 | +61.1% | $52.2M | 2024-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 872,154 | — | $28.9M | 2024-Q3 |
12 unique insiders with 4 transactions. Net insider value: -$15.7M ($0.00 bought, $15.7M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 5, 2026 | Collins Tomago | Director | M | 6,741 | $0.00 | $0.00 |
| Jun 5, 2026 | Henry Shawn | Director | M | 6,741 | $0.00 | $0.00 |
| Jun 5, 2026 | Hollister Kathryn A | Director | M | 6,741 | $0.00 | $0.00 |
| Jun 5, 2026 | Collins Tomago | Director | M | 6,741 | $0.00 | $0.00 |
| Jun 5, 2026 | Hollister Kathryn A | Director | M | 6,741 | $0.00 | $0.00 |
| Jun 5, 2026 | Henry Shawn | Director | M | 6,741 | $0.00 | $0.00 |
| Jun 5, 2026 | Scher Peter | Director | M | 6,741 | $0.00 | $0.00 |
| Jun 5, 2026 | Scher Peter | Director | M | 6,741 | $0.00 | $0.00 |
| May 28, 2026 | Barkin Michael Z | President | SELL | 11,550 | $56.29 | $650.1K |
| May 15, 2026 | Schlegel Jonathan | Chief Security Officer | SELL | 4,412 | $59.02 | $260.4K |
| Apr 1, 2026 | Barkin Michael Z | President | M | 64,599 | $0.00 | $0.00 |
| Apr 1, 2026 | Barkin Michael Z | President | F | 35,724 | $49.09 | $1.8M |
| Apr 1, 2026 | Barkin Michael Z | President | M | 64,599 | $0.00 | $0.00 |
| Apr 1, 2026 | Hsu Jennifer | Chief Financial Officer | M | 7,106 | $0.00 | $0.00 |
| Apr 1, 2026 | Hsu Jennifer | Chief Financial Officer | M | 7,106 | $0.00 | $0.00 |
| Apr 1, 2026 | Hsu Jennifer | Chief Financial Officer | F | 3,930 | $49.09 | $192.9K |
| Mar 31, 2026 | Hollister Kathryn A | Director | M | 530 | $0.00 | $0.00 |
| Mar 31, 2026 | Hollister Kathryn A | Director | M | 530 | $0.00 | $0.00 |
| Mar 13, 2026 | Alclear Investments, LLC | Director | J | 200,000 | $0.00 | $0.00 |
| Mar 13, 2026 | Seidman Becker Caryn | Chief Executive Officer | G | 200,000 | $0.00 | $0.00 |
| Mar 13, 2026 | Seidman Becker Caryn | Chief Executive Officer | J | 200,000 | $0.00 | $0.00 |
| Mar 12, 2026 | Alclear Investments, LLC | Director | D | 200,000 | $0.00 | $0.00 |
| Mar 12, 2026 | Alclear Investments, LLC | Director | A | 200,000 | $0.00 | $0.00 |
| Mar 12, 2026 | Seidman Becker Caryn | Chief Executive Officer | A | 200,000 | $0.00 | $0.00 |
| Mar 12, 2026 | Seidman Becker Caryn | Chief Executive Officer | D | 200,000 | $0.00 | $0.00 |
| Mar 10, 2026 | Liu Dennis W. | Chief Accounting Officer | A | 8,711 | $0.00 | $0.00 |
| Mar 10, 2026 | Haaland Lynn | GC & Chief Privacy Officer | A | 18,666 | $0.00 | $0.00 |
| Mar 10, 2026 | Haaland Lynn | GC & Chief Privacy Officer | A | 9,333 | $0.00 | $0.00 |
| Mar 10, 2026 | Hsu Jennifer | Chief Financial Officer | A | 34,221 | $0.00 | $0.00 |
| Mar 10, 2026 | McLaughlin Kyle | EVP, Aviation | A | 27,999 | $0.00 | $0.00 |
| Mar 10, 2026 | Seidman Becker Caryn | Chief Executive Officer | A | 186,660 | $0.00 | $0.00 |
| Mar 10, 2026 | McLaughlin Kyle | EVP, Aviation | A | 13,999 | $0.00 | $0.00 |
| Mar 10, 2026 | Schlegel Jonathan | Chief Security Officer | A | 7,466 | $0.00 | $0.00 |
| Mar 10, 2026 | Schlegel Jonathan | Chief Security Officer | A | 14,933 | $0.00 | $0.00 |
| Mar 10, 2026 | Barkin Michael Z | President | A | 55,998 | $0.00 | $0.00 |
| Mar 5, 2026 | Alclear Investments, LLC | Director | D | 174,324 | $0.00 | $0.00 |
| Mar 5, 2026 | Alclear Investments, LLC | Director | D | 174,324 | $0.00 | $0.00 |
| Mar 5, 2026 | Seidman Becker Caryn | Chief Executive Officer | D | 174,324 | $0.00 | $0.00 |
| Mar 5, 2026 | Seidman Becker Caryn | Chief Executive Officer | D | 174,324 | $0.00 | $0.00 |
| Mar 4, 2026 | Alclear Investments, LLC | Director | SELL | 152,513 | $48.41 | $7.4M |
| Mar 4, 2026 | Seidman Becker Caryn | Chief Executive Officer | SELL | 152,513 | $48.41 | $7.4M |
| Mar 1, 2026 | McLaughlin Kyle | EVP, Aviation | M | 5,195 | $0.00 | $0.00 |
| Mar 1, 2026 | Barkin Michael Z | President | M | 48,449 | $0.00 | $0.00 |
| Mar 1, 2026 | Seidman Becker Caryn | Chief Executive Officer | M | 86,580 | $0.00 | $0.00 |
| Mar 1, 2026 | McLaughlin Kyle | EVP, Aviation | M | 5,195 | $0.00 | $0.00 |
| Mar 1, 2026 | Haaland Lynn | GC & Chief Privacy Officer | M | 17,683 | $0.00 | $0.00 |
| Mar 1, 2026 | Haaland Lynn | GC & Chief Privacy Officer | M | 17,683 | $0.00 | $0.00 |
| Mar 1, 2026 | Barkin Michael Z | President | M | 48,449 | $0.00 | $0.00 |
| Mar 1, 2026 | Seidman Becker Caryn | Chief Executive Officer | M | 86,580 | $0.00 | $0.00 |
| Feb 27, 2026 | Schlegel Jonathan | Chief Security Officer | M | 7,391 | $0.00 | $0.00 |
7 SEC filing reports analyzed. Sentiment: 2 bullish, 2 bearish, 0 mixed, 3 neutral. Avg impact: 5.1/10.
NEUTRAL
144
2/10
Michael Z. Barkin, an officer and director of Clear Secure, Inc. (YOU), filed a Form 144 notice of i
May 28, 2026
BULLISH
8-K
8/10
Clear Secure reported Q1 2026 revenue of $253.0M (+19.7% YoY) and GAAP diluted EPS of $0.38, beating
May 6, 2026
NEUTRAL
CLUSTER
2/10
General Counsel and Chief Privacy Officer Haaland Lynn received a non-cash award of 27,999 shares in
Mar 13, 2026
BEARISH
CLUSTER
7/10
Clear Secure CEO Caryn Seidman-Becker sold $7.38 million worth of shares in an open-market transacti
Mar 7, 2026
NEUTRAL
CLUSTER
3/10
A cluster of insider transactions at Clear Secure, Inc. (YOU) over the past seven days consists prim
Mar 4, 2026
BEARISH
CLUSTER
6/10
Three corporate insiders at Clear Secure, Inc. (YOU) sold shares in the past week, including CEO Ada
Feb 28, 2026
BULLISH
8-K
8/10
Clear Secure (YOU) reported strong Q4 and full-year 2025 results with revenue up 16.7% YoY to $240.8
Feb 25, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (58% buy). Based on 12 analysts: 1 strong buy, 6 buy, 4 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$62.00 mean target
+16.6% upside
Buy (3.00)
$40.00 Low
$75.00 High
| Metric | Value |
|---|---|
| Current Price | $53.19 |
| Target Low | $40.00 |
| Target Mean | $62.00 |
| Target Median | $68.00 |
| Target High | $75.00 |
| # Analysts | 7 |
| Recommendation | Buy (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.48 | $0.40 | $0.59 | 33.2% | +14.1% | 4↑ 0↓ | $0.3B | 22.9% | 4 |
| Next Q 2026-09-30 |
$0.53 | $0.42 | $0.68 | 42.8% | +8.6% | 4↑ 0↓ | $0.3B | 20.9% | 4 |
| Current FY 2026-12-31 |
$2.02 | $1.61 | $2.54 | 31.7% | +11.9% | 4↑ 0↓ | $1.1B | 20.9% | 4 |
| Next FY 2027-12-31 |
$2.67 | $1.93 | $3.77 | 32.3% | -5.1% | 2↑ 1↓ | $1.3B | 15.2% | 4 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.482 | |
| 7d ago | $0.423 | +0.060 |
| 30d ago | $0.423 | +0.060 |
| 60d ago | $0.420 | +0.062 |
| 90d ago | $0.467 | +0.016 |
6 analyst firms have rated this stock: 1 upgrades, 1 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 7, 2026 | Wells Fargo | MAINTAIN | Underweight | Underweight |
| May 7, 2026 | DA Davidson | DOWNGRADE | Buy | Neutral |
| May 6, 2026 | Needham | MAINTAIN | Buy | Buy |
| Mar 26, 2026 | DA Davidson | MAINTAIN | Buy | Buy |
| Mar 2, 2026 | Needham | MAINTAIN | Buy | Buy |
| Feb 26, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Feb 26, 2026 | DA Davidson | MAINTAIN | Buy | Buy |
| Feb 26, 2026 | Wells Fargo | MAINTAIN | Underweight | Underweight |
| Feb 26, 2026 | Stifel | MAINTAIN | Hold | Hold |
| Feb 26, 2026 | Telsey Advisory Group | MAINTAIN | Outperform | Outperform |
| Feb 18, 2026 | Telsey Advisory Group | MAINTAIN | Outperform | Outperform |
| Dec 16, 2025 | DA Davidson | MAINTAIN | Buy | Buy |
| Dec 12, 2025 | JP Morgan | UPGRADE | Neutral | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 1 | 6 | 4 | 1 | 0 | 58% | |
| May 1, 2026 | 1 | 7 | 3 | 1 | 0 | 67% | |
| Apr 1, 2026 | 1 | 7 | 4 | 1 | 0 | 62% | |
| Mar 1, 2026 | 1 | 7 | 4 | 1 | 0 | 62% | |
| Feb 1, 2026 | 1 | 7 | 4 | 1 | 0 | 62% | |
| Jan 1, 2026 | 1 | 7 | 4 | 1 | 0 | 62% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
43°
Neutral
Bearish
Neutral
Bullish
32 mentions
9 bullish
14 bearish
30 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Jun 8, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| Jun 8, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| Jun 4, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Jun 4, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Jun 4, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Jun 4, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Jun 4, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Jun 4, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Jun 3, 2026 | 2 | 33° Cool | 0 | 2 | 2 |
| Jun 3, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Jun 3, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| Jun 2, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| Jun 2, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 2, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| Jun 2, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| Jun 2, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 2, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 2, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Jun 2, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Jun 2, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 2, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 2, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 2, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 1, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Jun 1, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| May 30, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| May 30, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| May 30, 2026 | 2 | 58° Warm | 1 | 0 | 2 |
| May 30, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 29, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
May 26, 2026
short_volume
Short Volume: YOU — 67.7% short (0.4M / 0.6M)
Short: 375,053 | Exempt: 10 | TRF Vol: 554,186 | Short Ratio: 67.7% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: YOU — 60.1% short (0.3M / 0.5M)
Short: 300,322 | Exempt: 198 | TRF Vol: 500,116 | Short Ratio: 60.1% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_interest
FTD: YOU — 39,617 shares ($2.3M) failed to deliver
Settlement: 20260513, Price: $57.64, FTD Value: $2,283,523.88, CLEAR SECURE INC CL A (DE)
May 8, 2026
short_volume
Short Volume: YOU — 66.5% short (0.5M / 0.7M)
Short: 457,929 | Exempt: 15,080 | TRF Vol: 688,388 | Short Ratio: 66.5% | Off-exchange volume (dark pool + OTC)
May 6, 2026
earnings_calendar
YOU Q1 2026 Earnings Scheduled — 2026-05-06
Apr 21, 2026
short_volume
Short Volume: YOU — 59.4% short (0.6M / 1.0M)
Short: 591,017 | Exempt: 0 | TRF Vol: 994,351 | Short Ratio: 59.4% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
short_volume
Short Volume: YOU — 68.6% short (0.7M / 1.0M)
Short: 652,865 | Exempt: 463 | TRF Vol: 951,509 | Short Ratio: 68.6% | Off-exchange volume (dark pool + OTC)
Mar 24, 2026
short_volume
Short Volume: YOU — 65.4% short (1.0M / 1.6M)
Short: 1,041,325 | Exempt: 78,824 | TRF Vol: 1,592,070 | Short Ratio: 65.4% | Off-exchange volume (dark pool + OTC)
Mar 23, 2026
short_volume
Short Volume: YOU — 58.4% short (0.7M / 1.2M)
Short: 703,385 | Exempt: 1,424 | TRF Vol: 1,204,399 | Short Ratio: 58.4% | Off-exchange volume (dark pool + OTC)
Feb 25, 2026
earnings_calendar
YOU Q4 2025 Earnings Before Market Open — 2026-02-25