Clear Secure is attractively valued, expanding into high-margin digital identity products, and benefits from strong network effects in its core Clear+ business. Management is shareholder-friendly, with share buybacks, growing dividends, and a strong balance sheet supporting ongoing capital returns and growth initiatives. Key risks include regulatory changes, slipping retention rates, and execution challenges in commercializing new products, but current fundamentals remain robust.
In the most recent trading session, Clear Secure (YOU) closed at $25.14, indicating a +2.11% shift from the previous trading day.
Zacks.com users have recently been watching Clear Secure (YOU) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Recently, Zacks.com users have been paying close attention to Clear Secure (YOU). This makes it worthwhile to examine what the stock has in store.
YOU faces near-term cost and retention headwinds, but travel momentum, TSA PreCheck growth and partnerships support a strong long-term outlook.
Clear Secure (YOU) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Clear Secure, Inc. (NYSE:YOU ) Q1 2025 Earnings Conference Call May 8, 2025 8:00 AM ET Company Participants Caryn Seidman-Becker - Chairman & CEO Jen Hsu - Chief Financial Officer Michael Barkin - President Conference Call Participants Joshua Reilly - Needham & Co Ben Miller - Goldman Sachs Mark Kelley - Stifel Dana Telsey - Telsey Advisory Group Michael Turrin - Wells Fargo Operator Good morning, and welcome to CLEAR's Fiscal First Quarter 2025 Conference Call. We have with us today, Caryn Seidman-Becker, Co-Founder, Chair and Chief Executive Officer; Michael Barkin, President; and Jen Hsu, Chief Financial Officer.
Clear Secure (YOU) came out with quarterly earnings of $0.32 per share, beating the Zacks Consensus Estimate of $0.30 per share. This compares to earnings of $0.28 per share a year ago.
YOU's Q1 results are likely to have benefited from ClearOne and Okta ties, while seasonality and discount phase-outs are expected to have pressured growth.
Clear Secure (YOU) closed at $24.40 in the latest trading session, marking a -1.13% move from the prior day.
Clear Secure (YOU) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
I reiterate my 'Buy' rating for Clear Secure, emphasizing the potential of their B2B identity verification service, CLEAR1, as a future value driver. CLEAR1 allows Clear to expand into higher-ticket, higher-margin, and higher-retention enterprise customers, diversifying revenue streams and reducing dependence on the cyclical B2C market. Clear's valuation multiples, growth rates, and profitability metrics indicate the stock is undervalued, with potential for upside as CLEAR1 gains traction.