Clear Secure (YOU)

• Market cap: $2.42B
• 1 day: -0.56%
• 5 days: 0.40%
• 1 month: 3.43%
• 3 months: -7.26%
• 6 months: -15.13%
• Year to date: -7.47%
• 1 year: 24.11%
• 5 years: -37.45%
• 10 years: -37.45%
• Sector: Information Technology
• Industry: Prepackaged Software

About: Clear Secure Inc is an identity company making experiences safer and easier digitally and physically. It is involved in the creation of a frictionless travel experience while enhancing security. Its secure identity platform uses biometrics to automate the identity verification process through lanes in airports which helps to make the travel experience safe and easy.

Employees: 4,022

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

201% more call options, than puts

Call options by funds: $109M | Put options by funds: $36.3M

41% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 82

31% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 59

5% more funds holding

Funds holding: 288 [Q3] → 301 (+13) [Q4]

1.62% less ownership

Funds ownership: 105.11% [Q3] → 103.48% (-1.62%) [Q4]

19% less capital invested

Capital invested by funds: $3.21B [Q3] → $2.59B (-$618M) [Q4]

50% less funds holding in top 10

Funds holding in top 10: 4 [Q3] → 2 (-2) [Q4]

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $26 4% upside
• Avg. target: $38 51% upside
• High target: $45 80% upside

3 analyst ratings

• positive: 2 67%
• neutral: 1 33%
• negative: 0 0%

Stifel Mark Kelley 40% 1-year accuracy 10 / 25 met price target	4% upside $26	Hold Maintained	27 Feb 2025
Needham Joshua Reilly 39% 1-year accuracy 29 / 75 met price target	80% upside $45	Buy Reiterated	27 Feb 2025
Telsey Advisory Group Dana Telsey 30% 1-year accuracy 56 / 187 met price target	68% upside $42	Outperform Maintained	27 Feb 2025