Clear Secure, Inc. Class A (YOU)

Over the past six months, Clear Secure, Inc. (YOU) stock has seen positive momentum, returning 12.9% while the S&P 500 gained 9.5%. The stock has attracted elevated investor attention due to repeatedly exceeding expectations and positive analyst commentary, including an upgrade to Zacks Rank #1. However, the stock experienced a decline of -7.8% over the past month. In January 2026, the company's CEO, Caryn Seidman Becker, was elected as a Class B Director to the New York Fed Board of Directors.

Demand for Clear Secure, Inc.'s products and services exhibits seasonality. The company anticipates experiencing its lowest growth in net new members during the third quarter of 2025, primarily due to annual renewal timing and seasonal travel trends.

Clear Secure, Inc. (YOU) is a technology company specializing in biometric identity verification within the Technology sector and related industries. The company aims to create frictionless and secure experiences using identity. Its major products and services include CLEAR Plus, TSA PreCheck Enrollment provided by CLEAR, CLEAR Verified, CLEAR ID, and RESERVE Powered by CLEAR.

Clear Secure's primary operations are in the United States, with CLEAR Plus available at 56 airports nationwide. The company has begun international expansion, with CLEAR Plus accessible to travelers from the U.K., Canada, Australia, and New Zealand, with plans to add more countries by 2026.

Clear Secure has maintained a strong brand reputation over the past year, characterized by significant growth and robust profitability. The company's sales grew at an impressive rate, and its gross margin has averaged an elite 86%. Key events contributing to its positive image include strong momentum across its core travel business, continued expansion of its TSA PreCheck enrollment program, and early traction with its CLEAR1 identity platform. The company also announced a contract with CMS in December 2025 to power secure digital identity for Medicare.gov. Potential threats to reputation include breaches of information technology systems or unsatisfactory member experiences.

Major institutional owners of Clear Secure, Inc. include BlackRock, Inc., Vanguard Group Inc, Durable Capital Partners LP, iShares Core S&P Small-Cap ETF, Renaissance Technologies Llc, and State Street Corp. Durable Capital Partners LP is the largest individual Clear Secure shareholder, owning 21.65% of the company's shares. Other significant insider owners include General Atlantic LLC and Delta Air Lines Inc.