Clear Secure Stock Surges 39.0% After Q4 Results. Here’s What’s Driving the Move

Rexielyn Diaz4 minute read
Reviewed by: Thomas Richmond
Last updated Feb 26, 2026

Key Stats for YOU Stock

  • Price Change for YOU stock: +39%
  • YOU Share Price as of Feb. 25: $47
  • 52-Week High: $47
  • YOU Stock Price Target: $44

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What Happened?

Clear Secure (YOU) stock jumped about 39% on Feb. 25 after the company reported Q4 and full-year 2025 results. The company said Q4 revenue rose 16.7% to $240.8 million, and it also reported bookings of $287.1 million. Investors responded because the update showed continued membership-driven growth.

The results also showed stronger profitability, which helped the stock move higher. Clear reported Q4 operating income of $53.9 million and net income of $46.5 million. Adjusted EBITDA was $79.9 million, and the company said margins expanded year over year.

The rally also came after a separate product and partnership update earlier in the week. On Feb. 24, Clear announced a collaboration with Mount Sinai to deploy CLEAR1 for employee and patient identity experiences. That news broadened the healthcare narrative, and it added another catalyst to earnings.

YOU Stock Price Targets (TIKR)

Targets still show dispersion, so analysts disagree on fair value. The median target is $45, and the high target is $49, while the low target is $29. The estimated count is 8 in the latest update, which can shift as coverage changes.

Street recommendations are mixed, and that fits the valuation debate. The snapshot shows 3 Buys and 2 Outperforms, but it also shows 2 Holds and 1 Sell. That mix suggests momentum is improving, but valuation discipline remains.

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What the Market Is Telling Us About YOU Stock

The move suggests the market is rewarding profitable growth, and Clear’s margins stand out. LTM gross margin is 64.4%, and LTM EBIT margin is 20.7%. Those margins support strong returns, including LTM ROIC of 91.2%.

Growth has also been consistent, and that supports the narrative. LTM revenue is $900.8 million, up 16.9% year over year. Over the last three years, revenue CAGR is 27.2%, while EBITDA and EPS CAGRs have exceeded 100%.

The balance sheet adds flexibility, which investors tend to like in volatile markets. Clear shows net cash, with LTM net debt of -$700.2 million. That supports shareholder returns, and it also reduces financial risk.

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Should You Invest in Clear Secure, Inc.?

The only way to really know is to look at the numbers yourself. TIKR gives you free access to the same institutional-quality financial data that professional analysts use to answer exactly that question.

Pull up YOU, and you’ll see years of historical financials, what Wall Street analysts expect for revenue and earnings in the quarters ahead, how valuation multiples have moved over time, and whether price targets are trending up or down.

You can build a free watchlist to track YOU alongside every other stock on your radar. No credit card required. Just the data you need to decide for yourself.

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Disclaimer:

Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!

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