Added to YB: 2026-08-19
Pitch date: 2026-06-03
YOU [bearish]
Clear Secure, Inc.
+19.58%
current return
Author Info
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Company Info
Clear Secure, Inc. operates a secure identity platform under the CLEAR brand name primarily in the United States.
Market Cap
$4.4B
Pitch Price
$55.98
Price Target
42.00 (-7%)
Dividend
1.88%
EV/EBITDA
12.34
P/E
28.88
EV/Sales
3.55
Sector
Software
Category
value
Show full summary:
Clear Secure, Inc. - $YOU (short)
YOU (short): Short at $57, PT $42 (-26%) on 2029E EPS $3.40 at 15x. Clear Plus subscription maturing—~10M member TAM vs 7.6M, decelerating to +LSD%, ~20% churn, declining usage/retention (KPIs pulled). +63% YTD bookings driven by temporary TSA shutdown wait times, normalizing by 3Q26. Risks: pricing power, TSA/Delta competition.
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