$YOU

Clear Secure, Inc. (YOU) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On September 15, 2026, Clear Secure, Inc. (the “Company”) entered into an agreement with Michael Barkin, the Company’s Pres

DA Davidson reduced its price target for Clear Secure (NYSE:YOU) to $45 from $55, citing weaker TSA checkpoint data. The stock trades at $42.58. TSA traffic declined 4.4% year-over-year in August, with Q3-to-date volumes down 2.8%. Despite this, Clear Secure reported strong Q2 earnings, exceeding estimates with $0.49 EPS and $277.8M revenue. JPMorgan initiated coverage with an overweight rating and $55 target.

Domo (DOMO) reported $76.78M revenue, down 3.7% YoY, missing estimates. CLEAR Secure (YOU) reported $277.8M revenue, up 26.6% YoY, beating estimates. Strategy (MSTR) reported $122.4M revenue, up 6.9% YoY, in line with estimates. Stocks moved post-earnings: DOMO +1.1%, YOU -21.9%, MSTR +40%.

Clear Secure (YOU) reported Q2 revenue of $277.8M, up 26.6% YoY, with bookings up 32.8%. Operating income reached $83M, a 29.9% margin. The company raised its full-year free cash flow target to at least $480M. However, Q3 guidance suggests slower growth, with revenue and bookings growth expected to decelerate to 24.6% and 20.5%, respectively. Hedge fund ownership and share repurchases have declined, while short interest stands at 15.62% of the float.

Barkin Michael Z (President) sold 11,444 shares of Clear Secure, Inc. (YOU) at $45.00 ($0.51M total) on 2026-09-03 under a Rule 10b5-1 trading plan.

JPMorgan highlights Shopify (SHOP) and Take-Two (TTWO) as top consumer tech picks, while upgrading Clear Secure (YOU), Xometry (XMTR), and EverQuote (EVER) to Overweight. The bank cites AI, digital transformation, and market share gains as key growth drivers. Price targets and upside potentials are provided for each stock.

Simply Wall St says Clear Secure launched CLEAR Corporate Memberships, bundling CLEAR+, CLEAR Concierge, TSA PreCheck enrollment, and the CLEAR app for business travelers. The article links the program to identity expansion into enterprises and cites Q3 2026 revenue guidance of $284 million to $287 million and 2029 projections of $1.5 billion revenue and $310.2 million earnings.

Clear Secure (YOU) held its Q2 2026 earnings call, citing a 36.4% adjusted EBITDA margin and $189 million free cash flow, up 60% year over year. Revenue rose 26.6% to $277.8 million, and bookings grew 32.8% to $295.9 million. The company said CLEAR Travel network expanded to 62 airports, with 8.3 million active CLEAR+ members, and it raised standard pricing to $219 effective July 1.

CLEAR Secure reported Q2 operating income of $83M and adjusted EBITDA of $101.1M, with about 900 bps adjusted EBITDA margin expansion. eGates covered over 70% of its network at quarter-end. CLEAR raised standard membership pricing to $219 from July 1. Q3 revenue guidance is $284M to $287M, bookings $311M to $316M, and FY2026 free cash flow at least $480M.

Friday’s jobs data showed 23,000 fewer jobs in July and May and June payrolls were revised down by 103,000, easing near-term Fed rate pressure. The 10-year Treasury yield fell to 4.64%. The S&P 500 rose 0.6% to a record as Q2 earnings showed near 50% profit growth. The article also lists options trades in NVO, SPCX, PGEN, OSCR, YOU, PLTR, CF, OUST, CMPS, and ATI.