Company Overview - Clear Secure, Inc. (NYSE: YOU) is a secure identity company focused on creating frictionless experiences for its members [3] - The company has over 27 million members and a growing network of partners globally [3] - CLEAR's identity platform aims to transform everyday experiences in travel, work, and leisure by enhancing security and ease of use [3] Financial Results Announcement - Clear Secure will report its financial results for the fourth quarter and full year ending December 31, 2024, on February 26, 2025, at approximately 6:00 a.m. ET [1] - A live webcast and teleconference to discuss the results will take place at 8:00 a.m. ET on the same day [1] Investor Access - Investors and analysts can join the live teleconference by calling toll-free 877-407-3089 for U.S. participants and +1-215-268-9854 for international participants [2] - A replay of the webcast will be available on the investor relations website after the event [2]

Group 1 - Clear Secure's stock closed at $23.13, reflecting a +0.57% change, outperforming the S&P 500's gain of 0.03% [1] - The company has experienced a 13.21% decline in stock price over the past month, while the Computer and Technology sector gained 2.31% and the S&P 500 increased by 4.19% [1] Group 2 - The upcoming earnings per share (EPS) for Clear Secure is projected at $0.28, indicating a 64.71% increase year-over-year [2] - Revenue is estimated to be $203.45 million, representing a 19% increase compared to the same quarter last year [2] Group 3 - Recent revisions to analyst forecasts for Clear Secure are important as they reflect short-term business trends and analysts' confidence in the company's performance [3] - The Zacks Rank system, which incorporates estimate changes, provides actionable ratings and has a history of outperforming the market [4][5] Group 4 - Clear Secure has a Forward P/E ratio of 18.02, which is a discount compared to the industry's average Forward P/E of 30.99 [6] - The Internet - Software industry, part of the Computer and Technology sector, ranks in the top 30% of all industries according to the Zacks Industry Rank [6]

Core Insights - CLEAR has announced the integration of its identity verification solution within Epic's "Identity Verification for MyChart" Toolbox, aimed at enhancing patient identity verification and security of health information [1][2][3] Integration and Benefits - The integration provides health systems with a turnkey solution for accurate, seamless, and secure patient identity verification processes, reducing administrative burdens and enhancing cybersecurity [2][5] - Over 290 million patients with electronic records in Epic can benefit from this integration, which simplifies account creation and recovery workflows through automated verification [3][5] - Health systems can customize verification flows with over 60 verification checks, including document-based identity verification, enhancing the consumer experience in healthcare [4] User Experience - Existing CLEAR users can verify their identity instantly using a selfie, while new users can enjoy a similar experience after a one-time setup [5] - The integration aims to streamline patient experiences, maximize security, and minimize friction in healthcare interactions [5][6] Security and Efficiency - The integration strengthens security at critical touchpoints like account creation and recovery, protecting patient data from cyber threats [7] - CLEAR's identity verification solution is designed to be implemented quickly without disrupting existing workflows, promoting operational efficiency [7] Market Context - In 2024, over 600 healthcare data breaches occurred in the U.S., with an average cost of $5 million per breach, highlighting the need for enhanced security measures in healthcare [5]

Company Overview - CLEAR is launching its identity verification technology at Portland International Airport (PDX), aiming to enhance travel experiences in Oregon [1] - The launch is expected to create 53 jobs and generate over $3 million annually in local economic impact [1] - CLEAR serves a total of 59 airports and has over 27 million members, providing expedited identity verification through dedicated lanes [2] Service Details - CLEAR Plus membership costs a little over $16 per month, with discounts available for certain airline members and military personnel [3] - Members can verify their identity using biometric data, such as eyes or fingerprints, which streamlines the security process at airports [2] Community Impact - The addition of CLEAR at PDX aligns with the city's commitment to consumer rights and responsible technology use, enhancing the traveler experience while respecting local policies [2] - The Port of Portland is focused on economic growth and accessibility, aiming to include underserved communities in the region's development [4]

Company Performance - Clear Secure (YOU) closed at $23.47, with a daily increase of +0.43%, underperforming the S&P 500's gain of 0.53% [1] - Over the last month, Clear Secure's shares decreased by 12.28%, contrasting with the Computer and Technology sector's loss of 0.75% and the S&P 500's gain of 1.24% [1] Upcoming Earnings - Clear Secure is projected to report earnings of $0.28 per share, indicating a year-over-year growth of 64.71% [2] - The Zacks Consensus Estimate for revenue is $203.45 million, reflecting a 19% increase from the previous year [2] Analyst Estimates - Recent adjustments to analyst estimates for Clear Secure are important, as positive revisions indicate optimism about the company's business and profitability [3] - The Zacks Rank system, which incorporates these estimate changes, provides actionable insights for investors [4] Zacks Rank and Valuation - Clear Secure currently holds a Zacks Rank of 3 (Hold), with the consensus EPS estimate remaining stagnant over the past month [5] - The company has a Forward P/E ratio of 18.31, which is a discount compared to the industry average of 30.73 [6] Industry Context - The Internet - Software industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 47, placing it in the top 19% of over 250 industries [6] - The Zacks Industry Rank indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Core Insights - Clear Secure, Inc. is under investigation for potential violations of federal securities laws and unlawful business practices [1] - The company reported a significant slowdown in new users for its Clear Plus membership service, with only a 0.8% increase in active members, the lowest growth in over two years [2] - Following the announcement of the slowdown and a 70% year-over-year price increase for Clear Plus family memberships, Clear's stock price dropped by approximately 25.7% [2] Company Performance - Clear Plus active membership growth was only 0.8% in Q3 2024, marking the smallest gain in over two years [2] - The price of Clear Plus family memberships increased from $70 to $119, representing a 70% increase year-over-year [2] - Clear's stock price fell from $38.45 on November 6, 2024, to $28.53 on November 7, 2024, a decline of $9.92 per share [2]

Core Insights - The article does not provide specific insights or analysis regarding any companies or industries, focusing instead on disclaimers and disclosures related to the author's positions and affiliations [1][2]. Group 1 - No stock, option, or similar derivative positions are held by the author in any mentioned companies, nor are there plans to initiate such positions in the next 72 hours [1]. - The article expresses the author's personal opinions and is not receiving compensation from any company mentioned [1]. - Seeking Alpha clarifies that past performance does not guarantee future results and that no investment recommendations are being made [2].

Group 1 - Clear Secure's stock closed at $24.19, reflecting a +0.5% change from the previous trading day, outperforming the S&P 500, which fell by 0.29% [1] - Over the past month, Clear Secure's shares have decreased by 11.77%, underperforming the Computer and Technology sector's gain of 1.8% and the S&P 500's gain of 2.52% [1] - The upcoming earnings report is projected to show earnings of $0.28 per share, indicating a year-over-year growth of 64.71%, with revenue expected to reach $203.45 million, up 19% from the prior-year quarter [2] Group 2 - Recent changes to analyst estimates for Clear Secure are important as they reflect the shifting dynamics of short-term business patterns, with positive revisions indicating optimism about the company's outlook [3] - The Zacks Rank system, which includes estimate changes, has a strong track record of outperforming, with stocks rated 1 producing an average annual return of +25% since 1988 [5] - Clear Secure currently has a Zacks Rank of 3 (Hold), with no changes in the Zacks Consensus EPS estimate over the past month [5] Group 3 - Clear Secure's Forward P/E ratio is 18.85, indicating a discount compared to its industry's Forward P/E of 28.9 [6] - The Internet - Software industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 46, placing it in the top 19% of over 250 industries [6] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

The most recent trading session ended with Clear Secure (YOU) standing at $26, reflecting a -0.04% shift from the previouse trading day's closing. The stock fell short of the S&P 500, which registered a gain of 1% for the day. At the same time, the Dow added 0.78%, and the tech-heavy Nasdaq gained 1.51%.Prior to today's trading, shares of the airport security company had gained 1.56% over the past month. This has outpaced the Computer and Technology sector's loss of 4.13% and the S&P 500's loss of 2.14% in ...

The most recent trading session ended with Clear Secure (YOU) standing at $27.16, reflecting a +0.82% shift from the previouse trading day's closing. This change outpaced the S&P 500's 0.16% gain on the day. Meanwhile, the Dow gained 0.25%, and the Nasdaq, a tech-heavy index, lost 0.06%.The airport security company's shares have seen a decrease of 0.8% over the last month, not keeping up with the Computer and Technology sector's loss of 0.39% and outstripping the S&P 500's loss of 2.7%.Analysts and investor ...