RankAlpha logo
Back to Rankings

YOU

Clear SecureA
NYSE / Software & Services
Last Price
Quote time unavailable
View Chart
Current thesis
CLEAR is showing strong operating leverage: Q2 revenue and bookings growth accelerated, member growth remained robust, Adjusted EBITDA margin exceeded the long-term target, and full-year free-cash-flow guidance was raised. Continued eGates deployment and CLEAR1 expansion could support durable growth.
Posture
Constructive
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta +5.3.
What can break
Analyst target revisions, estimate changes, and verified attribution of the post-earnings price reaction are unavailable.
Momentum
6
Value
60
Sentiment
86
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $50.00 · Bull $62.60 · Bear $36.00Analysis 2026-08-21; returns require an exact persisted reference.
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-08-17 • Vendor: Data Vendor v1
Scores
As of 2026-09-09 • Model: HYBRID_IC_RP
AI Memo
As of 2026-08-21 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-09-09

Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-09-09. Definitions

Supporting evidence
What
Grade A · Constructive
Confidence Medium · Net Neutral
Target $61.33
Why
Momentum6 · Δ7d +1.0
Value60 · Δ7d +0.0
Sentiment86 · Δ7d +5.3
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.

Confirming evidence

  • Sentiment remains the lead driver in the composite, 7D delta +5.3.

Contradictions & invalidation

  • Analyst target revisions, estimate changes, and verified attribution of the post-earnings price reaction are unavailable.
  • CLEAR1, Concierge, pricing changes, and member retention require continued execution to convert operating momentum into durable growth.
  • The thesis still depends on execution across eGates, CLEAR1, Concierge, pricing, and member retention.

Catalyst clock

2026-09-24

Quarterly dividend payment

Lead driver: Sentiment · See AI snapshot
Momentum
6
9% active weight
Current posture
7d trendImproving
Δ7d
+1.0
Δ21d
-11.8
Value
60
28% active weight
Current posture
7d trendFlat
Δ7d
+0.0
Δ21d
+2.2
Sentiment
86
62% active weight
Current posture
7d trendImproving
Δ7d
+5.3
Δ21d
-0.7
Why this grade

Composite grade A. Momentum 6.2 / Value 59.5 / Sentiment 86.4

Scenario snapshot

Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-08-21. Scenario method

B+
Bull case
30%
Probability
Target price
$62.60
Analysis reference price unavailable
Analysis 2026-08-21 · RankAlpha Sentiment Codex
Most likely
B
Base case
50%
Probability
Target price
$50.00
Analysis reference price unavailable
Analysis 2026-08-21 · RankAlpha Sentiment Codex
B-
Bear case
20%
Probability
Target price
$36.00
Analysis reference price unavailable
Analysis 2026-08-21 · RankAlpha Sentiment Codex
Fundamentals (TTM)
As of 2026-08-17
Market Cap
$5.93B
Beta
1.22
Shares Out
102.91M
P/E (TTM)
26.4
P/S (TTM)
5.46
P/FCF (TTM)
21.83
Rev YoY
+26.6%
EPS YoY
+87.2%
Gross Margin
+63.2%
Op Margin
+25.1%
Net Debt
-$587.85M
Current Ratio
1.04
As of 2026-09-09 • Updated nightlySource: Internal modelMethods & Data