Clear Secure (YOU) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure
Key numbers
- Reported EPS
- $0.57
- Estimate
- $0.47
- Surprise
- +22.0%
- Revenue (period 2026-06-30)
- $277.8M
- Score today
- 7.0/10
Revenue source: xbrl.
How the report landed
Clear Secure (YOU) beat the $0.47 estimate with diluted EPS of $0.57 — a large 22.0% upside surprise.
Where TrendMatrix's rating stands now
TrendMatrix currently rates YOU Buy (Wait) at 7.0/10; no pre/post engine snapshot brackets this report.
4 of the last 4 quarters beat the estimate; this quarter's +22.0% surprise compares with a +18.4% four-quarter average. Next scheduled report: 2026-11-05.
What supports the rating
- V7 flight-to-quality bonus: +0.5 (Q=8.5 in RISK_OFF)
- Strong earnings beat streak (4/4)
What argues against it
- Concentration risk — Product: CLEAR+ subscription revenue
- Sector modifier (Technology): -0.8
- Insider activity concern
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $44.75
- Entry target
- $42.02
- Price target
- $53.36
- Stop
- $38.78
- Upside to target
- +19.2%
- Reward-to-risk
- 2.7:1
The stock trades at 29.2× trailing but 17.1× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-09-04 — shown for context, not personalized investment advice.
YOU at TrendMatrix's latest read
Technology names get repriced on forward expectations more than trailing prints — a quarter here is read through next-year growth and multiple, not the EPS line alone.
- Industry
- Software - Application
- Market cap
- $5.98B
- P/E (fwd)
- 17.1
- P/E (ttm)
- 29.2
- 52-week range
- $29.43–$69.07
- Off 52-week high
- 35.2%
- RSI (14)
- 46
- Volume vs avg
- 0.77×
- Score today
- 7.0/10