Track record · closed signal

Clear Secure Inc (YOU) — closed signal from May 11, 2026

Target reached Published before the outcome was known, scored automatically when the window closed on August 9, 2026 — -10.1% at the close.

Predicted vs. what happened

YOU price · publication thesis → realized outcomesplit-adjusted

$53.70 – $57.67Entry zone — fair-value band

$57.08Published — price the day we called it

$60.91Target — the price the thesis aimed for

$69.07Peak — highest point inside the window, not a realized return

$51.29Window close — end-of-window price, context only

What happened

Target reached

Reached its target in 9 days.

At window close

-10.1%

realized, from the publication price to the last close inside the window

Peak gain

+21%

peak, from the publication price — not a realized return

S&P 500, same window

+4.9%

SPY over the identical days, dividend-adjusted

Window close

$51.29

last close inside the window, ended August 9, 2026

Peak price

$69.07

peak on August 5, 2026 — not a realized return

Days to target

The thesis — published May 11, 2026

Predicted growth

+7%

over the measurement window

Target price

$60.91

the price the thesis aimed for

Entry zone

$53.70 – $57.67

the fair-value band we waited for

Price at publication

$57.08

published May 11, 2026

Confidence

65%

how strongly the data lined up

Timeframe

Short-term (0–3 months)

Clear Secure is a focused technology idea with some clear positives: no debt, higher cash-flow guidance, and wider eGate rollout that could help sales. Recent news gives a real push, but high valuation, insider selling, and weak trading volume limit conviction. The technical picture is mixed, so stronger market buying is needed to justify more optimism.

Primary drivers

No debt gives a safety cushion if things go sideways
Higher free-cash-flow guidance improves near-term clarity
Broader eGate rollout can drive more customer use and revenue
High valuation and insider selling keep overall confidence limited

How it played out

YOU: target reached in 9 days, gains later reversed

Lyra published YOU at $57.08 with expected growth of 7% and a $60.91 target. The thesis pointed to no debt, higher free-cash-flow guidance, and a broader eGate rollout. It also cited high valuation, insider selling, and weak trading volume as limits on confidence.

The price reached the target in 9 days. It later peaked at $69.07 on August 5, a gain of 21%, which exceeded the target. By August 9, it had fallen to $51.29. The thesis played out within the window, but the gain did not hold through the end.

What happened during the window

On May 20, 2026, CLEAR announced a strategic collaboration with GDIT for federal identity services. On August 5, 2026, the company reported second-quarter results and raised its full-year free-cash-flow guidance.

Prices are shown split- and dividend-adjusted, matching what public charts show today.

Lyra

Read the next call before it closes.

This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.

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