StockStory favors CLEAR Secure (YOU), cautions on Tenable (TENB) and Varonis (VRNS)

StockStory said on May 15, 2026, that CLEAR Secure (NYSE: YOU) is its preferred pick among three software-related stocks, while expressing caution on Tenable (NASDAQ: TENB) and Varonis Systems (NASDAQ: VRNS), citing uneven prospects across the sector. The report said software stocks fell 15.8% over the six months ended May 15, 2026, lagging the S&P 500’s 7.9% gain. It said investors should be selective as competition and artificial intelligence pressure weaker companies. CLEAR Secure, valued at $5.73 billion, traded at $56.76, or 5.1 times forward sales. Tenable, valued at $2.35 billion, traded at $21.34, or 2.4 times forward sales. Varonis, valued at $3.21 billion, traded at $28.46, or 4.3 times forward sales.