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Cardlytics Community
NasdaqGM:CDLX Community
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Cardlytics
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Cardlytics
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Digital Payments Adoption Will Expand Personalized Advertising In Fintech
Key Takeaways Cardlytics is positioned for accelerated growth through new partnerships, advanced analytics, and its unique access to large-scale transaction data. The platform's closed ecosystem and strong value proposition are set to drive advertiser budgets, margin expansion, and a greater share of loyalty-driven spending.
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US$2.00
FV
44.5% undervalued
intrinsic discount
-7.09%
Revenue growth p.a.
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3 days ago
author updated this narrative
Cardlytics
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Content Restrictions And Concentration Will Curb Performance But Spark Progress
Key Takeaways Heavy reliance on a few major bank partners creates significant vulnerability to revenue loss and partner-specific disruptions. New partnerships and innovations are slow to offset recent setbacks, while stricter data rules and underinvestment threaten future growth and profitability.
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US$1.50
FV
26.0% undervalued
intrinsic discount
-13.40%
Revenue growth p.a.
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7 days ago
author updated this narrative
Cardlytics
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Bank Partnerships And Data-Driven Marketing Will Shape Future Markets
Key Takeaways Expansion into diverse partnerships and innovative platforms increases user engagement and positions the company for sustainable revenue growth and operational scale. Enhanced data privacy compliance and advanced analytics strengthen advertiser loyalty, create pricing power, and boost recurring, high-margin revenue streams.
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US$1.63
FV
31.7% undervalued
intrinsic discount
-10.26%
Revenue growth p.a.
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9 days ago
author updated this narrative
Your Valuation for
CDLX
CDLX
Cardlytics
Your Fair Value
US$
Current Price
US$1.11
47.9% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-382m
305m
2015
2018
2021
2024
2025
2027
2030
Revenue US$163.4m
Earnings US$15.3m
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