Bank Partnerships And Data-Driven Marketing Will Shape Future Markets

Published
03 Apr 25
Updated
15 Aug 25
AnalystConsensusTarget's Fair Value
US$1.63
25.5% undervalued intrinsic discount
15 Aug
US$1.21
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1Y
-67.1%
7D
2.5%

Author's Valuation

US$1.6

25.5% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on08 Aug 25
Fair value Decreased 36%

The notable downward revision in Cardlytics’ price target reflects sharply reduced revenue growth forecasts and a higher discount rate, resulting in a new consensus fair value of $2.10. What's in the News Cardlytics provided Q3 2025 revenue guidance of $52.2 million to $58.2 million.

Shared on30 Jul 25
Fair value Decreased 9.29%

The consensus price target for Cardlytics was lowered to $2.54, reflecting reduced future revenue growth expectations and a lower forward P/E multiple. What's in the News Cardlytics launched three new customer-focused dashboards within its Insights Portal, enhancing advertiser access to real-time data on brand affinity, customer migration, and loyalty insights, complementing existing market and competitor analytics.

Shared on01 May 25
Fair value Decreased 12%

AnalystConsensusTarget has decreased future PE multiple from 10.8x to 9.7x.

Shared on24 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Increased 26%

AnalystConsensusTarget has increased revenue growth from 2.3% to 2.8%, increased future PE multiple from 8.0x to 10.7x and increased shares outstanding growth rate from 0.1% to 0.1%.

Shared on09 Apr 25
Fair value Decreased 23%