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Update shared on08 Aug 2025

Fair value Decreased 36%
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%

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.
  • The company launched three new customer-focused dashboards within its Insights Portal, expanding analytics for advertisers.
  • Cardlytics announced the general availability of the Cardlytics Rewards Platform, enabling publishers outside financial services to offer card-linked rewards and expand advertiser reach.
  • The company was dropped from multiple Russell growth and small-cap indexes but was added to key value- and microcap-focused Russell benchmarks.

Valuation Changes


Summary of Valuation Changes for Cardlytics

  • The Consensus Analyst Price Target has significantly fallen from $2.54 to $2.10.
  • The Consensus Revenue Growth forecasts for Cardlytics has significantly fallen from 2.3% per annum to -7.4% per annum.
  • The Discount Rate for Cardlytics has significantly risen from 9.40% to 12.32%.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.