Update shared on30 Jul 2025
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.
- The company introduced the Cardlytics Rewards Platform, enabling publishers beyond financial institutions to offer card-linked rewards within loyalty programs, expanding Cardlytics' reach to new verticals such as retail and restaurants.
- Cardlytics was dropped from multiple Russell growth and small/mid-cap indexes, including the Russell 3000 Growth, 2500 Growth, 2000 Growth, 3000, and Small Cap Completeness Indexes, while being added to the Russell Microcap Value and Russell 3000E Value indexes.
- Cardlytics provided Q2 2025 revenue guidance in the range of $61 million to $67 million.
Valuation Changes
Summary of Valuation Changes for Cardlytics
- The Consensus Analyst Price Target has fallen from $2.80 to $2.54.
- The Future P/E for Cardlytics has significantly fallen from 9.67x to 7.35x.
- The Consensus Revenue Growth forecasts for Cardlytics has significantly fallen from 2.8% per annum to 2.3% per annum.
Disclaimer
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