Cardlytics, Inc.

Informe acción NasdaqGM:CDLX

Capitalización de mercado: US$35.2m

Cardlytics Resultados de beneficios anteriores

Pasado controles de criterios 0/6

Los beneficios de Cardlytics han disminuido a una tasa media anual de -1.3%, mientras que en la industria Media los beneficios crecieron en un 5.3% anualmente. Los ingresos han ido creciendo a una tasa media de 0.3% al año.

Información clave

-1.35%

Tasa de crecimiento de los beneficios

7.41%

Tasa de crecimiento del BPA

Crecimiento de la industria Media 13.17%
Tasa de crecimiento de los ingresos0.28%
Rentabilidad financieran/a
Margen neto-50.66%
Última actualización de beneficios31 Mar 2026

Actualizaciones de resultados anteriores recientes

Recent updates

Artículo de análisis May 11

Cardlytics, Inc. (NASDAQ:CDLX) First-Quarter Results: Here's What Analysts Are Forecasting For This Year

Cardlytics, Inc. ( NASDAQ:CDLX ) just released its latest first-quarter results and things are looking bullish...
Actualización del análisis May 01

CDLX: Reset Expectations And Banking Partner Shifts Will Drive Future Repricing

Analysts have nudged Cardlytics' average price target lower to about $1, with cuts from $2 to $1 and from $1.50 to $1.25. These changes reflect updated views after Q4 results, Q1 guidance, and the expected impact of the BofA exit and Bridg divestiture.
Actualización del análisis Apr 17

CDLX: Reset Guidance And BofA Exit Will Drive Upside Potential

Narrative Update on Cardlytics Analysts have cut their Cardlytics price targets to a range of about $1 to $1.25, citing Q1 guidance that resets expectations following the Bank of America exit and Bridg divestiture and leaves the stock in what they describe as "show me" territory. Analyst Commentary Recent research updates underline that Q1 guidance and the effects of the Bank of America exit and Bridg divestiture are central to how analysts are framing Cardlytics today.
Actualización del análisis Apr 03

CDLX: Reset Expectations And Partner Changes Will Shape Future Repricing

Analysts have trimmed Cardlytics' implied fair value from about $1.29 to roughly $1.04. This reflects recent price target cuts to $1 and $1.25 as they factor in softer revenue expectations and the impact of the BofA exit and Bridg divestiture.
Actualización del análisis Mar 20

CDLX: Reset Guidance And One Bank Exit Will Define Upside Potential

Narrative update on Cardlytics Analysts have trimmed Cardlytics' implied fair value from about $2.00 to roughly $1.25, reflecting lower price targets around $1.00 to $1.25 after Q1 guidance reset expectations for revenue trends, margins and future P/E as the business adjusts to the BofA exit and Bridg divestiture. Analyst Commentary Recent Street research has centered on recalibrated price targets around Q1 guidance and the operational impact of the BofA exit and Bridg divestiture.
Actualización del análisis Mar 06

CDLX: Reset Expectations And CFO Return Will Support Future Rerating

Analysts have trimmed their Cardlytics price target from $1.50 to $1.25, reflecting updated assumptions around fair value, revenue trends, and profitability following recent guidance resets and business changes. Analyst Commentary Recent commentary around the reduced US$1.25 price target centers on how quickly Cardlytics can adjust to its updated outlook and business mix after the Q1 guidance reset, the BofA exit, and the Bridg divestiture.
Artículo de análisis Jan 08

Cardlytics, Inc. (NASDAQ:CDLX) Stock Catapults 30% Though Its Price And Business Still Lag The Industry

Those holding Cardlytics, Inc. ( NASDAQ:CDLX ) shares would be relieved that the share price has rebounded 30% in the...
Seeking Alpha Oct 06

Cardlytics: Debt Overhang Casts Shadow On Upside

Summary Cardlytics is dealing with a significant headwind in Q3 due to restrictions from its largest bank partner. CDLX sold off sharply following Q2 results, but has since rallied following a bullish report from Citron Research. Management is targeting positive FCF through growth with its newest large bank partner while also substantially lowering operating expenses. Debt remains the biggest risk, though the earliest maturity is not until April 2028. I remain cautious until I see evidence of sequential growth and improving cash burn. Read the full article on Seeking Alpha
Actualización del análisis Aug 08

Bank Partnerships And Data-Driven Marketing Will Shape Future Markets

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.
Artículo de análisis Jul 23

Revenues Tell The Story For Cardlytics, Inc. (NASDAQ:CDLX) As Its Stock Soars 64%

Cardlytics, Inc. ( NASDAQ:CDLX ) shares have continued their recent momentum with a 64% gain in the last month alone...
Artículo de análisis Jul 05

Is Cardlytics (NASDAQ:CDLX) Using Debt Sensibly?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis May 29

Cardlytics, Inc. (NASDAQ:CDLX) Soars 30% But It's A Story Of Risk Vs Reward

Cardlytics, Inc. ( NASDAQ:CDLX ) shareholders are no doubt pleased to see that the share price has bounced 30% in the...
Artículo de análisis Apr 07

Why Investors Shouldn't Be Surprised By Cardlytics, Inc.'s (NASDAQ:CDLX) 30% Share Price Plunge

Unfortunately for some shareholders, the Cardlytics, Inc. ( NASDAQ:CDLX ) share price has dived 30% in the last thirty...
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Nuevo análisis Apr 03

US Neobank And Taiwan Office Will Unlock New Markets

Expansion into new sectors and partnerships with financial institutions and neobanks is expected to diversify the customer base and boost revenue.
Artículo de análisis Mar 11

Cardlytics (NASDAQ:CDLX) Has Debt But No Earnings; Should You Worry?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Artículo de análisis Feb 21

Revenues Tell The Story For Cardlytics, Inc. (NASDAQ:CDLX)

It's not a stretch to say that Cardlytics, Inc.'s ( NASDAQ:CDLX ) price-to-sales (or "P/S") ratio of 0.5x right now...
Seeking Alpha Feb 13

Cardlytics: Short-Term Headwinds Drive Long-Term Success

Summary Cardlytics, Inc. offers an asymmetric investment opportunity for those who can handle stock price volatility and slow business progress. Recent issues with ad deliveries have impacted revenue and market sentiment but positioned the company for long-term success. The shift to engagement-based pricing is expected to drive broader platform adoption. Trading at just 0.51x P/S and 1.10x EV/Revenue, Cardlytics presents significant upside potential from current valuations. Amex Partnership could add $600 million in market value based on $35 million in incremental EBITDA for 2025. Read the full article on Seeking Alpha
Artículo de análisis Jan 10

At US$3.35, Is It Time To Put Cardlytics, Inc. (NASDAQ:CDLX) On Your Watch List?

Cardlytics, Inc. ( NASDAQ:CDLX ), might not be a large cap stock, but it saw significant share price movement during...
Seeking Alpha Dec 07

Cardlytics Continues Revenue Contraction Amid Worsening Economics

Summary Cardlytics, Inc. beat revenue and earnings estimates, but faces declining unit economics and revenue stabilization challenges. The AdTech market is projected to grow significantly, yet CDLX struggles with delivery inefficiencies, declining ARPU, and advertiser hesitancy, impacting its financial performance. Recent financial trends show falling revenue, negative operating income, and high stock-based compensation, with significant cash burn and a 52.1% stock price decline over the past year. Management's turnaround efforts may take several quarters, with increased R&D spending expected to further negatively affect operating results. My outlook on CDLX is to sell. Read the full article on Seeking Alpha
Artículo de análisis Nov 23

Estimating The Intrinsic Value Of Cardlytics, Inc. (NASDAQ:CDLX)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Cardlytics fair value estimate is US$3.50 Current share price...
Artículo de análisis Nov 05

After Leaping 27% Cardlytics, Inc. (NASDAQ:CDLX) Shares Are Not Flying Under The Radar

Cardlytics, Inc. ( NASDAQ:CDLX ) shareholders are no doubt pleased to see that the share price has bounced 27% in the...
Artículo de análisis Oct 15

Is Cardlytics (NASDAQ:CDLX) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha Sep 17

Cardlytics: Execution Risks Are Elevated, But Reasons For Optimism Remain (Maintain Hold Rating)

Summary Shares have fallen nearly 50% since the Q2 earnings report, which came in well below management’s guidance. With Q3 guidance pointing to further weakness, the company’s financial health hinges on management’s execution towards solving the ongoing issues on its ads platform. Assuming no additional setbacks, the company should return to growth next year and generate positive FCF. While risks remain high, the current valuation is undemanding, leading me to maintain a Neutral rating. Read the full article on Seeking Alpha
Artículo de análisis Aug 09

Cardlytics, Inc.'s (NASDAQ:CDLX) 63% Share Price Plunge Could Signal Some Risk

Cardlytics, Inc. ( NASDAQ:CDLX ) shareholders that were waiting for something to happen have been dealt a blow with a...
Seeking Alpha Jul 02

Cardlytics: Has Multiple Potential Growth Levers, But Persistent Risks Remain

Summary Cardlytics shares have declined significantly after Q1 earnings came in below management’s guidance. Key metrics show that the business is performing well. Recent steps taken by management have extended its debt until 2029, leaving the company in a more stable financial position. CDLX has multiple growth levers and significant risks that investors should consider. Read the full article on Seeking Alpha
Artículo de análisis May 31

Cardlytics, Inc.'s (NASDAQ:CDLX) Stock Retreats 30% But Revenues Haven't Escaped The Attention Of Investors

The Cardlytics, Inc. ( NASDAQ:CDLX ) share price has softened a substantial 30% over the previous 30 days, handing back...
Seeking Alpha Apr 17

The Power Of Cardlytics' Data Partnerships Including Bank of America

Summary Cardlytics recently appointed Liane Hornsey to its Board of Directors, which could attract new investors and accelerate hiring and productivity. The company offers a suite of solutions for advertising, marketing, and customer engagement through its own mobile application and partnerships with financial institutions. Future growth projects, synergies, database integration, and new partnerships have the potential to drive net sales growth and increase investor attention. Read the full article on Seeking Alpha
Artículo de análisis Apr 10

Cardlytics, Inc.'s (NASDAQ:CDLX) 81% Jump Shows Its Popularity With Investors

Despite an already strong run, Cardlytics, Inc. ( NASDAQ:CDLX ) shares have been powering on, with a gain of 81% in the...
Seeking Alpha Feb 16

Cardlytics: Good Prospects But Macro Uncertain

Summary Cardlytics has access to 50% of card swipe data through its relationships with major US consumer banks. The company's acquisitions of Dosh and Bridg have strengthened and diversified its platform. The impact of macroeconomic factors on consumer spending and advertising budgets may constrain Cardlytics' growth in the short to medium term. Read the full article on Seeking Alpha
Artículo de análisis Jan 18

Cardlytics, Inc.'s (NASDAQ:CDLX) 29% Share Price Plunge Could Signal Some Risk

Unfortunately for some shareholders, the Cardlytics, Inc. ( NASDAQ:CDLX ) share price has dived 29% in the last thirty...
Artículo de análisis Jan 04

Would Cardlytics (NASDAQ:CDLX) Be Better Off With Less Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis Oct 05

We Think Cardlytics (NASDAQ:CDLX) Has A Fair Chunk Of Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...

Desglose de ingresos y gastos

Cómo gana y gasta dinero Cardlytics. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NasdaqGM:CDLX Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Mar 26211-1077836
31 Dec 25233-1038740
30 Sep 25251-1119542
30 Jun 25266-18310146
31 Mar 25273-17810748
31 Dec 24278-18910950
30 Sep 24293-27511252
30 Jun 24305-15311751
31 Mar 24312-17311853
31 Dec 23309-13511651
30 Sep 23303-41212654
30 Jun 23296-38212953
31 Mar 23295-48514152
31 Dec 22299-46515253
30 Sep 22306-9915050
30 Jun 22298-15015449
31 Mar 22282-7114544
31 Dec 21267-12913238
30 Sep 21244-12412031
30 Jun 21225-9410725
31 Mar 21195-679520
31 Dec 20187-559117
30 Sep 20189-458815
30 Jun 20199-388814
31 Mar 20220-248513
31 Dec 19210-178112
30 Sep 19189-328413
30 Jun 19167-337814
31 Mar 19154-397816
31 Dec 18151-537616
30 Sep 18142-466515
30 Jun 18139-416114
31 Mar 18136-335513
31 Dec 17130-255212
30 Sep 17128-285212
30 Jun 17127-515012
31 Mar 17120-775112
31 Dec 16113-775213
31 Dec 1578-425112

Ingresos de calidad: CDLX actualmente no es rentable.

Margen de beneficios creciente: CDLX actualmente no es rentable.


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: CDLX no es rentable, y las pérdidas han aumentado en los últimos 5 años a un ritmo de 1.3% al año.

Acelerando crecimiento: No se puede comparar el crecimiento de los beneficios de CDLX en el último año con su promedio de 5 años, ya que actualmente no es rentable.

Beneficios vs. Industria: CDLX no es rentable, por lo que resulta difícil comparar el crecimiento de sus beneficios en el último año con el de la industria Media (5%).


Rentabilidad financiera

Alta ROE: El pasivo de CDLX supera su activo, por lo que es difícil calcular su rentabilidad financiera.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/11 18:36
Precio de las acciones al final del día2026/05/11 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Cardlytics, Inc. está cubierta por 12 analistas. 5 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Omar DessoukyBofA Global Research
Jason KreyerCraig-Hallum Capital Group LLC
Robert CoolbrithEvercore ISI