Cardlytics マネジメント
マネジメント 基準チェック /14
Cardlyticsの CEO はAmit Guptaで、 Aug2024年に任命され、 の在任期間は 1.83年です。 の年間総報酬は$ 5.03Mで、 10.9%給与と89.1%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の17.14%を直接所有しており、その価値は$ 4.91M 。経営陣と取締役会の平均在任期間はそれぞれ3年と2.4年です。
主要情報
Amit Gupta
最高経営責任者
US$5.0m
報酬総額
| CEO給与比率 | 10.93% |
| CEO在任期間 | 1.8yrs |
| CEOの所有権 | 17.1% |
| 経営陣の平均在職期間 | 3yrs |
| 取締役会の平均在任期間 | 2.4yrs |
経営陣の近況
Recent updates
ナラティブの更新 • Jun 16
CDLX: Reverse Split And Margin Outlook Will Drive Future Repricing
Analysts have raised their fair value estimate for Cardlytics to $10.75 from $1.08, citing updated price target work that incorporates unchanged discount rate assumptions, a slightly higher long term profit margin outlook, and a modestly lower future P/E multiple. What’s in the News for Cardlytics Cardlytics plans a 1 for 10 reverse stock split of its common stock, with the company’s shares expected to begin trading on a split adjusted basis on The Nasdaq Global Market on June 8, 2026, and the new CUSIP number set as 14161W303.ナラティブの更新 • Jun 02
CDLX: Reset Expectations And Partner Exit Will Drive Future Repricing
Analysts have edged Cardlytics' fair value estimate up to about $1.08 per share, while tightening assumptions around discount rate, revenue contraction, profit margins and future P/E. This reflects recent price target cuts to $1 to $1.25 that they see as better aligned with updated guidance and the impact of the BofA exit and Bridg sale.
ナラティブの更新 • May 15
CDLX: Reset Guidance And Banking Shifts Will Drive Future Repricing Potential
Narrative update on Cardlytics The analyst price target for Cardlytics has shifted from $1.25 to $1.50, with analysts pointing to updated assumptions around discount rates, revenue trends, margins, and future P/E after recent resets in expectations following Q4 results, Q1 guidance, and the impact of the BofA exit and Bridg divestiture. Analyst Commentary Recent research has centered on how Cardlytics should be valued after its Q4 results, Q1 guidance, and the announced BofA exit and Bridg divestiture.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...
新しいナラティブ • 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.分析記事 • 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...分析記事 • 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分析記事 • 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分析記事 • 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...分析記事 • 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...分析記事 • 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分析記事 • 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分析記事 • 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分析記事 • 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分析記事 • 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...分析記事 • 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...CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$107m |
| Dec 31 2025 | US$5m | US$550k | -US$103m |
| Sep 30 2025 | n/a | n/a | -US$108m |
| Jun 30 2025 | n/a | n/a | -US$180m |
| Mar 31 2025 | n/a | n/a | -US$175m |
| Dec 31 2024 | US$5m | US$438k | -US$189m |
| Sep 30 2024 | n/a | n/a | -US$275m |
| Jun 30 2024 | n/a | n/a | -US$153m |
| Mar 31 2024 | n/a | n/a | -US$173m |
| Dec 31 2023 | US$3m | US$331k | -US$135m |
報酬と市場: Amitの 総報酬 ($USD 5.03M ) は、 US市場 ($USD 648.55K ) の同規模の企業の平均を上回っています。
報酬と収益: Amitの報酬は増加しましたが、会社は利益を上げていません。
CEO
Amit Gupta (53 yo)
1.8yrs
在職期間
US$5,030,252
報酬
Mr. Amit Gupta serves as Chief Executive Officer and Director of Cardlytics, Inc. since August 16, 2024 and served as its Chief Operating Officer & General Manager of Bridg from January 23, 2023. Mr. Gupta...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO & Director | 1.8yrs | US$5.03m | 17.14% $ 4.9m | |
| Chief Legal & Privacy Officer and Secretary | 3.9yrs | US$1.21m | 2.91% $ 834.2k | |
| Chief Financial Officer | less than a year | US$5.18m | 5.52% $ 1.6m | |
| Chief Technology Officer | 5yrs | データなし | データなし | |
| Chief People Officer | 3yrs | データなし | データなし | |
| Chief Product Officer | 4.1yrs | データなし | データなし | |
| Chief Business Officer of US and UK | 1.1yrs | データなし | データなし |
3.0yrs
平均在職期間
経験豊富な経営陣: CDLXの経営陣は 経験豊富 であると考えられます ( 3年の平均在職年数)。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO & Director | 1.8yrs | US$5.03m | 17.14% $ 4.9m | |
| Independent Director | 2.8yrs | US$83.94k | 1.19% $ 341.7k | |
| Independent Director | 2.2yrs | US$67.55k | 0.58% $ 165.6k | |
| Independent Chairperson of the Board | 9.7yrs | US$125.04k | 1.56% $ 445.3k | |
| Independent Director | 2.4yrs | US$81.13k | 0.46% $ 130.8k | |
| Independent Director | 1.7yrs | US$63.42k | 0.30% $ 85.2k | |
| Independent Director | 2.4yrs | US$62.30k | 0.46% $ 130.8k | |
| Independent Director | 2.8yrs | データなし | 2.35% $ 673.4k |
2.4yrs
平均在職期間
56yo
平均年齢
経験豊富なボード: CDLXの 取締役会 は 経験豊富 ではない ( 2.4年の平均在任期間) ため、新しい取締役会が必要であると考えられます。
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/26 20:05 |
| 終値 | 2026/06/26 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
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業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Cardlytics, Inc. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12
| アナリスト | 機関 |
|---|---|
| Omar Dessouky | BofA Global Research |
| Jason Kreyer | Craig-Hallum Capital Group LLC |
| Robert Coolbrith | Evercore ISI |