CDLX Share Price Performance
US$1.19
-2.86 (-70.62%)
26.8% undervalued intrinsic discount
US$1.63
Fair Value
Price US$1.19
AnalystConsensusTarget US$1.63
AnalystLowTarget US$1.50
AnalystHighTarget US$2.00
Fair ValueUS$1.63
Share Pricen/a
Cardlytics, Inc. Stock Price
- 3 Narratives written by author
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- 6 Fair Values set on narratives written by author
CDLX Community Narratives
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Fair Value US$1.63 26.8% undervalued intrinsic discount
Bank Partnerships And Data-Driven Marketing Will Shape Future Markets
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Fair Value US$1.5 20.7% undervalued intrinsic discount
Content Restrictions And Concentration Will Curb Performance But Spark Progress
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Fair Value US$2 40.5% undervalued intrinsic discount
Digital Payments Adoption Will Expand Personalized Advertising In Fintech
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Digital Payments Adoption Will Expand Personalized Advertising In Fintech
Key Takeaways Cardlytics is positioned for accelerated growth through new partnerships, advanced analytics, and its unique access to large-scale transaction data. The platform's closed ecosystem and strong value proposition are set to drive advertiser budgets, margin expansion, and a greater share of loyalty-driven spending.Read more
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AN
US$2
40.5% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue
-7.32% p.a.
Profit Margin
10.12%
Future PE
8.06x
Price in 2028
US$2.83
Bank Partnerships And Data-Driven Marketing Will Shape Future Markets
Key Takeaways Expansion into diverse partnerships and innovative platforms increases user engagement and positions the company for sustainable revenue growth and operational scale. Enhanced data privacy compliance and advanced analytics strengthen advertiser loyalty, create pricing power, and boost recurring, high-margin revenue streams.Read more
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AN
US$1.63
26.8% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue
-10.35% p.a.
Profit Margin
10.13%
Future PE
7.23x
Price in 2028
US$2.3
Content Restrictions And Concentration Will Curb Performance But Spark Progress
Key Takeaways Heavy reliance on a few major bank partners creates significant vulnerability to revenue loss and partner-specific disruptions. New partnerships and innovations are slow to offset recent setbacks, while stricter data rules and underinvestment threaten future growth and profitability.Read more
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AN
US$1.5
20.7% undervalued intrinsic discount
AnalystLowTarget Fair Value
Revenue
-13.6% p.a.
Profit Margin
10.13%
Future PE
7.45x
Price in 2028
US$2.12
Trending Discussion
Recently Updated Narratives
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Content Restrictions And Concentration Will Curb Performance But Spark Progress
Fair Value: US$1.5 20.7% undervalued intrinsic discount
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AN
Digital Payments Adoption Will Expand Personalized Advertising In Fintech
Fair Value: US$2 40.5% undervalued intrinsic discount
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Bank Partnerships And Data-Driven Marketing Will Shape Future Markets
Fair Value: US$1.63 26.8% undervalued intrinsic discount
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Snowflake Analysis
Cardlytics, Inc. Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
n/a
- -2.05
- 44.37%
- -44.12%
- -4,562.9%
About CDLX
- Founded
- 2008
- Employees
- 367
- CEO
- WebsiteView website
Cardlytics, Inc. operates an advertising platform in the United States and the United Kingdom. The company offers Cardlytics platform, a proprietary native bank advertising channel that enables marketers to reach customers through digital channels, such as online, mobile applications, email, and various real-time notifications; and Bridg platform, a customer data platform which utilizes point-of-sale data from merchant data partners, including product-level purchase data to enable marketers to perform analytics and targeted loyalty marketing, as well as measure the impact of their marketing. Cardlytics, Inc. was incorporated in 2008 and is headquartered in Atlanta, Georgia.
