CDLXCommunication Services · Advertising AgenciesThe 4 Wall Street analysts covering Cardlytics, Inc. hold a median 12-month price target of $5 — +156.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 88 of 100 as at 8 Oct 2026 — inside the top quartile. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Cardlytics, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Accruals (99): Reported profit is backed by cash, and the company is not expanding recklessly.
Momentum (9): The shares have been drifting down relative to others.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on CDLX, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +156.4% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 8 Aug 2025 | Evercore ISI Group | Maintains | In-Line | $3.00 → $2.00 |
| 8 May 2025 | Lake Street | Maintains | Hold | — |
| 13 Mar 2025 | Evercore ISI Group | Maintains | In-Line | — |
| 13 Mar 2025 | Lake Street | Maintains | Hold | — |
| 13 Mar 2025 | Needham | Reiterates | Hold | — |
| 17 Jan 2025 | Needham | Reiterates | Hold | — |
| 7 Nov 2024 | Needham | Reiterates | Hold | — |
| 11 Oct 2024 | Evercore ISI Group | Initiates | In-Line | — |
| 16 Aug 2024 | Northland Capital Markets | Downgrade | Market Perform | — |
| 15 Aug 2024 | B of A Securities | Downgrade | Underperform | — |
| 8 Aug 2024 | Lake Street | Downgrade | Hold | — |
| 8 Aug 2024 | Needham | Downgrade | Hold | — |
| 8 Aug 2024 | Northland Capital Markets | Maintains | Outperform | — |
| 20 June 2024 | B of A Securities | Reinstates | Neutral | $11 |
| 18 June 2024 | Northland Capital Markets | Initiates | Outperform | — |
| 11 June 2024 | Needham | Reiterates | Buy | — |
| 9 May 2024 | Craig-Hallum | Maintains | Buy | — |
| 9 May 2024 | Needham | Maintains | Buy | — |
| 9 Apr 2024 | Needham | Maintains | Buy | — |
| 15 Mar 2024 | Craig-Hallum | Upgrade | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. CDLX appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 8 Oct 2026, Cardlytics, Inc. returned −91.6% against +16.2% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 78% of US stocks
Cheaper than 96% of US stocks
Cheaper than 94% of US stocks
Cheaper than 86% of US stocks
Higher than 7% of US stocks
Higher than 63% of US stocks
Higher than 23% of US stocks
Higher than 10% of US stocks
Higher than 3% of US stocks
Higher than 29% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Cardlytics, Inc. has a market value of $15.3M and an enterprise value of $177.2M.
Revenue in the twelve months to 30 June 2026: $179.3M. The latest quarter shrank 36.5% year on year.
Net income over the same four quarters: −$100.3M, a −55.9% net margin.
Diluted earnings per share, trailing twelve months: $−18.50.
Free cash flow in the twelve months to 30 June 2026: −$10.9M, after $11.4M of capital spending.
Trailing P/E: −0.1×; forward P/E: −0.8× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Cardlytics, Inc. employs 275 people — $652K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Cardlytics, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Cardlytics announced a partnership with Rove, a universal airline mile program built for Gen Z and Millennials. The deal extends Cardlytics Rewards Platform and further diversifies Cardlytics’ supply footprint.
Why it matters — A CDLX watcher may note the partnership as an expansion of the Rewards Platform and its supply footprint.
Seeking Alpha published the transcript of Cardlytics, Inc.'s Q2 2026 earnings call, in which company management presented the quarter's results and answered analyst questions.
Why it matters — The transcript gives CDLX watchers a complete record of management's commentary on the company's second-quarter performance beyond what appears in the earnings release.
Cardlytics announced its financial results for the second quarter ended June 30, 2026. CEO Amit Gupta reported the company came in within guidance across all key metrics, with margins improving every month of the quarter, and noted new advertiser relationships and deeper partnerships with existing financial institutions.
Why it matters — The quarter indicates Cardlytics' execution is translating into results, with in-guidance performance across key metrics and steadily improving monthly margins.
Cardlytics granted an aggregate of 50,000 restricted stock units to its newly appointed Chief Legal Officer, Chris Cheng, on Aug. 3, 2026. The RSUs were issued as material inducements to employment under Nasdaq Listing Rule 5635(c)(4) and the Cardlytics, Inc. 2022 Inducement Plan.
Why it matters — CDLX watchers would take note of the equity grant tied to the appointment of a new chief legal officer, marking a leadership change and a standard inducement-based compensation event.
Cardlytics granted 10,320 restricted stock units to 10 newly hired employees as inducements to join the company, approved by the Compensation Committee on July 29, 2026, under the 2022 Inducement Plan in accordance with Nasdaq Listing Rule 5635(c)(4).
Why it matters — The inducement grants signal that Cardlytics is adding new talent, which may support the company's operational and strategic initiatives going forward.
The 4 Wall Street analysts covering Cardlytics, Inc. have a median 12-month price target of $5, with estimates ranging from $4 to $10. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 4 analysts covering Cardlytics, Inc., 0 rate it a Buy, 3 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Cardlytics, Inc. 88 out of 100 across roughly 4,600 US stocks as at 8 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 8 Oct 2026, Cardlytics, Inc. ranks 88 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Accruals (99 of 100).
No one can know that. What the data says: the median 12-month target from 4 analysts implies +156.4% from the last close, and Ticker Nerd's factor model ranks Cardlytics, Inc. 88 out of 100 as at 8 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Cardlytics, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for CDLX are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $4 to $10 over the next 12 months.
Cardlytics, Inc. returned -91.6% over the 12 months to 8 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Cardlytics, Inc. is a commerce media company that helps advertisers reach consumers through purchase-based marketing across digital banking channels.
The most recent item we track (Business Wire, 6 Oct 2026): "Cardlytics and Rove Team Up to Help Travelers Earn Their Next Trip Faster". Cardlytics announced a partnership with Rove, a universal airline mile program built for Gen Z and Millennials. The deal extends Cardlytics Rewards Platform and further diversifies Cardlytics’ supply footprint.
Cardlytics, Inc. is a commerce media company that helps advertisers reach consumers through purchase-based marketing across digital banking channels. The company operates a native bank advertising platform and a customer data platform that use first-party transaction and point-of-sale data to deliver targeted offers, loyalty marketing, and campaign measurement. Its solutions are designed to connect brands with audiences inside online banking, mobile apps, email, and real-time notifications, while also helping publishers enhance user engagement and customer rewards. Cardlytics serves advertisers and financial institution partners in the United States and the United Kingdom, with a focus on card-linked offers and measurable commerce outcomes. Headquartered in Atlanta, Georgia, Cardlytics plays a role in the growing market for data-driven advertising by linking consumer spending behavior with personalized marketing experiences.
CEO Mr. Amit Gupta · 275 employees · United States · https://www.cardlytics.com
