CardlyticsCDLX
About: Cardlytics Inc operates an advertising platform within financial institutions' digital channels, which include online, mobile, email, and various real-time notifications. The company operates through segments namely, Cardlytics platform in the U.S. and U.K. and the Bridg platform. The Cardlytics platform segment which generates key revenue, operates a proprietary native bank advertising channel that enables marketers to reach consumers through their trusted and frequently visited online and mobile banking channels. The Bridg platform generates revenue through the sale of subscriptions to the cloud-based customer-data platform and the delivery of professional services like implementation, onboarding, and technical support. The company receives maximum revenue from the United States.
Employees: 454
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
159% more call options, than puts
Call options by funds: $2.88M | Put options by funds: $1.11M
41% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 27
13% more capital invested
Capital invested by funds: $99.2M [Q3] → $113M (+$13.3M) [Q4]
9% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 23
2.26% less ownership
Funds ownership: 61.93% [Q3] → 59.68% (-2.26%) [Q4]
3% less funds holding
Funds holding: 111 [Q3] → 108 (-3) [Q4]
20% less funds holding in top 10
Funds holding in top 10: 5 [Q3] → 4 (-1) [Q4]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Lake Street Jacob Stephan 33% 1-year accuracy 3 / 9 met price target | 99%upside $3 | Hold Maintained | 13 Mar 2025 |
Evercore ISI Group Mark Mahaney 55% 1-year accuracy 23 / 42 met price target | 99%upside $3 | In-Line Maintained | 13 Mar 2025 |
Financial journalist opinion
