Cardlytics Projects Q4 Revenue Between $51.1M and $59.1M, Below Consensus Estimate of $59.07M
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 05 2025
0mins
Should l Buy CDLX?
- Adjusted EBITDA Forecast: The company projects an adjusted EBITDA ranging from $0.9 million to $7.9 million.
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Analyst Views on CDLX
Wall Street analysts forecast CDLX stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CDLX is 1.63 USD with a low forecast of 1.50 USD and a high forecast of 2.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Analyst Rating
0 Buy
3 Hold
1 Sell
Hold
Current: 0.865
Low
1.50
Averages
1.63
High
2.00
Current: 0.865
Low
1.50
Averages
1.63
High
2.00
About CDLX
Cardlytics, Inc. is a provider of a digital advertising platform. Through the Cardlytics platform, its financial media network, marketers deliver advertising content to customers that allows them to earn rewards, which are funded with a portion of the fees it collects from marketers. It maintains the Cardlytics platform in both the United States and the United Kingdom. Cardlytics platform helps marketers find new customers that are active in their category but not shopping with them, or to grow their business with existing customers. Cardlytics platform provides its marketers with a scalable solution for driving customer loyalty and engagement, whereby Cardlytics handles everything from contracting with marketers and creating, managing and reporting the performance of their campaigns to attributing incentives to each of its partners customers. The Bridg platform is a customer data platform that utilizes POS data from its merchant data partners, including product-level purchase data.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Payment Method: The transaction will be paid in shares of PAR Technology common stock, reflecting the company's confidence in its stock value while potentially impacting its shareholder structure and market performance.
- Liability Assumption: PAR Technology will assume certain liabilities associated with the acquired assets, which may affect the company's financial status in the short term but is expected to enhance resource integration and market competitiveness in the long run.
- Expected Closing Timeline: The transaction is anticipated to close in the first quarter of 2026, subject to customary closing conditions, providing PAR Technology with a window to optimize integration plans and ensure a smooth transition.
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- Identity Resolution Platform Benefits: Bridg's platform will enable PAR to convert anonymous transactions into identifiable customer profiles, significantly improving customer engagement accuracy and providing a competitive edge in the retail and foodservice sectors.
- Market Impact and Strategic Significance: By integrating loyalty and non-loyalty transaction data, PAR will achieve comprehensive customer visibility, facilitating personalized marketing and closed-loop attribution models that enhance brand responsiveness in the market.
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- Leadership Advantage: Evans brings extensive experience from the software and technology sectors, particularly in his current role as Board Chair at Neighborly Software, which will provide robust support for Cardlytics' finance, accounting, and investor relations functions, aiding the company in achieving its long-term growth vision.
- Smooth Transition: His appointment follows the announcement that current CFO Alexis DeSieno will step down on March 6, 2026, while continuing in an advisory capacity to ensure business continuity and a seamless transition, reflecting the company's commitment to leadership stability.
- Strategic Development: Cardlytics CEO Amit Gupta emphasized that Evans' return is significant at this critical stage of the company's turnaround, with expectations that his deep industry understanding and leadership capabilities will drive long-term value creation for shareholders.
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Earnings Estimate Revisions: The Zacks Consensus Estimate for Cardlytics has risen by 63.2% over the past three months, reflecting a strong correlation between earnings estimate revisions and near-term stock movements.
Zacks Rating System: The Zacks Rank system classifies stocks based on earnings estimates, with only the top 20% receiving a "Buy" or "Strong Buy" rating, suggesting Cardlytics is well-positioned for potential market-beating returns.
Investment Opportunities: The article highlights several stocks with high growth potential, encouraging investors to consider lesser-known opportunities that may yield significant returns.
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Transcript of Cardlytics (CDLX) Earnings Call for Q3 2025
- Author's Perspective: The views and opinions presented are solely those of the author.
- No Official Endorsement: The content does not necessarily reflect the views of Nasdaq, Inc.
See More
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Cost Savings Initiative: Cardlytics Inc. announced a cost savings initiative that includes a workforce reduction of approximately 120 employees, or 30% of its total workforce, to optimize its cost structure and focus on critical business priorities.
Financial Impact: The company expects to incur $2.3 million in severance expenses and aims to achieve annualized cash savings of at least $26 million, while remaining committed to positive adjusted EBITDA for 2025 and 2026.
See More
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- Acquisition Overview: PAR Technology has agreed to acquire the identity resolution and shopper intelligence platform Bridg from Cardlytics for $27.5 million, with a maximum total purchase price of $30 million, indicating the company's strategic expansion into smart data.
- Payment Method: The transaction will be paid in shares of PAR Technology common stock, reflecting the company's confidence in its stock value while potentially impacting its shareholder structure and market performance.
- Liability Assumption: PAR Technology will assume certain liabilities associated with the acquired assets, which may affect the company's financial status in the short term but is expected to enhance resource integration and market competitiveness in the long run.
- Expected Closing Timeline: The transaction is anticipated to close in the first quarter of 2026, subject to customary closing conditions, providing PAR Technology with a window to optimize integration plans and ensure a smooth transition.
See More
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- Acquisition Overview: PAR Technology has agreed to acquire Bridg for $27.5 million, with a maximum total purchase price of $30 million, expected to close in Q1 2026, enhancing PAR's capabilities in consumer data and loyalty management.
- Identity Resolution Platform Benefits: Bridg's platform will enable PAR to convert anonymous transactions into identifiable customer profiles, significantly improving customer engagement accuracy and providing a competitive edge in the retail and foodservice sectors.
- Market Impact and Strategic Significance: By integrating loyalty and non-loyalty transaction data, PAR will achieve comprehensive customer visibility, facilitating personalized marketing and closed-loop attribution models that enhance brand responsiveness in the market.
- CEO Outlook: PAR CEO Savneet Singh stated that this acquisition will propel the company towards delivering the industry's most complete platform, aiming to redefine customer interactions through seamless data connectivity and drive stronger profitable growth in an increasingly competitive marketplace.
See More
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- Executive Return: David Evans is set to return as Chief Financial Officer of Cardlytics on January 12, 2026, having previously held multiple executive roles from 2014 to 2020, during which he played a crucial role in guiding the company through its successful IPO, showcasing his deep expertise in financial management and strategic growth.
- Leadership Advantage: Evans brings extensive experience from the software and technology sectors, particularly in his current role as Board Chair at Neighborly Software, which will provide robust support for Cardlytics' finance, accounting, and investor relations functions, aiding the company in achieving its long-term growth vision.
- Smooth Transition: His appointment follows the announcement that current CFO Alexis DeSieno will step down on March 6, 2026, while continuing in an advisory capacity to ensure business continuity and a seamless transition, reflecting the company's commitment to leadership stability.
- Strategic Development: Cardlytics CEO Amit Gupta emphasized that Evans' return is significant at this critical stage of the company's turnaround, with expectations that his deep industry understanding and leadership capabilities will drive long-term value creation for shareholders.
See More
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Zacks Rank Upgrade: Cardlytics (CDLX) has been upgraded to a Zacks Rank #2 (Buy), indicating a positive outlook on its earnings estimates, which could lead to an increase in its stock price.
Earnings Estimate Revisions: The Zacks Consensus Estimate for Cardlytics has risen by 63.2% over the past three months, reflecting a strong correlation between earnings estimate revisions and near-term stock movements.
Zacks Rating System: The Zacks Rank system classifies stocks based on earnings estimates, with only the top 20% receiving a "Buy" or "Strong Buy" rating, suggesting Cardlytics is well-positioned for potential market-beating returns.
Investment Opportunities: The article highlights several stocks with high growth potential, encouraging investors to consider lesser-known opportunities that may yield significant returns.
See More
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- Author's Perspective: The views and opinions presented are solely those of the author.
- No Official Endorsement: The content does not necessarily reflect the views of Nasdaq, Inc.
See More
Cardlytics Unveils Job Cuts in Effort to Realign Organization and Reduce Costs
Cost Savings Initiative: Cardlytics Inc. announced a cost savings initiative that includes a workforce reduction of approximately 120 employees, or 30% of its total workforce, to optimize its cost structure and focus on critical business priorities.
Financial Impact: The company expects to incur $2.3 million in severance expenses and aims to achieve annualized cash savings of at least $26 million, while remaining committed to positive adjusted EBITDA for 2025 and 2026.
See More
