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Added to YB: 2025-09-23

Pitch date: 2025-09-19

CDLX [bullish]

Cardlytics, Inc.

-55.09%

current return

Author Info

Company Info

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.

Market Cap

$129.4M

Pitch Price

$2.40

Price Target

10.00 (+826%)

Dividend

N/A

EV/EBITDA

-11.15

P/E

-0.68

EV/Sales

1.14

Sector

Media

Category

turnaround

Show full summary:
A Tale of Two Potential Fifty Baggers: Cardlytics $CDLX

CDLX: Coupon/rewards platform in banking apps w/ restricted access to banking data. EBITDA positive after Q2 trough, mgmt guides double-digit rev growth 2026, expanding to UK. New CEO Amit Gupta (ex-Google/Stripe) improving execution. At 0.55x P/S, sees 3.5x upside to $10 on 2x P/S target.

Read full article (6 min)