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
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)