Revenue fell 36% year over year as bank partner changes weighed on results.

Moby summary of Cardlytics, Inc.'s Q2 2026 earnings call

As you might know, Cardlytics, Inc. ( NASDAQ:CDLX ) just kicked off its latest quarterly results with some very strong...

Amit Gupta: Good evening, and thank you for joining us. First, expanding our reach by deepening collaborations with bank partners and integrating new publishers into our network; second, driving incremental revenue growth for our advertisers by leveraging our advanced algorithmic and geo-centric capabilities; and third, continuing to invest in our technology platform to further differentiate our offering and improve operational efficiency.

Moby summary of Cardlytics, Inc.'s Q1 2026 earnings call

Cardlytics is back in focus after analysts reset price targets closer to the US$1 to US$1.25 range, with a fair value estimate holding near US$1.04. These changes sit alongside commentary that Q4 results, Q1 guidance, the BofA exit, and the Bridg divestiture now leave the "bar appropriately level set," with some calling the shares firmly in "show me" territory. As you read on, you will see how to track this evolving analyst narrative and what it can mean for your own view on the stock. Stay...

Cardlytics is back in focus after its latest fair value estimate was trimmed from US$1.29 to US$1.04, pointing to a lower price target in the updated analyst narrative. Much of this reset is being linked directly to Q4 results, Q1 guidance, and the revenue implications of the BofA exit and Bridg divestiture, which have pushed analysts to mark expectations closer to current realities. Reading on, you will see how bullish and bearish voices are framing these changes and how you can track the...

Cardlytics now sits under a reduced US$1.25 price target, with fair value moved from US$1.63 to US$1.29 to keep the model aligned with this new level. Analysts are framing this reset around how quickly the business can adjust after the Q1 guidance change, the BofA exit and the Bridg divestiture, with bulls and bears splitting on what that means for execution risk. As you read on, you will see how this evolving narrative might shape the way you track Cardlytics from here. Stay updated as the...