Cardlytics, Inc. (CDLX)

Cardlytics' stock price has experienced significant fluctuations and a general decline in the past six months, moving between a 52-week low of $0.66 and a high of $3.28. As of late March 2026, the share price was around $1.06, representing a decline of 47.26% over the past year. Key events impacting the stock include Q4 and full year 2025 financial results, the sale of Bridg assets, the non-renewal of the Bank of America agreement, Q3 2025 earnings release, Q2 2025 earnings release, and analyst price target adjustments.

Demand for Cardlytics' products and services exhibits seasonality, particularly around holiday shopping periods. Advertisers benefit most by engaging with consumers early in the holiday season. There is a general trend of increased online retail spending, suggesting that omnichannel retail strategies are crucial for marketers.

Cardlytics, Inc. operates as a commerce media platform connecting advertisers with consumers through financial institutions' digital channels, utilizing first-party purchase data. The company runs rewards programs to foster customer loyalty and deepen relationships between banks and their customers. Cardlytics operates in the Business Services sector, specifically within the Technology Services or Advertising Agencies industry. Its major product is the Cardlytics platform, a native bank advertising channel. The company previously operated the Bridg platform, but substantially all Bridg assets were recently sold to PAR Technology.

Cardlytics, Inc. is headquartered in Atlanta, Georgia, and operates in the United States and the United Kingdom. The company's platform provides visibility into approximately half of all card-based transactions in the U.S. and a quarter in the U.K.

Cardlytics' brand reputation has been significantly influenced by its financial performance and strategic shifts in the past year. Challenges with major partners and strategic adjustments have impacted the company. Increased engagement with other partners and a focus on financial health could bolster its reputation.

Cardlytics, Inc. has a mixed ownership structure, with institutional, insider, and retail investors holding shares. As of March 26, 2026, 80 institutional owners held a total of 21,869,006 shares. Clifford Sosin is the largest individual Cardlytics shareholder, owning 14.74 million shares, representing 26.77% of the company.