Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St.

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 updated as the Fair Value for Cardlytics shifts by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Cardlytics.

What Wall Street Has Been Saying

🐂 Bullish Takeaways

• Lake Street views Q1 guidance as a reset that brings expectations in line with the near term effects of the BofA exit and Bridg divestiture. It sees this as putting the performance “bar” at a more realistic level.

• With expectations reset, Lake Street frames Cardlytics as a “show me” story. This implies that if execution matches the new guidance range, there may be room for investors to reassess the current valuation anchors around US$1 to US$1.25.

🐻 Bearish Takeaways

• Lake Street cut its price target to US$1.25 from US$1.50 and keeps a Hold rating, signaling caution on near term execution after Q1 guidance and recent business changes.

• Evercore ISI reduced its price target to US$1 from US$2 and maintains an In Line rating following the Q4 report and Q1 guidance. This points to a more constrained view on upside until the business impact of recent moves is clearer.

Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there’s more to the story. Head to the Simply Wall St Community to discover more perspectives!

We’ve flagged 4 risks for Cardlytics. See which could impact your investment.

What’s in the News

• Cardlytics plans to ask shareholders at the May 20, 2026 Annual Meeting to approve a reverse stock split in a range of 1-for-5 to 1-for-15, along with a proportional reduction in authorized common shares.

• The final reverse split ratio would be determined by the Board of Directors without the need for an additional shareholder vote.

• The company states that the main goal of the proposed reverse split is to increase the per share market price of its common stock in order to meet Nasdaq Global Market minimum bid price requirements.

• For Q1 2026, Cardlytics issued revenue guidance of US$35.0m to US$40.0m, providing a current range for investors to compare with upcoming results.