Cardlytics

Lake Street lowered its price target on Cardlytics to $1.25 from $1.50 and reiterated a Hold, citing a reset in expectations after the company’s Q1 guidance and recent business changes. Cardlytics reported Q1 revenue of $34.3 million, down 39% year over year, billings of $58.1 million (down 37%), and adjusted contribution of $19.7 million (down 28%), while adjusted EBITDA was slightly positive and net loss narrowed. Monthly qualified users fell 8% to 197.0 million and ACPU declined to $0.10, reflecting continued pressure on audience and monetization. » Plus sur finance.yahoo.com

Cardlytics completed the sale of the Bridg platform to PAR Technology, transferring nearly all related assets to PAR’s subsidiary DB Sub, LLC. In return, Cardlytics received 1,810,222 common shares of PAR Technology. The company filed abbreviated pro‑forma consolidated financial statements with the SEC and released Q4 results that slightly beat revenue expectations, while EPS of -$0.28 matched forecasts. Analysts, however, voiced concerns and lowered price targets, citing, among other things, the end of the partnership with Bank of America and content restrictions at Chase. » Plus sur de.investing.com

Cardlytics appoints David Evans as its new CFO effective January 12, 2026; he will replace Alexis DeSieno, who will remain with the company in an advisory role through no later than March 6, 2026. Evans held senior positions at Cardlytics from 2014 to 2020 and helped oversee the 2018 IPO. The micro-cap company is valued at around $52 million, its share price is $0.96 and has fallen 74% year-to-date. Analysts expect revenue declines and no near-term return to profitability; in Q3 2025 Cardlytics reported a better-than-expected EPS of -$0.07 on missed revenue of $52 million. » Plus sur de.investing.com