XNAS • Technology

Cardlytics, Inc. (CDLX)

SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC. · 675 PONCE DE LEON AVENUE, NE, SUITE 4100, ATLANTA, GA, 30308

XNASstockActive listing
1.84
-0.19 (-9.36%)
Quote updated 10/19/2026, 4:00:00 AM
Previous close2.03
Open1.97
Day range1.80 – 2.00
52-week range1.83 – 21.70
Volume43,610
Market cap11.48M
PRICE HISTORY

Stock price history and performance

Daily closing prices from the stored market history.

250 sessions
$22$17$11$6$0Oct 21Apr 21Oct 19
STOCK RESEARCH · EDITORIAL ANALYSIS

Cardlytics, Inc. (CDLX): Investment Research & Business Outlook

A research-led explanation of the company, its financial evidence, valuation context and risks—not just a list of market numbers.

Research note

What the available evidence tells us

The latest stored quote for Cardlytics, Inc. (CDLX) is 1.84, timestamped 10/19/2026, 4:00:00 AM. A quote is a point-in-time observation; it does not, by itself, explain why the price moved or establish whether the shares are attractive.

Business and financial quality

Cardlytics Inc is a commerce media platform that is designed to make commerce smarter and rewarding for everyone. At the core of its commerce media platform is the financial media network that it runs within its partners' digital channels, which includes online and mobile applications (the Cardlytics platform). Additionally, it operates an identity resolution platform that utilizes point-of-sale (POS) data, including product-level purchase data, to enable marketers to perform analytics and targeted loyalty marketing and also measure the impact of their marketing (the Bridg platform). It operates in three segments: the Cardlytics platform in the U.S.; the Cardlytics platform in the U.K.; and the Bridg platform. The majority of the revenue is derived from the Cardlytics platform. Stored fundamentals include 31 usable headline metrics. These should be read across several reporting periods and compared with peers before drawing a conclusion about business quality.

Valuation: context matters

A usable trailing P/E value is not currently stored. Without a verified valuation metric and a relevant comparison set, this page does not label the shares cheap or expensive.

Price trend and quantitative outlook

The chart is based on 250 stored daily price observations. Historical performance describes what happened over that period; it is not a guarantee of future returns. The current stored quantitative model signal is “bearish”. Treat model outputs as scenarios with uncertainty, not as certain targets or personalized advice.

Key risks and what to watch next

Risk records exist for this company; review the risk and performance section below for the available volatility, drawdown and risk-adjusted measures. The next useful evidence to review is the company’s next reported financial results, changes in forward estimates, and primary-source disclosures.

Editorial integrity: this summary uses fields available in the current database. Missing evidence is called out rather than filled with invented facts.

What the numbers mean for investors

Business quality

A reliable revenue-growth reading is not available or is not positive in the latest stored snapshot. Review multiple reporting periods before judging the growth trajectory.

Profitability

Gross margin is +0.00% and operating margin is -14.75%. The gap helps show how much operating costs absorb after direct costs; compare the trend with prior periods and sector peers.

Valuation

A usable P/E value is not stored. Avoid calling the shares cheap or expensive until earnings and valuation data can be verified.

Price trend

The latest quote can be compared with the 20-, 50- and 200-day moving averages (2.61, 3.45, and 6.70). Moving averages describe trend, not intrinsic value, and can lag sudden market changes.

Bull case, bear case and evidence to watch

Bull case

The bullish case needs confirmation from reported revenue growth, cash generation, and future company disclosures; the current snapshot does not establish those conditions together.

Bear case

Potential downside still includes weaker demand, margin compression, competition, execution issues, or a broad market sell-off. Company-specific evidence is needed to quantify these risks.

What to watch next

Track the next earnings release, changes in revenue and margin trends, cash flow, management guidance, analyst estimate revisions, and primary-source filings. Update the thesis when new evidence arrives rather than relying on one ratio or forecast.

These interpretations are rule-based explanations of the stored fields, not independently verified company-specific forecasts. Missing data is not treated as zero; all investment cases remain conditional on new evidence.

US Market AI Research Desk · Data/research timestamp: Oct 19, 2026 · Methodology & disclaimer
QUANTITATIVE RESEARCH

Stock forecast and analysis: price outlook

Forecasts are model outputs, not promises or personalized investment advice.

bearish
HorizonModel targetExpected changeSignalConfidence score
24H1.81-1.72%bearish79
7D1.72-6.43%bearish79
30D1.55-16.00%bearish79
90D1.38-25.00%bearish79

Long-term model scenarios

Latest stored scenario per future target year. Bear, base and bull prices are model scenarios, not guaranteed targets. The relative model score is not a calibrated probability; uncertainty rises materially for distant years.

Target yearBase caseBear caseBull caseExpected CAGRRelative model scoreSignal
20272.312.312.311.35%67long-term-neutral
20302.492.432.542.18%66long-term-positive
20352.982.733.263.03%65long-term-positive
20403.683.114.353.48%62long-term-positive
20505.654.057.833.85%58long-term-positive
COMPANY FUNDAMENTALS

Financial performance and company fundamentals

Reported fields from the current fundamentals snapshot.

Revenue36.88MTotal sales reported for the period; compare growth across several periods.
Revenue growth-36.46%How quickly sales are expanding or contracting versus the comparison period.
Gross profit0Interpret alongside the company’s history, sector peers, reporting period and data source.
Operating income-5.44MInterpret alongside the company’s history, sector peers, reporting period and data source.
Net income-14.88MInterpret alongside the company’s history, sector peers, reporting period and data source.
EPS (reported period)-1.50Earnings per share for the stored reporting period; confirm whether the figure is quarterly, annual or trailing twelve months before comparing it with valuation multiples.
EPS growth+30.43%Interpret alongside the company’s history, sector peers, reporting period and data source.
Gross margin+0.00%Share of revenue left after direct costs; higher margins can indicate pricing power.
Operating margin-14.75%Share of revenue left after operating expenses, before interest and taxes.
Net margin-40.33%Share of revenue that remains as profit after expenses and taxes.
EBITDA-1.38MInterpret alongside the company’s history, sector peers, reporting period and data source.
EBIT-5.44MInterpret alongside the company’s history, sector peers, reporting period and data source.
Cash & equivalents28.04MInterpret alongside the company’s history, sector peers, reporting period and data source.
Total assets234.79MInterpret alongside the company’s history, sector peers, reporting period and data source.
Total liabilities250.79MInterpret alongside the company’s history, sector peers, reporting period and data source.
Total debt0Interpret alongside the company’s history, sector peers, reporting period and data source.
Shareholders equity-16MInterpret alongside the company’s history, sector peers, reporting period and data source.
Current assets101.07MInterpret alongside the company’s history, sector peers, reporting period and data source.
Current liabilities62.35MInterpret alongside the company’s history, sector peers, reporting period and data source.
Operating cash flow-8.6MInterpret alongside the company’s history, sector peers, reporting period and data source.
Capital expenditure2.11MInterpret alongside the company’s history, sector peers, reporting period and data source.
Free cash flow-10.7MCash remaining after operating needs and capital expenditure; can support investment or shareholder returns.
FCF margin-29.02%Interpret alongside the company’s history, sector peers, reporting period and data source.
Return on equity+92.95%Profit generated relative to book equity; leverage and one-off gains can distort it.
Return on assets-6.34%Interpret alongside the company’s history, sector peers, reporting period and data source.
Debt / equity0Debt relative to shareholder equity; definitions may vary by data provider.
Price / sales0.3Interpret alongside the company’s history, sector peers, reporting period and data source.
Earnings yield-76.92%Interpret alongside the company’s history, sector peers, reporting period and data source.
Shares outstanding5,759,000Interpret alongside the company’s history, sector peers, reporting period and data source.
Book value / share-2.78Interpret alongside the company’s history, sector peers, reporting period and data source.
FCF / share-1.86Interpret alongside the company’s history, sector peers, reporting period and data source.
Market cap11.48MMarket value of outstanding shares, not the same as enterprise value.
52-week high21.70Highest stored price over the rolling year; not a fair-value estimate.
52-week low1.83Lowest stored price over the rolling year; not a support guarantee.
Average volume43,610Typical shares traded; helps assess liquidity but can change around events.
TECHNICALS

Technical indicators

Latest stored daily indicator snapshot; unavailable indicators are omitted.

Oct 20, 2026
RSI (14)23.8Momentum oscillator from 0–100; extreme readings are context, not automatic buy/sell signals.
SMA 202.61Average closing price over about 20 trading sessions; a short-term trend reference.
SMA 503.45Average closing price over about 50 sessions; often used to assess medium-term direction.
SMA 1004.08Interpret alongside the company’s history, sector peers, reporting period and data source.
SMA 2006.70Average closing price over about 200 sessions; a longer-term trend reference.
EMA 202.55Interpret alongside the company’s history, sector peers, reporting period and data source.
EMA 503.28Interpret alongside the company’s history, sector peers, reporting period and data source.
EMA 2006.97Interpret alongside the company’s history, sector peers, reporting period and data source.
MACD-0.46Interpret alongside the company’s history, sector peers, reporting period and data source.
MACD signal-0.43Interpret alongside the company’s history, sector peers, reporting period and data source.
MACD histogram-0.03Difference between MACD and its signal line; sign and changes indicate momentum shifts.
Bollinger upper3.71Interpret alongside the company’s history, sector peers, reporting period and data source.
Bollinger middle2.61Interpret alongside the company’s history, sector peers, reporting period and data source.
Bollinger lower1.51Interpret alongside the company’s history, sector peers, reporting period and data source.
Stochastic3.13Interpret alongside the company’s history, sector peers, reporting period and data source.
Stochastic signal11.194769003491801Interpret alongside the company’s history, sector peers, reporting period and data source.
Williams %R-96.88Interpret alongside the company’s history, sector peers, reporting period and data source.
CCI-102.92Interpret alongside the company’s history, sector peers, reporting period and data source.
MFI30.23Interpret alongside the company’s history, sector peers, reporting period and data source.
ROC-30.30%Interpret alongside the company’s history, sector peers, reporting period and data source.
OBV6.56MInterpret alongside the company’s history, sector peers, reporting period and data source.
Momentum-33.33Interpret alongside the company’s history, sector peers, reporting period and data source.
Volatility+93.95%Interpret alongside the company’s history, sector peers, reporting period and data source.
ATR0.29Average true range estimates recent price movement size, not direction.
ADX69.55Measures trend strength, not whether the trend is bullish or bearish.
Support level1.80Interpret alongside the company’s history, sector peers, reporting period and data source.
Resistance level3.71Interpret alongside the company’s history, sector peers, reporting period and data source.
TrendbearishInterpret alongside the company’s history, sector peers, reporting period and data source.
REPORTED RESULTS

Financial statements, earnings history and estimate revisions

Recent normalized financial statement records.

Showing up to 60 recent statement records. Reported periods and statement types are preserved; blank values are not estimated. Contradictory zero sentinels are withheld instead of presented as verified facts.

PeriodStatementFiscal periodBasisRevenueCost of revenueGross profitOperating incomeNet incomeBasic EPSDiluted EPSCashTotal assetsTotal liabilitiesDebtEquityOperating cash flowCapexFree cash flowSource
Jun 30, 2026balance sheetFY-2026-Q2quarterly———————28.04M234.79M250.79M0-16M———3spread
Jun 30, 2026cash flowFY-2026-Q2quarterly————————————-8.6M2.11M-10.7M3spread
Jun 30, 2026cash flowFY-2026-Q2annual————————————-14.24M30K-14.27M3spread
Jun 30, 2026income statementFY-2026-Q2quarterly36.88M-18.26M0-5.44M-14.88M-1.50-1.50————————3spread
Jun 30, 2026income statementFY-2026-Q2annual71.2M—0-13.72M-19.36M-3.99-3.99————————3spread
Mar 31, 2026balance sheetFY-2026-Q1quarterly———————35.67M263.91M267.91M0-4M———3spread
Mar 31, 2026cash flowFY-2026-Q1quarterly————————————-5.64M2.27M-7.91M3spread
Mar 31, 2026income statementFY-2026-Q1quarterly34.32M—0-8.27M-4.48M-0.25-0.25————————3spread
Dec 31, 2025balance sheetFY-2025-Q4quarterly———————48.72M285.64M292.15M0-6.51M———3spread
Dec 31, 2025cash flowFY-2025-Q4annual————————————9.29M15.78M-6.49M3spread
Dec 31, 2025cash flowFY-2025-Q4quarterly————————————13.01M2.56M10.45M3spread
Dec 31, 2025income statementFY-2025-Q4annual233.27M—0-101.82M-103.49M-1.95-1.95————————3spread
Dec 31, 2025income statementFY-2025-Q4quarterly56.1M—0-6.1M-8.25M-0.16-0.16————————3spread
Sep 30, 2025balance sheetFY-2025-Q3quarterly———————43.96M292.81M297.51M0-4.7M———3spread
Sep 30, 2025cash flowFY-2025-Q3quarterly————————————1.76M4.46M-2.7M3spread
Sep 30, 2025income statementFY-2025-Q3quarterly52.03M—0-68.85M0-1.36-1.36————————3spread
Jun 30, 2025balance sheetFY-2025-Q2quarterly———————46.75M361.13M302.43M058.71M———3spread
Jun 30, 2025cash flowFY-2025-Q2quarterly————————————1.23M4.71M-3.49M3spread
Jun 30, 2025cash flowFY-2025-Q2annual————————————-5.48M441K-5.92M3spread
Jun 30, 2025income statementFY-2025-Q2annual114.48M—0-20.68M-22.57M-3.13-3.13————————3spread
Jun 30, 2025income statementFY-2025-Q2quarterly58.04M—0-9.57M-9.28M-1.15-1.15————————3spread
Mar 31, 2025balance sheetFY-2025-Q1quarterly———————52.05M369.07M304.98M064.09M———3spread
Mar 31, 2025cash flowFY-2025-Q1quarterly————————————-6.71M3.92M-10.62M3spread
Mar 31, 2025income statementFY-2025-Q1quarterly56.44M—0-11.12M-13.28M-0.20-0.20————————3spread
Dec 31, 2024balance sheetFY-2024-Q4quarterly———————65.59M392.71M322.72M069.99M———3spread
Dec 31, 2024cash flowFY-2024-Q4quarterly————————————2.98M4.44M-1.46M3spread
Dec 31, 2024cash flowFY-2024-Q4annual————————————-8.82M19.3M-28.12M3spread
Dec 31, 2024income statementFY-2024-Q4quarterly74M—0-8.31M-15.59M-0.32-0.32————————3spread
Dec 31, 2024income statementFY-2024-Q4annual278.3M—0-195.5M-189.3M-3.91-3.91————————3spread
Sep 30, 2024balance sheetFY-2024-Q3quarterly———————66.99M399.39M329.7M069.7M———3spread
Sep 30, 2024cash flowFY-2024-Q3quarterly————————————1.39M5.26M-3.87M3spread
Sep 30, 2024income statementFY-2024-Q3quarterly67.06M—0-148.55M0-2.90-2.90————————3spread
Jun 30, 2024balance sheetFY-2024-Q2quarterly———————71.25M534.37M324.34M0210.03M———3spread
Jun 30, 2024cash flowFY-2024-Q2annual————————————-13.19M9.46M-22.64M3spread
Jun 30, 2024cash flowFY-2024-Q2quarterly————————————4.43M4.86M-429K3spread
Jun 30, 2024income statementFY-2024-Q2quarterly69.64M—0-15.81M0-0.09-0.09————————3spread
Jun 30, 2024income statementFY-2024-Q2annual137.24M—0-38.64M0-0.62-0.62————————3spread
Mar 31, 2024balance sheetFY-2024-Q1quarterly———————97.77M568.95M369.81M0199.14M———3spread
Mar 31, 2024cash flowFY-2024-Q1quarterly————————————-17.62M4.61M-22.23M3spread
Mar 31, 2024income statementFY-2024-Q1quarterly67.61M—0-22.83M0-0.56-0.56————————3spread
Dec 31, 2023balance sheetFY-2023-Q4quarterly———————91.83M574.14M439.35M0134.8M———3spread
Dec 31, 2023cash flowFY-2023-Q4annual————————————-185K12.39M-12.58M3spread
Dec 31, 2023cash flowFY-2023-Q4quarterly————————————2.93M3.7M-763K3spread
Dec 31, 2023income statementFY-2023-Q4quarterly89.17M—0-102.92M-100.84M-2.760.00————————3spread
Dec 31, 2023income statementFY-2023-Q4annual309.2M—0-135.67M-134.7M-3.69-3.69————————3spread
Sep 30, 2023balance sheetFY-2023-Q3quarterly———————90.07M634.92M409.58M0225.34M———3spread
Sep 30, 2023cash flowFY-2023-Q3quarterly————————————-3.12M8.7M-11.81M3spread
Sep 30, 2023income statementFY-2023-Q3quarterly220.04M—0-32.75M0-0.95-0.95————————3spread
Jun 30, 2023balance sheetFY-2023-Q2quarterly———————92.07M633.32M397.21M0236.11M———3spread
Jun 30, 2023cash flowFY-2023-Q2annual————————————-4.31M5.55M-9.86M3spread
Jun 30, 2023cash flowFY-2023-Q2quarterly————————————5.75M2.75M3M3spread
Jun 30, 2023income statementFY-2023-Q2annual141.03M—0-12.1M0-0.29-0.29————————3spread
Jun 30, 2023income statementFY-2023-Q2quarterly76.7M—0-24.32M0-0.67-0.67————————3spread
Mar 31, 2023balance sheetFY-2023-Q1quarterly———————139.19M684.6M452.28M0232.32M———3spread
Mar 31, 2023cash flowFY-2023-Q1quarterly————————————-10.06M2.8M-12.87M3spread
Mar 31, 2023income statementFY-2023-Q1quarterly64.33M—012.23M—0.410.40————————3spread
Dec 31, 2022balance sheetFY-2022-Q4quarterly———————121.91M691.24M479.63M0211.61M———3spread
Dec 31, 2022cash flowFY-2022-Q4quarterly————————————-13.1M3.05M-16.15M3spread
Dec 31, 2022cash flowFY-2022-Q4annual————————————-53.9M13.31M-67.22M3spread
Dec 31, 2022income statementFY-2022-Q4annual298.54M—0-457.78M-465.26M-13.92-13.92————————3spread

Financial metric history

PeriodRevenue growthGross marginOperating marginNet marginROEROIC
Jun 30, 2026-36.46%+0.00%-14.75%-40.33%+92.95%—

Earnings history

These are SEC-reported financial facts grouped by fiscal period. The displayed date is the SEC filing/observation date, not a verified earnings announcement or release date. Use the company’s investor-relations calendar for confirmed earnings-release timing.

SEC filing / observation dateFiscal periodEPS reportedEPS estimateRevenue reportedRevenue estimate
Aug 5, 2026Q2——36.88M—
May 7, 2026Q1——34.32M—
Mar 4, 2026FY-1.95—212.33M—
Nov 5, 2025Q3-1.36—46.96M—
Aug 6, 2025Q2-0.18—58.04M—
May 7, 2025Q1-0.26—56.44M—
VALUATION

Stock valuation: P/E, forward P/E and multiples

Multiples shown only when the database has a usable value.

Price / sales0.3
Enterprise value-16.18M

Peer comparisons are withheld until a comparable industry group and a reliable peer set are verified.

LATEST DEVELOPMENTS

News and company updates

Stories linked to this stock in the current database.

RISK CONTEXT

Risk and performance profile

Computed risk/performance records; not a recommendation. Mathematically uninterpretable or extreme ratios are withheld rather than displayed as reliable facts.

Volatility+82.29%
Beta1.94
ATR0.28
Maximum drawdown-91.59%
Sharpe ratio-2.11
Sortino ratio-2.09
Debt / equity0
Current ratio1.62
Interest coverage-2.39
1-day return+5.64%
5-day return-9.88%
1-month return-37.02%
3-month return-47.83%
6-month return-80.68%
YTD return-80.17%
1-year return-91.16%
All-time return-79.27%
RESEARCH EVIDENCE

Source data and research records

Expandable evidence tables keep the main page focused while preserving detailed data.

Institutional holders and ownership

Showing up to 50 recent holder records. Values failing a basic implied-price check are withheld, not silently corrected.

PeriodFiledHolderCIKSharesValueOwnershipShares changeChange %Source
Jun 30, 2026Jul 24, 2026EverSource Wealth Advisors, LLC1710537120539———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026OSAIC HOLDINGS, INC.16770442,81612.63K———SEC_13F_DATASET
Jun 30, 2026Aug 6, 2026Global Retirement Partners, LLC17497443,43015.4K———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026UBS Group AG161052035,754160.54K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026CAS Investment Partners, LLC1697591470,9862.11M———SEC_13F_DATASET
Jun 30, 2026Jul 23, 2026SBI Securities Co., Ltd.185181514———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026ROYAL BANK OF CANADA10002757————SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Federation des caisses Desjardins du Quebec20222972090———SEC_13F_DATASET
Jun 30, 2026Aug 25, 2026Kingsbury Capital Investment Advisors LLC192731526,845120.53K———SEC_13F_DATASET
Jun 30, 2026Aug 7, 2026LPL Financial LLC140343825,986116.68K———SEC_13F_DATASET
Jun 30, 2026Aug 7, 2026WORLDLY PARTNERS MANAGEMENT, LLC1904574115,798519.93K———SEC_13F_DATASET
Jun 30, 2026Aug 10, 2026DANSKE BANK A/S80017729———SEC_13F_DATASET
Jun 30, 2026Aug 5, 2026KMT WEALTH MANAGEMENT, LLC205823526,845120.53K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026BARCLAYS PLC312069131589———SEC_13F_DATASET
Jun 30, 2026Aug 11, 2026Tower Research Capital LLC (TRC)15334216733.02K———SEC_13F_DATASET
Jun 30, 2026Jul 24, 2026SIGNATUREFD, LLC145604826117———SEC_13F_DATASET
Jun 30, 2026Aug 17, 2026PenderFund Capital Management Ltd.170616453,802,00015.52M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026TENOR CAPITAL MANAGEMENT Co., L.P.13465545,000,0001.55M———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026JPMORGAN CHASE & CO19617179872———SEC_13F_DATASET
Jun 30, 2026Aug 6, 2026IMC-Chicago, LLC145286156,300252.79K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026DeepCurrents Investment Group LLC17545353,263,000931K———SEC_13F_DATASET
Jun 30, 2026Aug 11, 2026MERCER GLOBAL ADVISORS INC /ADV853758418———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026GROUP ONE TRADING LLC932540100,600451.69K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026JANE STREET GROUP, LLC159588833,240149.25K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026683 Capital Management, LLC140457420,500,0005.9M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Invesco Ltd.91420815,61770.12K———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026MORGAN STANLEY8954211045———SEC_13F_DATASET
Jun 30, 2026Jul 31, 2026Belvedere Trading LLC163234113,3005.99K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026HRT FINANCIAL LP147559715,610Withheld: value fails validation———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026WELLS FARGO & COMPANY/MN72971130584———SEC_13F_DATASET
Jun 30, 2026Aug 7, 2026BlackRock, Inc.201238384,595379.83K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026CITADEL ADVISORS LLC142305317,74579.68K———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026US BANCORP \DE\3610454242———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Qube Research & Technologies Ltd172982919,76588.75K———SEC_13F_DATASET
Jun 30, 2026Jul 20, 2026KPS Global Asset Management UK Ltd1799162121,883547.26K———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026BNP PARIBAS FINANCIAL MARKETS116658814———SEC_13F_DATASET
Jun 30, 2026Jul 17, 2026Farther Finance Advisors, LLC1992825418———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026RBF Capital, LLC11346211,000,000401.5K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026GOLDMAN SACHS GROUP INC88698210,26446.09K———SEC_13F_DATASET
Jun 30, 2026Aug 10, 2026WOLVERINE ASSET MANAGEMENT LLC127989112,379,0003.57M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026SUSQUEHANNA INTERNATIONAL GROUP, LLP1446194710,3003.19M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Squarepoint Ops LLC164257526,973121.11K———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026VANGUARD CAPITAL MANAGEMENT LLC2100119218,612981.57K———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026RENAISSANCE TECHNOLOGIES LLC103738918,40582.64K———SEC_13F_DATASET
Jun 30, 2026Aug 10, 2026Arax Advisory Partners158676729———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026Vanguard Global Advisers, LLC18112421,5326.88K———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026VANGUARD FIDUCIARY TRUST CO93347832,688146.77K———SEC_13F_DATASET
Jun 30, 2026Jul 23, 2026Context Capital Management, LLC130139642,939,00012.4M———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026NORTHERN TRUST CORP7312411,28050.65K———SEC_13F_DATASET
Jun 30, 2026Sep 22, 2026State Street Corporation9375122,768Withheld: value fails validation———SEC_13F_HR
PeriodShares outstandingInstitutional ownershipInsider ownership
Jun 30, 20265,759,000+2646.02%+2.41%
Insider transactions

Reported transaction values and remaining holdings are shown only when supplied by the source.

Transaction dateFiledInsiderTitleTypeCodeSharesPriceReported valueShares afterFilingSource
Oct 2, 2026Oct 2, 2026Gupta AmitChief Executive OfficerSaleS7,3822.5318.7K138,906Open filingSEC_FORM_3_4_5
Oct 1, 2026Oct 2, 2026Gupta AmitChief Executive OfficerSaleS10,3512.7128.05K146,288Open filingSEC_FORM_3_4_5
Oct 1, 2026Oct 2, 2026Gupta AmitChief Executive OfficerOption ExerciseM18,7500.000144,139Open filingSEC_FORM_3_4_5
Oct 1, 2026Oct 2, 2026Gupta AmitChief Executive OfficerOption ExerciseM12,5000.000156,639Open filingSEC_FORM_3_4_5
SEC filings

Showing up to 30 latest filings. Open the original SEC document when a URL is available.

FiledAcceptedFormDescriptionReporting periodAccessionSEC document
Oct 2, 2026—4FORM 4Oct 1, 20260001628280-26-064668View filing
Oct 2, 2026—144——0001959173-26-007242View filing
Oct 1, 2026—144——0001959173-26-007197View filing
Sep 11, 2026—8-K8-KSep 4, 20260001628280-26-061459View filing
Aug 24, 2026—4/AFORM 4/AMay 20, 20260001628280-26-058617View filing
Aug 24, 2026—4/AFORM 4/AMay 20, 20260001628280-26-058616View filing
Aug 24, 2026—4/AFORM 4/AMay 20, 20260001628280-26-058613View filing
Aug 24, 2026—4/AFORM 4/AMay 20, 20260001628280-26-058610View filing
Aug 24, 2026—4/AFORM 4/AMay 20, 20260001628280-26-058608View filing
Aug 24, 2026—4/AFORM 4/AMay 20, 20260001628280-26-058621View filing
Aug 18, 2026—4FORM 4Aug 16, 20260001628280-26-057772View filing
Aug 18, 2026—144——0001959173-26-006193View filing
Aug 17, 2026—144——0001959173-26-006109View filing
Aug 5, 2026—10-Q10-QJun 30, 20260001628280-26-053340View filing
Aug 5, 2026—8-K8-KAug 5, 20260001628280-26-053285View filing
Aug 4, 2026—4FORM 4Aug 3, 20260001628280-26-052827View filing
Aug 4, 2026—3FORM 3Aug 3, 20260001628280-26-052824View filing
Jul 6, 2026—4FORM 4Jul 1, 20260001628280-26-047392View filing
Jul 6, 2026—4FORM 4Jul 1, 20260001628280-26-047389View filing
Jul 6, 2026—144——0001959173-26-005120View filing
Jul 2, 2026—144——0001959173-26-005077View filing
Jul 2, 2026—144——0001959173-26-005082View filing
Jun 3, 2026—8-K8-KJun 3, 20260001628280-26-040351View filing
May 21, 2026—4FORM 4May 20, 20260001628280-26-037320View filing
May 21, 2026—4FORM 4May 20, 20260001628280-26-037315View filing
May 21, 2026—4FORM 4May 20, 20260001628280-26-037302View filing
May 21, 2026—4FORM 4May 20, 20260001628280-26-037312View filing
May 21, 2026—4FORM 4May 20, 20260001628280-26-037309View filing
May 21, 2026—4FORM 4May 20, 20260001628280-26-037306View filing
May 20, 2026—8-K8-KMay 20, 20260001628280-26-036875View filing
Quarterly and monthly research
PeriodResearch summary
Jun 30, 2026Derived quarterly snapshot; AI narrative pending
Jun 30, 2026Latest reported fundamentals for fiscal period FY-2026-Q2. Revenue: $36882000. Revenue growth: -36.46%. EPS: $-1.500. EPS growth: 30.43%. Gross margin: 0.00%. Operating margin: -14.75%. Net margin: -40.33%. Free cash flow: $-10702000.
MonthResearch summary
Oct 1, 2026Derived monthly snapshot; AI narrative pending
Third-party metrics and ratios

Showing up to 40 recent metric records and 40 ratio records from the query window. Provider periods, units and validity flags are preserved when available.

PeriodReport periodFiscal yearQuarterPeriod typeCategoryValueUnitCurrencyValidSource
Jun 30, 2026Jun 30, 202620262semiannualforeign_exchange_gain_loss-1,541,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualgeneral_and_administrative-16,136,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualresearch_and_development-11,970,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualselling_and_marketing-13,366,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyfair_value_adjustments0—USDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyfx_effect117,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlygain_loss_on_sale_of_property_and_equipment685,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyinterest_paid3,953,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyother_financing_activities0—USDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyother_operating_activities1,053,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyprovision_for_credit_losses436,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262instantcommon_stock10,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262instantconvertible_notes169,411,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262instantcredit_facility_borrowings15,000,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262instantaccounts_payable1,245,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantaccounts_receivable_net67,644,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyaccrued_capital_expenditures-3,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantaccrued_compensation_and_benefits4,828,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantaccrued_expenses14,514,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantaccumulated_other_comprehensive_income-676,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantadditional_paid_in_capital1,408,082,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyamortization_of_debt_costs327,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantassets_held_for_sale_current0USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantassets_held_for_sale_noncurrent0USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycapital_expenditures-2,105,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantcash_and_equivalents28,039,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycash_beginning_of_period35,673,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycash_end_of_period28,039,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlychange_in_accounts_payable-1,997,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlychange_in_accrued_liabilities1,672,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlychange_in_other_liabilities960,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlychange_in_prepaid_expenses416,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlychange_in_receivables-5,099,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualcost_of_revenue-35,440,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantcurrent_assets101,071,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantcurrent_liabilities62,350,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualdepreciation_and_amortization-8,004,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualdiscontinued_operations3,101,000ratioUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualeps_basic-3.99USD/shareUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualeps_diluted-3.99USD/shareUSDYes3Spread
PeriodReport periodFiscal yearQuarterPeriod typeRatio categoryRatioValuePercentileMissing inputsValidSource
Jun 30, 2026Jun 30, 202620262quarterlyprofitabilitygross_margin_pct0+0.00%gross_profitNo3Spread
Jun 30, 2026Jun 30, 202620262quarterlyleverageinterest_coverage0+0.00%interest_expenseNo3Spread
Jun 30, 2026Jun 30, 202620262quarterlyefficiencyinventory_turnover0+0.00%inventoryNo3Spread
Jun 30, 2026Jun 30, 202620262quarterlyefficiencyasset_turnover0.16+47.25%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyliquiditycash_ratio0.45+61.82%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycash_flowcf_margin_pct-23.31+8.94%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycash_flowcf_to_net_income0.58+28.39%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyliquiditycurrent_ratio1.62+52.97%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyleveragedebt_to_assets1.07+91.25%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlysectordebt_to_ebitda-181.73+1.55%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyleveragedebt_to_equity-15.67+1.27%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlysectorebitda_margin_pct-3.74+12.69%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyleverageequity_multiplier-14.67+1.63%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycash_flowfree_cash_flow-10,702,000+20.07%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyprofitabilitynet_margin_pct-40.33+8.25%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycash_flowoperating_cf_ratio-0.14+12.53%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyprofitabilityoperating_margin_pct-14.75+11.16%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyliquidityquick_ratio1.62+66.29%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyefficiencyreceivables_turnover0.55+3.31%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyprofitabilityroa_pct-6.34+11.72%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyprofitabilityroe_pct92.95+99.08%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyliquidityworking_capital38,721,000+37.29%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyprofitabilitygross_margin_pct0+0.00%gross_profitNo3Spread
Mar 31, 2026Mar 31, 202620261quarterlyleverageinterest_coverage0+0.00%interest_expenseNo3Spread
Mar 31, 2026Mar 31, 202620261quarterlyefficiencyinventory_turnover0+0.00%inventoryNo3Spread
Mar 31, 2026Mar 31, 202620261quarterlyefficiencyasset_turnover0.13+43.78%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyliquiditycash_ratio0.6+64.67%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlycash_flowcf_margin_pct-16.44+12.22%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlycash_flowcf_to_net_income1.26+59.18%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyliquiditycurrent_ratio2.17+64.16%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyleveragedebt_to_assets1.02+90.34%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlysectordebt_to_ebitda-69.48+3.17%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyleveragedebt_to_equity-66.93+0.25%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlysectorebitda_margin_pct-11.24+12.66%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyleverageequity_multiplier-65.93+0.27%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlycash_flowfree_cash_flow-7,907,000+29.70%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyprofitabilitynet_margin_pct-13.05+16.26%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlycash_flowoperating_cf_ratio-0.1+18.64%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyprofitabilityoperating_margin_pct-24.11+13.02%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyliquidityquick_ratio2.17+74.18%—Yes3Spread
Data quality and provenance

This page does not fill gaps with sample data. Values shown above come from the connected market-data and research tables.

No verified records available for this section yet.
RetrievedDatasetProviderStatus
Oct 8, 2026company_profileUS Market AI / SEC-mapped universeVerified
Identifiers and model evaluation
IdentifierValueSource
cik1666071stocks.cik
tickerCDLXstocks.symbol
No verified records available for this section yet.
QUICK ANSWERS

Frequently asked questions

What is CDLX stock's current price?

The latest stored quote for CDLX is 1.84. The quote timestamp is 10/19/2026, 4:00:00 AM. Prices can change during market hours.

What is the CDLX stock forecast and analysis?

The latest available quantitative model signal is “bearish”. Review the forecast horizons alongside the company's reported financials, valuation, technical indicators and risks below; model outputs are estimates, not guarantees or personalized investment advice.

What is the CDLX stock price target?

The forecast table shows stored quantitative model outputs for the available horizons. These are model targets, not necessarily Wall Street analyst consensus; a verified consensus target is not assumed unless explicitly stored.

What is the CDLX stock price prediction for 2030?

A stored long-term model scenario for 2030 is shown in the forecast table. Long-range scenarios are highly uncertain and should be reviewed alongside the model version and assumptions.

What are the bullish and bearish views on CDLX?

A sufficiently detailed analyst-opinion dataset is not currently stored for this stock. The bull and bear cases on this page are conditional evidence-based scenarios, not attributed analyst recommendations.

What is the CDLX stock price prediction for 2026?

A verified 2026 long-term model output is not currently stored for this stock. Check the forecast section for available horizons rather than relying on an unsupported target.

Is CDLX stock overvalued or undervalued?

The database does not currently contain a usable trailing P/E value. Without verified valuation inputs and a suitable comparison set, this page cannot responsibly label the shares overvalued or undervalued.

What is CDLX's P/E ratio?

A usable trailing P/E ratio is not currently available in the stored valuation data.

What is CDLX's 52-week high and low?

The stored 52-week range is 1.83 to 21.70. This describes the recent trading range, not a forecast or a guaranteed support/resistance level.

Does CDLX pay a dividend, and what is its dividend history?

No dividend records are currently stored for this stock. That absence does not prove the company pays no dividend.

When is CDLX's next earnings report?

The latest SEC filing/observation date in this database is Aug 5, 2026. This is not a verified earnings announcement date or a confirmed next-report date; check company investor relations for the official calendar.

How has CDLX stock performed recently?

The price chart uses 250 stored daily observations, and the market snapshot includes the latest available quote. Use the chart to inspect the period shown; past performance does not predict future returns.

Is CDLX stock in a bullish or bearish trend?

The stored technical snapshot classifies the trend as “bearish”. This rule-based label is based on available indicators and is not a standalone buy or sell signal.

What are the main risks of investing in CDLX?

Available risk metrics are shown in the risk and performance section. These metrics do not capture every business, competitive, regulatory or market risk; review company filings and disclosures as well.

Where can I find CDLX's financial statements and earnings history?

Use the Financial Statements section for stored statement records, financial metric history, earnings results and estimate revisions. Coverage depends on the data available for this company.

Does US Market AI provide a guaranteed CDLX price target?

No. Forecasts shown here are quantitative model outputs, not guarantees or personalized financial advice. Missing forecast values are left unavailable rather than filled with invented targets.

US MARKET AI · STOCK RESEARCH

Data availability varies by company and provider. Missing values are omitted rather than estimated. Forecasts are model outputs and should be independently evaluated.

Research updated Oct 19, 2026 · Research methodology · Disclaimer