Cardlytics, Inc. reported an insider transaction involving its Chief Legal & Privacy Officer, Lynton Nicholas Hollmeyer, who sold 40,296 shares of common stock on April 1, 2026. The sale carried a weighted average execution price of $0.99 per share, generating total proceeds of $39,893. The range of prices at which the shares traded that day was $0.965 to $1.040.
On the same date Hollmeyer also realized a separate equity event: the exercise of restricted stock units that resulted in the acquisition of 85,590 shares of Cardlytics common stock. Both transactions were disclosed on April 1, 2026.
InvestingPro analysis, as cited in company filings, indicates the stock appears undervalued at current levels. The firm notes that a comprehensive Pro Research Report on Cardlytics (CDLX) is available among more than 1,400 reports that the service offers for investors seeking detailed analysis.
Cardlytics’ recent operating results were mixed. For the fourth quarter of fiscal 2025 the company reported revenue of $56.1 million, topping expectations of $55.17 million by 1.69%. Earnings per share were a loss of $0.28, which matched analyst projections.
Separately, Cardlytics completed the divestiture of its Bridg platform assets to PAR Technology Corporation. As consideration, Cardlytics received 1,810,222 shares of PAR Technology common stock as part of the transaction.
On the analyst front, Evercore ISI adjusted its price target for Cardlytics down to $1 from $2 while maintaining an In Line rating. The firm attributed the change in part to the end of Cardlytics’ partnership with Bank of America and ongoing content restrictions at Chase that impacted the company’s first-quarter outlook. BofA Securities also lowered its price target, moving it to $0.90 from $1.50 and citing developments with two major financial institution partners as a reason for the cut.
These analyst revisions underscore the challenges Cardlytics is facing as it manages partner relationships and investor expectations. The company’s insider activity, recent financial results, and the Bridg asset sale together present a multifaceted picture of its near-term position.