For the second quarter of 2026, analysts expect Cardlytics to report consensus revenue of $37.52 million and a loss per share of $2.30, with the stock currently trading at $3.81 against an average price target of $10.75.
Investors are primarily focused on "Billable Billings" as the key metric to gauge health following the recent exit of the company's major Bank of America partnership. The quarter reflects a period of significant transformation, as the firm recently divested its Bridg business and executed a reverse stock split to stabilize its market position. Shareholders are looking for evidence that the leaner operating model can deliver sequential growth and long-term self-sustainability despite a substantial year-over-year revenue decline.