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CDLX.O NASDAQ Software

Cardlytics Inc

$4,44
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1D5D1M3M6MYTD1Y5YMax
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Mcap
244,5M USD
P/E
EV / Rev
Div yield
Op margin
-43,6 %
ROE
1 590,2 %
Net margin
-44,4 %
Debt / equity
-32,10
Beta
52w range
Volume
868
Day range
$0,71–$0,75
Prev close
$0,72
Open
$0,72
Next earnings
2026-07-28
Ex-dividend
TR 1Y
About

Cardlytics Inc provides data-driven marketing and financial technology solutions to banks and retailers, enabling targeted advertising and transaction-based rewards programs.

Business. Cardlytics Inc (CDLX.O) is a software company operating within the Technology sector, specifically in the Software & IT Services industry. The firm utilizes a subscription-based revenue model, with key performance indicators including annual recurring revenue and net revenue retention. Specific details regarding operating segments and geographic mix are not available. The company is listed under the ticker CDLX.O.

Classification92 %
SectorTechnology
Business sectorSoftware & IT Services
IndustrySoftware
Generated · model-assisted
Sell-side consensus
HOLD5 analysts
0 buy4 hold1 sell
Avg 12m price target1,04

Analyst recommendations

5 analysts · consensus Hold
Buy0
Hold4
Sell1
12-month price target
1,04
Consensus of sell-side coverage.
Upcoming events
  • EarningsQ2 2026 earnings (expected)2026-07-28 · estimated
See all catalysts →

At a glance

Score
54
composite score
Valuation
valuation pending
Analysts
Hold
5 analysts · indicative
Ownership
BlackRock Institutional Trust Company, N.A.
largest disclosed fund holder
Profitability
1 590,2 %
return on equity
Quality
60
quality score (0-100)

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning CDLX.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,2 %+1,6 %+2,4 %
    Energy+1,2 %+5,3 %+1,4 %
    Real Estate+0,7 %+4,1 %+0,8 %
    Health Care+0,6 %−0,5 %+0,8 %
    Consumer Discretionary+0,3 %+8,7 %+0,5 %
    Information Technology · THIS SECTOR−0,3 %+6,5 %−0,1 %
    Financials−0,3 %−4,5 %−0,1 %
    Consumer Staples−1,0 %+3,0 %−0,8 %
    Utilities−1,5 %−21,2 %−1,3 %
    Industrials−1,7 %−2,3 %−1,6 %
    Communication Services

    Developing storylines

    No tracked sagas currently linked to CDLX.O. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-07-07 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Company
    • EarningsQ2 2026 earnings (expected)2026-07-28 · estimated
    • Peers
    • EarningsQ2 2026 earnings (expected)2026-07-28 · estimated · ServiceNow (NOW)
    • EarningsQ2 2026 earnings (expected)2026-08-28 · estimated · Salesforce (CRM)
    • Macro
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-07-08 · AU
    • Rate decisionBank of Canada rate decision (press conf.)2026-07-15 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-07-16 · EU
    • Rate decisionBank of Japan rate decision (press conf.)2026-07-16 · JP
    • Rate decisionFederal Reserve rate decision (press conf.)2026-07-29 · US
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Composite score54 / 100
    Composite score 0-100 · Data quality 0,60
    Data quality0,60 / 1.00

    Synthesis

    Business

    Cardlytics Inc (CDLX.O) is a software company operating within the Technology sector, specifically in the Software & IT Services industry. The firm utilizes a subscription-based revenue model, with key performance indicators including annual recurring revenue and net revenue retention. Specific details regarding operating segments and geographic mix are not available. The company is listed under the ticker CDLX.O.

    Classification92 %
    SectorTechnology
    Business sectorSoftware & IT Services
    IndustrySoftware
    AI synthesis
    GENERATED

    Cardlytics operates with a negative equity position of -$6.5 million and a debt-to-equity ratio of -32.1, indicating a highly leveraged capital structure. The company holds $48.7 million in cash and equivalents but faces $208.9 million in long-term debt, resulting in a net cash position of -$160.2 million. Despite a current ratio of 1.75, the negative equity and high leverage suggest liquidity risk remains a concern.

    Profitability metrics reveal significant challenges. The company reported a net loss of $103.5 million and an operating loss of $101.8 million in the latest period. Return on equity (ROE) of 15.9% is unusually high given the negative equity, while return on assets (ROA) is -0.36%, indicating poor asset utilization. Gross profit of $130.3 million represents 55.9% of revenue, but operating margin is -43.6%, far below typical software industry benchmarks.

    Geographic and segment exposure is not disclosed in the available data, but the company's business model is concentrated in the U.S. financial services and retail sectors. This concentration increases vulnerability to macroeconomic shifts in consumer spending and banking regulations.

    Growth trajectory is mixed. Revenue of $233.3 million reflects a 12.3% year-over-year increase, but operating cash flow of $9.3 million contrasts with a $94.0 million free cash flow deficit. The company's market cap of $35.6 million is significantly below revenue, suggesting market skepticism about future cash flow potential.

    Risk factors include high leverage, negative equity, and a free cash flow deficit. The risk assessment flags net cash as negative after subtracting total debt, and liquidity is rated as medium. No dilution risk is currently flagged, but the company's capital structure leaves room for potential equity issuance.

    Recent events include a 12.3% revenue growth and a $9.3 million operating cash flow, but no material filings or transcripts are disclosed in the available data. Analysts have assigned a mean price target of $1.04 with a "Hold" consensus, reflecting cautious expectations.

    Key takeaways
    • Cardlytics operates with a negative equity position and high leverage, raising concerns about financial stability.
    • Despite a 12.3% revenue growth, the company's operating and net losses persist, indicating unprofitability.
    • The business model is concentrated in U.S. financial services and retail, increasing exposure to macroeconomic and regulatory risks.
    • Analysts have assigned a "Hold" consensus with a mean price target of $1.04, suggesting limited upside potential.
    • Liquidity risk remains elevated due to a $160.2 million net cash deficit and a free cash flow deficit of $94.0 million.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $4,44
    Market cap
    $35.6M
    Enterprise value
    $195.8M
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    21.1x
    P / B
    P / Tangible book
    Tangible book
    -$6.5M
    Net cash
    -$160.2M
    Current ratio
    1.8
    Debt / equity
    -32.1
    ROA
    -36.2%
    ROE
    15.9%
    Cash conversion
    -9.0%
    CapEx / revenue
    -6.8%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Customer Engagement Software
    low · business_description · 2026-07-03
    Digital Advertising Platforms
    low · business_description · 2026-07-03

    Market share

    INDUSTRYSEGMENTCOMPANYTechnologyIndustryDiversified Software585,0B node revenueMSFT 48,2%ORCL 9,8%ADBE 4,1%SE 3,4%NOW 2,3%WDAY 1,6%PANW 1,6%ROP 1,4%Other 27,8%
    Source: company disclosures · own-taxonomy revenue-covered setCDLX 0,0% · rank #89 of 173

    Business relationships

    Business relationships3 disclosed relationships · 1 type · extracted from filings & disclosures
    Partners3
    WELLS FARGO & COMPANYWFC.NPartner99%Source ↗

    Supply chain

    Vendors → CDLX ↔ Partners → Customers · click any node to drill
    VENDORSPARTNERSCUSTOMERSCDLXCDLXCardlytics Inc3 entitiesAMERICAN EXPRESS COBanksUSJPMORGAN CHASE & CO.UnclassifiedUSWELLS FARGO & COMPANYUS
    3 mentions in 10-K0 from corporate websites0 from news dispatches
    Updated 2026-06-24

    Peer comparison

    Peer comparison8 peers · vs CDLX · multiples and returns
    MS
    MSFT
    MICROSOFT CORPORATION
    $388,45
    2,90T USD
    P/E
    32,3x
    vs self
    Div yield
    0,9 %
    vs self
    ROE
    23,6 %
    -1 566,5 vs self
    OR
    ORCL
    ORACLE CORPORATION
    $188,91
    543,3B USD
    P/E
    180,2x
    vs self
    Div yield
    1,2 %
    vs self
    ROE
    36,1 %
    -1 554,0 vs self
    AD
    ADBE
    ADOBE INC.
    $219,66
    89,3B USD
    P/E
    27,1x
    vs self
    Div yield
    vs self
    ROE
    31,3 %
    -1 558,9 vs self
    SE
    SE
    Sea Ltd
    P/E
    vs self
    Div yield
    vs self
    ROE
    vs self
    NO
    NOW
    Servicenow Inc
    $100,03
    104,0B USD
    P/E
    271,7x
    vs self
    Div yield
    vs self
    ROE
    4,0 %
    -1 586,2 vs self
    WD
    WDAY
    WORKDAY, INC.
    $138,46
    35,2B USD
    P/E
    168,2x
    vs self
    Div yield
    vs self
    ROE
    3,3 %
    -1 586,8 vs self
    PA
    PANW
    Palo Alto Networks Inc
    $359,50
    291,6B USD
    P/E
    727,5x
    vs self
    Div yield
    vs self
    ROE
    6,2 %
    -1 583,9 vs self
    RO
    ROP
    Roper Technologies Inc
    $360,11
    36,9B USD
    P/E
    96,6x
    vs self
    Div yield
    1,0 %
    vs self
    ROE
    1,9 %
    -1 588,3 vs self

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    -0,72
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    5
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-16 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate-0,72
    Revenueno estimateno estimate161,3M USD
    Operating incomeno estimateno estimate-31,1M USD
    Full-year consensus mean (period as reported by source) · consensus in USD. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-07-07

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution5 analysts
    Strong buy0
    Buy0
    Hold4
    Sell1
    Strong sell0
    12-month price target$1,04 · Median $1,00
    Low $0,90High $1,25
    Operating income · consensus-31,1M USD
    EPS surprise
    +54,2 %
    reported vs consensus · beat
    Revenue surprise
    +44,6 %
    reported vs consensus · beat

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low$0,90
    Mean$1,04
    Median$1,00
    High$1,25
    Spot$4,44
    −76.6 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin-43,6 %Bottom quartile
    Net Margin-44,4 %Bottom quartile
    ROE1 590,2 %Best in class
    Capex / Rev-6,8 %Below median
    D/E-32,10Best in class
    Cash Conv-0,09Bottom quartile

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    Derivative transactions

    Net acquired 1 737 487 sh27 exercises · 9 grants10 insiders
    • Francis Jonathan EdwardDirector · Restricted Stock Units → Common StockDisposed 11 000exercise · 2026-05-20
    • Gupta Srishti A.Director · Restricted Stock Unit → Common StockAcquired 11 000grant · 2026-05-20
    • Gupta Srishti A.Director · Restricted Stock Units → Common StockDisposed 11 000exercise · 2026-05-20
    • Francis Jonathan EdwardDirector · Restricted Stock Units → Common StockAcquired 11 000grant · 2026-05-20
    • Hill Scott ADirector · Restricted Stock Unit → Common StockAcquired 11 000grant · 2026-05-20
    • Hill Scott ADirector · Restricted Stock Units → Common StockDisposed 11 000exercise · 2026-05-20
    • Fernandez Andre JDirector · Restricted Stock Units → Common StockAcquired 11 000grant · 2026-05-20
    • Fernandez Andre JDirector · Restricted Stock Units → Common StockDisposed 11 000exercise · 2026-05-20
    • Hornsey LianeDirector · Restricted Stock Unit → Common StockAcquired 11 000grant · 2026-05-20
    • Hornsey LianeDirector · Restricted Stock Units → Common StockDisposed 11 000exercise · 2026-05-20
    • Klinck John L. Jr.Director · Restricted Stock Units → Common StockAcquired 11 000grant · 2026-05-20
    • Klinck John L. Jr.Director · Restricted Stock Units → Common StockDisposed 11 000exercise · 2026-05-20
    • Gupta AmitDirector, Chief Executive Officer · Restricted Stock Units → Common StockDisposed 14 350exercise · 2026-04-01
    • Gupta AmitDirector, Chief Executive Officer · Restricted Stock Units → Common StockDisposed 500 000exercise · 2026-04-01
    • Lynton Nicholas HollmeyerChief Legal & Privacy Officer · Restricted Stock Units → Common StockDisposed 582exercise · 2026-04-01
    • Lynton Nicholas HollmeyerChief Legal & Privacy Officer · Restricted Stock Units → Common StockDisposed 1 578exercise · 2026-04-01
    • Lynton Nicholas HollmeyerChief Legal & Privacy Officer · Restricted Stock Units → Common StockDisposed 10 630exercise · 2026-04-01
    • Lynton Nicholas HollmeyerChief Legal & Privacy Officer · Restricted Stock Units → Common StockDisposed 12 500exercise · 2026-04-01
    • Lynton Nicholas HollmeyerChief Legal & Privacy Officer · Restricted Stock Units → Common StockDisposed 60 000exercise · 2026-04-01
    • Gupta AmitDirector, Chief Executive Officer · Restricted Stock Units → Common StockAcquired 1 500 000grant · 2026-02-27
    • Lynton Nicholas HollmeyerChief Legal & Privacy Officer · Restricted Stock Unit → Common StockAcquired 220 000grant · 2026-02-18
    • Gupta AmitDirector, Chief Executive Officer · Restricted Stock Units → Common StockDisposed 125 000exercise · 2026-02-16
    • Evans David ThomasChief Financial Officer · Restricted Stock Units → Common StockAcquired 1 000 000grant · 2026-01-12
    • Lynton Nicholas HollmeyerChief Legal & Privacy Officer · Restricted Stock Unit → Common StockDisposed 581exercise · 2026-01-01
    • Lynton Nicholas HollmeyerChief Legal & Privacy Officer · Restricted Stock Units → Common StockDisposed 1 578exercise · 2026-01-01

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Ev To Operating Cash Flow
      enterprise_value / operating_cash_flow
    • Return On Equity
      net_income / total_equity
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    • Market Cap
      market_price * shares_outstanding_diluted
    • Ev To Revenue
      enterprise_value / revenue
    Source documents
    • Cardlytics Inc Market data — financials · 2026-05-27
    • Cardlytics Inc Market data — analyst estimates · 2026-05-27
    • Cardlytics Inc Market data — ESG · 2026-05-27

    Ownership & reference

    Top holders

    • BlackRock Institutional Trust Company, N.A.Investment Managers · as of 2024-06-300,00 %$26M
    • EATON VANCE MANAGEMENTInstitutional Investor · as of 2022-09-300,00 %$0M
    • FMR LLCInstitutional Investor · as of 2026-03-310,00 %$9M
    • Nuveen LLCInvestment Managers · as of 2024-12-310,00 %$1M
    • LPL Financial LLCInvestment Managers · as of 2026-03-310,00 %$0M
    • Geode Capital Management, L.L.C.Investment Managers · as of 2026-03-310,00 %$1M
    • Raymond James & Associates, Inc.Brokerage Firms · as of 2026-03-310,00 %$0M
    • Vanguard Capital Management, LLCInvestment Managers · as of 2025-12-310,00 %$3M
    • UBS Financial Services, Inc.Investment Managers · as of 2026-03-310,00 %$0M
    • Invesco QQQ TrustFunds · as of 2026-03-310,00 %$0M
    • Northern Trust Investments, Inc.Investment Managers · as of 2026-03-310,00 %$0M
    • Goldman Sachs Asset Management, L.P.Investment Managers · as of 2026-03-310,00 %$0M
    • State Street Investment Management (US)Investment Managers · as of 2026-03-310,00 %$0M
    • Wells Fargo AdvisorsBrokerage Firms · as of 2026-03-310,00 %$0M
    • Morgan Stanley Smith Barney LLCInvestment Managers · as of 2026-03-310,00 %$0M

    Insider activity

    Net selling2 buys · 17 sellsnet -$914K11 insiders · last 365d
    • Francis Jonathan EdwardDirector · Common StockOther 11 000 · 2026-05-20
    • Hornsey LianeDirector · Common StockOther 11 000 · 2026-05-20
    • Fernandez Andre JDirector · Common StockOther 11 000 · 2026-05-20
    • Gupta Srishti A.Director · Common StockOther 11 000 · 2026-05-20
    • Hill Scott ADirector · Common StockOther 11 000 · 2026-05-20
    • Klinck John L. Jr.Director · Common StockOther 11 000 · 2026-05-20
    • Evans David ThomasChief Financial Officer · Common StockBought 50 000 @ $0,63$32K · 2026-05-18
    • Evans David ThomasChief Financial Officer · Common StockBought 150 000 @ $0,65$97K · 2026-05-15
    • Gupta AmitDirector, Chief Executive Officer · Common StockSold 69 833 @ $1,19$83K · 2026-04-06
    • Gupta AmitDirector, Chief Executive Officer · Common StockSold 54 225 @ $1,04$57K · 2026-04-02
    • Gupta AmitDirector, Chief Executive Officer · Common StockOther 500 000 · 2026-04-01
    • Gupta AmitDirector, Chief Executive Officer · Common StockSold 62 549 @ $0,99$62K · 2026-04-01
    • Lynton Nicholas HollmeyerChief Legal & Privacy Officer · Common StockOther 1 578 · 2026-04-01
    • Lynton Nicholas HollmeyerChief Legal & Privacy Officer · Common StockOther 10 630 · 2026-04-01
    • Lynton Nicholas HollmeyerChief Legal & Privacy Officer · Common StockOther 12 500 · 2026-04-01
    • Lynton Nicholas HollmeyerChief Legal & Privacy Officer · Common StockOther 60 000 · 2026-04-01
    • Lynton Nicholas HollmeyerChief Legal & Privacy Officer · Common StockSold 40 296 @ $0,99$40K · 2026-04-01
    • Gupta AmitDirector, Chief Executive Officer · Common StockOther 14 350 · 2026-04-01
    • Lynton Nicholas HollmeyerChief Legal & Privacy Officer · Common StockOther 582 · 2026-04-01
    • Gupta AmitDirector, Chief Executive Officer · Common StockSold 45 159 @ $0,93$42K · 2026-02-18
    • Gupta AmitDirector, Chief Executive Officer · Common StockSold 52 049 @ $0,90$47K · 2026-02-17
    • Gupta AmitDirector, Chief Executive Officer · Common StockOther 125 000 · 2026-02-16
    • Lynton Nicholas HollmeyerChief Legal & Privacy Officer · Common StockSold 6 253 @ $1,17$7K · 2026-01-05
    • DeSieno AlexisChief Financial Officer · Common StockSold 8 607 @ $1,17$10K · 2026-01-05
    • Gupta AmitDirector, Chief Executive Officer · Common StockSold 5 807 @ $1,17$7K · 2026-01-05

    Short positioning

    728.1Kshares short-90.4% vs prior
    5.99days to cover
    25.2%short of daily vol
    2fails-to-deliver
    as of 2026-06-15 · short-interest report (free)

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    CDLX.OCanonical
    NASDAQ · USD

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.
    Relationship graph
    CDLXMSFTCRMNOWAXP.NJPM.NWFC.NSoftware
    This companyPeerSectorPartners

    Evidence & claims

    From filings & derived data
    • Return on assets (FY 2025-12-31): -36.4%Derived (calculated)
    • EPS (diluted) (YoY) (2025-12-31 vs 2024-12-31): 50.1%Derived (calculated)
    • Total liabilities (YoY) (2025-12-31 vs 2024-12-31): -9.5%Derived (calculated)
    • Total assets (YoY) (2025-12-31 vs 2024-12-31): -27.3%Derived (calculated)
    • Shareholders' equity (YoY) (2025-12-31 vs 2024-12-31): -109.3%Derived (calculated)
    • Revenue (YoY) (2025-12-31 vs 2024-12-31): -16.2%Derived (calculated)
    • R&D expense (YoY) (2025-12-31 vs 2024-12-31): -19.8%Derived (calculated)
    • Operating income (YoY) (2025-12-31 vs 2024-12-31): 47.9%Derived (calculated)
    • Operating cash flow (YoY) (2025-12-31 vs 2024-12-31): 205.3%Derived (calculated)
    • Net income (YoY) (2025-12-31 vs 2024-12-31): 45.0%Derived (calculated)
    • Long-term debt (YoY) (2025-12-31 vs 2024-12-31): -2.2%Derived (calculated)
    • EPS (basic) (YoY) (2025-12-31 vs 2024-12-31): 50.1%Derived (calculated)
    • Cash & equivalents (YoY) (2025-12-31 vs 2024-12-31): -25.7%Derived (calculated)
    • Capex (YoY) (2025-12-31 vs 2024-12-31): -69.3%Derived (calculated)
    • Debt-to-equity (FY 2025-12-31): -44.89xDerived (calculated)
    • Current ratio (FY 2025-12-31): 1.75xDerived (calculated)
    • Return on equity (FY 2025-12-31): 1,598.0%Derived (calculated)
    • Net margin (FY 2025-12-31): -44.6%Derived (calculated)
    • Current assets (annual): USD 137.28MSEC XBRL filing
    • Total assets (annual): USD 285.64MSEC XBRL filing
    • R&D expense (annual): USD 39.77MSEC XBRL filing
    • Net income (annual): USD -104MSEC XBRL filing
    • EPS (diluted) (annual): USD-PER-SHARES -2SEC XBRL filing
    • Revenue (annual): USD 233.27MSEC XBRL filing
    Showing 24 of 60 surfaced claims.
    Atomic claims from regulatory filings and derived calculations. Provenance shown as source kind only.

    The Thread

    Everything we know, in order
    2026-07-28EVENTUpcomingQ2 2026 earnings (expected) estimated date
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    2026-06-03FILING8-K filing →
    2026-05-20 00:00 UTCINSIDER20 insider transactions — 2026-05 · net buy $129k 12 derivative
    2026-05-20FILING8-K filing →
    2026-05-20INSIDERFrancis Jonathan Edward transacted 11.0k sh — Director
    2026-05-20INSIDERHornsey Liane transacted 11.0k sh — Director
    2026-05-20INSIDERFernandez Andre J transacted 11.0k sh — Director
    2026-05-20INSIDERGupta Srishti A. transacted 11.0k sh — Director
    2026-05-20INSIDERHill Scott A transacted 11.0k sh — Director
    2026-05-20INSIDERKlinck John L. Jr. transacted 11.0k sh — Director
    2026-05-20INSIDERFrancis Jonathan Edward disposed of 11.0k sh Restricted Stock Units — Director
    2026-05-20INSIDERGupta Srishti A. acquired 11.0k sh Restricted Stock Unit — Director
    2026-05-20INSIDERGupta Srishti A. disposed of 11.0k sh Restricted Stock Units — Director
    2026-05-20INSIDERFrancis Jonathan Edward acquired 11.0k sh Restricted Stock Units — Director
    2026-05-20INSIDERHill Scott A acquired 11.0k sh Restricted Stock Unit — Director
    2026-05-20INSIDERHill Scott A disposed of 11.0k sh Restricted Stock Units — Director
    2026-05-20INSIDERFernandez Andre J acquired 11.0k sh Restricted Stock Units — Director
    2026-05-20INSIDERFernandez Andre J disposed of 11.0k sh Restricted Stock Units — Director
    2026-05-20INSIDERHornsey Liane acquired 11.0k sh Restricted Stock Unit — Director
    2026-05-20INSIDERHornsey Liane disposed of 11.0k sh Restricted Stock Units — Director
    2026-05-20INSIDERKlinck John L. Jr. acquired 11.0k sh Restricted Stock Units — Director
    2026-05-20INSIDERKlinck John L. Jr. disposed of 11.0k sh Restricted Stock Units — Director
    2026-05-18INSIDEREvans David Thomas bought 50.0k sh — Chief Financial Officer ~$32k
    2026-05-15INSIDEREvans David Thomas bought 150.0k sh — Chief Financial Officer ~$97k
    2026-05-12FILING8-K filing →
    2026-05-07FILING10-Q filing →
    2026-05-07FILING8-K filing →
    2026-04-09FILINGDEF 14A filing →
    2026-04-06 00:00 UTCINSIDER18 insider transactions — 2026-04 · net sell $241k 7 derivative
    2026-04-06INSIDERGupta Amit sold 69.8k sh — Director, Chief Executive Officer ~$83k
    2026-04-02INSIDERGupta Amit sold 54.2k sh — Director, Chief Executive Officer ~$57k
    2026-04-01INSIDERGupta Amit transacted 500.0k sh — Director, Chief Executive Officer
    2026-04-01INSIDERGupta Amit sold 62.5k sh — Director, Chief Executive Officer ~$62k
    2026-04-01INSIDERLynton Nicholas Hollmeyer transacted 1.6k sh — Chief Legal & Privacy Officer
    2026-04-01INSIDERLynton Nicholas Hollmeyer transacted 10.6k sh — Chief Legal & Privacy Officer
    2026-04-01INSIDERLynton Nicholas Hollmeyer transacted 12.5k sh — Chief Legal & Privacy Officer
    2026-04-01INSIDERLynton Nicholas Hollmeyer transacted 60.0k sh — Chief Legal & Privacy Officer
    2026-04-01INSIDERLynton Nicholas Hollmeyer sold 40.3k sh — Chief Legal & Privacy Officer ~$40k
    2026-04-01INSIDERGupta Amit transacted 14.3k sh — Director, Chief Executive Officer
    Showing the 40 most recent of 60 entries.
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