Upgrade to FINVIZ*Elite to get real-time quotes, intraday charts, and advanced charting tools.

Open in Screener

LAW

CS Disco Inc

Sep 20 • 04:00PM ET

5.87

Dollar change -0.16
Percentage change -2.65	%

Technology • Software - Application • USA • NYSE

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Held by: IWM VTI VGT VXF IWO IWN SCHA DFAS VTWO IWC

Index	RUT	P/E	-	EPS (ttm)	-0.47	Insider Own	63.22%	Shs Outstand	61.01M	Perf Week	5.01%
Market Cap	349.15M	Forward P/E	-	EPS next Y	-0.26	Insider Trans	-0.24%	Shs Float	21.88M	Perf Month	7.51%
Income	-28.29M	PEG	-	EPS next Q	-0.09	Inst Own	27.85%	Short Float	5.20%	Perf Quarter	0.86%
Sales	142.26M	P/S	2.45	EPS this Y	14.47%	Inst Trans	-2.67%	Short Ratio	6.08	Perf Half Y	-27.71%
Book/sh	2.88	P/B	2.04	EPS next Y	20.00%	ROA	-13.14%	Short Interest	1.14M	Perf Year	-19.70%
Cash/sh	2.19	P/C	2.69	EPS next 5Y	28.60%	ROE	-15.10%	52W Range	4.71 - 8.80	Perf YTD	-22.66%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-7.44%	ROI	-15.95%	52W High	-33.30%	Beta	2.09
Dividend TTM	-	Quick Ratio	7.82	Sales past 5Y	32.10%	Gross Margin	74.85%	52W Low	24.63%	ATR (14)	0.23
Dividend Ex-Date	-	Current Ratio	7.82	EPS Y/Y TTM	62.63%	Oper. Margin	-24.46%	RSI (14)	59.80	Volatility	3.95% 3.65%
Employees	543	Debt/Eq	0.05	Sales Y/Y TTM	5.84%	Profit Margin	-19.88%	Recom	2.83	Target Price	6.58
Option/Short	Yes / Yes	LT Debt/Eq	0.04	EPS Q/Q	27.33%	Payout	-	Rel Volume	1.79	Prev Close	6.03
Sales Surprise	1.09%	EPS Surprise	22.22%	Sales Q/Q	5.04%	Earnings	Aug 08 AMC	Avg Volume	186.98K	Price	5.87
SMA20	6.34%	SMA50	5.40%	SMA200	-13.50%	Trades		Volume	335,343	Change	-2.65%

Date	Action	Analyst	Rating Change	Price Target Change
Jul-02-24	Downgrade	JP Morgan	Neutral → Underweight	$8 → $5
Mar-25-24	Resumed	JP Morgan	Neutral	$9
Sep-14-23	Downgrade	MoffettNathanson	Outperform → Market Perform	$9
Jan-12-23	Downgrade	Citigroup	Buy → Neutral	$16 → $8
Jan-04-23	Upgrade	Canaccord Genuity	Hold → Buy	$12
Jan-04-23	Downgrade	BofA Securities	Neutral → Underperform	$12 → $5
Sep-27-22	Downgrade	Loop Capital	Buy → Hold	$32 → $10
Sep-22-22	Initiated	MoffettNathanson	Outperform	$20
Aug-12-22	Downgrade	Jefferies	Buy → Hold	$35 → $25
Aug-12-22	Downgrade	Cowen	Outperform → Market Perform	$35 → $20
Aug-12-22	Downgrade	Canaccord Genuity	Buy → Hold	$23
Aug-12-22	Downgrade	BofA Securities	Buy → Neutral	$34 → $25
Feb-25-22	Resumed	Loop Capital	Buy	$50
Feb-25-22	Reiterated	Stifel	Buy	$70 → $60
Feb-25-22	Reiterated	Needham	Buy	$70 → $50
Feb-25-22	Reiterated	JP Morgan	Overweight	$67 → $55
Feb-25-22	Reiterated	Cowen	Outperform	$50 → $45
Feb-25-22	Reiterated	Canaccord Genuity	Buy	$64 → $45
Jan-06-22	Upgrade	Jefferies	Hold → Buy	$60 → $50
Oct-29-21	Initiated	Piper Sandler	Overweight	$61

Show Previous Ratings

Sep-10-24 09:03AM	CS Disco Announces Joe Jacobson as SVP of Operations (Business Wire)
Sep-05-24 10:00AM	Fastn wins HP and secures funding round to lead the composable business revolution (GlobeNewswire)
Aug-08-24 04:05PM	DISCO Announces Second Quarter 2024 Financial Results (Business Wire)
09:03AM	DISCO Launches Cecilia Auto Review, a Generative AI Tool That Accelerates First-Pass Legal Document Review (Business Wire)
Aug-02-24 08:31AM	Watson Farley & Williams and DISCO Expand Strategic Ediscovery Partnership (Business Wire)
10:01AM	Loading…
Aug-01-24 10:01AM	CS Disco (LAW) Expected to Beat Earnings Estimates: Can the Stock Move Higher? (Zacks)
Jul-18-24 04:15PM	DISCO to Announce Second Quarter 2024 Financial Results On August 8, 2024 (Business Wire)
Jul-10-24 04:45PM	CS Disco appoints Richard Crum as EVP and Chief Product Officer (Business Wire) +5.06%
May-23-24 09:35AM	Here's Why CS Disco (LAW) is Poised for a Turnaround After Losing -17.49% in 4 Weeks (Zacks)
May-09-24 08:55PM	LAW Stock Earnings: CS Disco Beats EPS, Misses Revenue for Q1 2024 (InvestorPlace) -15.74%
06:25PM	CS Disco (LAW) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
04:05PM	DISCO Announces First Quarter 2024 Financial Results (Business Wire)
09:03AM	DISCO Unveils Cecilia Doc Summaries, an AI-Powered Tool That Simplifies Analysis of Complex Legal Document Sets (Business Wire)
Apr-27-24 06:15AM	Bargain Bin AI Plays: 3 Discounted Stocks Destined to Dominate (InvestorPlace)
Apr-18-24 04:15PM	DISCO to Announce First Quarter 2024 Financial Results On May 9, 2024 (Business Wire)
09:00AM	Loading…
Apr-10-24 09:00AM	CS Disco Appoints Eric Friedrichsen as CEO (Business Wire) -7.24%
Mar-26-24 07:49AM	20 Highest Paid CEOs in the US and Their College Degrees (Insider Monkey)
Mar-18-24 09:20AM	CS Disco (LAW) Moves 8.7% Higher: Will This Strength Last? (Zacks)
Mar-14-24 04:15PM	CS Disco Board Approves $20 Million Share Repurchase Authorization (Business Wire) +8.71%
Feb-24-24 09:21AM	CS Disco, Inc. (NYSE:LAW) Q4 2023 Earnings Call Transcript (Insider Monkey)
Feb-22-24 04:05PM	DISCO Announces Fourth Quarter and Fiscal Year 2023 Financial Results (Business Wire)
Feb-01-24 04:15PM	DISCO to Announce Fourth Quarter and Fiscal Year 2023 Financial Results On February 22, 2024 (Business Wire)
Jan-30-24 09:04AM	DISCO Unveils Cecilia Deposition Summaries, an Advanced Tool That Gives Lawyers Fast Analysis of Witness Testimony (Business Wire)
Jan-23-24 10:31AM	DISCO Announces C-Suite Elevations For Key Customer and People-Focused Roles (Business Wire)
Dec-07-23 09:03AM	DISCO Publicly Launches Cecilia, an AI-Powered Platform for Legal Professionals to Transform their Workflows and Accelerate Fact Finding (Business Wire) +5.24%
Nov-27-23 09:55AM	Does CS Disco (LAW) Have the Potential to Rally 47.16% as Wall Street Analysts Expect? (Zacks)
Nov-09-23 04:05PM	DISCO Announces Third Quarter 2023 Financial Results (Business Wire)
Nov-08-23 04:31PM	DISCO Partners with vLex to Leverage Legal Industrys Most Comprehensive Primary Law Database (Business Wire)
Oct-30-23 11:30AM	INVESTOR ACTION NOTICE: The Schall Law Firm Encourages Investors in CS Disco, Inc. with Losses of $100,000 to Contact the Firm (PR Newswire)
Oct-29-23 07:00AM	A Harvard Prodigy Set Out to Disrupt the Legal Industry. Now, CS Disco Tries to Fix Its Culture. (The Wall Street Journal)
04:15PM	Loading…
Oct-19-23 04:15PM	DISCO to Announce Third Quarter of Fiscal Year 2023 Financial Results On November 9, 2023 (Business Wire)
Oct-10-23 01:51PM	Shareholders Who Own CS Disco, Inc. (LAW) Stock Should Contact Robbins LLP for Information About their Rights and Remedies Against CS Disco, Inc. (GlobeNewswire)
Oct-03-23 09:26PM	CS Disco Inc. investors: Please contact the Portnoy Law Firm to recover your losses; November 20, 2023 deadline. (GlobeNewswire)
Sep-28-23 10:56AM	CS Disco, Inc. (LAW) Investor Notice: Robbins LLP Reminds Investors it is Investigating the Officers and Directors of CS Disco, Inc. (GlobeNewswire)
Sep-20-23 12:17PM	CS Disco Stock Rises in Wake of CEO's Departure, Investigation (The Wall Street Journal) +11.77%
08:47AM	CEOs Abrupt Exit Followed Complaint of Alleged Groping, Other Accounts of Misconduct (The Wall Street Journal)
Sep-14-23 04:25PM	CEO With $110 Million Pay Package Is Suddenly Out (The Wall Street Journal) -9.29% -9.25%
Sep-11-23 04:40PM	DISCO Announces Leadership Transition (Business Wire) -19.09%
Aug-22-23 11:40AM	DISCO Showcases Product Momentum and Expansive Vision Designed to Accelerate AI Innovation at ILTACON (Business Wire)
Aug-09-23 04:05PM	DISCO Announces Second Quarter 2023 Financial Results (Business Wire) +24.59%
Jul-26-23 04:15PM	DISCO to Announce Second Quarter of Fiscal Year 2023 Financial Results On August 9, 2023 (Business Wire)
Jul-06-23 09:04AM	DISCO Cecilia Enters Private Access, Currently Live Across Select Client Databases (Business Wire)
Jul-04-23 05:30AM	Meet the CEOs Who Pull In More Than $100 Million a Year (The Wall Street Journal)
May-10-23 04:05PM	DISCO Announces First Quarter 2023 Financial Results (Business Wire)
Apr-28-23 04:15PM	DISCO to Present at SVB MoffettNathansons Inaugural Technology, Media & Telecom Conference (Business Wire)
Apr-19-23 08:03AM	DISCO Expands Global Footprint with Entry into India (Business Wire)
Apr-13-23 04:15PM	DISCO to Announce First Quarter of Fiscal Year 2023 Financial Results On May 10, 2023 (Business Wire)
Mar-22-23 09:02AM	DISCO Launches Timelines, a Cloud-Based Solution for Legal Professionals to Build More Compelling Cases Faster (Business Wire)
Mar-21-23 09:04AM	DISCO Announces Cecilia: an AI Chatbot for Large-Scale Ediscovery, Designed to Let Lawyers Interrogate Their Data (Business Wire)
Mar-16-23 11:04AM	Lady Justice Implores Lawyers to "Law Better" in New DISCO Campaign Through BigSmall (Business Wire)
Feb-23-23 04:05PM	DISCO Announces Fourth Quarter and Fiscal Year 2022 Financial Results (Business Wire) -29.67%
Feb-17-23 09:55AM	Wall Street Analysts Predict a 41.11% Upside in CS Disco (LAW): Here's What You Should Know (Zacks)
Feb-02-23 04:15PM	DISCO to Announce Fourth Quarter and Fiscal Year 2022 Financial Results on February 23, 2023 (Business Wire) +5.49%
Feb-01-23 09:55AM	How Much Upside is Left in CS Disco (LAW)? Wall Street Analysts Think 43.32% (Zacks)
Nov-10-22 04:05PM	DISCO Announces Third Quarter 2022 Financial Results (Business Wire) +18.65% +9.18%
Oct-25-22 09:55AM	Wall Street Analysts Believe CS Disco (LAW) Could Rally 172%: Here's is How to Trade (Zacks) +8.31%
Oct-24-22 08:06AM	DISCO Launches Collect For Slack, a Unified Cloud-Based Solution for Legal Teams to Manage and Preserve Slack Data (Business Wire)
Oct-18-22 11:44AM	DISCO Named a Leader in IDC MarketScape: Worldwide eDiscovery Review Software 2022 Vendor Assessment (Business Wire) +5.73%
Oct-17-22 04:15PM	DISCO to Announce Third Quarter 2022 Financial Results on November 10, 2022 (Business Wire)
Sep-26-22 02:11PM	DISCO Named a Leader in IDC MarketScape: Worldwide eDiscovery Early Case Assessment Software 2022 Vendor Assessment (Business Wire) -15.78%
Sep-13-22 08:00AM	Legal Teams Achieve Measurable Benefits From Embracing Technology-Driven Transformation, But Resistance to Change Persists, According to New Research (Business Wire) -9.10%
Sep-08-22 09:44AM	DISCO Debuts Just Hearsay, a New Podcast Series Featuring Deep Conversations with Legal Tech and Innovation Luminaries (Business Wire)
Aug-22-22 07:00AM	LexFusion Selects DISCO as Ediscovery Partner (Business Wire)
Aug-19-22 04:15PM	DISCO to Present at Piper Sandler Growth Frontiers Conference (Business Wire)
Aug-14-22 08:18AM	News Flash: 9 Analysts Think CS Disco, Inc. (NYSE:LAW) Earnings Are Under Threat (Simply Wall St.)
Aug-12-22 03:32PM	Why Disco's Kiwi Camara loves new downtown Austin office, IPO ripple effects (American City Business Journals) -53.63%
Aug-11-22 04:05PM	DISCO Announces Second Quarter 2022 Financial Results (Business Wire)
Jul-18-22 09:25AM	Is There An Opportunity With CS Disco, Inc.'s (NYSE:LAW) 29% Undervaluation? (Simply Wall St.) +5.75%
Jul-14-22 04:15PM	DISCO to Announce Second Quarter 2022 Financial Results on August 11, 2022 (Business Wire) -5.16%
Jun-06-22 04:15PM	DISCO to Present at Bank of America Securities Global Technology Conference (Business Wire) -5.88%
11:24AM	DISCO Welcomes New Chief Marketing Officer and Vice President of Product Strategy (Business Wire)
May-16-22 08:00AM	Start Spreading the News: DISCO Opens New York City Office (Business Wire) -5.61%
May-12-22 04:05PM	DISCO Announces First Quarter 2022 Financial Results (Business Wire) +8.51% +17.29%
May-11-22 02:14PM	DISCO Earns a 2022 Top Rated Award from TrustRadius (Business Wire) -10.41%
May-09-22 01:14PM	EY Announces DISCO CEO Kiwi Camara as an Entrepreneur Of The Year® 2022 Central South Award Finalist (Business Wire) -8.66%
Apr-28-22 12:28PM	Jignasha Amin Grooms Joins DISCO as Chief Human Resources Officer (Business Wire) +6.82%
Apr-21-22 04:15PM	DISCO to Announce First Quarter 2022 Financial Results on May 12, 2022 (Business Wire)
Apr-19-22 06:39AM	We're Not Worried About CS Disco's (NYSE:LAW) Cash Burn (Simply Wall St.)
Mar-02-22 09:18AM	M&A wrap: Disco, Self Financial buy; Kompyte, SecureLink sell (American City Business Journals)
Feb-24-22 04:05PM	DISCO Expands Products Portfolio, Acquires Legal Hold and Workflow Technology Assets (Business Wire) +9.25% +6.47%
04:05PM	DISCO Announces Fourth Quarter and Fiscal Year 2021 Financial Results (Business Wire)
Feb-03-22 04:15PM	DISCO to Announce Fourth Quarter and Fiscal Year 2021 Financial Results on February 24, 2022 (Business Wire) -7.26% +10.84%
Feb-01-22 09:00AM	Passage Raises $4M to Help Developers Bring Biometric Authentication to the Masses (PR Newswire)
Jan-19-22 06:45AM	A Look At The Intrinsic Value Of CS Disco, Inc. (NYSE:LAW) (Simply Wall St.)
Jan-06-22 04:15PM	DISCO to Present at Needham Growth Conference (Business Wire) +7.01%
Dec-22-21 09:15PM	Cs Disco Inc (LAW) CFO Michael Lafair Sold $1.1 million of Shares (GuruFocus.com)
Dec-17-21 08:38PM	Baillie Gifford Funds Buys Sprout Social Inc, Upwork Inc, TransMedics Group Inc, Sells Cloudera ... (GuruFocus.com) +10.42% -10.61%
Nov-09-21 04:05PM	DISCO Announces Third Quarter 2021 Financial Results (Business Wire) -6.59%
Oct-21-21 08:48AM	How Much Of CS Disco, Inc. (NYSE:LAW) Do Insiders Own? (Simply Wall St.)
Oct-13-21 04:15PM	DISCO to Announce Third Quarter 2021 Financial Results on November 9, 2021 (Business Wire)
Sep-15-21 12:37AM	DISCO Announces Pricing of Secondary Public Offering of Common Stock (Business Wire)
Sep-13-21 08:45AM	DISCO Announces Proposed Secondary Public Offering of Common Stock (Business Wire) -12.50%
Sep-02-21 04:05PM	CS Disco Announces Second Quarter 2021 Financial Results (Business Wire) +7.43%
Aug-18-21 04:15PM	DISCO to Announce Second Quarter 2021 Financial Results on September 2, 2021 (Business Wire) +7.16%
Aug-10-21 10:18AM	DISCO is Named to the 2021 Forbes Cloud 100 (Business Wire)
Jul-23-21 04:23PM	DISCO Announces Closing of Initial Public Offering (Business Wire) -7.92%
07:00AM	The Stephens Group Portfolio Company DISCO Prices its Initial Public Offering (Business Wire)
Jul-20-21 10:52PM	DISCO Announces Pricing of Initial Public Offering (Business Wire)

CS Disco, Inc. engages in the provision of legal technology solutions. It operates through the United States and All Other Countries segments. The company was founded by Kiwi Camara, Kent Radford, Gabe Krambs and Barry Hagan in 2012 and is headquartered in Houston, TX.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Lafair Michael	EVP, Chief Financial Officer	Aug 19 '24	Sale	4.73	11,552	54,641	798,019	Aug 21 04:04 PM
Herckis Karen	EVP, Chief HR Officer	Aug 19 '24	Sale	4.74	4,106	19,462	107,320	Aug 21 04:03 PM
Antoon Melanie	EVP, Chief Customer Officer	Aug 19 '24	Sale	4.73	3,039	14,374	169,020	Aug 21 04:01 PM
Herckis Karen	Officer	Aug 19 '24	Proposed Sale	5.00	4,000	20,000		Aug 16 07:01 PM
Antoon Melanie	Officer	Aug 19 '24	Proposed Sale	5.00	3,000	15,000		Aug 16 07:00 PM
Lafair Michael	Officer	Aug 19 '24	Proposed Sale	5.00	11,000	55,000		Aug 16 06:58 PM
Hill Scott A	Director	Aug 13 '24	Buy	5.39	23,554	126,956	187,615	Aug 15 05:02 PM
Hill Scott A	Director	Aug 14 '24	Buy	5.43	1,446	7,852	189,061	Aug 15 05:02 PM
Hill Scott A	Director	May 17 '24	Sale	6.65	73,296	487,418	139,103	May 21 04:20 PM
Lafair Michael	EVP, Chief Financial Officer	May 17 '24	Sale	6.65	7,690	51,138	813,738	May 21 04:19 PM
Herckis Karen	EVP, Chief HR Officer	May 17 '24	Sale	6.65	3,807	25,317	111,426	May 21 04:18 PM
Antoon Melanie	EVP, Chief Customer Officer	May 17 '24	Sale	6.65	2,759	18,347	172,059	May 21 04:17 PM
Smith Kevin Joseph	EVP, Chief Product Officer	May 17 '24	Sale	6.65	7,833	52,089	287,106	May 21 04:16 PM
Lafair Michael	EVP, Chief Financial Officer	Feb 28 '24	Sale	6.82	8,614	58,747	826,345	Mar 01 04:50 PM
Antoon Melanie	EVP, Chief Customer Officer	Feb 28 '24	Sale	6.82	2,006	13,681	174,818	Mar 01 04:46 PM
Smith Kevin Joseph	EVP, Chief Product Officer	Feb 28 '24	Sale	6.82	5,765	39,317	298,089	Mar 01 04:44 PM
Antoon Melanie	EVP, Chief Customer Officer	Feb 20 '24	Sale	7.60	4,689	35,636	151,898	Feb 22 04:32 PM
Lafair Michael	EVP, Chief Financial Officer	Feb 20 '24	Sale	7.61	4,756	36,193	729,381	Feb 22 04:29 PM
Smith Kevin Joseph	EVP, Chief Product Officer	Feb 20 '24	Sale	7.60	5,098	38,745	250,441	Feb 22 04:26 PM
Herckis Karen	EVP, Chief HR Officer	Feb 20 '24	Sale	7.61	3,226	24,550	115,233	Feb 22 04:24 PM
Smith Kevin Joseph	EVP, Chief Product Officer	Nov 17 '23	Sale	5.40	4,070	21,978	197,608	Nov 21 04:48 PM
Lafair Michael	EVP, Chief Financial Officer	Nov 17 '23	Sale	5.39	4,247	22,891	680,189	Nov 21 04:46 PM

Open in Screener

CDLX

Cardlytics Inc

Sep 20 • 04:00PM ET

3.67

Dollar change -0.21
Percentage change -5.41	%

Communication Services • Advertising Agencies • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Held by: VTI IWM VXF IWO SCHA VTWO VOX DFAS DFAT IWC

Index	RUT	P/E	-	EPS (ttm)	-3.83	Insider Own	4.90%	Shs Outstand	49.84M	Perf Week	-1.61%
Market Cap	182.91M	Forward P/E	-	EPS next Y	-1.59	Insider Trans	25.50%	Shs Float	47.40M	Perf Month	-9.16%
Income	-153.34M	PEG	-	EPS next Q	-0.57	Inst Own	68.51%	Short Float	18.20%	Perf Quarter	-54.35%
Sales	305.42M	P/S	0.60	EPS this Y	55.56%	Inst Trans	-0.02%	Short Ratio	7.12	Perf Half Y	-75.92%
Book/sh	4.25	P/B	0.86	EPS next Y	3.05%	ROA	-26.26%	Short Interest	8.63M	Perf Year	-76.35%
Cash/sh	1.43	P/C	2.57	EPS next 5Y	44.10%	ROE	-68.74%	52W Range	2.89 - 20.52	Perf YTD	-60.15%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-5.75%	ROI	-35.68%	52W High	-82.12%	Beta	1.69
Dividend TTM	-	Quick Ratio	1.77	Sales past 5Y	17.35%	Gross Margin	45.23%	52W Low	26.99%	ATR (14)	0.33
Dividend Ex-Date	Aug 05, 2008	Current Ratio	1.77	EPS Y/Y TTM	66.35%	Oper. Margin	-19.15%	RSI (14)	40.05	Volatility	5.97% 7.19%
Employees	434	Debt/Eq	1.06	Sales Y/Y TTM	3.10%	Profit Margin	-50.21%	Recom	3.20	Target Price	4.38
Option/Short	Yes / Yes	LT Debt/Eq	1.05	EPS Q/Q	87.12%	Payout	-	Rel Volume	0.52	Prev Close	3.88
Sales Surprise	-7.64%	EPS Surprise	80.43%	Sales Q/Q	-9.21%	Earnings	Aug 07 AMC	Avg Volume	1.21M	Price	3.67
SMA20	-0.39%	SMA50	-33.24%	SMA200	-56.65%	Trades		Volume	630,771	Change	-5.41%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-16-24	Downgrade	Northland Capital	Outperform → Market Perform	$5
Aug-15-24	Downgrade	BofA Securities	Neutral → Underperform	$4 → $3.50
Aug-08-24	Downgrade	Needham	Buy → Hold
Aug-08-24	Downgrade	Lake Street	Buy → Hold	$18 → $5
Aug-08-24	Downgrade	Craig Hallum	Buy → Hold
Jun-20-24	Resumed	BofA Securities	Neutral	$11
Jun-18-24	Initiated	Northland Capital	Outperform	$14
Mar-15-24	Upgrade	Craig Hallum	Hold → Buy	$10 → $18
Nov-29-23	Initiated	Lake Street	Buy	$13
Sep-08-22	Downgrade	Wells Fargo	Equal Weight → Underweight	$14 → $13
Jul-14-22	Downgrade	Wells Fargo	Overweight → Equal Weight	$72 → $15
Jul-13-22	Downgrade	BofA Securities	Neutral → Underperform	$14
Jul-12-22	Downgrade	Craig Hallum	Buy → Hold	$50 → $20
Apr-05-22	Resumed	Wells Fargo	Overweight	$72
Jun-18-21	Initiated	Needham	Buy	$135
Apr-15-21	Upgrade	Wells Fargo	Equal Weight → Overweight	$150
Apr-14-21	Upgrade	Craig Hallum	Hold → Buy	$145
Mar-05-21	Upgrade	BofA Securities	Underperform → Neutral	$128
Jan-14-21	Downgrade	William Blair	Outperform → Mkt Perform
Aug-28-20	Downgrade	Wells Fargo	Overweight → Equal Weight	$80

Show Previous Ratings

Sep-16-24 05:52PM	Cardlytics (CDLX) Under Investor Scrutiny About Growth Initiatives Hagens Berman (GlobeNewswire)
Sep-05-24 03:17PM	Cardlytics (CDLX) Under Investor Scrutiny About Growth Initiatives Hagens Berman (GlobeNewswire)
Sep-03-24 09:00PM	Bragar Eagel & Squire, P.C. Is Investigating Paragon 28, Bumble, Cardlytics, and NuScale and Encourages Investors to Contact the Firm (GlobeNewswire) -7.93%
Aug-29-24 12:05PM	Cardlytics (CDLX) Under Investor Scrutiny About Growth Initiatives Hagens Berman (GlobeNewswire)
Aug-26-24 09:00PM	Bragar Eagel & Squire, P.C. Is Investigating Arhaus, Cardlytics, and CVRx and Encourages Investors to Contact the Firm (GlobeNewswire)
04:58PM	Loading…
Aug-19-24 04:58PM	Cardlytics (CDLX) Under Investor Scrutiny About Growth Initiatives Hagens Berman (GlobeNewswire) +7.24%
04:05PM	Cardlytics Announces Inducement Grant Under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire)
Aug-15-24 10:51AM	Cardlytics (CDLX) Under Investor Scrutiny About Growth Initiatives - Hagens Berman (Newsfile)
Aug-13-24 06:34PM	Cardlytics (CDLX) Under Investor Scrutiny About Growth Initiatives Hagens Berman (GlobeNewswire) +8.81%
Aug-12-24 11:31PM	Director Scott Hill Acquires 40,000 Shares of Cardlytics Inc (CDLX) (GuruFocus.com) -6.88%
Aug-07-24 07:03PM	Cardlytics: Q2 Earnings Snapshot (Associated Press Finance) -5.74% -57.10%
04:13PM	Cardlytics Announces Second Quarter 2024 Financial Results (GlobeNewswire)
04:10PM	Cardlytics Appoints Amit Gupta as CEO (GlobeNewswire)
Jul-24-24 04:05PM	Cardlytics Announces Timing of Its Second Quarter 2024 Earnings Release (GlobeNewswire) -8.42%
Jun-05-24 03:04AM	Insider Sale: CEO Karim Temsamani Sells 43,129 Shares of Cardlytics Inc (CDLX) (GuruFocus.com) +10.81%
09:00AM	Loading…
Jun-04-24 09:00AM	Giant Eagle's Leap Media Group Joins The Rippl Data & Media Network (GlobeNewswire)
May-29-24 08:03AM	Digital Turbine, Inc. (NASDAQ:APPS) Q4 2024 Earnings Call Transcript (Insider Monkey)
May-10-24 02:54PM	Cardlytics Inc (CDLX) Reports Q1 2024 Earnings: A Detailed Analysis (GuruFocus.com)
May-09-24 02:38PM	Why Cardlytics Stock Collapsed on Thursday (Motley Fool) -36.51%
10:24AM	Cardlytics, Inc. (NASDAQ:CDLX) Q1 2024 Earnings Call Transcript (Insider Monkey)
08:43AM	Why Is Cardlytics (CDLX) Stock Down 29% Today? (InvestorPlace)
07:50AM	Q1 2024 Cardlytics Inc Earnings Call (Thomson Reuters StreetEvents)
07:29AM	Today's Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Thursday (InvestorPlace)
03:54AM	Cardlytics Inc (CDLX) Q1 2024 Earnings Call Transcript Highlights: A Mixed Bag of Growth and ... (GuruFocus.com)
May-08-24 04:47PM	Cardlytics: Q1 Earnings Snapshot (Associated Press Finance) -5.26%
04:05PM	Cardlytics Announces First Quarter 2024 Financial Results (GlobeNewswire)
May-02-24 04:05PM	Cardlytics Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire) +7.54% +6.51%
Apr-25-24 09:51AM	Cardlytics Insider Sold Shares Worth $278,885, According to a Recent SEC Filing (MT Newswires)
02:43AM	Cardlytics Inc (CDLX) COO Amit Gupta Sells 23,416 Shares (GuruFocus.com)
Apr-24-24 04:05PM	Cardlytics Announces Timing of Its First Quarter 2024 Earnings Release (GlobeNewswire) -6.87%
09:30AM	Loading…
Apr-15-24 09:30AM	5 Tech Stocks for Less Than $50 for April 2024 (Investopedia)
Apr-09-24 04:02PM	Liane Hornsey Appointed to Cardlytics Board of Directors (GlobeNewswire) -6.98%
Apr-03-24 01:52AM	Cardlytics Inc (CDLX) CEO Karim Temsamani Sells 32,718 Shares (GuruFocus.com)
01:52AM	Cardlytics Inc (CDLX) Chief Legal & Privacy Officer Nicholas Lynton Sells 12,460 Shares (GuruFocus.com)
Apr-02-24 05:53PM	Why Cardlytics Stock Skyrocketed 75% Last Month (Motley Fool) -5.60%
Mar-26-24 09:15PM	Cardlytics Prices $150.0 Million Convertible Senior Notes Offering (GlobeNewswire) -32.84% +7.65%
06:41PM	Why Cardlytics Stock Tanked by 33% Today (Motley Fool)
07:13AM	Cardlytics Announces Proposed Convertible Senior Notes Offering (GlobeNewswire)
Mar-22-24 09:54PM	NYCB, Vista Outdoor, Cardlytics, and More Stocks See Action From Activist Investors (Barrons.com) +27.36%
Mar-19-24 02:37PM	Hedge Fund and Insider Trading News: Crispin Odey, John Paulson, Ken Griffin, Daniel Loeb, Steve Cohen, Nelson Peltz, Millennium Management, L3Harris Technologies Inc (LHX), Cardlytics, Inc. (CDLX), and More (Insider Monkey) +7.96%
Mar-15-24 01:22PM	Cardlytics, Inc. (NASDAQ:CDLX) Q4 2023 Earnings Call Transcript (Insider Monkey) +77.15%
11:42AM	Here's Why Cardlytics Stock Absolutely Skyrocketed Today (Motley Fool)
08:52AM	Q4 2023 Cardlytics Inc Earnings Call (Thomson Reuters StreetEvents)
Mar-14-24 05:34PM	Cardlytics Inc (CDLX) Reports Growth in Revenue and Adjusted EBITDA for Q4 and Full Year 2023 (GuruFocus.com)
04:43PM	Cardlytics: Q4 Earnings Snapshot (Associated Press Finance)
04:03PM	Cardlytics Announces Fourth Quarter and Full Year 2023 Financial Results (GlobeNewswire)
Mar-08-24 04:05PM	Cardlytics Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire) +6.87% +7.06%
Feb-29-24 04:05PM	Cardlytics Announces Timing of Its Fourth Quarter and Full Year 2023 Financial Results Conference Call and Webcast (GlobeNewswire)
Jan-29-24 11:16AM	Why Cardlytics Stock Skyrocketed Today (Motley Fool) +24.61%
07:56AM	Cardlytics Announces Successful Resolution of SRS Dispute and Preliminary Fourth Quarter 2023 Results (GlobeNewswire)
Jan-24-24 11:02PM	Cardlytics Inc COO Amit Gupta Sells 72,658 Shares (GuruFocus.com)
Jan-04-24 11:02AM	Cardlytics Inc CEO Karim Temsamani Sells 31,123 Shares (GuruFocus.com) -5.32%
Jan-02-24 04:05PM	Cardlytics Appoints Two New Members to its Board of Directors (GlobeNewswire) -12.36%
Dec-19-23 07:30AM	Cardlytics Announces Multi-Year Contract Renewal with Lloyds Bank Plc (GlobeNewswire) +7.30%
Dec-12-23 08:00AM	Kigo, an Augeo subsidiary, acquires Entertainment to advance Open Loyalty innovation & elevate digital offer experiences (PR Newswire)
Dec-06-23 08:58PM	Insider Sell Alert: CEO Karim Temsamani Unloads Shares of Cardlytics Inc (GuruFocus.com)
Nov-09-23 02:30PM	Cardlytics, Inc. (NASDAQ:CDLX) Q3 2023 Earnings Call Transcript (Insider Monkey) -54.45%
Nov-08-23 05:53PM	Cardlytics: Q3 Earnings Snapshot (Associated Press Finance)
04:05PM	Cardlytics Announces Third Quarter 2023 Financial Results (GlobeNewswire)
Oct-27-23 05:09PM	Cardlytics Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire)
Oct-26-23 08:30AM	Cardlytics Announces Timing of Its Third Quarter 2023 Financial Results Conference Call and Webcast (GlobeNewswire)
Oct-04-23 07:01AM	Insider Sell: Nicholas Lynton Sells 12,751 Shares of Cardlytics Inc (CDLX) (GuruFocus.com)
Sep-28-23 04:21PM	15 Recent Activist Investor Campaigns (Insider Monkey) +7.33%
03:28PM	This Hedge Fund is Up 88% This Year, Here is What Its Buying (Insider Monkey)
Sep-22-23 06:40PM	Cardlytics, Immunocore, and More Stocks See Action From Activist Investors (Barrons.com)
Sep-19-23 04:05PM	Cardlytics Appoints Alex Mishurov to its Board of Directors (GlobeNewswire)
Sep-12-23 05:01AM	Insider Sell: Cardlytics Inc CEO Karim Temsamani Sells 166,973 Shares (GuruFocus.com)
Sep-06-23 04:05PM	Finance Veteran Scott A. Hill appointed to Cardlytics Board of Directors (GlobeNewswire)
Aug-17-23 09:00AM	Bridg Launches Rippl Data and Media Network (GlobeNewswire)
Aug-03-23 08:08AM	Cardlytics, Inc. (NASDAQ:CDLX) Q2 2023 Earnings Call Transcript (Insider Monkey)
Aug-02-23 09:03AM	Q2 2023 Cardlytics Inc Earnings Call (Thomson Reuters StreetEvents) +19.79%
Aug-01-23 05:25PM	Cardlytics (CDLX) Reports Q2 Loss, Tops Revenue Estimates (Zacks)
04:19PM	Cardlytics: Q2 Earnings Snapshot (AP Finance)
04:05PM	Cardlytics Announces Second Quarter 2023 Financial Results (GlobeNewswire)
Jul-20-23 04:05PM	Cardlytics Announces Timing of Its Second Quarter 2023 Financial Results Conference Call and Webcast (GlobeNewswire) -12.60%
Jul-19-23 03:10PM	Cardlytics names new CFO months after leadership shakeup (American City Business Journals)
Jul-18-23 08:00AM	Cardlytics Appoints New Chief Financial Officer (GlobeNewswire) +9.50%
08:00AM	Cardlytics Announces Inducement Grant Under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire)
Jul-14-23 03:56PM	Cardlytics (CDLX) Surges 13.2%: Is This an Indication of Further Gains? (Zacks) -6.56%
Jul-12-23 07:39AM	Cardlytics (NASDAQ:CDLX) shareholders are up 38% this past week, but still in the red over the last three years (Simply Wall St.) +8.16%
Jul-06-23 03:11PM	CleanSpark (CLSK) Soars 8.6%: Is Further Upside Left in the Stock? (Zacks)
Jun-30-23 06:39PM	Cardlytics and Motorcar Parts of America Stock See Action From Activist Investors (Barrons.com)
Jun-19-23 09:40AM	Is Cardlytics (CDLX) Stock Outpacing Its Business Services Peers This Year? (Zacks)
Jun-08-23 06:53AM	Cardlytics, Inc. (NASDAQ:CDLX) is largely controlled by institutional shareholders who own 67% of the company (Simply Wall St.)
May-08-23 09:55AM	Does Cardlytics (CDLX) Have the Potential to Rally 49.25% as Wall Street Analysts Expect? (Zacks)
May-05-23 10:14AM	Q1 2023 Cardlytics Inc Earnings Call (Thomson Reuters StreetEvents) -27.26%
May-04-23 06:35PM	Cardlytics (CDLX) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
05:34PM	Cardlytics: Q1 Earnings Snapshot (AP Finance)
04:05PM	Cardlytics Announces First Quarter 2023 Financial Results (GlobeNewswire)
May-02-23 09:30AM	Cardlytics (CDLX) Recently Broke Out Above the 200-Day Moving Average (Zacks)
May-01-23 07:35AM	Cardlytics Announces Update to Bridg Earnout Payments (GlobeNewswire) +27.27%
Apr-27-23 05:15PM	Cardlytics Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire) +6.40%
10:02AM	Earnings Preview: NV5 Global (NVEE) Q1 Earnings Expected to Decline (Zacks)
Apr-24-23 04:21PM	Cardlytics Announces Timing of Its First Quarter 2023 Financial Results Conference Call and Webcast (GlobeNewswire) -6.77%
10:00AM	Analysts Estimate Cardlytics (CDLX) to Report a Decline in Earnings: What to Look Out for (Zacks)
Apr-05-23 06:23PM	Cardlytics (CDLX) Soars 80.9%: Is Further Upside Left in the Stock? (Zacks) -22.44% +23.24%
Apr-04-23 07:30AM	Cardlytics Announces Updated Guidance for First Quarter 2023 Financial Results (GlobeNewswire) +80.87%
Mar-22-23 04:05PM	Cardlytics Announces CFO Transition (GlobeNewswire) -15.19% -5.07%
Mar-20-23 08:13PM	Strength Seen in Symbotic Inc. (SYM): Can Its 9.5% Jump Turn into More Strength? (Zacks) +17.11%
Mar-14-23 04:21PM	Cardlytics Announces Partial Drawdown of Line of Credit in Response to Uncertainty in the Financial Sector (GlobeNewswire) -6.61%

Cardlytics, Inc. engages in the business of operating an advertising platform which includes online, mobile applications, email, and various real-time notifications. It operates under the Cardlytics and Bridg Platforms. The Cardlytics Platform segment focuses on the United States and the United Kingdom, which represents proprietary advertising channels. The Bridg Platform segment is involved in utilizing POS data from merchant data partners, including product-level purchase data to enable marketers to perform analytics and targeted loyalty marketing in a privacy protected manner. The company was founded by Scott David Grimes, Lynne Marie Laube, and Hans Theisen on June 26, 2008 and is headquartered in Atlanta, GA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Hill Scott A	Director	Sep 05 '24	Option Exercise	0.00	6,748	0	46,748	Sep 09 04:02 PM
DeSieno Alexis	Chief Financial Officer	Aug 14 '24	Option Exercise	0.00	175,000	0	181,898	Aug 16 04:22 PM
DeSieno Alexis	Chief Financial Officer	Aug 15 '24	Sale	3.71	90,912	337,102	90,986	Aug 16 04:22 PM
DeSieno Alexis	Officer	Aug 15 '24	Proposed Sale	3.71	90,912	337,138		Aug 15 04:34 PM
Hill Scott A	Director	Aug 12 '24	Buy	3.58	40,000	143,200	40,000	Aug 12 05:46 PM
Hornsey Liane	Director	Aug 12 '24	Buy	3.59	10,000	35,900	10,000	Aug 12 05:45 PM
Klinck John L. Jr.	Director	Aug 12 '24	Buy	3.49	14,000	48,860	67,593	Aug 12 05:39 PM
Gupta Amit	Chief Operating Officer	Jul 24 '24	Sale	8.66	22,699	196,687	150,569	Jul 24 06:57 PM
Lynton Nicholas Hollmeyer	Chief Legal & Privacy Officer	Jul 02 '24	Sale	7.95	5,956	47,368	78,593	Jul 02 07:13 PM
Gupta Amit	Chief Operating Officer	Jul 02 '24	Sale	7.95	7,507	59,703	129,518	Jul 02 07:12 PM
DeSieno Alexis	Chief Financial Officer	Jul 02 '24	Sale	7.95	7,451	59,258	6,898	Jul 02 07:11 PM
Temsamani Karim Saad	Chief Executive Officer	Jun 04 '24	Sale	8.65	43,129	373,281	385,530	Jun 04 08:11 PM
Klinck John L. Jr.	Director	May 23 '24	Option Exercise	0.00	28,547	0	53,593	May 23 04:36 PM
Jensen Jessica	Director	May 23 '24	Option Exercise	0.00	28,547	0	38,606	May 23 04:36 PM
Lapic S Aimee	Director	May 23 '24	Option Exercise	0.00	28,547	0	42,911	May 23 04:36 PM
SOSIN CLIFFORD	10% Owner	May 09 '24	Buy	8.73	225,000	1,963,687	6,361,113	May 13 06:13 PM
SOSIN CLIFFORD	10% Owner	May 10 '24	Buy	8.79	100,000	878,540	6,461,113	May 13 06:13 PM
SOSIN CLIFFORD	10% Owner	May 13 '24	Buy	8.99	3,746	33,662	6,464,859	May 13 06:13 PM
Gupta Amit	Chief Operating Officer	Apr 24 '24	Sale	11.91	23,416	278,885	122,676	Apr 24 07:20 PM
Lynton Nicholas Hollmeyer	Chief Legal & Privacy Officer	Apr 23 '24	Sale	12.76	276	3,521	71,761	Apr 23 07:03 PM
Lynton Nicholas Hollmeyer	Chief Legal & Privacy Officer	Apr 02 '24	Sale	13.69	12,460	170,620	71,355	Apr 02 08:23 PM
Temsamani Karim Saad	Chief Executive Officer	Apr 02 '24	Sale	13.69	32,564	445,801	344,734	Apr 02 08:22 PM
Temsamani Karim Saad	Chief Executive Officer	Apr 01 '24	Sale	14.41	154	2,219	344,580	Apr 02 08:22 PM
SOSIN CLIFFORD	10% Owner	Mar 19 '24	Buy	14.16	350,000	4,956,035	6,373,676	Mar 21 07:34 PM
SOSIN CLIFFORD	10% Owner	Mar 18 '24	Buy	13.40	350,000	4,689,685	6,023,676	Mar 18 07:48 PM
SOSIN CLIFFORD	10% Owner	Mar 15 '24	Buy	13.71	311,715	4,274,174	5,673,676	Mar 18 07:48 PM
Temsamani Karim Saad	Chief Executive Officer	Mar 04 '24	Sale	7.89	34,515	272,323	327,298	Mar 05 04:24 PM
Gupta Amit	Chief Operating Officer	Jan 23 '24	Option Exercise	0.00	175,000	0	175,000	Jan 24 06:21 PM
Gupta Amit	Chief Operating Officer	Jan 24 '24	Sale	6.10	72,658	443,286	102,342	Jan 24 06:21 PM
SOSIN CLIFFORD	10% Owner	Jan 12 '24	Sale	7.00	17,155	120,128	5,361,961	Jan 16 04:30 PM
SOSIN CLIFFORD	10% Owner	Jan 02 '24	Sale	8.86	37,000	327,698	5,379,116	Jan 04 04:20 PM
Temsamani Karim Saad	Chief Executive Officer	Jan 03 '24	Sale	7.77	31,123	241,826	277,735	Jan 03 08:00 PM
Lynton Nicholas Hollmeyer	Chief Legal & Privacy Officer	Jan 03 '24	Sale	7.77	15,620	121,367	55,849	Jan 03 07:59 PM
Temsamani Karim Saad	Chief Executive Officer	Dec 01 '23	Option Exercise	0.00	84,079	0	299,271	Dec 05 07:53 PM
Temsamani Karim Saad	Chief Executive Officer	Dec 05 '23	Sale	8.21	40,413	331,791	258,858	Dec 05 07:53 PM
Lynton Nicholas Hollmeyer	Chief Legal & Privacy Officer	Oct 02 '23	Sale	14.31	12,751	182,498	44,310	Oct 03 06:27 PM
Temsamani Karim Saad	Chief Executive Officer	Oct 02 '23	Sale	14.31	28,576	408,993	215,192	Oct 03 06:27 PM

LAW

CS Disco Inc

CDLX

Cardlytics Inc

Upgrade your FINVIZ experience