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Criteo SA (MX:CRTON)
:CRTON

Criteo SA (CRTON) Price & Analysis

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CRTON Stock Chart & Stats

$376.25
$85.77(29.53%)
At close: 4:00 PM EDT
$376.25
$85.77(29.53%)

Bulls Say, Bears Say

Bulls Say
Balance Sheet StrengthCriteo's conservative capital structure and sizable liquidity provide durable financial flexibility. Low net leverage and ample cash buffers let management fund product investment and data-center CapEx, continue buybacks, and weather advertiser cyclicality without forcing distressed financing decisions.
Consistent Cash GenerationPersistent positive operating and free cash flow underpins long-term resilience. Reliable cash conversion funds reinvestment in product, funds higher CapEx cycles and shareholder returns, and reduces reliance on external capital, supporting sustainable operations through advertising demand fluctuations.
Product & AI MomentumStrategic AI partnerships and new products (Agentic AI, GO self‑service) create structural differentiation. Early adoption and improved conversion metrics drive stronger ROAS for advertisers, enabling deeper client engagement, cross‑sell into retail media, and a durable product-led path to incremental budget capture.
Bears Say
Stalled Topline GrowthFlat-to-declining revenue limits the firm's ability to leverage operating fixed costs and sustain margin expansion. Management pushed return to growth to Q4 2026, indicating near-term revenue compression that can constrain reinvestment, slow scale benefits, and prolong recovery of historical growth rates.
Client Concentration RiskMaterial client scope reductions expose concentration and revenue visibility risk. A few large retail and U.S. advertiser budget shifts can create outsized swings in contribution ex‑TAC, complicating forecasting and making organic growth dependent on replacing or diversifying large accounts over multiple quarters.
Rising Costs And CapExPlanned investments and higher operating expenses increase execution risk by compressing near‑term margins and free cash flow. Elevated CapEx for data‑center renewals and growth initiatives reduces cash available for discretionary uses and heightens dependency on successful product monetization to justify the spending.

Criteo SA News

CRTON FAQ

What was Criteo SA’s price range in the past 12 months?
Criteo SA lowest stock price was $277.00 and its highest was $690.00 in the past 12 months.
    What is Criteo SA’s market cap?
    Criteo SA’s market cap is $20.34B.
      When is Criteo SA’s upcoming earnings report date?
      Criteo SA’s upcoming earnings report date is Aug 05, 2026 which is in 2 days.
        How were Criteo SA’s earnings last quarter?
        Criteo SA released its earnings results on May 06, 2026. The company reported $12.664 earnings per share for the quarter, beating the consensus estimate of $9.871 by $2.793.
          Is Criteo SA overvalued?
          According to Wall Street analysts Criteo SA’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Criteo SA pay dividends?
            Criteo SA does not currently pay dividends.
            What is Criteo SA’s EPS estimate?
            Criteo SA’s EPS estimate is 12.28.
              How many shares outstanding does Criteo SA have?
              Criteo SA has 53,728,893 shares outstanding.
                What happened to Criteo SA’s price movement after its last earnings report?
                Criteo SA reported an EPS of $12.664 in its last earnings report, beating expectations of $9.871. Following the earnings report the stock price went same 0%.
                  Which hedge fund is a major shareholder of Criteo SA?
                  Currently, no hedge funds are holding shares in MX:CRTON
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Criteo SA

                    Criteo S.A., a technology company, provides platform to connects the commerce ecosystem for brands, agencies, retailers, and media owners to drive measurable business outcomes in North and South America, Europe, the Middle East, Africa, and the Asia-Pacific. It operates in two segments, Retail Media and Performance Media. The Retail Media segment connects brands to shoppers at the digital point of sale through personalized ads that appear on retailer websites and across the open internet. The Performance Media segment encompasses commerce activation, monetization, and services that enable advertisers to reach and convert consumers across channels. It also offers Commerce Max, a suite of retail media demand-side tools that allow brands, agencies, and retailers to plan and buy media across retailer and open internet inventory with closed-loop, product-level measurement, and return-on-ad-spend optimization; Commerce Growth, a solution for continuous customer acquisition and retention for performance marketers and agencies; and GO, an AI-driven solution that automates campaign creation and optimization. In addition, the company provides Commerce Yield, which offers monetization solutions that help retailers and marketplaces maximize the value of their digital assets through inventory and data management, packaging, and in-depth insights; Commerce Grid, a commerce-focused supply side platform for media owner data and inventory monetization; and Criteo Shopper Graph, which derives clients' proprietary commerce data, such as transaction activity on their digital properties. It serves retail, travel and marketplaces, and other commerce companies. Criteo S.A. was incorporated in 2005 and is headquartered in Paris, France.

                    Criteo SA (CRTON) Earnings & Revenues

                    CRTON Company Deck

                    CRTON Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Neutral
                    The call presented a mix of strategic, product and commercial progress (notably Agentic AI/OpenAI partnership, GO launch, Retail Media product momentum and a record media spend milestone) alongside meaningful near-term financial headwinds (contribution decline driven by two Retail Media client scope reductions, large U.S. client budget softness, EPS compression, and higher CapEx). Management emphasized disciplined execution, strong liquidity, share buybacks and an expectation that underlying growth (excluding known client losses) will reaccelerate later in 2026, but they pushed a return to growth to Q4 and provided a cautiously reduced outlook for 2026.View all MX:CRTON earnings summaries

                    CRTON Revenue Breakdown

                    83.00%83.00%10.72%6.28%
                    83.00% Marketing solutions
                    10.72% Retail Media
                    6.28% Iponweb
                    tipranks

                    CRTON Stock 12 Month Forecast

                    Average Price Target

                    $467.71
                    ▲(24.31% Upside)
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