Criteo SA stock analysis
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Criteo SA (CRTO) Stock Price & Analysis
CRTO Stock Chart & Stats
- Day’s Range
- $16.43 - $17.88
- 52-Week Range
- $13.95 - $25.29
- Previous Close
- $15.42
- Volume
- N/A
- Average Volume (3M)
- 386.71K
- Market Cap
- $843.54M
- Enterprise Value
- $637.78M
- Total Cash (Recent Filing)
- $302.82M
- Total Debt (Recent Filing)
- $145.87M
- Price to Earnings (P/E)
- 12.2
- Beta
- 0.79
- Next Earnings
- Feb 10, 2027 (Est.)
- EPS Estimate
- 1.26
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Conservative Balance Sheet
Very low leverage and a sizable equity base reduce financial risk and preserve flexibility for investment, product development, and strategic initiatives. Criteo can pursue growth opportunities without relying heavily on borrowing, while its balance sheet provides resilience if advertising demand remains uneven.
Consistent Free Cash Flow
Meaningfully positive operating and free cash flow demonstrate that Criteo’s platform converts business activity into internal funding. This supports continued investment, capital returns, and balance-sheet strength, while reducing dependence on external financing during periods of slower revenue growth.
Diversified Growth Channels
Expansion across CTV, AI platforms, and social broadens Criteo’s addressable advertising opportunities beyond its established channels. A more diversified product mix can improve long-term relevance to advertisers, create additional budget capture opportunities, and reduce reliance on any single format.
Bears Say
Guided Contribution Decline
Management’s full-year guidance points to a substantial decline in contribution, indicating that current operating pressure is expected to persist beyond one quarter. Continued contraction can reduce resources available for reinvestment, weaken operating leverage, and delay the recovery in earnings power.
Large-Client Spending Pressure
Lower spending from large enterprise advertisers directly pressures performance media revenue and contribution. Because these clients represent meaningful campaign budgets, prolonged budget restraint could make recovery dependent on winning new business, expanding existing accounts, or successfully scaling newer channels.
Profitability Normalization
The decline in net margin and free cash flow suggests that profitability and cash conversion have softened from recent stronger levels. If revenue remains under pressure, reduced earnings and cash generation could constrain investment capacity and make margin recovery dependent on renewed demand or further cost discipline.
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Criteo SA Stock Smart Score
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.
- Sector
- Communicationservices
- Industry
- Advertising Agencies
- CEO
- Michael Komasinski
- Employees
- 3,649
- Website
- www.criteo.com
- Address
- 32 Rue Blanche, Paris, IF, 75009, FR
Criteo SA (CRTO) Earnings & Revenues
CRTO Company Deck
CRTO Earnings Call
Earnings Call SentimentNeutral
The call presented a mixed outlook. Criteo highlighted strong traction in CTV, OpenAI, social, self-service, agency partnerships, retail media formats, pipeline growth, cash generation, and retailer commitments. However, these developments are occurring alongside a challenging year, declines in reported Contribution ex-TAC, weaker performance media spending, retail media scope reductions, cautious 2026 guidance, and continued softness in certain categories and markets. Management expressed confidence in improved performance in 2027 but emphasized that sustained client spending improvement has not yet been demonstrated.
View all CRTO earnings summariesCRTO Net sales Breakdown
- 83.00% Marketing solutions
- 10.72% Retail Media
- 6.28% Iponweb
CRTO Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 11 | 3 | 8 |
| Technical Analysis | 2 | 3 | 5 |
| Moving Averages | 9 | 0 | 3 |
