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Criteo SA (CRTO)
NASDAQ:CRTO
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Criteo SA (CRTO) Price & Analysis

842 Followers

CRTO Stock Chart & Stats

$20.44
$0.41(2.01%)
At close: 4:00 PM EDT
$20.44
$0.41(2.01%)

Bulls Say, Bears Say

Bulls Say
Strong Cash GenerationConsistent, sizable operating and free cash flow provides durable funding for growth initiatives, capex, buybacks and debt service. Strong FCF cushions earnings cyclicality, enables strategic investment in retail media and AI, and supports shareholder returns over the next 2–6 months.
Conservative Balance SheetVery low net leverage and a sizable equity base give the company financial flexibility to absorb short-term revenue shocks, fund elevated capex for platform upgrades, and pursue strategic M&A or repurchases without compromising liquidity or credit access.
Strategic Retail Media And AI TractionRapid OpenAI adoption and high conversion performance indicate durable product differentiation and a new scalable ad channel. Combined with retail-media expansion, this diversifies demand sources and positions Criteo to capture structural growth as AI-driven commerce monetization matures.
Bears Say
Declining Revenue TrendA multi-percent decline in core contribution signals structural demand weakness that can compress long-term growth expectations. Persistent top-line erosion reduces scale benefits, pressures margins over time, and constrains the runway for reinvestment absent consistent recovery.
Client Concentration And Large-client PullbacksMaterial spending reductions by a few large clients reveal concentration risk: loss or scope cuts from major customers can quickly dent contribution and revenue visibility, forcing cost tradeoffs and limiting predictable growth until the client base is further diversified.
Delayed Material AI ContributionsWhile AI initiatives show promise, management's conservative timing means near-term revenue gains are limited. If monetization or geographic expansion stalls, the company may face prolonged investment without commensurate returns, pressuring margins and capital allocation priorities.

Criteo SA News

CRTO FAQ

What was Criteo SA’s price range in the past 12 months?
Criteo SA lowest stock price was $15.57 and its highest was $25.29 in the past 12 months.
    What is Criteo SA’s market cap?
    Criteo SA’s market cap is $879.51M.
      When is Criteo SA’s upcoming earnings report date?
      Criteo SA’s upcoming earnings report date is Nov 04, 2026 which is in 84 days.
        How were Criteo SA’s earnings last quarter?
        Criteo SA released its earnings results on Aug 05, 2026. The company reported $0.8 earnings per share for the quarter, beating the consensus estimate of $0.708 by $0.092.
          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 0.81.
              How many shares outstanding does Criteo SA have?
              Criteo SA has 48,997,560 shares outstanding.
                What happened to Criteo SA’s price movement after its last earnings report?
                Criteo SA reported an EPS of $0.8 in its last earnings report, beating expectations of $0.708. Following the earnings report the stock price went down -23.884%.
                  Which hedge fund is a major shareholder of Criteo SA?
                  Currently, no hedge funds are holding shares in CRTO
                  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 (CRTO) Earnings & Revenues

                    CRTO Company Deck

                    CRTO Earnings Call

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Neutral
                    The call presented a mix of significant strategic progress (OpenAI partnership scaling, Criteo GO adoption, strong underlying Retail Media growth, improved pipeline and disciplined cost management) alongside meaningful near‑term revenue headwinds driven by spending reductions from several large enterprise clients, downward revisions to contribution guidance, regional softness, and elevated near‑term CapEx and FX volatility. Management emphasized profitability, cash generation and long‑term opportunity from AI and retail media while maintaining a conservative outlook for the remainder of 2026.View all CRTO earnings summaries

                    CRTO Revenue Breakdown

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

                    CRTO Stock 12 Month Forecast

                    Average Price Target

                    $22.06
                    ▲(7.90% Upside)
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                    2.33%9.52%<0.01%87.18%
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