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

841 Followers

CRTO Stock Chart & Stats

$16.97
$0.41(2.01%)
At close: 4:00 PM EDT
$16.97
$0.41(2.01%)

Bulls Say, Bears Say

Bulls Say
Conservative Balance SheetVery low leverage gives Criteo meaningful financial flexibility as it navigates uneven advertising demand. A strong equity base and limited debt burden reduce refinancing pressure, support continued product investment, and improve the company’s ability to withstand client or market disruptions.
Strong Cash GenerationRobust operating and free cash flow provide internally generated funding for technology development, data infrastructure, and commercial expansion. Although conversion has shown cyclicality, the sharp rebound and healthy absolute cash generation strengthen Criteo’s capacity to invest without relying heavily on external financing.
Retail Media ExpansionRetail media is showing durable product adoption and strong underlying growth even after excluding announced client scope reductions. Expanding retailer coverage, higher media spend, and broader auction-based capabilities can deepen Criteo’s commerce ecosystem and diversify growth beyond traditional performance advertising.
Bears Say
Guidance Implies Sustained ContractionManagement’s revised outlook indicates that current weakness is not limited to one quarter, with declining contribution expected across 2026. Persistent contraction reduces operating leverage, limits reinvestment capacity, and raises the burden on newer initiatives to restore growth over the next several quarters.
Large-client Dependency RiskMaterial spending reductions from a small group of large customers expose the sensitivity of Criteo’s revenue base to account-level decisions. The absence of an assumed recovery creates a durable near-term headwind and makes growth more dependent on replacing lost budgets with new or expanded relationships.
Performance Media WeaknessWeakness in the core Performance Media business suggests pressure across several advertiser categories and geographies rather than an isolated customer event. Continued softness in this segment could weigh on consolidated revenue, dilute scale benefits, and delay the payoff from growth in retail media and AI-related channels.

Criteo SA News

CRTO FAQ

What was Criteo SA’s price range in the past 12 months?
Criteo SA lowest stock price was $15.15 and its highest was $25.29 in the past 12 months.
    What is Criteo SA’s market cap?
    Criteo SA’s market cap is $757.01M.
      When is Criteo SA’s upcoming earnings report date?
      Criteo SA’s upcoming earnings report date is Nov 04, 2026 which is in 34 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 0.58.
              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

                    $20.45
                    ▲(20.51% Upside)
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<span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 5,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 4, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":22.88,"date":1761955200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 6,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 5, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":19.41,"date":1764547200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            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9,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 5, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":18.28,"date":1772323200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 9,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 5, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":18.43,"date":1775001600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 10,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 4, \t&nbsp;</span>\n      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                    Ownership Overview

                    2.71%9.52%<0.01%86.81%
                    <0.01% Other Institutional Investors
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