Criteo price target raised to $42 from $41 at Stifel

Stifel analyst Mark Kelley raised the firm’s price target on Criteo (CRTO) to $42 from $41 and keeps a Buy rating on the shares. Solid Q3 results came ahead of expectations for both net revenue and EBITDA, though Q4 guidance came in lighter than expectations, the analyst tells investors in a research note. The firm added that some new clients are ramping slower than expected in Q4, contributing to the retail media weakness, though management noted this is not reflective of the 2026 run-rate.