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Criteo S.A. (CRTO)
NASDAQ:CRTO
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Criteo SA (CRTO) Price & Analysis

841 Followers

CRTO Stock Chart & Stats

$19.48
-$0.13(-0.35%)
At close: 4:00 PM EST
$19.48
-$0.13(-0.35%)

Bulls Say, Bears Say

Bulls Say
Balance Sheet StrengthCriteo's conservative capital structure and sizable equity base provide durable financial flexibility. Low leverage reduces refinancing and solvency risk, supports continued share repurchases and investment, and helps the company withstand advertising cyclicality over the next several quarters.
Consistent Cash GenerationReliable operating cash flow and meaningful free cash flow conversion underpin funding for capex, product investment and buybacks. Even with recent FCF softness, historically high conversion provides a steady internal funding source and lowers dependence on external financing.
Product & AI MomentumStrategic AI partnerships and new products (OpenAI tie‑up, GO self‑service, Page Intelligence) increase differentiation and client ROI. Higher conversion from AI referrals and rapid small‑client adoption support stickiness and potential structural growth in commerce and retail media.
Bears Say
Guidance & Delayed GrowthManagement pushed return to growth into Q4 2026 and trimmed full‑year contribution guidance, signaling a protracted recovery. This delays revenue momentum, compresses near‑term profitability and increases execution risk around reacceleration into 2027.
Client Concentration / VolatilityLarge client scope changes created material one‑time and recurring revenue gaps, highlighting concentration and contract volatility in Retail Media. Such client dependency makes revenue lumpy and complicates multi‑quarter forecasting and sales strategy.
Rising OpEx And CapEx PressurePlanned investments and data‑center renewals lift operating cost and capital intensity, reducing near‑term free cash flow conversion. While strategic, the higher spend compresses margins and limits cash available for discretionary returns amid a soft revenue backdrop.

Criteo SA News

CRTO FAQ

What was Criteo S.A.’s price range in the past 12 months?
Criteo S.A. lowest stock price was $15.57 and its highest was $26.52 in the past 12 months.
    What is Criteo S.A.’s market cap?
    Criteo S.A.’s market cap is $1.17B.
      When is Criteo S.A.’s upcoming earnings report date?
      Criteo S.A.’s upcoming earnings report date is Aug 05, 2026 which is in 20 days.
        How were Criteo S.A.’s earnings last quarter?
        Criteo S.A. released its earnings results on May 06, 2026. The company reported $0.73 earnings per share for the quarter, beating the consensus estimate of $0.569 by $0.161.
          Is Criteo S.A. overvalued?
          According to Wall Street analysts Criteo S.A.’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Criteo S.A. pay dividends?
            Criteo S.A. does not currently pay dividends.
            What is Criteo S.A.’s EPS estimate?
            Criteo S.A.’s EPS estimate is 0.7.
              How many shares outstanding does Criteo S.A. have?
              Criteo S.A. has 50,244,526 shares outstanding.
                What happened to Criteo S.A.’s price movement after its last earnings report?
                Criteo S.A. reported an EPS of $0.73 in its last earnings report, beating expectations of $0.569. Following the earnings report the stock price went down -21.173%.
                  Which hedge fund is a major shareholder of Criteo S.A.?
                  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 S.A.

                    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 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

                    $26.29
                    ▲(34.94% Upside)
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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            <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":20.61,"date":1767225600000,"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 3,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 2, \t&nbsp;</span>\n       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