CRTO: Share Repurchases And Retail Media Partnerships Will Drive Outperformance Ahead

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

09 Sep 24

Updated

13 Dec 25

Views

149

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-53.4%

7D

-3.2%

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1Y

-53.4%

7D

-3.2%

You can edit this narrative until Dec 14 11:10 PM. Then, changes will post as Updates.

Author's Valuation

US$35.9245.3% undervalued

AnalystConsensusTarget Fair Value

Shared on 13 Dec 25

CRTO: Retail Media Momentum Will Drive Share Upside Through 2026

Analysts modestly raised their price targets on Criteo, with recent moves to about $29 and $42 per share, citing solid Q3 results, continued retail media growth, and supportive read throughs from broader ad tech M&A, despite near term softness in Q4 guidance. Analyst Commentary Street research following the Q3 print reflects a generally constructive stance on Criteo, with moderate target price increases and a focus on the durability of its retail media growth, tempered by near term execution risks.

Shared on 28 Nov 25

CRTO: Ongoing Retail Media Momentum Will Drive Share Upside Into 2026

Analysts have raised their price targets on Criteo shares, with some increasing estimates by $1 to $2. They cite solid third quarter results and ongoing momentum in retail media, although the outlook for the fourth quarter is lighter.

Shared on 14 Nov 25

CRTO: Retail Media Expansion Will Drive Upside Despite Near-Term Headwinds

Analysts have modestly raised their price targets for Criteo, with increases ranging from $2 to $1 per share. They cite the company's solid third-quarter performance and continued progress in retail media, despite a lighter Q4 outlook.

Shared on 31 Oct 25

Fair value Decreased 5.90%

Analysts have adjusted their average price target for Criteo downward from $38.17 to $35.92. This change is attributed to solid recent results; however, it is offset by lighter guidance and slower-than-expected client growth, which is impacting near-term retail media performance.

Shared on 30 Apr 25

Fair value Decreased 31%

Shared on 23 Apr 25

Fair value Decreased 0.60%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 1.36%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 2.34%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Increased 34%

AnalystConsensusTarget has increased profit margin from 11.2% to 13.0% and decreased future PE multiple from 23.3x to 17.8x.

AnalystConsensusTarget Fair Value

US$35.92

45.3% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

-10.77%

Media revenue growth rate

0.15%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.34%

Calculation

US$151.97m

Earnings '28

x

13.74x

PE Ratio '28

=

US$2.09b

Market Cap '28

US$2.09b

Market Cap '28

/

47.51m

No. shares '28

=

US$43.94

Share Price '28

US$43.94 Share Price '28

Discounted to 2025 @ 7.34% p.a.

=

US$35.53

Fair Value '25