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Criteo S.A. Stock Price

NasdaqGS:CRTO Community·US$847.6m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 21 Fair Values set on narratives written by author

CRTO Share Price Performance

US$17.00
-19.88 (-53.90%)
US$35.75
Fair Value
US$17.00
-19.88 (-53.90%)
52.4% undervalued intrinsic discount
US$35.75
Fair Value
Price US$17.00
AnalystConsensusTarget US$35.75
AnalystHighTarget US$43.00
AnalystLowTarget US$18.00

CRTO Community Narratives

AnalystConsensusTarget·
Fair Value US$35.75 52.4% undervalued intrinsic discount

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

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11users have followed this narrative
AnalystHighTarget·
Fair Value US$43 60.5% undervalued intrinsic discount

AI And Retail Media Will Redefine Digital Commerce Platforms

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2users have followed this narrative
AnalystLowTarget·
Fair Value US$18 5.6% undervalued intrinsic discount

Stricter Privacy Laws And Rising Costs Will Undermine Ad Targeting

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US$18
5.6% undervalued intrinsic discount
Revenue
-14.36% p.a.
Profit Margin
10.93%
Future PE
6.85x
Price in 2029
US$22.22

Trending Discussion

Updated Narratives

CRTO logo

CRTO: Future Returns Will Hinge On AI Commerce And Margin Execution

Fair Value: US$18 5.6% undervalued intrinsic discount
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CRTO: Future Share Repurchases And Commerce Data May Support Repricing

Fair Value: US$43 60.5% undervalued intrinsic discount
2 users have followed this narrative
0 users have commented on this narrative
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CRTO: GenAI Commerce Efforts And Buybacks Will Support Upside Through 2026

Fair Value: US$35.75 52.4% undervalued intrinsic discount
11 users have followed this narrative
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Snowflake Analysis

Undervalued with solid track record.

2 Risks
3 Rewards

Criteo S.A. Key Details

US$1.9b

Revenue

US$895.5m

Cost of Revenue

US$1.0b

Gross Profit

US$904.8m

Other Expenses

US$144.6m

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
2.90
53.96%
7.43%
1.0%
View Full Analysis

About CRTO

Founded
2005
Employees
3649
CEO
Michael Komasinski
WebsiteView website
www.criteo.com

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.

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