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Criteo S.A. Stock Price

NasdaqGS:CRTO Community·US$856.7m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 4 Fair Values set on narratives written by author

CRTO Share Price Performance

US$17.44
-5.19 (-22.93%)
US$25.00
Fair Value
US$17.44
-5.19 (-22.93%)
30.2% undervalued intrinsic discount
US$25.00
Fair Value
Price US$17.44
MRT23 US$25.00
AnalystConsensusTarget US$20.69
AnalystLowTarget US$16.00

CRTO Community Narratives

Fair Value
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Fair Value US$25 30.2% undervalued intrinsic discount

Criteo at ~$17 is priced at the bear-case DCF intrinsic value following two consecutive guidance cuts, a CFO departure, and negative H1 FCF

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·
Fair Value US$20.69 15.7% undervalued intrinsic discount

AI Commerce And Retail Media Channels Will Support A Stronger Long-Term Earnings Profile

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·
Fair Value US$16 9.0% overvalued intrinsic discount

AI Ad Push And Retail Media Headwinds Will Set Up A Quiet Recovery

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US$16
9.0% overvalued intrinsic discount
Revenue
-22.62% p.a.
Profit Margin
5.29%
Future PE
18.96x
Price in 2029
US$21.51
US$20.69
15.7% undervalued intrinsic discount
Revenue
-17.31% p.a.
Profit Margin
6.4%
Future PE
16.67x
Price in 2029
US$27.96

Trending Discussion

No trending discussion available.

Updated Narratives

CRTO logo

Criteo at ~$17 is priced at the bear-case DCF intrinsic value following two consecutive guidance cuts, a CFO departure, and negative H1 FCF

Fair Value: US$25 30.2% undervalued intrinsic discount
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CRTO: Higher Discount Rate And Buybacks Will Shape Balanced Return Outlook

Fair Value: US$16 9.0% overvalued intrinsic discount
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AI Commerce And Retail Media Channels Will Support A Stronger Long-Term Earnings Profile

Fair Value: US$20.69 15.7% undervalued intrinsic discount
1 users have set this as their fair value
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Snowflake Analysis

Excellent balance sheet and good value.

3 Risks
1 Reward

Criteo S.A. Key Details

US$1.9b

Revenue

US$864.6m

Cost of Revenue

US$998.8m

Gross Profit

US$894.4m

Other Expenses

US$104.4m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
2.13
53.60%
5.60%
0.8%
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.

Recent CRTO News & Updates

Narrative Update Aug 13

CRTO: Higher Discount Rate And Buybacks Will Shape Balanced Return Outlook

Analysts cut their price target on Criteo from $26 to $16 as they now apply a higher discount rate, expect lower revenue growth and slightly tighter profit margins, and use a reduced future P/E assumption in their valuation work. What's in the News for Criteo Criteo scheduled a Special and Extraordinary Shareholders Meeting for December 15, 2026, at the offices of Loyens & Loeff Luxembourg Sarl in Luxembourg, according to company disclosures.
New Narrative Aug 13

AI Commerce And Retail Media Channels Will Support A Stronger Long-Term Earnings Profile

Catalysts About Criteo Criteo provides advertising technology that uses commerce data and AI decisioning to help brands and retailers reach shoppers across digital channels. What are the underlying business or industry changes driving this perspective?
New Narrative Aug 13

Criteo at ~$17 is priced at the bear-case DCF intrinsic value following two consecutive guidance cuts, a CFO departure, and negative H1 FCF

Criteo at ~$17 is priced at the bear-case DCF intrinsic value following two consecutive guidance cuts, a CFO departure, and negative H1 FCF — making it a binary bet that Performance Media stabilizes and the capex cycle ends, with meaningful upside if both occur but no margin of safety if either does not. Investment Thesis Retail Media's underlying client base grew 20% in Q2 ex-scope reductions — the core growth engine remains structurally intact and the known $75M headwind is mechanically set to anniversary in Q4 2026, which should produce a sharp reported re-acceleration The OpenAI partnership has 2,000+ brands advertising on ChatGPT across seven countries within five months of launch, representing the first concrete commercial evidence that the agentic commerce thesis is not purely aspirational At 2.2x FY2026E Adj.

Recent updates

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