Criteo (CRTO) Stock Overview
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. More details
| Snowflake Score | |
|---|---|
| Valuation | 4/6 |
| Future Growth | 0/6 |
| Past Performance | 2/6 |
| Financial Health | 5/6 |
| Dividends | 0/6 |
CRTO Community Fair Values
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Analyst Price Targets
Top Community Narratives
Criteo at ~$17 is priced at the bear-case DCF intrinsic value following two consecutive guidance cuts, a CFO departure, and negative H1 FCF
View narrative
Criteo S.A. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$17.32 |
| 52 Week High | US$22.72 |
| 52 Week Low | US$16.42 |
| Beta | 0 |
| 1 Month Change | -8.84% |
| 3 Month Change | n/a |
| 1 Year Change | n/a |
| 3 Year Change | n/a |
| 5 Year Change | n/a |
| Change since IPO | -23.46% |
Recent News & Updates
CRTO: Future Cash Returns And Retail Media Deals Will Shape Outlook
Analysts have lowered their price target for Criteo to $20.15 from $20.69, citing slightly softer expectations for revenue growth, profit margins and future P/E. What’s in the News for Criteo Criteo S.A. plans a Special and Extraordinary Shareholders Meeting on December 15, 2026, in Luxembourg to address company matters that require shareholder approval.
AI Commerce Traffic And Retail Media Will Reshape This Underappreciated Advertising Platform
Catalysts About Criteo Criteo provides advertising technology that uses commerce data and AI to help brands and retailers reach shoppers and measure outcomes across digital channels. What are the underlying business or industry changes driving this perspective?
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.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?
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
CRTO: Future Cash Returns And Retail Media Deals Will Shape Outlook
Analysts have lowered their price target for Criteo to $20.15 from $20.69, citing slightly softer expectations for revenue growth, profit margins and future P/E. What’s in the News for Criteo Criteo S.A. plans a Special and Extraordinary Shareholders Meeting on December 15, 2026, in Luxembourg to address company matters that require shareholder approval.AI Commerce Traffic And Retail Media Will Reshape This Underappreciated Advertising Platform
Catalysts About Criteo Criteo provides advertising technology that uses commerce data and AI to help brands and retailers reach shoppers and measure outcomes across digital channels. What are the underlying business or industry changes driving this perspective?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.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?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.Criteo: No Light At The End Of The Tunnel As Top Line Deteriorates (Rating Downgrade)
Summary Criteo is downgraded to a sell after a dismal Q2 and sharp guidance cut, signaling a value trap. CRTO now expects a -10% to -12% decline in contribution ex-TAC, with both Retail Media and Performance Media segments deteriorating. Adjusted EBITDA margin guidance drops to 30%, but recent trends make even this lowered target appear at risk. Despite a new partnership with OpenAI, CRTO's execution issues and client churn outweigh any AI-driven upside; I recommend avoiding the stock. Read the full article on Seeking AlphaAI Ad Push And Retail Media Headwinds Will Set Up A Quiet Recovery
Catalysts About Criteo Criteo provides commerce media and AI driven advertising solutions that connect brands, retailers and consumers across channels. What are the underlying business or industry changes driving this perspective?Shareholder Returns
| CRTO | US Media | US Market | |
|---|---|---|---|
| 7D | -1.7% | -0.4% | -0.9% |
| 1Y | n/a | -29.3% | 13.9% |
Return vs Industry: Insufficient data to determine how CRTO performed against the US Media industry.
Return vs Market: Insufficient data to determine how CRTO performed against the US Market.
Price Volatility
| CRTO volatility | |
|---|---|
| CRTO Average Weekly Movement | 11.4% |
| Media Industry Average Movement | 9.8% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.3% |
| 10% least volatile stocks in US Market | 2.9% |
Stable Share Price: CRTO's share price has been volatile over the past 3 months compared to the US market.
Volatility Over Time: Insufficient data to determine CRTO's volatility change over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2005 | 3,649 | Michael Komasinski | 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.
Criteo S.A. Fundamentals Summary
| CRTO fundamental statistics | |
|---|---|
| Market cap | US$854.52m |
| Earnings (TTM) | US$104.43m |
| Revenue (TTM) | US$1.86b |
Is CRTO overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| CRTO income statement (TTM) | |
|---|---|
| Revenue | US$1.86b |
| Cost of Revenue | US$864.61m |
| Gross Profit | US$998.84m |
| Other Expenses | US$894.41m |
| Earnings | US$104.43m |
Last Reported Earnings
Jun 30, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 2.13 |
| Gross Margin | 53.60% |
| Net Profit Margin | 5.60% |
| Debt/Equity Ratio | 0.8% |
How did CRTO perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/14 21:49 |
| End of Day Share Price | 2026/09/14 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Criteo S.A. is covered by 31 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Rocco Strauss | Arete Research Services LLP |
| Richard Kramer | Arete Research Services LLP |
| Sarah Simon | Berenberg |