Why Criteo (CRTO) Is Up 11.4% After Announcing Redomiciliation and Direct Nasdaq Listing Plans

• Criteo recently reported strong third quarter 2025 results, with increased revenue and net income, and announced plans to shift its legal domicile from France to Luxembourg while moving to a direct Nasdaq listing.
• This major restructuring aims to streamline Criteo's corporate structure, potentially improve liquidity, and broaden its shareholder base through index eligibility and fee elimination.
• We'll explore how Criteo's planned redomiciliation and direct listing could impact its investment narrative and future growth outlook.

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Criteo Investment Narrative Recap

The core investment case for Criteo centers on the company's ability to execute in AI-driven advertising and retail media, delivering growth through innovation while withstanding heavy competition from larger tech players. The recent legal restructuring announcement, moving domicile to Luxembourg and transitioning to a direct Nasdaq listing, is unlikely to materially affect the key catalyst: strengthening Criteo’s platform reach and product scale, though it could streamline operations and broaden the investor base near-term. The biggest ongoing risk remains Criteo’s need to sustain top-line growth and margin expansion as industry pressures persist.

Among the latest developments, the appointment of Edouard Dinichert as Chief Customer Officer stands out. His experience in leading revenue organizations at Amazon and TripleLift could provide valuable momentum for Criteo’s growth agenda, especially as the company prioritizes partnerships and scaling its Performance Media offerings, an area closely tied to the most important short-term catalysts for the business.

However, investors should also be aware that alongside legal and structural changes, ongoing uncertainties around commercializing AI...

Read the full narrative on Criteo (it's free!)

Criteo's outlook anticipates $1.0 billion in revenue and $147.8 million in earnings by 2028. This is based on a projected 19.2% annual revenue decline, and an $11.3 million increase in earnings from the current $136.5 million.

Uncover how Criteo's forecasts yield a $35.92 fair value, a 57% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members submitted four fair value estimates for Criteo, ranging from US$33.14 to US$125.78 per share. While consensus expects growth from AI-powered ad targeting to drive opportunity, opinions differ widely on future performance and potential risks.

Explore 4 other fair value estimates on Criteo - why the stock might be worth just $33.14!

Build Your Own Criteo Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Criteo research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Criteo research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Criteo's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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