Criteo S.A.

NasdaqGS:CRTO Aktierapport

Börsvärde: US$861.2m

Criteo Utdelningar och återköp

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Criteo har inte registrerat sig för att betala utdelning.

Viktig information

n/a

Avkastning på utdelning

14.7%

Återköpsavkastning

Total avkastning till aktieägarna14.7%
Framtida utdelningsavkastning0%
Utdelningstillväxtn/a
Nästa utbetalningsdag för utdelningn/a
Ex utdelningsdagn/a
Utdelning per aktien/a
Utdelningsandeln/a

Senaste utdelnings- och återköpsuppdateringar

Inga uppdateringar

Recent updates

Seeking Alpha May 18

Criteo: Weaker Spending Is Cutting Into The Bottom Line (Rating Downgrade)

Summary Criteo shares have slid ~20% this week as clients' media spending has weakened. The company cut its full-year guidance, now expecting contribution ex-TAC (which is the company's revenue less traffic acquisition costs) to decline instead of slight growth. Recent integrations into ChatGPT and a new self-service product aimed at bringing in smaller advertisers have not yet spurred new growth. I'm downgrading CRTO to a neutral rating despite its cheap ~1x adjusted EBITDA multiple. Read the full article on Seeking Alpha
Uppdatering av berättelse May 11

CRTO: AI Commerce Partnerships And Buybacks May Support Future Rerating

Criteo's analyst fair value estimate has been reduced from $43.00 to $35.00 as analysts trim price targets and factor in slightly higher discount rates, softer profit margin assumptions, and a lower future P/E following a series of target cuts and a downgrade to Equal Weight. Analyst Commentary Recent Street research on Criteo has been dominated by lower price targets and a downgrade to Equal Weight at a major brokerage, which helps explain why fair value estimates have been marked down.
Uppdatering av berättelse May 06

Criteo is a profitable, cash-generative commerce data platform trading at or below its liquidation value, with Retail Media re-acceleration

At $19/share after today's earnings, Criteo trades at 1.9x forward EBITDA and 4.1x normalized FCF — multiples that imply permanent structural collapse rather than a transition trough. Asymmetric upside with a $200M buyback authorization that could retire 21% of the float at current prices.
Uppdatering av berättelse Apr 22

CRTO: Future Share Repurchases And AI Commerce Data Partnerships May Support Repricing

Criteo's analyst price target has been reduced by $1.00 as analysts update their views in light of recent Street research that includes several lowered targets from major firms. Analyst Commentary Recent Street research shows a cluster of lower price targets for Criteo, including changes from firms such as JPMorgan and several other brokerages.
Uppdatering av berättelse Apr 08

CRTO: GenAI Commerce Partnerships And Buybacks Will Support Multiple Re Rating

Analysts have trimmed their average Criteo price targets by a mid single digit dollar amount, with cuts ranging from $1 to $12, as they factor in sector wide concerns around smaller ad platforms and compare the company with peers tied more directly to GenAI and GPU related themes. Analyst Commentary Recent Street research points to a more cautious stance on Criteo, with several price target trims clustered around concerns about smaller ad platforms and investor focus on GenAI and GPU related themes.
Ny berättelse Mar 27

Criteo is a profitable, cash-generative commerce data platform trading at or below its liquidation value, with Retail Media re-acceleration

Investment Thesis The stock trades near or below the bear-case DCF intrinsic value (~$33), meaning you are paying for a business in secular decline and getting the Retail Media growth optionality largely for free Retail Media’s underlying CexT grew 16% in 2025 ex-scope changes; as the $75M headwind anniversaries in late 2026, reported growth should re-accelerate and likely re-rate the multiple Management has retired ~$871M in shares since 2018 and continues buying at ~$28/share, compounding per-share value even if aggregate FCF is flat The Luxembourg redomiciliation removes the primary structural barrier to acquisition; at $35–42/share a takeout is both fair to shareholders and strategically rational for a PE buyer or holding company The commerce data asset — 5B SKUs, $1T+ in observed transactions, 90% client retention — is 20 years in the making and cannot be replicated quickly by any credible acquirer or competitor Risk Considerations A single large retailer reducing scope cost $75M in annual revenue; the top-10 clients represent ~20% of revenue, making the thesis vulnerable to one or two more relationship deteriorations Performance Media (~$915M of CexT) faces structural headwinds from walled garden dominance and potential client in-housing; if it declines faster than Retail Media grows, total CexT could shrink rather than stabilize 2026 capex steps up to ~$175M (from $101M in 2025) for data center renewal, compressing near-term FCF to ~$130–150M and limiting the buyback pace precisely when the stock may be cheapest Criteo’s independence is its value proposition to retailers — any acquisition by a strategic player that competes with retailers (Amazon, Walmart, Google) would trigger customer attrition and destroy the core asset it was purchased for Agentic commerce (MCP, conversational shopping) is the growth narrative but is pre-revenue and depends on AI assistant providers adopting Criteo’s APIs rather than building their own commerce data layers​​​​​​​​​​​​​​​​
Uppdatering av berättelse Mar 25

CRTO: GenAI Commerce And Buybacks Will Offset Lower Multiple Concerns

Criteo's updated analyst price target has moved lower from $35.75 to about $29.95 as analysts factor in softer profit margin assumptions, a slightly higher discount rate, and a reduced future P/E multiple following a series of Street target cuts across major firms. Analyst Commentary Street research on Criteo has clustered around lower price targets, with several firms trimming their numbers by single digit dollar amounts and a few cutting targets by double digits.
Uppdatering av berättelse Mar 09

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

Our updated analyst price target for Criteo moves to $18 from $25, reflecting a series of recent target cuts across the Street as analysts factor in softer profit margin assumptions, a slightly higher discount rate, and lower future P/E expectations, even as they model less steep revenue contraction than before. Analyst Commentary Recent Street research on Criteo has leaned cautious, with a series of price target reductions across multiple firms.
Uppdatering av berättelse Feb 23

CRTO: Future Share Repurchases And Commerce Data May Support Repricing

Analysts have reduced their price target on Criteo from $51.00 to $43.00. The change reflects updated views that factor in slightly softer revenue and margin assumptions, a modestly higher discount rate, and a series of Street target cuts across multiple firms.
Uppdatering av berättelse Feb 09

CRTO: GenAI Commerce Efforts And Buybacks Will Support Upside Through 2026

Analysts have trimmed their price target on Criteo to about US$34 from US$36, reflecting a cautious view on smaller ad platforms as investors focus more on companies tied to GenAI or GPU enabled returns on capital. Analyst Commentary Recent research points to a more cautious stance on Criteo, with the price target adjusted to US$34.
Uppdatering av berättelse Jan 23

CRTO: Retail Media Progress And Buybacks Will Support Upside Beyond 2026

Our updated fair value estimate for Criteo nudges down slightly from US$35.92 to US$35.75 per share. This reflects a blend of cautious analyst price target revisions around retail media growth, slower client ramp ups into Q4, and differing views on how smaller ad platforms will be valued relative to larger GenAI and GPU focused peers.
Uppdatering av berättelse Jan 08

CRTO: Retail Media Execution And Buybacks Will Support Upside Through 2026

Narrative Update on Criteo Analysts recently nudged their price targets on Criteo higher, with one moving to US$29 from US$27 and another to US$42 from US$41. They cited solid Q3 results, strength in retail media, and performance ahead of expectations for net revenue and EBITDA, despite softer Q4 guidance tied to slower client ramp timing.
Uppdatering av berättelse Dec 13

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.
Uppdatering av berättelse Nov 28

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.
Uppdatering av berättelse Nov 14

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.
Uppdatering av berättelse Oct 31

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

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.
Analysartikel May 28

Earnings Working Against Criteo S.A.'s (NASDAQ:CRTO) Share Price Following 27% Dive

Unfortunately for some shareholders, the Criteo S.A. ( NASDAQ:CRTO ) share price has dived 27% in the last thirty days...
Analysartikel May 04

Does Criteo (NASDAQ:CRTO) Deserve A Spot On Your Watchlist?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Analysartikel Apr 15

Is Criteo (NASDAQ:CRTO) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha Mar 13

Criteo: Steady Growth With Retail Media Potential

Summary Criteo is poised for a 15% return with a price target of $40.6, driven by growth in its Retail Media and AI-based solutions. Despite recent volatility and macro-driven challenges, I maintain a buy rating on CRTO due to improved fundamentals and strategic share repurchases. FY 2024 saw a slight revenue decline but improved net margins and operating cash flow, with significant cash allocated for share repurchases. Key growth catalysts include the adoption of Commerce Go and Retail Media expansion, while competition from Amazon poses a manageable risk. Read the full article on Seeking Alpha
Analysartikel Mar 05

Criteo S.A.'s (NASDAQ:CRTO) Subdued P/E Might Signal An Opportunity

There wouldn't be many who think Criteo S.A.'s ( NASDAQ:CRTO ) price-to-earnings (or "P/E") ratio of 18.2x is worth a...
Analysartikel Feb 15

We Like The Quality Of Criteo's (NASDAQ:CRTO) Earnings

Criteo S.A. ( NASDAQ:CRTO ) announced a healthy earnings result recently, and the market rewarded it with a strong...
Analysartikel Jan 10

Criteo (NASDAQ:CRTO) Has A Rock Solid Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha Dec 18

Criteo S.A.: Still Worth Investing In

Summary Criteo S.A. offers a promising entry into digital advertising growth, despite challenges, with strategic partnerships and expanding retail media presence. The stock is undervalued with a forward P/E ratio of 28.34 and EV/EBITDA of 6.18, suggesting potential upside. I rate CRTO as a soft buy, recommending close monitoring of Q4 and FY24 reports for revenue growth and financial improvements. I am an investment analyst who provides insights on income and investment opportunities. Read the full article on Seeking Alpha
Analysartikel Nov 15

Is Now An Opportune Moment To Examine Criteo S.A. (NASDAQ:CRTO)?

Criteo S.A. ( NASDAQ:CRTO ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in...
Analysartikel Oct 28

Getting In Cheap On Criteo S.A. (NASDAQ:CRTO) Is Unlikely

With a median price-to-sales (or "P/S") ratio of close to 0.9x in the Media industry in the United States, you could be...
Analysartikel Oct 10

These 4 Measures Indicate That Criteo (NASDAQ:CRTO) Is Using Debt Safely

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
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Ny berättelse Sep 09

Decisive Partnerships And AI Propel Growth Amid Challenges

Enhanced advertising capabilities due to Google's revised cookie policy and partnerships with companies like Microsoft could improve Criteo's revenue and market position.
Seeking Alpha Aug 21

Criteo: Riding Retail Media Advertising Tailwinds

Summary Shares have nearly doubled this year following solid performance in the underlying business. I anticipate its retail media segment to grow above 15% until 2026, supported by multiple client wins and strategic partnerships. Overall growth is expected to approach 10% through 2026, with adjusted EBITDA margins increasing from 32% this year to 35% by 2026. Shares are close to fully valued at 15.2 times FCF, especially considering the high stock-based compensation. Read the full article on Seeking Alpha
Analysartikel Aug 11

Is It Too Late To Consider Buying Criteo S.A. (NASDAQ:CRTO)?

Criteo S.A. ( NASDAQ:CRTO ), might not be a large cap stock, but it saw a significant share price rise of 35% in the...
Analysartikel Jul 24

Subdued Growth No Barrier To Criteo S.A. (NASDAQ:CRTO) With Shares Advancing 26%

The Criteo S.A. ( NASDAQ:CRTO ) share price has done very well over the last month, posting an excellent gain of 26...
Analysartikel Jun 19

We Discuss Why Criteo S.A.'s (NASDAQ:CRTO) CEO Compensation May Be Closely Reviewed

Key Insights Criteo's Annual General Meeting to take place on 25th of June Total pay for CEO Megan Clarken includes...
Seeking Alpha May 17

Criteo: Good Momentum, But Still Undervalued

Summary Criteo is transitioning into a fast-growing adtech software provider, with strong share price momentum and potential for a material re-rating of valuation multiples. CRTO's historical reliance on cookies for ad targeting led to declining revenue in recent years, but it is successfully pivoting into alternative solutions. Demonstrated strong top-line growth and stable profitability deserve a significantly higher valuation than the current level. Read the full article on Seeking Alpha
Analysartikel May 08

We Think Criteo (NASDAQ:CRTO) Can Manage Its Debt With Ease

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...

Stabilitet och tillväxt i betalningar

Hämta utdelningsdata

Stabil utdelning: Otillräcklig data för att avgöra om CRTO s utdelningar per aktie har varit stabila tidigare.

Växande utdelning: Otillräcklig data för att avgöra om CRTO s utdelningsbetalningar har ökat.


Utdelningsavkastning jämfört med marknaden

Criteo Utdelningsavkastning jämfört med marknaden
Hur är CRTO:s direktavkastning jämfört med marknaden?
SegmentUtdelningsavkastning
Företag (CRTO)n/a
Marknadens lägsta 25% (US)1.4%
Marknad Topp 25% (US)4.3%
Genomsnitt för branschen (Media)3.0%
Prognosanalytiker (CRTO) (upp till 3 år)0%

Anmärkningsvärd utdelning: Det går inte att utvärdera CRTO s utdelningsavkastning mot de lägsta 25 % av utdelningsbetalarna, eftersom företaget inte har rapporterat några senaste utbetalningar.

Hög utdelning: Det går inte att utvärdera CRTO s utdelningsavkastning mot de översta 25 % av utdelningsbetalarna, eftersom företaget inte har rapporterat några senaste utbetalningar.


Vinstutdelning till aktieägarna

Resultattäckning: Otillräcklig data för att beräkna CRTO s utbetalningskvot för att avgöra om dess utdelningar täcks av intäkter.


Kontantutbetalning till aktieägarna

Kassaflödestäckning: Det går inte att beräkna hållbarheten för utdelningar eftersom CRTO inte har rapporterat några utbetalningar.


Upptäck bolag med stark utdelning

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/20 11:00
Aktiekurs vid dagens slut2026/05/20 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Criteo S.A. bevakas av 30 analytiker. 10 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Rocco StraussArete Research Services LLP
Richard KramerArete Research Services LLP
Mark ZgutowiczBenchmark Company