Criteo S.A (CRTO) AI Stock Analysis

Headquartered in Paris, France, Criteo S.A. provides marketing and monetization services across the Americas, Europe, the Middle East, Africa, and Asia-Pacific. The company utilizes its proprietary Criteo Shopper Graph to access exclusive commerce transaction data from clients. Central to its platform is the Criteo AI Engine, which runs lookalike finder tools, recommendation systems, and predictive bidding algorithms. Criteo also offers dynamic creative optimization+ to tailor individual creative elements. Its business operates through Criteo Marketing Solutions and Retail Media, helping commerce brands engage shoppers and enabling retailers to monetize their audience data.

Criteo's annual revenue moved from $2.25B in FY2021 to $1.94B in FY2025, representing a 5-year revenue CAGR of -1.3%. Despite the top-line contraction over that span, gross margin widened from 34.7% in FY2021 to 54.0% in FY2025. Operating margin also improved to 10.4% in FY2025 from 6.7% in FY2021, while net income rose to $144.6M with EPS of $4.63. Over the trailing twelve months, revenue reached $1.86B with a profit margin of 5.6%. In the latest quarter ended June 30, 2026, quarterly revenue fell 11.3% year-over-year and quarterly earnings fell 43.6%.

As of June 30, 2026, Criteo held $280.3M in cash and short-term investments against total debt of $148.2M, yielding net cash of $132.1M. Shareholders' equity was $1.13B, and the debt-to-equity ratio stood at 0.13 with a current ratio of 1.29. In FY2025, operating cash flow reached $311.2M, funding $102.7M in capital expenditures and producing free cash flow of $208.5M. Criteo used $152.1M for share buybacks in FY2025, contributing to a 21.0% reduction in share count over 5 years.

CRTO shares closed at $15.34 on October 16, 2026, representing a market cap of $751.6M and an enterprise value of $670.1M. Criteo trades at a trailing P/E of 7.8x and a forward P/E of 5.0x, both lower than the median of its US-listed Communication Services peers at 16.2x and 14.1x, respectively. Its EV/EBITDA of 2.4x is also below the peer median of 10.0x. Over the past year, Criteo shares returned -22.5% compared to a 16.8% return for the S&P 500, while its 5-year return of -58.8% trailed the index's 83.0% gain.

Analyst coverage consists of 5 Strong Buy, 5 Hold, and 1 Strong Sell ratings. The mean price target is $20.15, which is 31.4% above the last close of $15.34. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $1.05B and EPS of $3.48, representing an earnings decline of 9.6%. For the following fiscal year, 8 analysts project revenue of $1.08B and EPS of $3.88. Criteo beat EPS estimates in 3 of the last 4 quarters, with its next earnings date scheduled for November 4, 2026.

This page is an AI-written research summary of Criteo S.A (CRTO). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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