Criteo
Connects advertisers and retailers through commerce data and AI.
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Profile
Performance Media combines targeting and ad-tech services, while Retail Media handles digital advertising inventory, audiences, and services. A global commerce-media system serves marketers, agencies, retailers, and media owners.
Performance Media combines targeting capabilities with supply and ad-tech services. Retail Media covers the purchase and sale of digital advertising inventory, audiences, and related services for retail-media networks.
The Commerce Intelligence Platform brings together commerce data, media access, and predictive AI for marketers, agencies, retailers, and media owners. Operations span many markets, with offices and shared workplaces across countries.
The ability to collect and use data depends on consumer choices, clients, publisher and retailer partners, browsers, technology changes, and regulatory or industry-standard changes. Cookie, tracking-technology, and bidding-network restrictions shape data access and ad-serving opportunities.
Company facts
Categories
Key statistics
Year to date −13.0% · Average volume (30d) 513.1K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 24, 2026 | Huber Research | Downgrade | Overweight | Underweight | ||
| Aug 20, 2026 | Wedbush | Reiterate | Outperform | $25 | ||
| Aug 6, 2026 | Morgan Stanley | Reiterate | Equal Weight | $29 | $25 | |
| Aug 6, 2026 | Bernstein | Downgrade | Outperform | Market Perform | $43 | $20.50 |
| Aug 6, 2026 | BMO Capital | Target | $35 | $20 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 5, 2026Q2 FY26 | $0.71 | $0.80 | +13.0% | $263.4M | $255.5M | −3.0% | −23.88% |
| May 6, 2026Q1 FY26 | $0.57 | $0.73 | +28.1% | $248.2M | $250.4M | +0.9% | +3.72% |
| Feb 11, 2026Q4 FY25 | $1.36 | $1.30 | −4.4% | $328.9M | $330.0M | +0.3% | −1.62% |
| Oct 29, 2025Q3 FY25 | $0.89 | $1.31 | +47.2% | $328.9M | $469.7M | +42.8% | −1.22% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $451.4M | $482.7M | $469.7M | $541.1M | $424.6M | $428.0M | |
| Gross profit | $237.0M | $258.5M | $256.5M | $297.4M | $222.7M | $222.2M | |
| Operating income | $48.2M | $30.5M | $51.6M | $72.5M | $10.4M | $15.0M | |
| Net income | $37.9M | $21.3M | $37.8M | $47.6M | $7.8M | $11.2M | |
| Diluted EPS | $0.66 | $0.39 | $0.70 | $0.90 | $0.15 | $0.22 | |
| Gross margin | 52.5% | 53.6% | 54.6% | 55.0% | 52.5% | 51.9% | |
| Operating margin | 10.7% | 6.3% | 11.0% | 13.4% | 2.4% | 3.5% |
Fiscal years (4-quarter sums)FY21 $2.25B · FY22 $2.02B · FY23 $1.95B · FY24 $1.93B · FY25 $1.94B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $280.3M · Total debt $148.2M · Total assets $2.01B · Shareholders' equity $1.13B
Dividends
No dividends on record.
Ownership
Shares outstanding 50.24M · Float 50.24M · 100.0% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Neuberger Berman Group LLC | 8.00M | 15.91% | 13F | Aug 13, 2026 |
| DNB Asset Management As | 6.00M | 11.94% | 13F | Aug 11, 2026 |
| Till Hufnagel | 5.33M | 9.51% | 13D/A | Sep 19, 2024 |
| Morgan Stanley | 4.92M | 9.78% | 13F | Aug 13, 2026 |
| Senvest Management, LLC | 4.60M | 9.15% | 13F | Aug 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 24, 2026 | Connor McGogney | officer: Chief Financial Officer | −671 | $17.37 |
| Aug 24, 2026 | Ryan Damon | officer: Chief Legal Officer | −2,132 | $17.37 |
| Aug 6, 2026 | Michael Komasinski | director, officer: CEO | −15,559 | $17.23 |
| Aug 6, 2026 | Ryan Damon | officer: Chief Legal Officer | −6,178 | $17.23 |
| Aug 6, 2026 | Sarah JS Glickman | officer: Chief Financial Officer | −6,285 | $17.23 |
Peers
- Amazon
Large advertising platform across performance and retail media
- Alphabet Class A
Google platform overlap in performance media and ad tech
- Meta
Large advertising platform in performance-media targeting
- The Trade Desk
Named DSP competitor across media access and targeting
- Microsoft
Large platform competitor in performance media and ad tech
- Magnite
Named SSP competitor in supply-side ad-tech services
- PubMatic
Named SSP competitor in supply-side ad-tech services
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Criteo | $17.46 | +0.11% | $877.3M | 8.9 | 4.7 | 0.5 | −47.1% |
| Amazon | $266.10 | −0.11% | $2.87T | 21.4 | 28.5 | 3.7 | +19.6% |
| Alphabet Class A | $346.00 | −0.14% | $4.19T | 17.4 | 25.8 | 9.4 | +24.2% |
| Meta | $578.36 | +0.06% | $1.47T | 21.8 | 19.0 | 6.5 | +28.0% |
| The Trade Desk | $13.60 | +0.18% | $6.38B | 16.0 | 123.2 | 2.1 | +3.0% |
| Microsoft | $513.06 | −0.06% | $3.81T | 28.6 | 26.2 | 11.5 | +17.8% |
| Magnite | $23.10 | −2.45% | $3.39B | 21.5 | 20.2 | 4.6 | +9.4% |
| PubMatic | $16.82 | +0.15% | $785.6M | — | 71.8 | 2.7 | +10.6% |
| Median | 21.5 | 26.2 | 4.6 | +17.8% |









