CRTO · NASDAQ · Advertising Agencies

Criteo

Connects advertisers and retailers through commerce data and AI.

$17.46
After-hours close+0.02 (+0.11%)
At close$17.44(+1.16%)
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Profile

Criteo S.A.CRTOCommunication Services

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

CEOMichael Komasinski
ListedOct 30, 2013
ExchangeNASDAQ
HeadquartersParis, France
CountryFrance
Employees3,649
CIK0001576427
ISINLU3433852426

Key statistics

Market cap$877.3M
EPS (ttm)$1.97
P/E (ttm)8.86
ROE9.2%
P/B0.7691
P/S0.4708
Dividend yield
Beta0.41vs XLC 0.84

Year to date −13.0% · Average volume (30d) 513.1K

Analysts

Price target, next 12 months$22.25+27.4%Median of 35 analysts · vs the Aug 28 close
ConsensusBuy21 of 35 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionPrior ratingRatingPrior targetTarget
Aug 24, 2026Huber ResearchDowngradeOverweightUnderweight
Aug 20, 2026WedbushReiterateOutperform$25
Aug 6, 2026Morgan StanleyReiterateEqual Weight$29$25
Aug 6, 2026BernsteinDowngradeOutperformMarket Perform$43$20.50
Aug 6, 2026BMO CapitalTarget$35$20

Earnings

EPS

Estimate$0.57
ReportedDue Nov 4, 2026

Revenue

Estimate$239.4M
ReportedDue Nov 4, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext 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%
View details

Financial highlights

12 quartersQ1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 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 margin52.5%53.6%54.6%55.0%52.5%51.9%
Operating margin10.7%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

Retail Media$47.9M · 100%

Revenue by geography · Q2 FY26

Americas$176.0M · 41%
EMEA$171.3M · 40%
Asia Pacific$80.7M · 19%

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

Institutions 82.08%41.24M sharesInsiders 2.54%1.27M sharesOther 15.38%7.73M shares

Shares outstanding 50.24M · Float 50.24M · 100.0% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
Neuberger Berman Group LLC8.00M15.91%13FAug 13, 2026
DNB Asset Management As6.00M11.94%13FAug 11, 2026
Till Hufnagel5.33M9.51%13D/ASep 19, 2024
Morgan Stanley4.92M9.78%13FAug 13, 2026
Senvest Management, LLC4.60M9.15%13FAug 14, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 24, 2026Connor McGogneyofficer: Chief Financial Officer−671$17.37
Aug 24, 2026Ryan Damonofficer: Chief Legal Officer−2,132$17.37
Aug 6, 2026Michael Komasinskidirector, officer: CEO−15,559$17.23
Aug 6, 2026Ryan Damonofficer: Chief Legal Officer−6,178$17.23
Aug 6, 2026Sarah JS Glickmanofficer: Chief Financial Officer−6,285$17.23
View details

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

CompanyPriceChange
Criteo$17.46+0.11%$877.3M8.94.70.5−47.1%
Amazon$266.10−0.11%$2.87T21.428.53.7+19.6%
Alphabet Class A$346.00−0.14%$4.19T17.425.89.4+24.2%
Meta$578.36+0.06%$1.47T21.819.06.5+28.0%
The Trade Desk$13.60+0.18%$6.38B16.0123.22.1+3.0%
Microsoft$513.06−0.06%$3.81T28.626.211.5+17.8%
Magnite$23.10−2.45%$3.39B21.520.24.6+9.4%
PubMatic$16.82+0.15%$785.6M71.82.7+10.6%
Median21.526.24.6+17.8%