Criteo S.A.
- Open
- 18.58
- Day high
- 18.97
- Day low
- 18.52
- Prev close
- 18.28
- Volume
- 137K
- Mkt cap
- $935M
- P/E (TTM)
- 8.5
- EPS (TTM)
- $2.19
- P/B
- 0.8
- P/S
- 0.5
- Yield
- —
- Per share
- —
- ▼Insiders net selling -$117K over the last 3 months (0 open-market buys, 6 sales)
- 🏛Institutions accumulating (13F)
Criteo S.A. (CRTO) is a Communication Services company listed on NASDAQ. The stock is down 25% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 6 sales (SEC Form 4).
Criteo S.A. (CRTO) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 5 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
CRTO earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 6, 2026 | $0.57 | $0.73 | +28.1% | $250M | +0.9% |
| Feb 11, 2026 | $1.36 | $0.87 | -35.8% | $541M | +105.1% |
| Oct 29, 2025 | $0.89 | $1.31 | +47.2% | $470M | +42.8% |
| Jul 30, 2025 | $0.70 | $0.92 | +31.4% | $483M | +75.8% |
| May 2, 2025 | $0.75 | $1.10 | +46.7% | $451M | +62.3% |
| Feb 5, 2025 | $1.37 | $1.75 | +27.7% | $553M | +66.9% |
| Oct 30, 2024 | $0.84 | $0.96 | +14.3% | $459M | +37.5% |
| Aug 1, 2024 | $0.78 | $1.08 | +38.5% | $471M | +78.8% |
| May 2, 2024 | $0.61 | $0.80 | +31.1% | $450M | +70.8% |
| Feb 7, 2024 | $1.24 | $1.52 | +22.6% | $566M | +88.7% |
| Nov 2, 2023 | $0.63 | $0.71 | +12.7% | $469M | +95.8% |
| Aug 2, 2023 | $0.49 | $0.49 | +0.0% | $469M | +103.0% |
CRTO insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 2, 2026 | Damon Ryanofficer: Chief Legal Officer | Sell | 1,079 | $18.50 |
| Jun 2, 2026 | Glickman Sarah JSofficer: Chief Financial Officer | Sell | 982 | $18.50 |
| May 28, 2026 | Glickman Sarah JSofficer: Chief Financial Officer | Sell | 1,313 | $17.06 |
| May 28, 2026 | Damon Ryanofficer: Chief Legal Officer | Sell | 1,136 | $17.06 |
| May 28, 2026 | Damon Ryanofficer: Chief Legal Officer | Sell | 996 | $17.06 |
| May 28, 2026 | Glickman Sarah JSofficer: Chief Financial Officer | Sell | 1,152 | $17.06 |
| Mar 16, 2026 | Damon Ryanofficer: Chief Legal Officer | Grant | 63,259 | — |
| Mar 16, 2026 | Komasinski Michaeldirector, officer: CEO | Grant | 141,700 | — |
| Mar 16, 2026 | Glickman Sarah JSofficer: Chief Financial Officer | Grant | 83,502 | — |
| Mar 2, 2026 | Komasinski Michaeldirector, officer: CEO | Grant | 42,771 | — |
| Mar 2, 2026 | Damon Ryanofficer: Chief Legal Officer | Grant | 4,165 | — |
| Mar 2, 2026 | Glickman Sarah JSofficer: Chief Financial Officer | Grant | 4,915 | — |
| Mar 2, 2026 | Damon Ryanofficer: Chief Legal Officer | Grant | 13,093 | — |
| Mar 2, 2026 | Glickman Sarah JSofficer: Chief Financial Officer | Grant | 17,284 | — |
| Feb 24, 2026 | Damon Ryanofficer: Chief Legal Officer | Sell | 1,019 | $16.71 |
Source: CRTO SEC Form 4 filings, latest Jun 2, 2026. For informational purposes only — not investment advice.
See the full CRTO insider & 13F page →Criteo S.A. company profile
Overview
Criteo S.A. (NASDAQ:CRTO) is a French technology company founded in 2005 and headquartered in Paris, France. The company went public in 2013 and has transformed from a simple retargeting advertising provider into a comprehensive commerce media platform. Criteo operates globally across North and South America, Europe, the Middle East, Africa, and Asia-Pacific, serving digital retailers, travel companies, and classified businesses with AI-powered advertising and monetization solutions.
Business
Criteo operates in the digital advertising technology sector, specifically focusing on commerce media - a specialized form of advertising that leverages shopping and transaction data to deliver personalized ads. The company's core technology is built around its Criteo Shopper Graph, a proprietary system that analyzes clients' commerce data such as transaction activity, browsing behavior, and purchase patterns to create detailed consumer profiles. The company operates two primary business segments: 1. Retail Media (approximately 15% of revenue): This segment enables retailers to monetize their customer data and website traffic by selling advertising space to consumer brands. Retailers can generate additional revenue streams by allowing brands to advertise on their websites, mobile apps, or through off-site advertising networks. The service includes both on-site advertising (ads displayed on the retailer's own digital properties) and off-site advertising (using the retailer's customer data to show ads across the broader internet). 2. Performance Media (approximately 85% of revenue): This traditional segment focuses on helping e-commerce companies drive sales through personalized advertising campaigns. The service uses machine learning algorithms to predict which products individual consumers are most likely to purchase and displays relevant ads across websites, mobile apps, and social media platforms. The company's technology stack includes several key components: the Criteo AI Engine with lookalike finder and predictive bidding algorithms, Dynamic Creative Optimization+ which automatically assembles customized ad content, and an experimentation platform for testing and optimizing campaign performance. Criteo also offers Commerce Max, a demand-side platform (DSP) that allows advertisers to programmatically purchase ad inventory across multiple channels.
Competitive moat
Criteo's competitive moat is moderately strong but faces increasing pressure from larger technology platforms. The company's primary defensive advantages include its extensive Criteo Shopper Graph, which contains proprietary commerce data from thousands of retailers and billions of consumer transactions. This data asset becomes more valuable over time as it enables increasingly accurate prediction of consumer purchasing behavior. The company benefits from network effects in its retail media business, where having more retailers attracts more advertisers, and having more advertisers makes the platform more attractive to retailers. Criteo's relationships with over 225 retail clients and partnerships with major agencies create switching costs and provide competitive differentiation. However, the moat faces significant challenges. Google and Amazon represent existential competitive threats, as they control vast amounts of consumer data and advertising inventory while having substantially larger resources for technology development. Google's dominance in search advertising and Amazon's control of e-commerce transactions give them structural advantages in commerce media. The regulatory environment presents both opportunities and risks. While privacy regulations like GDPR have made third-party data less accessible to competitors, they also increase compliance costs and operational complexity. Google's control over Chrome browser policies regarding cookie deprecation creates dependency risks for Criteo's business model. Technological disruption from AI and machine learning improvements could commoditize some of Criteo's current advantages. As advertising automation becomes more accessible, smaller competitors and new entrants may be able to replicate Criteo's capabilities more easily. The company's investment in AI and automation tools like Commerce GO! represents an attempt to stay ahead of this commoditization trend.
Risks & safety
Criteo demonstrates solid financial stability with manageable risk levels, though growth challenges create some uncertainty. • Liquidity position: Strong cash position of $291 million with current ratio of 1.17, indicating adequate short-term liquidity • Debt levels: Low debt-to-equity ratio of 0.10, minimal solvency risk • Cash generation: Positive free cash flow of $180 million in 2024, though quarterly volatility exists • Valuation metrics: Trading at reasonable multiples with P/E of 19.5x and EV/EBITDA of 8.1x based on 2024 results • Profitability: Consistent EBITDA margins around 33-34%, demonstrating operational efficiency • Other considerations: Client concentration risk with largest retail media client reducing services in late 2025; regulatory uncertainty around privacy and advertising practices; competitive pressure from tech giants
Recent development
Over the past few years, Criteo has undergone a significant strategic transformation from a single-solution retargeting company to a comprehensive commerce media platform. The company launched Commerce Max, a demand-side platform (DSP) that allows advertisers to programmatically purchase inventory across multiple channels, and developed Commerce Grid, a supply-side platform for publishers. A major strategic development has been the expansion of Retail Media capabilities, growing from $161 million in contribution ex-TAC in 2022 to over $250 million in 2024. The company has expanded its retailer network from 175 to 225 partners and developed both on-site and off-site advertising solutions. Key partnerships include collaborations with Microsoft Advertising, where Criteo will transition Microsoft's retail advertising clients to its platform starting in 2025. The company has heavily invested in AI-powered automation, launching Commerce GO!, an AI-driven campaign management tool designed to simplify advertising operations for clients. This represents a shift toward more self-service capabilities and automated optimization. Addressability strategy has been a critical focus as the industry prepares for third-party cookie deprecation. Criteo has developed multiple approaches including first-party data networks, authenticated environments, and contextual targeting to maintain advertising effectiveness in a privacy-first world. Recent leadership changes include the appointment of Michael Komosinski as CEO in February 2025, replacing Megan Clarken who led the company's transformation. The company has also expanded into new advertising formats including video advertising, Connected TV (CTV) capabilities, and enhanced social media partnerships with platforms like Meta and Pinterest.
CRTO company profile · for informational purposes only — not investment advice.
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