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/CRTO
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Criteo SA

Criteo SA

CRTO
$22.48USD↓-1.96%-0.45 today

MARKET CAP

1.1B

P/E (TTM)

5.3x

FWD P/E

4.7x

DAY RANGE

$22 – $23

52W RANGE

$16
$27

AI Summary

Stalk
StalkMedium

CRTO is in a Stage 2 advancing regime underpinned by a momentum breakout and rising EMAs, but price is stretched above the 9/21 EMA cluster with RSI in extreme overbought territory and muted volume on the rally. Execution should be deferred until pullbacks into the rising EMA zone confirm supply absorption and preserve the medium-term uptrend.

  • ↑Client retention ~90% underscores stable advertiser relationships.
  • ↑Q1 2026 revenue $425M (-9% YoY) with $1B+ media spend.
  • ↓Key client loss may cut $75M 2025 revenue, threatening stability.
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The case for & against

Bull & Bear analysis

Bearish

Criteo S.A. (NASDAQ: CRTO) is a leading global advertising technology company specializing in performance marketing solutions designed to optimize customer engagement across various digital platforms. The firm focuses on leveraging its unique commerce data and advanced artificial intelligence technologies to enhance advertising effectiveness for brands, retailers, and agencies. Positioned within the fast-evolving digital advertising landscape, Criteo is actively pivoting towards AI-driven strategies while maintaining a strong foothold in retail media.

Bull says

  • ↑Client retention ~90% underscores stable advertiser relationships.
  • ↑Q1 2026 revenue $425M (-9% YoY) with $1B+ media spend.
  • ↑Adjusted EBITDA $65M and free cash flow $16M show cost discipline.
  • ↑AI-driven 'Criteo Go' self-service platform targets SMB growth.
  • ↑OpenAI and retail partner deals strengthen competitive moat.
  • ↑Robust balance sheet and positive earnings yield support valuation.

Bear says

  • ↓Key client loss may cut $75M 2025 revenue, threatening stability.
  • ↓18% drop in discretionary retail spending pressures advertiser budgets.
  • ↓Profitability challenges drive margin compression amid cost management focus.
  • ↓Momentum is weak, heightening risk of share price decline.
  • ↓Execution risk on 'Criteo Go' could impede future revenue.
  • ↓Small market cap and liquidity limitations may deter investors.

Investment themes with CRTO

Digital Advertising Infrastructure↓ -0.94%

TTD · APP · MGNI

Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 05-08-2026neutral

Transcript signals

Bull points

  • We need to be wherever those budgets are gonna shift. And again, I think that's why we feel good about our strategy to be full funnel cross channel. So we can catch those dollars wherever they move.
  • In the first quarter, we have advanced our agentic AI roadmap, including our exciting partnership with OpenAI and increasing adoption of MCP with agencies.
  • the ambition to lead in agentic AI, and we are already delivering on this ambition with discipline and focus.

Bear points

  • So that is the impact, but it's a number of, A small number, but a number of U.S. clients. The rest of the base is resilient. So our medium, large, small kind of clients are all resilient.
  • near-term trends reflect softer demand in specific verticals, particularly travel in Europe, and reduce budgets from certain large U.S. clients, primarily driven by client-specific decisions.
  • we need to build a stronger pipeline.
Read full transcript analysis ›