Criteo (NASDAQ:CRTO) Releases Earnings Results

Criteo (NASDAQ:CRTO) announced its quarterly earnings data on Wednesday. The information services provider reported $0.73 EPS for the quarter, topping the consensus estimate of $0.57 by $0.16, FiscalAI reports. Criteo had a net margin of 6.06% and a return on equity of 15.01%. The company had revenue of $424.64 million during the quarter, compared to the consensus estimate of $248.21 million. During the same quarter last year, the firm posted $1.10 EPS. The company’s quarterly revenue was down 5.3% on a year-over-year basis.

Here are the key takeaways from Criteo’s conference call:

• Criteo is pushing into agentic AI1,000 brands live; early traction shows AI-platform traffic converts ~1.5x and could open a new high-intent discovery channel and incremental budgets.
• Q1 revenue was $425M and Contribution ex-TAC $250M (media spend topped $1 billion), but Contribution ex-TAC was down 9% FX-adjusted (down low-single-digits guide for 2026) and the company pushed its return-to-growth to Q4, with Q2 guide significantly softer.
• Retail media showed strong underlying performance—Contribution ex-TAC up 24% excluding two client scope cuts—but a €75M headwind from those scope reductions is weighing on near-term results even as the business gains auction-based display adoption and renewals.
• The newly launched Criteo GO self-service platform (two-thirds of small-client U.S. campaigns now on Go) plus cross-channel and discovery capabilities aim to expand SMB addressable market and increase spend per client over time.

Criteo Trading Down 1.1%

Shares of NASDAQ:CRTO traded down $0.18 during mid-day trading on Friday, hitting $16.28. 64,445 shares of the company traded hands, compared to its average volume of 468,024. The stock has a 50-day moving average price of $18.39 and a two-hundred day moving average price of $19.49. Criteo has a 12-month low of $15.57 and a 12-month high of $30.64. The stock has a market cap of $811.46 million, a P/E ratio of 7.58 and a beta of 0.34.

Insiders Place Their Bets

In related news, Director Der Kooi Frederik Van acquired 5,000 shares of the company’s stock in a transaction on Friday, March 13th. The shares were acquired at an average cost of $17.81 per share, for a total transaction of $89,050.00. Following the purchase, the director owned 26,600 shares in the company, valued at approximately $473,746. The trade was a 23.15% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which can be accessed through the SEC website. Company insiders own 1.66% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the company. Raymond James Financial Inc. bought a new stake in Criteo in the 2nd quarter worth about $30,000. Jones Financial Companies Lllp lifted its position in shares of Criteo by 1,376.7% during the 1st quarter. Jones Financial Companies Lllp now owns 1,270 shares of the information services provider’s stock worth $45,000 after buying an additional 1,184 shares in the last quarter. Parallel Advisors LLC boosted its stake in shares of Criteo by 142.3% in the 3rd quarter. Parallel Advisors LLC now owns 2,081 shares of the information services provider’s stock worth $47,000 after buying an additional 1,222 shares during the last quarter. The Manufacturers Life Insurance Company boosted its stake in shares of Criteo by 41.6% in the 2nd quarter. The Manufacturers Life Insurance Company now owns 8,587 shares of the information services provider’s stock worth $206,000 after buying an additional 2,524 shares during the last quarter. Finally, ExodusPoint Capital Management LP bought a new position in shares of Criteo in the fourth quarter valued at approximately $215,000. 94.27% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several brokerages recently issued reports on CRTO. Weiss Ratings reissued a “sell (d+)” rating on shares of Criteo in a research note on Monday, April 20th. DA Davidson set a $28.50 price objective on shares of Criteo in a report on Thursday, February 12th. Stifel Nicolaus cut their price objective on shares of Criteo from $30.00 to $29.00 and set a “buy” rating on the stock in a research report on Monday, April 13th. Morgan Stanley set a $33.00 target price on Criteo in a research note on Thursday, February 12th. Finally, Susquehanna set a $18.00 target price on Criteo in a research report on Thursday, February 12th. Five analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, Criteo presently has a consensus rating of “Hold” and an average price target of $28.39.

About Criteo

Criteo is a global technology company specializing in digital performance advertising and commerce media solutions. The company provides a range of AI-driven ad products designed to help brands, retailers, and agencies deliver personalized promotional messages to consumers across web, mobile, and connected TV environments. By leveraging large-scale data analytics and machine learning algorithms, Criteo’s platform optimizes the timing, placement, and creative of ads to drive engagement and conversions.

At the core of Criteo’s offering is its dynamic retargeting solution, which enables advertisers to automatically generate and display personalized product recommendations based on user behavior.