Criteo (NASDAQ:CRTO) Stock Price Target Cut by Citigroup

Criteo (NASDAQ:CRTO) had its price target lowered by Citigroup from $23.00 to $21.00 in a research note issued on Thursday, Benzinga reports. The brokerage presently has a “buy” rating on the information services provider’s stock. Citigroup‘s price target suggests a potential upside of 36.36% from the stock’s current price.

A number of other analysts also recently weighed in on CRTO. BMO Capital Markets set a $20.00 price target on Criteo in a report on Thursday, August 6th. Zacks Research upgraded shares of Criteo from a “strong sell” rating to a “hold” rating in a report on Monday, October 19th. Wedbush reduced their target price on Criteo from $25.00 to $21.00 and set an “outperform” rating for the company in a research note on Thursday. Wells Fargo & Company reduced their target price on Criteo from $15.00 to $14.00 and set an “equal weight” rating for the company in a research note on Thursday. Finally, Sanford C. Bernstein lowered Criteo from an “outperform” rating to a “market perform” rating and decreased their target price for the company from $35.00 to $20.50 in a research report on Thursday, August 6th. Six analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $21.35.

Criteo Trading Down 1.5%

CRTO traded down $0.24 on Thursday, reaching $15.40. The stock had a trading volume of 291,743 shares, compared to its average volume of 421,699. The firm has a 50-day moving average of $16.01 and a 200-day moving average of $18.03. Criteo has a fifty-two week low of $13.95 and a fifty-two week high of $25.29. The company has a market capitalization of $754.57 million, a price-to-earnings ratio of 7.82 and a beta of 0.35.

Criteo (NASDAQ:CRTO) last posted its earnings results on Wednesday, November 4th. The information services provider reported $0.43 EPS for the quarter, missing the consensus estimate of $0.57 by ($0.14). The business had revenue of $240.36 million for the quarter, compared to analyst estimates of $239.18 million. Criteo had a return on equity of 14.33% and a net margin of 5.60%. The firm’s quarterly revenue was down 16.7% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.31 earnings per share. Sell-side analysts anticipate that Criteo will post 2.58 EPS for the current fiscal year.

Insider Transactions at Criteo

In other Criteo news, CEO Michael Komasinski sold 1,656 shares of the business’s stock in a transaction on Friday, August 28th. The shares were sold at an average price of $17.28, for a total transaction of $28,615.68. Following the completion of the sale, the chief executive officer owned 343,891 shares in the company, valued at approximately $5,942,436.48. The trade was a 0.48% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last three months, insiders have sold 2,855 shares of company stock valued at $48,898. Company insiders own 1.52% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in CRTO. QRG Capital Management Inc. grew its holdings in shares of Criteo by 15.8% during the second quarter. QRG Capital Management Inc. now owns 54,023 shares of the information services provider’s stock valued at $988,000 after buying an additional 7,352 shares during the last quarter. Integrated Wealth Concepts LLC bought a new stake in shares of Criteo during the second quarter worth about $36,000. GAMMA Investing LLC increased its position in shares of Criteo by 61.1% during the second quarter. GAMMA Investing LLC now owns 3,465 shares of the information services provider’s stock worth $63,000 after acquiring an additional 1,314 shares in the last quarter. Parallel Advisors LLC raised its holdings in shares of Criteo by 357.9% in the 1st quarter. Parallel Advisors LLC now owns 4,126 shares of the information services provider’s stock worth $74,000 after acquiring an additional 3,225 shares during the last quarter. Finally, Janus Henderson Group PLC raised its holdings in shares of Criteo by 4.6% in the 1st quarter. Janus Henderson Group PLC now owns 1,769,644 shares of the information services provider’s stock worth $31,774,000 after acquiring an additional 77,145 shares during the last quarter. 94.27% of the stock is owned by institutional investors.

Criteo News Summary

Here are the key news stories impacting Criteo this week:

• Positive Sentiment: Q3 media spend rose 9% to $1.2 billion, and Criteo is expanding its Performance Connected TV offering internationally, starting with Brazil and Mexico by year-end 2026. The rollout could broaden future growth opportunities. Criteo expands Performance CTV capabilities
• Neutral Sentiment: Criteo forecast fourth-quarter contribution ex-TAC of $292 million to $298 million and is targeting a U.S. redomiciliation effective January 1, 2027. The forecast provides an outlook, while the corporate move may add uncertainty as it approaches. Q4 forecast and redomiciliation
• Negative Sentiment: Q3 EPS of $0.43 missed the $0.57 consensus, and revenue declined 16.7% year over year to $240.36 million, despite slightly exceeding estimates. The earnings shortfall and steep annual revenue decline weigh on the outlook. Criteo Q3 2026 results
• Negative Sentiment: Wells Fargo lowered its price target to $14 from $15 and maintained an Equal Weight rating. Wedbush also cut its target, to $21 from $25, but retained an Outperform rating—leaving a more optimistic view than Wells Fargo. Read More. | Read More.

About Criteo

Criteo SA (NASDAQ: CRTO) is a global commerce media and advertising technology company headquartered in Paris, France. The company helps brands, retailers and other businesses use commerce data and artificial intelligence to reach consumers, build customer relationships and measure advertising performance across digital channels.

Criteo’s offerings include retail media solutions, which enable retailers and marketplace operators to provide sponsored product listings and other advertising placements, as well as performance media tools for campaigns across websites, mobile applications and the open internet.