Sarah Js Glickman Sells 6,285 Shares of Criteo (NASDAQ:CRTO) Stock

Criteo S.A. (NASDAQ:CRTO) CFO Sarah Js Glickman sold 6,285 shares of Criteo stock in a transaction that occurred on Thursday, August 6th. The stock was sold at an average price of $17.23, for a total transaction of $108,290.55. Following the transaction, the chief financial officer directly owned 424,612 shares in the company, valued at $7,316,064.76. The trade was a 1.46% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Sarah Js Glickman also recently made the following trade(s):

• On Tuesday, May 26th, Sarah Js Glickman sold 2,465 shares of Criteo stock. The shares were sold at an average price of $17.06, for a total transaction of $42,052.90.

Criteo Trading Up 4.6%

NASDAQ:CRTO opened at $18.38 on Friday. Criteo S.A. has a 1 year low of $15.57 and a 1 year high of $25.29. The stock has a market cap of $900.62 million, a price-to-earnings ratio of 9.33 and a beta of 0.29. The stock has a 50-day moving average price of $19.70 and a two-hundred day moving average price of $18.76.

Criteo (NASDAQ:CRTO) last issued its quarterly earnings data on Wednesday, August 5th. The information services provider reported $0.80 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.71 by $0.09. The company had revenue of $428.02 million during the quarter, compared to the consensus estimate of $263.40 million. Criteo had a net margin of 5.60% and a return on equity of 14.33%. The firm’s revenue was down 11.3% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.92 earnings per share. Sell-side analysts forecast that Criteo S.A. will post 3.18 earnings per share for the current year.

Analyst Ratings Changes

Several research analysts recently commented on the company. DA Davidson reissued a “buy” rating and set a $24.00 price target on shares of Criteo in a research report on Tuesday, July 7th. Wells Fargo & Company reaffirmed an “equal weight” rating and set a $18.00 price target (down from $34.00) on shares of Criteo in a research report on Wednesday, May 6th. Morgan Stanley cut their price objective on Criteo from $29.00 to $25.00 and set an “equal weight” rating for the company in a report on Thursday. Benchmark decreased their target price on shares of Criteo from $25.00 to $21.00 and set a “buy” rating for the company in a research note on Thursday. Finally, Weiss Ratings restated a “sell (d+)” rating on shares of Criteo in a report on Friday, July 17th. Six research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $23.15.

Institutional Trading of Criteo

Several hedge funds have recently added to or reduced their stakes in CRTO. Robeco Institutional Asset Management B.V. raised its holdings in Criteo by 130.8% in the 4th quarter. Robeco Institutional Asset Management B.V. now owns 497,008 shares of the information services provider’s stock valued at $10,243,000 after acquiring an additional 281,699 shares in the last quarter. Waterfront Wealth Inc. grew its holdings in shares of Criteo by 81.4% during the 4th quarter. Waterfront Wealth Inc. now owns 141,766 shares of the information services provider’s stock worth $2,868,000 after purchasing an additional 63,611 shares in the last quarter. VELA Investment Management LLC increased its position in shares of Criteo by 28.2% in the fourth quarter. VELA Investment Management LLC now owns 551,407 shares of the information services provider’s stock worth $11,364,000 after purchasing an additional 121,242 shares during the period. Div Capital Phoenix Assets Ltd acquired a new position in Criteo in the fourth quarter valued at about $2,288,000. Finally, King Luther Capital Management Corp raised its stake in Criteo by 79.9% in the fourth quarter. King Luther Capital Management Corp now owns 188,910 shares of the information services provider’s stock valued at $3,893,000 after purchasing an additional 83,910 shares in the last quarter. 94.27% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Criteo

Here are the key news stories impacting Criteo this week:

• Positive Sentiment: Criteo reported second-quarter adjusted earnings of $0.80 per share, exceeding the $0.71 analyst consensus. Revenue was $428.0 million, also above estimates, although it declined 11.3% year over year.
• Positive Sentiment: Management highlighted continued momentum in artificial-intelligence initiatives during its earnings call, offering a potential long-term growth catalyst despite near-term revenue pressure. Criteo Earnings Call: AI Momentum Amid Revenue Headwinds
• Positive Sentiment: The company appointed Connor McGogney as chief financial officer and canceled 4.5 million treasury shares, reducing its share capital. The cancellation could support per-share value by lowering the share count. Criteo Appoints Connor McGogney as CFO and Cancels Treasury Shares
• Positive Sentiment: Benchmark lowered its price target from $25 to $21 but maintained a “buy” rating, implying meaningful potential upside from the current trading level.
• Neutral Sentiment: Morgan Stanley cut its target from $29 to $25 and kept an “equal weight” rating. The revised target still indicates substantial upside, but the reduction reflects more cautious expectations.
• Neutral Sentiment: CEO Michael Komasinski, CFO Sarah Js Glickman and insider Ryan Damon sold shares to cover tax-withholding obligations tied to vested equity awards. The transactions reduced their holdings but were not discretionary sales based on the filings.
• Negative Sentiment: Criteo forecast 2026 contribution ex-TAC to decline 10% to 12%, assuming no recovery in spending from large clients. This weak outlook overshadowed the earnings beat and remains the primary fundamental risk. Criteo Forecasts 2026 Contribution Ex-TAC Decline

Criteo Company Profile

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.