Criteo (CRTO)

• Market cap: $1.15B
• 1 day: 0.5%
• 5 days: -6.78%
• 1 month: -7.05%
• 3 months: -14.09%
• 6 months: -38.52%
• Year to date: -44.04%
• 1 year: -50.39%
• 5 years: 72.22%
• 10 years: -43.35%
• Sector: Communication Services
• Industry: Advertising Agencies

About: Criteo SA is an ad-tech company in the digital advertising market. Its technology, allows retailer advertisers to launch multichannel and cross-device marketing campaigns in real time. With real-time return on investment analysis of the ads, the firm's clients can adjust their marketing strategies dynamically. It has two reportable segments: Retail Media and Performance Media. The firm also provides technology allowing retailers to effectively manage their ad inventories and improve yield optimization.

Employees: 3,507

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

0% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 51

12% less funds holding

Funds holding: 163 [Q1] → 144 (-19) [Q2]

14.22% less ownership

Funds ownership: 93.99% [Q1] → 79.76% (-14.22%) [Q2]

29% less funds holding in top 10

Funds holding in top 10: 7 [Q1] → 5 (-2) [Q2]

36% less call options, than puts

Call options by funds: $906K | Put options by funds: $1.43M

40% less capital invested

Capital invested by funds: $1.84B [Q1] → $1.11B (-$732M) [Q2]

42% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 38

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $38
• Avg. target: $42
• High target: $51

5 analyst ratings

• positive: 5 100%
• neutral: 0 0%
• negative: 0 0%

DA Davidson Tom White	$38	Buy Maintained	31 Jul 2025
BMO Capital Brian Pitz	$51	Outperform Maintained	31 Jul 2025
Wells Fargo Alec Brondolo	$40	Overweight Maintained	29 Jul 2025
Stifel John Egbert	$41	Buy Maintained	22 Jul 2025
Benchmark Mark Zgutowicz	$42	Buy Maintained	22 Jul 2025