CRTO Stock - Criteo S.A.
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Financial Statements
| Metric | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| Revenue | $1.93B | $1.95B | $2.02B | $2.25B | $2.07B |
| Gross Profit | $982.97M | $863.04M | $795.20M | $781.94M | $688.02M |
| Gross Margin | 50.8% | 44.3% | 39.4% | 34.7% | 33.2% |
| Operating Income | $151.40M | $77.22M | $24.28M | $151.88M | $108.83M |
| Net Income | $111.57M | $53.26M | $8.95M | $134.46M | $71.68M |
| Net Margin | 5.8% | 2.7% | 0.4% | 6.0% | 3.5% |
| EPS | $2.04 | $0.95 | $0.15 | $2.21 | $1.19 |
Criteo S.A., a technology company, provides marketing and monetization services on the open Internet in North and South America, Europe, the Middle East, and Africa, and the Asia-Pacific. The company's Criteo Shopper Graph, which derives clients' proprietary commerce data, such as transaction activity on their digital properties. Its Criteo AI Engine solutions include lookalike finder, recommendation, and predictive bidding algorithms; bidding engine that executes campaigns based on certain objectives set by its clients; dynamic creative optimization+, which assembles customized creative advertising content by optimizing each individual creative component in the advertisement; software systems and processes, which enable data synchronization, storage, and analysis of distributed computing infrastructure in various geographies; and experimentation platform, an offline/online testing platform to enhance the capabilities and effectiveness of prediction models. The company also provides Criteo Marketing Solutions that allow commerce companies to address various marketing goals by engaging their consumers with personalized ads across the web, mobile, and offline store environments; and Criteo Retail Media solutions, which allows retailers to generate advertising revenues from consumer brands, and/or to drive sales for themselves, by monetizing their data and audiences through personalized ads, either on their own digital property or on the open Internet. In addition, it offers real-time access to advertising inventory through its publisher partners; consulting services to companies in distance sales; and business intelligence and analytics services. It serves companies in digital retail, travel, and classifieds industries. Criteo S.A. was incorporated in 2005 and is headquartered in Paris, France.
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Price Targets
Recent Analyst Actions
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| October 29th 2024 | Wells Fargo | Initiation | Overweight | $70 |
| August 6th 2024 | DA Davidson | Upgrade | Buy | $58← $43 |
| July 30th 2024 | KeyBanc Capital Markets | Downgrade | Sector Weight | - |
| May 24th 2024 | BMO Capital Markets | Upgrade | Outperform | $45← $31 |
| February 8th 2024 | Wells Fargo | Upgrade | Overweight | $41← $28 |
| January 9th 2024 | BMO Capital Markets | Initiation | Market Perform | $28 |
| October 24th 2023 | KeyBanc Capital Markets | Initiation | Overweight | $40 |
| June 27th 2023 | Wells Fargo | Initiation | Equal Weight | $37 |
| December 13th 2022 | Citigroup | Initiation | Buy | $36 |
Earnings History & Surprises
CRTOEPS Surprise History
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q2 2026 | Apr 30, 2026 | — | — | — | — |
Q1 2026 | Feb 4, 2026 | $1.36 | — | — | — |
Q4 2025 | Oct 29, 2025 | $0.89 | $1.31 | +47.2% | ✓ BEAT |
Q3 2025 | Jul 30, 2025 | $0.70 | $0.92 | +31.4% | ✓ BEAT |
Q2 2025 | May 2, 2025 | $0.75 | $1.10 | +46.7% | ✓ BEAT |
Q1 2025 | Feb 5, 2025 | $1.37 | $1.75 | +27.7% | ✓ BEAT |
Q4 2024 | Oct 30, 2024 | $0.84 | $0.96 | +14.3% | ✓ BEAT |
Q3 2024 | Aug 1, 2024 | $0.78 | $1.08 | +38.5% | ✓ BEAT |
Q2 2024 | May 2, 2024 | $0.61 | $0.80 | +31.1% | ✓ BEAT |
Q1 2024 | Feb 7, 2024 | $1.24 | $1.52 | +22.6% | ✓ BEAT |
Q4 2023 | Nov 2, 2023 | $0.63 | $0.71 | +12.7% | ✓ BEAT |
Q3 2023 | Aug 2, 2023 | $0.49 | $0.49 | 0.0% | = MET |
Q2 2023 | May 3, 2023 | $0.25 | $0.46 | +84.0% | ✓ BEAT |
Q1 2023 | Feb 8, 2023 | $0.96 | $0.84 | -12.5% | ✗ MISS |
Q4 2022 | Oct 28, 2022 | $0.48 | $0.53 | +10.4% | ✓ BEAT |
Q3 2022 | Aug 3, 2022 | $0.40 | $0.58 | +45.0% | ✓ BEAT |
Q2 2022 | May 4, 2022 | $0.43 | $0.53 | +23.3% | ✓ BEAT |
Q1 2022 | Feb 9, 2022 | $1.08 | $1.44 | +33.3% | ✓ BEAT |
Q4 2021 | Nov 3, 2021 | $0.39 | $0.64 | +64.1% | ✓ BEAT |
Q3 2021 | Aug 4, 2021 | $0.48 | $0.63 | +31.3% | ✓ BEAT |
Latest News
Benchmark Maintains Buy on Criteo, Lowers Price Target to $38
➖ NeutralCriteo shares are trading higher after the company reported better-than-expected Q3 financial results. The company plans to pursue a transfer of its legal domicile from France to Luxembourg via a cross-border conversion and replace its American Depositary Shares structure with ordinary shares to be directly listed on Nasdaq.
📈 PositiveCriteo Intends To Pursue Transfer Of Legal Domicile From France To Luxembourg Via Cross-Border Conversion And Replace ADSs Structure With Ordinary Shares To Be Directly Listed On Nasdaq
📈 PositiveCriteo Sees Q4 Sales $325.000M-$331.000M vs $330.713M Est
➖ NeutralCriteo Q3 Adj. EPS $1.31 Beats $0.93 Estimate, Sales $288.134M Beat $281.508M Estimate
📈 PositiveDoorDash shares are trading higher after the company announced a multi-year partnership with Criteo to expand retail media access. Also, Domino's Pizza of Canada is now available for on-demand delivery through DoorDash in Canada.
📈 PositiveCriteo And DoorDash Announced Multi-Year Partnership To Scale Advertising Across DoorDash Marketplace With Grocery, Convenience, And Non-Restaurant Retailers
📈 PositiveCriteo And Google Announce Onsite Retail Media Integration; First Partner Designation, Beta Via Search Ads 360, Global Expansion Planned
📈 PositiveCriteo shares surge after results topper, FY forecast hike
📈 PositiveFrequently Asked Questions about CRTO
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