Criteo (CRTO)

• Market cap: $2.27B
• 1 day: -4.58%
• 5 days: -5.96%
• 1 month: 10.71%
• 3 months: 8.36%
• 6 months: -14.92%
• Year to date: 6.41%
• 1 year: 33.03%
• 5 years: 215.61%
• 10 years: -6.02%
• 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. The firm also provides technology allowing retailers to effectively manage their ad inventories and improve yield optimization.

Employees: 3,563

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

83% more call options, than puts

Call options by funds: $7.35M | Put options by funds: $4.01M

7% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 58

0% more funds holding in top 10

Funds holding in top 10: 6 [Q3] → 6 (+0) [Q4]

0% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 25

1% less funds holding

Funds holding: 174 [Q3] → 173 (-1) [Q4]

3% less capital invested

Capital invested by funds: $2.1B [Q3] → $2.03B (-$67.3M) [Q4]

1.29% less ownership

Funds ownership: 94.22% [Q3] → 92.93% (-1.29%) [Q4]

Research analyst outlook

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

• Low target: $44 5% upside
• Avg. target: $57 36% upside
• High target: $68 62% upside

6 analyst ratings

• positive: 5 83%
• neutral: 1 17%
• negative: 0 0%

Stifel John Egbert 0% 1-year accuracy 0 / 1 met price target	46% upside $61	Buy Reiterated	6 Feb 2025
Wells Fargo Alec Brondolo 55% 1-year accuracy 6 / 11 met price target	62% upside $68	Overweight Maintained	6 Feb 2025
Morgan Stanley Brian Nowak 81% 1-year accuracy 26 / 32 met price target	5% upside $44	Equal-Weight Maintained	6 Feb 2025
BMO Capital Brian Pitz 75% 1-year accuracy 40 / 53 met price target	43% upside $60	Outperform Maintained	6 Feb 2025
DA Davidson Tom White 63% 1-year accuracy 19 / 30 met price target	36% upside $57	Buy Maintained	5 Feb 2025