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CRCRTO

Criteo S.A.

$CRTO·$1.2B·Advertising Agencies·Communication Services
$22.88-1.1%YTD+12.7%1Y-6.6%
Mentions · last 7 days
2026-07-03: 0 posts2026-07-04: 0 posts2026-07-05: 1 posts2026-07-06: 37 posts2026-07-07: 14 posts2026-07-08: 4 posts2026-07-09: 2 posts58+36%
Price updated 10m ago·X counts updated 22h ago
CRCRTO
$CRTOCriteo S.A.
$22.88-1.12%58 posts+36%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $CRTO, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventEvent coming upAI verdict · as of 2026-07-10

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Vista Equity and Quinti Capital reportedly bid for Criteo — the adtech is now a takeover story at $23.

Criteo just went from a cheap French adtech to a live takeover situation, and everything else is secondary.

  • July 6 (Reuters): Vista Equity and Quinti Capital are reportedly offering to buy Criteo. That's the reason to own or price this equity right now — headline confirmed by a top-tier wire, targets and premium not disclosed.
  • Fundamentals justify a bid: Q4 revenue $541M (-2% YoY), Q1 $425M (-6%) — flat-to-shrinking, but 54% gross margin, 15% FCF yield, EV/EBITDA 3.3x, P/E 10. This is the kind of undervalued cash-generative asset PE targets deliberately.
  • Retail Media segment is the crown jewel — grew 21% YoY in prior quarters and drives the strategic bid rationale. Albertsons Media Collective / AI-search partnership announcements signal the segment is still relevant.
  • Reality check: European PE bids often hit political/regulatory friction (France's Alstom-style protection); board response and deal structure aren't public. Stock is +13% YTD, +19% off 200-day, 69th percentile of range — the market has partially priced the news but not fully.

Takeover story now — fundamentals set the floor, PE bid sets the ceiling, and the timeline is measured in months.

Differs from X sentimentNo X sentiment captured — reading takeover news wire and filings directly.

What to watch: Board response 8-K to the Vista/Quinti offer; any competing-bidder headlines; August 5 Q2 earnings (may include strategic-review disclosure language).

On the calendar: 2026-08-05 earnings

thin sentimentfloat missing

Read the AI verdict + X sentiment for $CRTO

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Commerce media platform linking brands, retailers, and publishers for performance-driven advertising on retail sites and the open web.

Industry overviewAI analysisGenerated by AI from underlying data

Where Advertising Agencies sits in its cycle right now — and what that implies for $CRTO.

Advertising Agencies · Communication Services

No material change from last week — The Trade Desk's independent DSP positioning faces structural pressure from Amazon's ad tech expansion while AI-powered buying tools commoditize parts of the..

Industry benchmark

4-name peer basket
-7.3%YTD
-13.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
10.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
8.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
8.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
15.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
10.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
54.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 6, 2026$0.73$0.57+28.1%
Q4 2025Feb 11, 2026$1.30$1.36-4.4%
Q3 2025Oct 29, 2025$1.31$0.89+47.2%
Q2 2025Jul 30, 2025$0.92$0.70+31.4%
Next earningsWed, Aug 5·consensus EPS $0.72

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$424.6M-5.9%52.5%2.4%$0.16$15.4M
Q4 FY25$541.1M-2.2%55.0%13.4%$0.91$133.3M
Q3 FY25$469.7M+2.3%54.6%11.0%$0.72$66.6M
Q2 FY25$482.7M+2.4%53.6%6.3%$0.40$-36.6M

Forward consensus

3-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.1B$1.1B – $1.2B$4.23$3.94 – $4.527
FY27$1.2B$1.2B – $1.2B$4.87$4.37 – $5.507
FY28$1.3B$1.3B – $1.3B$5.57$4.27 – $6.366

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.69%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+28.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+19.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β0.305-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 1Sarah Js GlickmanCFO982 sh$18KSellJun 1Ryan DamonChief Legal Officer1.1K sh$20KSellMay 26Sarah Js GlickmanCFO2.5K sh$42KSellMay 26Ryan DamonChief Legal Officer2.1K sh$36KBuyMar 13Van Der Kooi FrederikDirector5.0K sh$89KSellMar 3Sarah Js GlickmanCFO1.9K sh$36KSellMar 3Ryan DamonChief Legal Officer1.5K sh$28KSellMar 2Ryan DamonChief Legal Officer13.4K sh$241KSellMar 2Sarah Js GlickmanCFO18.3K sh$329KSellFeb 24Sarah Js GlickmanCFO1.5K sh$26K
1–10 of 13
+ 6 other (6 awards) in window

See when $CRTO insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KCharter amendmentJun 298-K — Item 5.03: Charter amendment · Item 5.07: Shareholder vote
AI summary

Criteo S.A. (France) filed an 8-K reporting the outcomes of votes at its 2026 annual or special meeting, covering Items 5.03 (charter/bylaw amendment) and 5.07 (shareholder vote). Criteo is incorporated in France and listed on Nasdaq via ADSs. Specific vote counts and the nature of any charter amendment are not reproduced in the available body excerpt. This appears to be a routine governance disclosure for Criteo's annual shareholder meeting.

8-KCharter amendmentApr 288-K — Item 5.03: Charter amendment
8-KShareholder voteFeb 278-K — Item 5.07: Shareholder vote · Item 8.01: Other event
+ 24 other (6 425s · 5 13Gs · 5 proxys · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Vista Equity, Quinti Capital offer to buy French adtech firm Criteo, sources sayreuters.com·4d agoAlbertsons Media Collective Brings Sponsored Product Discovery to AI-Powered Conversational Searchgurufocus.com·18d agoAlbertsons Media Collective Brings Sponsored Product Discovery to AI-Powered Conversational Searchbusinesswire.com·18d agoCriteo Named a Leader in the QKS Group SPARK Matrix™ for Retail Media Network and Monetization Platform, Q2 2026prnewswire.com·32d agoCriteo S.A. (CRTO) Q1 2026 Earnings Call Transcriptseekingalpha.com·60d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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