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CRCRTO

Criteo S.A.

$CRTO·$923M·Advertising Agencies·Communication Services
$17.44-0.3%YTD+9.1%1Y-27.1%
Mentions · last 7 days
2026-08-16: 1 posts2026-08-17: 1 posts2026-08-18: 0 posts2026-08-19: 0 posts2026-08-20: 2 posts2026-08-21: 1 posts2026-08-22: 0 posts5+67%
Price updated 2d ago·X counts updated 1d ago
CRCRTO
$CRTOCriteo S.A.
$17.44-0.26%5 posts+67%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

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.

Proven numbersCooling offAI verdict · as of 2026-08-21

Catching its breath after a run — could pick back up or fade from here.

Criteo ad-tech at 10x TTM with rumored Vista buyout — the tape is stuck 20% off highs, and lawyers are circling.

Criteo runs a commerce-media platform serving brands, agencies, and retailers with performance-marketing solutions — the picks-and-shovels of retargeting and retail-media. The equity has been de-rated on the third-party-cookie deprecation risk that dominated the sector.

  • Q1 revenue was down 5.9% year-on-year to $425M and Q2 revenue at $255M was also soft — the top-line decline is genuine, and the mixed transition to first-party-data commerce media is what the multiple is asking about.
  • Q2 EPS came in at $0.80 vs $0.708 consensus (13% beat) — the pattern of the last four EPS surprises averaged +9%; operating execution is delivering, but not enough to offset the growth question.
  • Trades at ~10x trailing earnings and 3.3x EV/EBITDA with a 15% FCF yield — genuinely cheap multiples that reflect either the takeover-target thesis or the value-trap concern.
  • On Aug 19 Bragar Eagel & Squire and Levi & Korsinsky opened securities-fraud investigations — standard follow-up to a drawdown, and the equity's fundamentals-vs-tape gap fits the pattern.

What restarts the move is Nov 4 Q3 confirming revenue growth stops declining alongside a specific takeout headline (Vista Equity Partners + Quinti Capital rumored at 50%+ premium per Bloomberg). What sustains the cooling is another quarter of revenue contraction or a specific class-action allegation gaining substance; the value case works only if the takeout thesis lands.

Agrees with X sentimentThe bullish July X read on Vista Equity Partners + Quinti Capital takeover rumors (Bloomberg-reported) matches the tape's specific narrative catalyst. The '50%+ bid premium' framing is aspirational but reasonable given the 10x TTM valuation floor.

What to watch: Nov 4 Q3 earnings — revenue growth trajectory and any specific comment on strategic alternatives. Watch for any 8-K on the Vista/Quinti takeover talks or class-action complaint filings.

On the calendar: 2026-11-04 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-07-13

Criteo jumped on Bloomberg reports that Vista Equity Partners and Quinti Capital have teamed up on a takeover offer for the French adtech firm, with speculation of 50%+ bid premium. Traders describe increasing bullish rotation into the name, though sentiment had been quiet for a while.

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..

What this means for $CRTO

Neutral — Commerce media platform linking brands, retailers, and publishers for performance-driven advertising on retail sites and the open web; limited read-through from advertising agencies macro dynamics to this specific revenue mix.

Top industry ETF

$XLCCommunication Services Select Sector SPDR
-5.2%YTD
+1.5%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
Q2 2026Aug 5, 2026$0.80$0.71+13.0%
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%
Next earningsWed, Nov 4·consensus EPS $0.64

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 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.1B$1.1B – $1.2B$4.23$3.85 – $4.438
FY27$1.2B$1.2B – $1.2B$4.87$4.20 – $5.288
FY28$1.3B$1.2B – $1.4B$5.47$3.74 – $7.247

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.0.4×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.19%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.-11.5%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.-9.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 50.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.295-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

SellAug 6Sarah Js GlickmanCFO6.3K sh$108KSellAug 6Ryan DamonChief Legal Officer6.2K sh$106KSellAug 6Michael KomasinskiCEO15.6K sh$268KSellJun 1Sarah Js GlickmanCFO982 sh$18KSellJun 1Ryan DamonChief Legal Officer1.1K sh$20KSellMay 26Ryan DamonChief Legal Officer2.1K sh$36KSellMay 26Sarah Js GlickmanCFO2.5K sh$42KBuyMar 13Van Der Kooi FrederikDirector5.0K sh$89KSellMar 3Sarah Js GlickmanCFO1.9K sh$36KSellMar 3Ryan DamonChief Legal Officer1.5K sh$28K
1–10 of 14
+ 27 other (17 awards · 10 returns) 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

3New insider — initial holdingsAug 123
AI summary

Connor McGogney filed a Form 3 (Initial Statement of Beneficial Ownership) for Criteo S.A. (CRTO), disclosing initial insider holdings at Criteo's New York Legal Department (387 Park Avenue South, 12th Floor). This Form 3 was triggered by McGogney becoming a Section 16 reporting person — typically a new officer or director appointment. Criteo is a commerce media platform helping brands and retailers run performance marketing campaigns using first-party data. The filing discloses all equity securities held at appointment. Leadership changes at Criteo are relevant given the company's ongoing transition from third-party-cookie-dependent retargeting to a first-party-data commerce media model amid browser privacy changes.

8-KMaterial agreementAug 58-K — Item 1.01: Material agreement · Item 8.01: Other event
AI summary

CRTO entered into a Merger Agreement with Criteo Holdings. Terms of Cross-Border Merger (the “ Draft Terms ”), in each case, with Criteo Holdings, Inc. SEC Item 1.01 requires prompt disclosure of any material agreement not in the ordinary course of business, giving investors visibility into significant contractual commitments by CRTO.

8-KOfficer or director changeAug 58-K — Item 2.02: Earnings release · Item 5.02: Officer or director change · Item 5.03: Charter amendment · Item 7.01: Press release / Reg FD
AI summary

CRTO reported financial results for the reporting period. Full results are disclosed in a press release filed as Exhibit 99.1. Item 2.02 mandates simultaneous disclosure of material earnings data, ensuring all investors receive results at the same time. Investors should review the attached exhibit for complete financial figures and any forward guidance from CRTO management.

8-KMaterial agreementJul 318-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

CRTO (CRTO) filed an 8-K on 2026-07-31 disclosing entry into a material credit facility agreement. Additional items: 2.03. This is a material event requiring immediate 8-K disclosure.

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
+ 35 other (13 S-8 POSs · 6 425s · 4 13Gs · 4 proxys) in window

Recent news

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

Bragar Eagel & Squire, P.C. is Investigating Criteo S.A.globenewswire.com·4d agoCriteo (CRTO) Securities Investigation Notice - Levi & Korsinskyprnewswire.com·4d agoCRITEO S.A. INVESTOR ALERT: Kirby McInerney LLP Announces Investigation Into Potential Securities Fraudglobenewswire.com·5d agoCRTO Investors Have Opportunity to Join Criteo S.A. Fraud Investigation with SBS Lawbusinesswire.com·6d agoLevi & Korsinsky Notifies Investors of Pending Investigation Into Securities Claims Involving Criteo (CRTO)globenewswire.com·6d ago

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Voices on X · last 7 days

No standout posts about $CRTO on X in the last 7 days.

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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