Criteo (NASDAQ:CRTO) Sets New 52-Week Low After Analyst Downgrade

Criteo S.A. (NASDAQ:CRTO)’s stock price hit a new 52-week low during mid-day trading on Wednesday after Benchmark lowered their price target on the stock from $38.00 to $30.00. Benchmark currently has a buy rating on the stock. Criteo traded as low as $16.55 and last traded at $16.9590, with a volume of 618093 shares changing hands. The stock had previously closed at $19.49.

Other analysts have also recently issued research reports about the company. Weiss Ratings reissued a “sell (d+)” rating on shares of Criteo in a research report on Wednesday, January 21st. DA Davidson set a $38.00 price objective on shares of Criteo in a research report on Thursday, October 30th. BMO Capital Markets reaffirmed an “outperform” rating and issued a $40.00 price target on shares of Criteo in a research note on Thursday, October 30th. Wells Fargo & Company lowered their price objective on Criteo from $40.00 to $35.00 and set an “overweight” rating on the stock in a research note on Tuesday. Finally, Zacks Research cut shares of Criteo from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, December 2nd. Five analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, Criteo presently has an average rating of “Hold” and a consensus target price of $36.67.

Insider Transactions at Criteo

In other Criteo news, insider Ryan Damon sold 3,394 shares of the stock in a transaction dated Monday, November 24th. The stock was sold at an average price of $19.51, for a total transaction of $66,216.94. Following the completion of the transaction, the insider owned 117,508 shares in the company, valued at approximately $2,292,581.08. This represents a 2.81% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Sarah Js Glickman sold 3,982 shares of the business’s stock in a transaction that occurred on Monday, November 24th. The stock was sold at an average price of $19.51, for a total value of $77,688.82. Following the transaction, the chief financial officer directly owned 353,227 shares in the company, valued at $6,891,458.77. The trade was a 1.11% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 10,598 shares of company stock valued at $211,697. Insiders own 1.66% of the company’s stock.

Criteo News Summary

Here are the key news stories impacting Criteo this week:

• Positive Sentiment: Criteo reported record revenue for FY2025 and highlighted strategic AI initiatives that management says will drive product differentiation and long‑term growth. Record Revenue and Strategic AI Initiatives
• Positive Sentiment: The company repurchased $152 million of stock in 2025 and increased its remaining buyback authorization to $200 million, a shareholder‑friendly move that supports EPS and buyback-driven returns. Criteo Reports Fourth Quarter 2025 Results
• Neutral Sentiment: Management struck a constructive tone on 2025 performance but emphasized a cautious outlook for 2026 on the earnings call — mixed signals for near‑term visibility. Earnings Call: Strong 2025, Cautious 2026
• Neutral Sentiment: Full earnings call transcript is available for details on margins, customer trends and AI product roadmap — useful for digging into management’s commentary. Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Analyst comparisons and metric analysis (revenue mix, gross margin, advertising demand signals) are available if you want to compare reported numbers vs. expectations. Compared to Estimates, Q4 Earnings
• Negative Sentiment: EPS missed estimates ($1.30 vs. ~$1.36 consensus), which triggered an immediate negative market reaction and was cited by headlines as the main catalyst for the share drop. Shares Slide After Q4 Profit Miss
• Negative Sentiment: Criteo issued Q1 2026 revenue guidance of $245–$250M versus a ~$265M consensus, a notable near‑term revenue shortfall that reinforces cautious sentiment. Press Release / Slide Deck
• Negative Sentiment: Several analysts trimmed price targets (e.g., Benchmark, Wells Fargo lowered PTs) even while many kept buy/overweight ratings — the resets can keep downward pressure until guidance clarity improves. Analyst Price Target Changes

Hedge Funds Weigh In On Criteo

Several institutional investors and hedge funds have recently added to or reduced their stakes in CRTO. Raymond James Financial Inc. bought a new position in Criteo in the second quarter valued at $30,000. Covestor Ltd increased its holdings in Criteo by 125.2% during the 3rd quarter. Covestor Ltd now owns 1,763 shares of the information services provider’s stock valued at $40,000 after purchasing an additional 980 shares during the period. Jones Financial Companies Lllp raised its holdings in shares of Criteo by 1,376.7% during the first quarter. Jones Financial Companies Lllp now owns 1,270 shares of the information services provider’s stock valued at $45,000 after acquiring an additional 1,184 shares in the last quarter. Parallel Advisors LLC grew its holdings in shares of Criteo by 142.3% during the 3rd quarter. Parallel Advisors LLC now owns 2,081 shares of the information services provider’s stock worth $47,000 after acquiring an additional 1,222 shares during the period. Finally, TD Private Client Wealth LLC lifted its position in Criteo by 21.2% during the third quarter. TD Private Client Wealth LLC now owns 2,916 shares of the information services provider’s stock valued at $66,000 after buying an additional 511 shares during the period. 94.27% of the stock is currently owned by institutional investors and hedge funds.

Criteo Stock Down 5.0%

The firm has a market cap of $946.79 million, a PE ratio of 6.21 and a beta of 0.49. The stock’s fifty day simple moving average is $20.03 and its two-hundred day simple moving average is $21.35.

Criteo Company Profile

Criteo is a global technology company specializing in digital performance advertising and commerce media solutions. The company provides a range of AI-driven ad products designed to help brands, retailers, and agencies deliver personalized promotional messages to consumers across web, mobile, and connected TV environments. By leveraging large-scale data analytics and machine learning algorithms, Criteo’s platform optimizes the timing, placement, and creative of ads to drive engagement and conversions.

At the core of Criteo’s offering is its dynamic retargeting solution, which enables advertisers to automatically generate and display personalized product recommendations based on user behavior.