Criteo (NASDAQ:CRTO) Issues Earnings Results

Posted by George Bondi on Nov 6th, 2026

Criteo (NASDAQ:CRTO – Get Free Report) announced its quarterly earnings data on Wednesday. The information services provider reported $0.43 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.57 by ($0.14), Briefing.com reports. Criteo had a net margin of 3.99% and a return on equity of 10.90%. The company had revenue of $240.36 million for the quarter, compared to analysts’ expectations of $239.18 million. During the same quarter in the previous year, the firm posted $1.31 EPS. The firm’s quarterly revenue was down 16.7% compared to the same quarter last year.

Here are the key takeaways from Criteo’s conference call:

Criteo’s Q3 Contribution ex-TAC fell 15% at constant currency to $240 million. Performance media remained pressured by lower spending from several large enterprise clients, while retail media results included $20 million of previously disclosed client scope reductions.
Full-year guidance is unchanged, with 2026 Contribution ex-TAC expected to decline 10%–12% at constant currency; Q4 is expected to be down 9%–11%. Management said it is taking a cautious approach and has not included an immediate benefit from sales initiatives in its 2026 outlook.
Criteo reported growing traction in newer channels: CTV campaigns are expanding, with the company on track to double its Q3 CTV run rate in Q4, while social media spend and campaigns each grew about 20% year over year. New-business spend rose 13% in Q3, and management expects recently signed clients to begin ramping in Q4 and reach full run rate in the first half of 2027.
Excluding the previously announced client scope reductions, retail media Contribution ex-TAC grew 10% across the underlying client base, with media spend up 22%. Adjusted EBITDA of $65 million exceeded plan, and the company ended September with $275 million in cash and no long-term debt.

Criteo Price Performance

Shares of Criteo stock traded down $0.02 during trading on Friday, hitting $15.36. 208,178 shares of the company’s stock traded hands, compared to its average volume of 420,614. Criteo has a 1 year low of $13.95 and a 1 year high of $25.29. The stock has a market capitalization of $752.74 million, a P/E ratio of 11.11 and a beta of 0.35. The business has a 50-day simple moving average of $15.98 and a 200-day simple moving average of $18.01.

Key Headlines Impacting Criteo

Here are the key news stories impacting Criteo this week:

Positive Sentiment: Citigroup lowered its target to $21 from $23 but kept a “buy” rating, implying substantial upside from the price cited in the report. Criteo given new price target at Citigroup
Positive Sentiment: A Seeking Alpha analysis highlighted Criteo’s connected-TV (CTV) growth opportunity and signs of advertising-spend stabilization, supporting a more optimistic view of its growth outlook. Criteo: More Hope Amid CTV Ramp And Spend Stabilization
Neutral Sentiment: Wedbush cut its price target to $21 from $25 but maintained an “outperform” rating, leaving a bullish rating alongside a lower valuation estimate. Criteo price target lowered at Wedbush
Neutral Sentiment: Criteo forecast fourth-quarter contribution ex-TAC of $292 million to $298 million and said it is targeting a U.S. redomiciliation on January 1, 2027. Criteo Q4 forecast and redomiciliation plans
Negative Sentiment: Wells Fargo lowered its target to $14 from $15 and kept an “equal weight” rating, putting its estimate below the price cited in the report. Criteo given new price target at Wells Fargo
Negative Sentiment: Third-quarter EPS of $0.43 missed the $0.57 consensus. Revenue slightly exceeded estimates but fell 16.7% year over year, while the company reported lower quarterly income—evidence of ongoing earnings pressure. Criteo Q3 income drops

Insiders Place Their Bets

In other Criteo news, CEO Michael Komasinski sold 1,656 shares of the company’s stock in a transaction dated Friday, August 28th. The shares were sold at an average price of $17.28, for a total transaction of $28,615.68. Following the transaction, the chief executive officer owned 343,891 shares in the company, valued at approximately $5,942,436.48. This represents a 0.48% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last ninety days, insiders sold 2,855 shares of company stock valued at $48,898. 1.52% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

CRTO has been the topic of a number of analyst reports. Benchmark dropped their price target on shares of Criteo from $25.00 to $21.00 and set a “buy” rating on the stock in a research note on Thursday, August 6th. Citigroup cut their price objective on shares of Criteo from $23.00 to $21.00 and set a “buy” rating on the stock in a research report on Thursday. Huber Research lowered shares of Criteo from an “overweight” rating to an “underweight” rating in a research note on Monday, August 24th. Weiss Ratings raised shares of Criteo from a “sell (d)” rating to a “sell (d+)” rating in a report on Wednesday. Finally, Wells Fargo & Company dropped their target price on shares of Criteo from $15.00 to $14.00 and set an “equal weight” rating on the stock in a research note on Thursday. Six analysts have rated the stock with a Buy rating, four have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, Criteo currently has an average rating of “Hold” and a consensus target price of $21.35.

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About Criteo

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Criteo SA (NASDAQ: CRTO) is a global commerce media and advertising technology company headquartered in Paris, France. The company helps brands, retailers and other businesses use commerce data and artificial intelligence to reach consumers, build customer relationships and measure advertising performance across digital channels.

Criteo’s offerings include retail media solutions, which enable retailers and marketplace operators to provide sponsored product listings and other advertising placements, as well as performance media tools for campaigns across websites, mobile applications and the open internet.