CRTO Criteo S.A.

NEUTRAL Impact: 3/10 DEFA14A
Horizon weeks Filed May 8, 2026 Processed 1mo ago SEC 0001576427-26-000060
Proxy solicitation materials
Latest settled — T+20d ⚠ clustered
CRTO ▲ +7.52% at T+20d
NEUTRAL call ✓ call won +7.52% · α vs SPY +7.50% · entry $16.49 → $17.73
Next anchor: T+60d in 8w
Currently $17.05 · +3.40% from $16.49 entry
Entry anchored
May 8, 2026
via day open
T+1d
-2.30%
call -2.30% · α -2.54%
$16.11
settled 4w ago
T+5d
-2.97%
call -2.97% · α -4.44%
$16.00
settled 26d ago
T+20d
+7.52%
call +7.52% · α +7.50%
$17.73
settled yesterday
T+60d
call — · α —
in 8w

Price Chart

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Executive Summary

Criteo S.A. filed definitive additional proxy materials convening shareholders to its combined ordinary and extraordinary meeting on June 29, 2026. The agenda includes director renewals, say-on-pay, financial statement approvals, stock buyback and cancellation authorizations, equity compensation grants, and capital increase delegations. This is a routine administrative filing with no material financial impact.

Actionable Insight

This is a routine proxy convening notice with no new financial data or surprises. Monitor the actual proxy statement for management's voting recommendations and any dissident activity. The stock buyback authorization is standard and not a catalyst.

Key Facts

  • Combined shareholders meeting scheduled for June 29, 2026 at 5:00 PM Paris time
  • Record date for voting is June 22, 2026
  • Four director renewals proposed: Michael Komasinski, Marie Lalleman, Ernst Teunissen, Edmond Mesrobian
  • Non-binding advisory vote on named executive officer compensation included
  • Board seeks authorization for stock buyback and share capital reduction via cancellation
  • Delegations sought to issue shares with and without preferential rights, including for underwriters and employee savings plans
  • Agenda includes 22 resolutions covering ordinary and extraordinary matters

Financial Impact

No financial figures disclosed in this filing; authorizations sought are standard and do not specify amounts or limits

Risk Factors

  • Shareholder rejection of any resolution could signal governance concerns but is unlikely to move the stock materially
  • Capital increase delegations could lead to future dilution if exercised, but no specific issuance is proposed here

Market Snapshot

Exchange
Nasdaq
Sector
Services-Advertising Agencies
Analyst Consensus
78% bullish (18 analysts)

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001576427-26-000060
Document: 0001576427-26-000060-index-headers.html0001576427-26-000060
Document: 0001576427-26-000060-index.html0001576427-26-000060
Document: 0001576427-26-000060.txt0001576427-26-000060
8 reports for CRTO
Performance horizon

Track record builds as more directional reports settle.

Filters
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Reports for CRTO — sortable, filterable
Type Now
Jun 2, 2026
7d ago
Insider Cluster
NEUTRAL ★ 2/10
$17.15 $17.29▲ +0.82%▲ +0.42%$17.05 (−0.58%)
May 8, 2026
4w ago
DEFA14A
NEUTRAL ★ 3/10
$16.49 $16.11▼ −2.30%▼ −2.54%$17.05 (+3.40%)
May 8, 2026
4w ago
DEFA14A
NEUTRAL ★ 2/10
$16.49 $16.11▼ −2.30%▼ −2.54%$17.05 (+3.40%)
May 8, 2026
4w ago
DEFA14A
NEUTRAL ★ 3/10
$16.49 $16.11▼ −2.30%▼ −2.54%$17.05 (+3.40%)
Feb 27, 2026
14w ago
8-K
NEUTRAL ★ 4/10
$17.87 $18.28▲ +2.29%▲ +2.24%$17.05 (−4.59%)
Feb 24, 2026
15w ago
Insider Cluster
NEUTRAL ★ 3/10
$17.52 $17.80▲ +1.60%▲ +0.77%$17.05 (−2.68%)
Feb 24, 2026
15w ago
Insider Cluster
NEUTRAL ★ 3/10
$17.52 $17.80▲ +1.60%▲ +0.77%$17.05 (−2.68%)
Feb 23, 2026
15w ago
Insider Cluster
BEARISH ★ 6/10
$16.65 $17.52▼ −5.23%▼ −4.49%$17.05 (−2.40%)
Showing 8 of 8

US Market Status

Market Closed — Opens Thu (10h 4m)

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