CRTO Criteo S.A.

NEUTRAL Impact: 3/10 DEFA14A
Horizon weeks Filed May 8, 2026 Processed 1mo ago SEC 0001576427-26-000064
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

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Executive Summary

Criteo S.A. filed a DEFA14A (additional definitive proxy soliciting material) providing the combined shareholders' meeting brochure for the June 29, 2026 meeting. The filing is a routine management proxy solicitation for the annual general meeting, covering director renewals, say-on-pay, financial statement approvals, share buyback authorizations, and capital increase delegations. No dissident or activist campaign is present; this is a standard management proxy.

Actionable Insight

This is a routine management proxy filing with no new material information. Monitor the June 29, 2026 shareholder meeting for any unexpected voting outcomes, but no immediate trading action is warranted.

Key Facts

  • Combined shareholders' meeting scheduled for June 29, 2026, in Paris.
  • Agenda includes renewal of four directors (Komasinski, Lalleman, Teunissen, Mesrobian), non-binding say-on-pay vote, approval of FY2025 financials, and various capital authorizations.
  • Management is seeking renewal of share buyback authorization (up to 10% of capital) and multiple capital increase delegations (up to 10% of capital for underwritten offerings, up to 50% with preemptive rights).
  • No dissident or activist shareholder proposals are on the agenda; all resolutions are management-sponsored.
  • The filing also includes a bylaw amendment to extend the record date for shareholder meetings from 2 to 5 business days, complying with French decree No. 2026-94.

Financial Impact

Routine proxy solicitation with no new material financial disclosures beyond previously reported FY2025 results (revenue €1.72B, net income €127M).

Risk Factors

  • Shareholder rejection of capital increase delegations could limit financial flexibility for M&A.
  • Low shareholder turnout could affect quorum for certain resolutions.

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)0001576427-26-000064
Document: 0001576427-26-000064-index-headers.html0001576427-26-000064
Document: 0001576427-26-000064-index.html0001576427-26-000064
Document: 0001576427-26-000064.txt0001576427-26-000064
8 reports for CRTO
Performance horizon

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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 58m)

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