CRTO
Criteo S.A.
$17.12
-0.70%
$863.7M
No data for this timeframe.
Vol
Market Cap$863.7M
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (78%)
Inst. Holders5 funds
Inst. Value$110.2M
Inst. Activity2 buys / 1 sells
Insider Activity1B / 8S
Insider Net $-$663.8K
SEC Reports7
Recent Activity
May 8, 2026
SEC
Criteo S.A. filed a DEFA14A (additional definitive proxy soliciting material) providing the combined shareholders' meeti
DEFA14A — Impact 3/10
May 8, 2026
SEC
Criteo S.A. filed a DEFA14A (definitive additional proxy soliciting materials) on May 8, 2026. The filing includes a not
DEFA14A — Impact 2/10
May 8, 2026
SEC
Criteo S.A. filed definitive additional proxy materials convening shareholders to its combined ordinary and extraordinar
DEFA14A — Impact 3/10
Mar 13, 2026
Insider
Damon Ryan sold 63,259 shares
Chief Legal Officer @ $0.00 ($0.00)
Mar 13, 2026
Insider
Komasinski Michael sold 141,700 shares
CEO @ $0.00 ($0.00)
Mar 13, 2026
Insider
van der Kooi Frederik bought 5,000 shares
Director @ $17.81 ($89.0K)
Inst.
TWO SIGMA INVESTMENTS, LP — ADD
399,395 shares ($8.2M)
Inst.
BANK OF AMERICA CORP — TRIM
99,712 shares ($2.1M)
Price Targets
$25.00
+46.0% upside
Strong Buy
Current $17.12
Low $16.00
Median $25.00
High $35.00
11 analysts
$16.00
$35.00
Analyst Ratings
5Strong Buy
9Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 13, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight → Equal-Weight |
| May 7, 2026 | Wells Fargo | DOWNGRADE | Overweight → Equal-Weight |
| May 7, 2026 | Benchmark | MAINTAIN | Buy → Buy |
| Apr 29, 2026 | Wells Fargo | MAINTAIN | Overweight → Overweight |
| Apr 13, 2026 | Stifel | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.69 ▼ -23.1% | $0.60 — $0.74 | -25% YoY | 5 |
| Next Q | $0.98 ▼ -7.8% | $0.60 — $1.11 | -26% YoY | 5 |
| Current FY | $4.21 ▼ -1.5% | $3.70 — $4.94 | -9% YoY | 9 |
| Next FY | $4.50 ▼ -2.9% | $3.40 — $5.95 | 7% YoY | 9 |
Latest Reports
NEUTRAL
DEFA14A
3/10
Criteo S.A. filed a DEFA14A (additional definitive proxy soliciting material) providing the combined shareholders' meeti
May 8, 2026
NEUTRAL
DEFA14A
2/10
Criteo S.A. filed a DEFA14A (definitive additional proxy soliciting materials) on May 8, 2026. The filing includes a not
May 8, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| MORGAN STANLEY | $97.4M | TRIM |
| TWO SIGMA INVESTMENTS, LP | $8.2M | ADD |
| BANK OF AMERICA CORP | $2.1M | TRIM |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $2.0M | ADD |
| WELLS FARGO & COMPANY/MN | $515.7K | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Mar 13, 2026 | Damon Ryan | A | $0.00 |
| Mar 13, 2026 | Komasinski Michael | A | $0.00 |
| Mar 13, 2026 | van der | BUY | $89.0K |
| Mar 13, 2026 | Glickman Sarah | A | $0.00 |
| Mar 3, 2026 | Damon Ryan | SELL | $27.9K |
5 institutional holders with $110.2M total value (5,346,261 shares) as of 2025-Q4. Top holders: MORGAN, TWO, BANK. Net buying activity: 2 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 4,723,794 | $97.4M | 88.4% | TRIM -27.3% |
| 2 | TWO SIGMA INVESTMENTS, LP | 399,395 | $8.2M | 7.5% | ADD +48.9% |
| 3 | BANK OF AMERICA CORP /DE/ | 99,712 | $2.1M | 1.9% | TRIM -56.1% |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 98,336 | $2.0M | 1.8% | ADD +46.6% |
| 5 | WELLS FARGO & COMPANY/MN | 25,024 | $515.7K | 0.5% | ADD +51.8% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | ADD | 268,143 | 399,395 | +48.9% | $8.2M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 227,159 | 99,712 | -56.1% | $2.1M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 16,483 | 25,024 | +51.8% | $515.7K | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | ADD | 157,569 | 268,143 | +70.2% | $6.1M | 2025-Q3 |
| UBS Group AG | ADD | 54,133 | 76,324 | +41.0% | $1.7M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | ADD | 8,377 | 16,483 | +96.8% | $372.5K | 2025-Q3 |
| MORGAN STANLEY | TRIM | 4,715,516 | 3,427,312 | -27.3% | $82.1M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | ADD | 142,388 | 190,752 | +34.0% | $4.6M | 2025-Q2 |
| UBS Group AG | DOUBLED | 27,015 | 54,133 | +100.4% | $1.3M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | TRIM | 12,331 | 8,377 | -32.1% | $200.7K | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 360,616 | 133,553 | -63.0% | $4.7M | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 100,700 | 67,500 | -33.0% | $2.4M | 2025-Q1 |
| UBS Group AG | NEAR_EXIT | 147,369 | 27,015 | -81.7% | $956.6K | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 4,192 | 12,331 | +194.2% | $436.6K | 2025-Q1 |
| FMR LLC | EXIT | 362 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | NEAR_EXIT | 811,122 | 147,369 | -81.8% | $5.8M | 2024-Q4 |
| CITADEL ADVISORS LLC | TRIM | 143,929 | 100,700 | -30.0% | $4.0M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 48,395 | 70,961 | +46.6% | $2.8M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 2,737 | 4,192 | +53.2% | $165.8K | 2024-Q4 |
| MORGAN STANLEY | ADD | 3,642,427 | 4,727,051 | +29.8% | $190.2M | 2024-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 48,395 | — | $1.9M | 2024-Q3 |
4 unique insiders with 9 transactions. Net insider value: -$663.8K ($89.0K bought, $752.8K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Mar 13, 2026 | Damon Ryan | Chief Legal Officer | A | 63,259 | $0.00 | $0.00 |
| Mar 13, 2026 | Komasinski Michael | CEO | A | 141,700 | $0.00 | $0.00 |
| Mar 13, 2026 | van der Kooi Frederik | Director | BUY | 5,000 | $17.81 | $89.0K |
| Mar 13, 2026 | Glickman Sarah JS | Chief Financial Officer | A | 83,502 | $0.00 | $0.00 |
| Mar 3, 2026 | Damon Ryan | Chief Legal Officer | SELL | 1,509 | $18.48 | $27.9K |
| Mar 3, 2026 | Glickman Sarah JS | Chief Financial Officer | SELL | 1,943 | $18.48 | $35.9K |
| Mar 2, 2026 | Damon Ryan | Chief Legal Officer | SELL | 13,385 | $17.99 | $240.8K |
| Mar 2, 2026 | Glickman Sarah JS | Chief Financial Officer | SELL | 18,304 | $17.99 | $329.3K |
| Feb 26, 2026 | Komasinski Michael | CEO | A | 42,771 | $0.00 | $0.00 |
| Feb 26, 2026 | Damon Ryan | Chief Legal Officer | A | 13,093 | $0.00 | $0.00 |
| Feb 26, 2026 | Glickman Sarah JS | Chief Financial Officer | A | 17,284 | $0.00 | $0.00 |
| Feb 24, 2026 | Damon Ryan | Chief Legal Officer | SELL | 1,019 | $16.71 | $17.0K |
| Feb 24, 2026 | Glickman Sarah JS | Chief Financial Officer | SELL | 1,541 | $16.71 | $25.8K |
| Feb 23, 2026 | Damon Ryan | Chief Legal Officer | SELL | 1,736 | $16.81 | $29.2K |
| Feb 23, 2026 | Glickman Sarah JS | Chief Financial Officer | SELL | 2,796 | $16.81 | $47.0K |
7 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 0 mixed, 6 neutral. Avg impact: 3.4/10.
NEUTRAL
DEFA14A
3/10
Criteo S.A. filed a DEFA14A (additional definitive proxy soliciting material) providing the combined
May 8, 2026
NEUTRAL
DEFA14A
2/10
Criteo S.A. filed a DEFA14A (definitive additional proxy soliciting materials) on May 8, 2026. The f
May 8, 2026
NEUTRAL
DEFA14A
3/10
Criteo S.A. filed definitive additional proxy materials convening shareholders to its combined ordin
May 8, 2026
NEUTRAL
CLUSTER
3/10
Criteo's top executives, including the CEO, CFO, and Chief Legal Officer, were granted shares in a n
Mar 3, 2026
NEUTRAL
CLUSTER
3/10
Criteo insiders saw a mix of non-cash awards and open-market selling in the past week. CEO Michael K
Mar 2, 2026
NEUTRAL
8-K
4/10
Criteo S.A. shareholders approved the company's redomiciliation from France to Luxembourg, including
Feb 27, 2026
BEARISH
CLUSTER
6/10
Two C-suite executives at Criteo — the CFO and Chief Legal Officer — sold shares in a coordinated cl
Feb 24, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (78% buy). Based on 18 analysts: 5 strong buy, 9 buy, 4 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$25.00 mean target
+46.0% upside
Strong Buy (1.67)
$16.00 Low
$35.00 High
| Metric | Value |
|---|---|
| Current Price | $17.12 |
| Target Low | $16.00 |
| Target Mean | $25.00 |
| Target Median | $25.00 |
| Target High | $35.00 |
| # Analysts | 11 |
| Recommendation | Strong Buy (1.67) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.69 | $0.60 | $0.74 | -25.4% | -23.1% | 0↑ 5↓ | $0.3B | -8.7% | 5 |
| Next Q 2026-09-30 |
$0.98 | $0.60 | $1.11 | -25.5% | -7.8% | 2↑ 3↓ | $0.3B | -1.8% | 5 |
| Current FY 2026-12-31 |
$4.21 | $3.70 | $4.94 | -8.8% | -1.5% | 3↑ 3↓ | $1.1B | -2.6% | 9 |
| Next FY 2027-12-31 |
$4.50 | $3.40 | $5.95 | 6.7% | -2.9% | 1↑ 6↓ | $1.2B | 6.2% | 9 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.686 | |
| 7d ago | $0.888 | -0.202 |
| 30d ago | $0.892 | -0.206 |
| 60d ago | $0.892 | -0.206 |
| 90d ago | $1.121 | -0.435 |
5 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 13, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| May 7, 2026 | Wells Fargo | DOWNGRADE | Overweight | Equal-Weight |
| May 7, 2026 | Benchmark | MAINTAIN | Buy | Buy |
| Apr 29, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Apr 13, 2026 | Stifel | MAINTAIN | Buy | Buy |
| Feb 12, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Feb 10, 2026 | Benchmark | MAINTAIN | Buy | Buy |
| Feb 10, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Jan 13, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2026 | 5 | 9 | 4 | 0 | 0 | 78% | |
| Apr 1, 2026 | 5 | 9 | 4 | 0 | 0 | 78% | |
| Mar 1, 2026 | 5 | 9 | 4 | 0 | 0 | 78% | |
| Feb 1, 2026 | 5 | 9 | 5 | 0 | 0 | 74% | |
| Jan 1, 2026 | 5 | 9 | 5 | 0 | 0 | 74% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 6, 2026
earnings_calendar
CRTO Q1 2026 Earnings Before Market Open — 2026-05-06
May 6, 2026
short_volume
Short Volume: CRTO — 67.9% short (0.4M / 0.6M)
Short: 378,599 | Exempt: 24,023 | TRF Vol: 557,849 | Short Ratio: 67.9% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
earnings_calendar
CRTO Q1 2026 Earnings Before Market Open — 2026-04-30