Benchmark Issues Pessimistic Forecast for Criteo (NASDAQ:CRTO) Stock Price

Criteo (NASDAQ:CRTO) had its price objective reduced by analysts at Benchmark from $38.00 to $30.00 in a research report issued on Tuesday,Benzinga reports. The brokerage presently has a “buy” rating on the information services provider’s stock. Benchmark’s price objective suggests a potential upside of 62.07% from the company’s previous close.

Other equities research analysts also recently issued research reports about the company. Morgan Stanley cut their price objective on Criteo from $36.00 to $34.00 and set an “equal weight” rating on the stock in a report on Tuesday, January 13th. Zacks Research lowered shares of Criteo from a “strong-buy” rating to a “hold” rating in a report on Tuesday, December 2nd. Weiss Ratings restated a “sell (d+)” rating on shares of Criteo in a research report on Wednesday, January 21st. Wells Fargo & Company cut their price target on shares of Criteo from $40.00 to $35.00 and set an “overweight” rating on the stock in a report on Tuesday. Finally, BMO Capital Markets restated an “outperform” rating and issued a $40.00 price objective on shares of Criteo in a report on Thursday, October 30th. Five analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $36.67.

Criteo Price Performance

Shares of NASDAQ:CRTO opened at $18.51 on Tuesday. Criteo has a one year low of $16.55 and a one year high of $47.25. The company has a market cap of $946.79 million, a price-to-earnings ratio of 6.21 and a beta of 0.49. The firm has a 50 day simple moving average of $20.03 and a 200 day simple moving average of $21.35.

Insider Activity

In related news, insider Ryan Damon sold 3,394 shares of the firm’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 transaction of $66,216.94. Following the completion of the sale, the insider owned 117,508 shares of the company’s stock, valued at $2,292,581.08. This trade represents a 2.81% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CFO Sarah Js Glickman sold 3,982 shares of the business’s stock in a transaction that occurred on Monday, November 24th. The shares were sold at an average price of $19.51, for a total value of $77,688.82. Following the completion of the transaction, the chief financial officer directly owned 353,227 shares in the company, valued at approximately $6,891,458.77. This trade represents 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 three months, insiders sold 10,598 shares of company stock valued at $211,697. Corporate insiders own 1.66% of the company’s stock.

Institutional Trading of Criteo

Several large investors have recently modified their holdings of the stock. Raymond James Financial Inc. bought a new stake in shares of Criteo in the 2nd quarter valued at $30,000. Covestor Ltd increased its stake in Criteo by 125.2% in the third 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 in the last quarter. 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 purchasing an additional 1,184 shares during the period. Parallel Advisors LLC raised its holdings in shares of Criteo by 142.3% during the third quarter. Parallel Advisors LLC now owns 2,081 shares of the information services provider’s stock valued at $47,000 after purchasing an additional 1,222 shares during the period. Finally, TD Private Client Wealth LLC boosted its position in shares of Criteo by 21.2% during the 3rd quarter. TD Private Client Wealth LLC now owns 2,916 shares of the information services provider’s stock worth $66,000 after purchasing an additional 511 shares in the last quarter. Institutional investors and hedge funds own 94.27% 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

About Criteo

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.