Wells Fargo & Company Has Lowered Expectations for Criteo (NASDAQ:CRTO) Stock Price

Criteo (NASDAQ:CRTO) had its price target lowered by analysts at Wells Fargo & Company from $40.00 to $35.00 in a report issued on Tuesday,Benzinga reports. The firm currently has an “overweight” rating on the information services provider’s stock. Wells Fargo & Company‘s price objective points to a potential upside of 89.09% from the company’s previous close.

A number of other equities research analysts have also recently commented on the company. Zacks Research cut Criteo from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, December 2nd. DA Davidson set a $38.00 target price on Criteo in a report on Thursday, October 30th. Morgan Stanley decreased their target price on Criteo from $36.00 to $34.00 and set an “equal weight” rating for the company in a research report on Tuesday, January 13th. Benchmark lowered their price target on Criteo from $42.00 to $38.00 and set a “buy” rating for the company in a research note on Tuesday, October 28th. Finally, BMO Capital Markets reiterated an “outperform” rating and issued a $40.00 price target on shares of Criteo in a research report on Thursday, October 30th. Five investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, Criteo currently has an average rating of “Hold” and a consensus price target of $36.67.

Criteo Price Performance

Shares of NASDAQ CRTO opened at $18.51 on Tuesday. Criteo has a fifty-two week low of $16.55 and a fifty-two week high of $47.25. The firm has a market capitalization of $946.79 million, a P/E ratio of 6.21 and a beta of 0.49. The company’s 50 day simple moving average is $20.03 and its 200 day simple moving average is $21.35.

Insider Activity at Criteo

In related news, insider Ryan Damon sold 3,222 shares of the firm’s stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $21.04, for a total transaction of $67,790.88. Following the sale, the insider directly owned 114,286 shares in the company, valued at $2,404,577.44. This trade represents a 2.74% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CFO Sarah Js Glickman sold 3,982 shares of the business’s stock in a transaction on Monday, November 24th. The shares were sold at an average price of $19.51, for a total transaction of $77,688.82. Following the completion of the sale, the chief financial officer directly owned 353,227 shares in the company, valued at $6,891,458.77. This represents a 1.11% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 10,598 shares of company stock worth $211,697 over the last 90 days. Corporate insiders own 1.66% of the company’s stock.

Institutional Trading of Criteo

A number of institutional investors have recently modified their holdings of CRTO. Raymond James Financial Inc. bought a new position in shares of Criteo during the second quarter worth about $30,000. Covestor Ltd boosted its position in Criteo by 125.2% during the 3rd quarter. Covestor Ltd now owns 1,763 shares of the information services provider’s stock worth $40,000 after acquiring an additional 980 shares during the last quarter. Jones Financial Companies Lllp boosted its position in Criteo by 1,376.7% during the 1st quarter. Jones Financial Companies Lllp now owns 1,270 shares of the information services provider’s stock worth $45,000 after acquiring an additional 1,184 shares during the last quarter. Parallel Advisors LLC grew its stake in shares of Criteo by 142.3% during the 3rd quarter. Parallel Advisors LLC now owns 2,081 shares of the information services provider’s stock worth $47,000 after acquiring an additional 1,222 shares in the last quarter. Finally, TD Private Client Wealth LLC raised its holdings in shares of Criteo by 21.2% in the third quarter. TD Private Client Wealth LLC now owns 2,916 shares of the information services provider’s stock valued at $66,000 after purchasing an additional 511 shares during the last quarter. 94.27% of the stock is currently owned by institutional investors.

Criteo News Roundup

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.