Criteo (NASDAQ:CRTO) Reaches New 52-Week Low on Analyst Downgrade

Criteo S.A. (NASDAQ:CRTO) hit a new 52-week low during mid-day trading on Wednesday after Citigroup lowered their price target on the stock from $34.00 to $26.00. Citigroup currently has a buy rating on the stock. Criteo traded as low as $16.55 and last traded at $16.9590, with a volume of 618093 shares trading hands. The stock had previously closed at $19.49.

A number of other equities analysts also recently issued reports on CRTO. Wells Fargo & Company dropped their price target on Criteo from $40.00 to $35.00 and set an “overweight” rating on the stock in a research report on Tuesday. DA Davidson set a $38.00 target price on shares of Criteo in a report on Thursday, October 30th. Benchmark reduced their price target on shares of Criteo from $38.00 to $30.00 and set a “buy” rating for the company in a report on Tuesday. Weiss Ratings reiterated a “sell (d+)” rating on shares of Criteo in a research note on Wednesday, January 21st. Finally, BMO Capital Markets reissued an “outperform” rating and issued a $40.00 price objective on shares of Criteo in a research note on Thursday, October 30th. Six investment analysts have rated the stock with a Buy rating, four have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $30.55.

Insider Activity

In other Criteo news, CFO Sarah Js Glickman sold 3,982 shares of the stock in a transaction dated Monday, November 24th. The stock was sold at an average price of $19.51, for a total value of $77,688.82. Following the completion of the sale, 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. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Ryan Damon sold 3,394 shares of the business’s stock in a transaction dated Monday, November 24th. The stock was sold at an average price of $19.51, for a total value of $66,216.94. Following the sale, the insider owned 117,508 shares in the company, valued at $2,292,581.08. The trade was a 2.81% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 10,598 shares of company stock worth $211,697 over the last ninety days. 1.66% of the stock is currently owned by corporate insiders.

Key Criteo News

Here are the key news stories impacting Criteo this week:

• Positive Sentiment: Criteo reported strong revenue and highlighted strategic AI initiatives in the quarter, which supports growth narrative and monetization potential. Criteo SA (CRTO) Q4 2025 Earnings Call Highlights
• Positive Sentiment: The company deployed $152M to repurchase shares in 2025 and raised its remaining buyback authorization to $200M — a direct capital-return action that can support the stock. CRITEO REPORTS FOURTH QUARTER 2025 RESULTS
• Neutral Sentiment: Full Q4 earnings call materials and transcripts are available; management struck a constructive tone on 2025 but was cautious on 2026 — useful for parsing forward assumptions. Earnings Call Transcript
• Neutral Sentiment: Reported short‑interest entries for February appear to contain erroneous zeros/NaN values and show a 0.0 days‑to‑cover metric — the data is unreliable and unlikely to explain intraday moves. (internal filings/data notices)
• Negative Sentiment: EPS missed Street estimates ($1.30 reported vs. $1.36 consensus), which traders focused on despite the revenue beat — the profit miss pressured the stock. MarketBeat: Q4 Results Summary
• Negative Sentiment: Criteo guided Q1 revenue below consensus ($245M–$250M vs. ~$265M expected), raising near‑term growth concern and weighing on sentiment. Q4 Press Release / Slide Deck
• Negative Sentiment: Following results, firms issued more cautious forecasts and lower expectations (Wells Fargo, Benchmark), adding downward analyst pressure. Wells Fargo Lowers Expectations Benchmark Issues Pessimistic Forecast

Hedge Funds Weigh In On Criteo

Hedge funds have recently made changes to their positions in the company. Senvest Management LLC lifted its position in Criteo by 4.0% during the 4th quarter. Senvest Management LLC now owns 4,397,322 shares of the information services provider’s stock worth $90,629,000 after acquiring an additional 170,000 shares during the period. Skandinaviska Enskilda Banken AB publ lifted its holdings in shares of Criteo by 1.5% during the fourth quarter. Skandinaviska Enskilda Banken AB publ now owns 134,698 shares of the information services provider’s stock worth $2,776,000 after purchasing an additional 2,024 shares during the period. Barometer Capital Management Inc. lifted its holdings in shares of Criteo by 2,730.7% during the fourth quarter. Barometer Capital Management Inc. now owns 137,800 shares of the information services provider’s stock worth $2,840,000 after purchasing an additional 132,932 shares during the period. Div Capital Phoenix Assets Ltd purchased a new stake in Criteo in the fourth quarter valued at approximately $2,288,000. Finally, Janney Montgomery Scott LLC acquired a new position in Criteo in the 4th quarter worth approximately $491,000. 94.27% of the stock is owned by institutional investors and hedge funds.

Criteo Trading Down 1.6%

The business’s 50-day simple moving average is $20.01 and its 200-day simple moving average is $21.33. The company has a market capitalization of $931.44 million, a PE ratio of 6.87 and a beta of 0.49.

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.