CRTO

Criteo S.A.

Nasdaq · Services-Advertising Agencies · Inc. I0 · CIK 0001576427
$17.73 +2.54% $866.2M
Insider Selling Cluster (2 insiders)
Vol
Market Cap$866.2M
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (72%)
Inst. Holders5 funds
Inst. Value$110.2M
Inst. Activity2 buys / 1 sells
Insider Activity1B / 12S
Insider Net $-$743.7K
SEC Reports8
Exchange Nasdaq·Sector Services-Advertising Agencies·Inc. I0·CIK 0001576427·Prev Close $17.29

Recent Activity

Jun 2, 2026 SEC
Two C-suite insiders at Criteo (CFO and CLO) sold a combined $42K in open-market sales over a 7-day window. The total re
CLUSTER — Impact 2/10
Jun 1, 2026 Insider
Glickman Sarah JS sold 982 shares
Chief Financial Officer @ $18.50 ($18.2K)
Jun 1, 2026 Insider
Damon Ryan sold 1,079 shares
Chief Legal Officer @ $18.50 ($20.0K)
May 26, 2026 Insider
Damon Ryan sold 1,136 shares
Chief Legal Officer @ $17.06 ($19.4K)
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
Inst.
TWO SIGMA INVESTMENTS, LP — ADD
399,395 shares ($8.2M)
Inst.
BANK OF AMERICA CORP — TRIM
99,712 shares ($2.1M)

Price Targets

$24.64 +39.0% upside Strong Buy
Current $17.73 Low $16.00 Median $25.00 High $35.00 11 analysts
$16.00 $35.00

Analyst Ratings

Buy72% buy · 18 analysts
5Strong Buy
8Buy
5Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
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

PeriodEPS Est.RangeGrowth#
Current Q $0.69 ▼ -22.2% $0.60 — $0.74 -25% YoY 7
Next Q $1.00 ▼ -5.8% $0.60 — $1.11 -24% YoY 7
Current FY $4.17 ▼ -2.5% $3.70 — $4.94 -10% YoY 9
Next FY $4.49 ▼ -2.6% $3.40 — $5.95 8% YoY 9

Top Institutional Holders

FundValueMove
MORGAN STANLEY$97.4MTRIM
TWO SIGMA INVESTMENTS, LP$8.2MADD
BANK OF AMERICA CORP$2.1MTRIM
CHARLES SCHWAB INVESTMENT MANAGEMENT$2.0MADD
WELLS FARGO & COMPANY/MN$515.7KADD

Recent Insider Trades

DateInsiderTypeValue
Jun 1, 2026Glickman SarahSELL$18.2K
Jun 1, 2026Damon RyanSELL$20.0K
May 26, 2026Damon RyanSELL$19.4K
May 26, 2026Glickman SarahSELL$22.4K
Mar 13, 2026Damon RyanA$0.00
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

#FundSharesValue% of TrackedLast Move
1MORGAN STANLEY4,723,794$97.4M88.4%TRIM -27.3%
2TWO SIGMA INVESTMENTS, LP399,395$8.2M7.5%ADD +48.9%
3BANK OF AMERICA CORP /DE/99,712$2.1M1.9%TRIM -56.1%
4CHARLES SCHWAB INVESTMENT MANAGEMENT INC98,336$2.0M1.8%ADD +46.6%
5WELLS FARGO & COMPANY/MN25,024$515.7K0.5%ADD +51.8%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
TWO SIGMA INVESTMENTS, LPADD268,143399,395+48.9%$8.2M2025-Q4
BANK OF AMERICA CORP /DE/TRIM227,15999,712-56.1%$2.1M2025-Q4
WELLS FARGO & COMPANY/MNADD16,48325,024+51.8%$515.7K2025-Q4
TWO SIGMA INVESTMENTS, LPADD157,569268,143+70.2%$6.1M2025-Q3
UBS Group AGADD54,13376,324+41.0%$1.7M2025-Q3
WELLS FARGO & COMPANY/MNADD8,37716,483+96.8%$372.5K2025-Q3
MORGAN STANLEYTRIM4,715,5163,427,312-27.3%$82.1M2025-Q2
BANK OF AMERICA CORP /DE/ADD142,388190,752+34.0%$4.6M2025-Q2
UBS Group AGDOUBLED27,01554,133+100.4%$1.3M2025-Q2
WELLS FARGO & COMPANY/MNTRIM12,3318,377-32.1%$200.7K2025-Q2
TWO SIGMA INVESTMENTS, LPTRIM360,616133,553-63.0%$4.7M2025-Q1
CITADEL ADVISORS LLCTRIM100,70067,500-33.0%$2.4M2025-Q1
UBS Group AGNEAR_EXIT147,36927,015-81.7%$956.6K2025-Q1
WELLS FARGO & COMPANY/MNDOUBLED4,19212,331+194.2%$436.6K2025-Q1
FMR LLCEXIT3620-100.0%$0.002025-Q1
UBS Group AGNEAR_EXIT811,122147,369-81.8%$5.8M2024-Q4
CITADEL ADVISORS LLCTRIM143,929100,700-30.0%$4.0M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCADD48,39570,961+46.6%$2.8M2024-Q4
WELLS FARGO & COMPANY/MNADD2,7374,192+53.2%$165.8K2024-Q4
MORGAN STANLEYADD3,642,4274,727,051+29.8%$190.2M2024-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW48,395$1.9M2024-Q3
4 unique insiders with 13 transactions. Net insider value: -$743.7K ($89.0K bought, $832.7K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 1, 2026Glickman Sarah JSChief Financial OfficerSELL982$18.50$18.2K
Jun 1, 2026Damon RyanChief Legal OfficerSELL1,079$18.50$20.0K
May 26, 2026Damon RyanChief Legal OfficerSELL1,136$17.06$19.4K
May 26, 2026Glickman Sarah JSChief Financial OfficerSELL1,313$17.06$22.4K
Mar 13, 2026Damon RyanChief Legal OfficerA63,259$0.00$0.00
Mar 13, 2026Komasinski MichaelCEOA141,700$0.00$0.00
Mar 13, 2026van der Kooi FrederikDirectorBUY5,000$17.81$89.0K
Mar 13, 2026Glickman Sarah JSChief Financial OfficerA83,502$0.00$0.00
Mar 3, 2026Damon RyanChief Legal OfficerSELL1,509$18.48$27.9K
Mar 3, 2026Glickman Sarah JSChief Financial OfficerSELL1,943$18.48$35.9K
Mar 2, 2026Damon RyanChief Legal OfficerSELL13,385$17.99$240.8K
Mar 2, 2026Glickman Sarah JSChief Financial OfficerSELL18,304$17.99$329.3K
Feb 26, 2026Komasinski MichaelCEOA42,771$0.00$0.00
Feb 26, 2026Damon RyanChief Legal OfficerA13,093$0.00$0.00
Feb 26, 2026Glickman Sarah JSChief Financial OfficerA17,284$0.00$0.00
Feb 24, 2026Damon RyanChief Legal OfficerSELL1,019$16.71$17.0K
Feb 24, 2026Glickman Sarah JSChief Financial OfficerSELL1,541$16.71$25.8K
Feb 23, 2026Damon RyanChief Legal OfficerSELL1,736$16.81$29.2K
Feb 23, 2026Glickman Sarah JSChief Financial OfficerSELL2,796$16.81$47.0K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (72% buy). Based on 18 analysts: 5 strong buy, 8 buy, 5 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$24.64 mean target +39.0% upside Strong Buy (1.67)
$16.00 Low $35.00 High
MetricValue
Current Price$17.73
Target Low$16.00
Target Mean$24.64
Target Median$25.00
Target High$35.00
# Analysts11
RecommendationStrong Buy (1.67)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.69 $0.60 $0.74 -24.9% -22.2% 1↑ 6↓ $0.3B -9.9% 7
Next Q
2026-09-30
$1.00 $0.60 $1.11 -24.0% -5.8% 2↑ 5↓ $0.3B -3.0% 7
Current FY
2026-12-31
$4.17 $3.70 $4.94 -9.8% -2.5% 4↑ 4↓ $1.1B -2.8% 9
Next FY
2027-12-31
$4.49 $3.40 $5.95 7.8% -2.6% 3↑ 6↓ $1.2B 4.9% 9

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.691
7d ago$0.687+0.004
30d ago$0.888-0.197
60d ago$0.892-0.201
90d ago$0.892-0.201
5 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew 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

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20265850072%
May 1, 20265940078%
Apr 1, 20265940078%
Mar 1, 20265940078%
Feb 1, 20265950074%
Jan 1, 20265950074%
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