Criteo (NASDAQ:CRTO) CFO Sells $108,290.55 in Stock

Criteo S.A. (NASDAQ:CRTO) CFO Sarah Js Glickman sold 6,285 shares of the business’s stock in a transaction on Thursday, August 6th. The shares were sold at an average price of $17.23, for a total transaction of $108,290.55. Following the transaction, the chief financial officer owned 424,612 shares in the company, valued at $7,316,064.76. The trade was a 1.46% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Sarah Js Glickman also recently made the following trade(s):

• On Tuesday, May 26th, Sarah Js Glickman sold 2,465 shares of Criteo stock. The stock was sold at an average price of $17.06, for a total transaction of $42,052.90.

Criteo Stock Performance

NASDAQ:CRTO opened at $18.38 on Monday. Criteo S.A. has a 12 month low of $15.57 and a 12 month high of $25.29. The stock has a market capitalization of $900.62 million, a price-to-earnings ratio of 9.33 and a beta of 0.29. The firm has a fifty day simple moving average of $19.70 and a two-hundred day simple moving average of $18.75.

Criteo (NASDAQ:CRTO) last announced its quarterly earnings data on Wednesday, August 5th. The information services provider reported $0.80 earnings per share for the quarter, beating the consensus estimate of $0.71 by $0.09. The firm had revenue of $428.02 million for the quarter, compared to analyst estimates of $263.40 million. Criteo had a net margin of 5.60% and a return on equity of 14.33%. The business’s quarterly revenue was down 11.3% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.92 earnings per share. Equities analysts predict that Criteo S.A. will post 3.18 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Criteo

Large investors have recently bought and sold shares of the stock. Morgan Stanley raised its holdings in shares of Criteo by 21.6% in the fourth quarter. Morgan Stanley now owns 4,723,794 shares of the information services provider’s stock valued at $97,357,000 after purchasing an additional 838,523 shares during the last quarter. Senvest Management LLC boosted its holdings in Criteo by 4.5% during the first quarter. Senvest Management LLC now owns 4,597,322 shares of the information services provider’s stock worth $82,430,000 after purchasing an additional 200,000 shares during the last quarter. Alliancebernstein L.P. grew its position in Criteo by 1.9% in the 2nd quarter. Alliancebernstein L.P. now owns 4,411,988 shares of the information services provider’s stock worth $105,711,000 after purchasing an additional 82,134 shares in the last quarter. DNB Asset Management AS increased its stake in Criteo by 2.9% in the 4th quarter. DNB Asset Management AS now owns 4,258,161 shares of the information services provider’s stock valued at $87,761,000 after buying an additional 121,477 shares during the last quarter. Finally, Janus Henderson Group PLC increased its stake in Criteo by 4.6% in the 1st quarter. Janus Henderson Group PLC now owns 1,769,644 shares of the information services provider’s stock valued at $31,774,000 after buying an additional 77,145 shares during the last quarter. 94.27% of the stock is currently owned by institutional investors.

Criteo News Summary

Here are the key news stories impacting Criteo this week:

• Positive Sentiment: Criteo reported second-quarter adjusted earnings of $0.80 per share, exceeding the $0.71 analyst consensus. Revenue was $428.0 million, also above estimates, although it declined 11.3% year over year.
• Positive Sentiment: Management highlighted continued momentum in artificial-intelligence initiatives during its earnings call, offering a potential long-term growth catalyst despite near-term revenue pressure. Criteo Earnings Call: AI Momentum Amid Revenue Headwinds
• Positive Sentiment: The company appointed Connor McGogney as chief financial officer and canceled 4.5 million treasury shares, reducing its share capital. The cancellation could support per-share value by lowering the share count. Criteo Appoints Connor McGogney as CFO and Cancels Treasury Shares
• Positive Sentiment: Benchmark lowered its price target from $25 to $21 but maintained a “buy” rating, implying meaningful potential upside from the current trading level.
• Neutral Sentiment: Morgan Stanley cut its target from $29 to $25 and kept an “equal weight” rating. The revised target still indicates substantial upside, but the reduction reflects more cautious expectations.
• Neutral Sentiment: CEO Michael Komasinski, CFO Sarah Js Glickman and insider Ryan Damon sold shares to cover tax-withholding obligations tied to vested equity awards. The transactions reduced their holdings but were not discretionary sales based on the filings.
• Negative Sentiment: Criteo forecast 2026 contribution ex-TAC to decline 10% to 12%, assuming no recovery in spending from large clients. This weak outlook overshadowed the earnings beat and remains the primary fundamental risk. Criteo Forecasts 2026 Contribution Ex-TAC Decline

Analyst Ratings Changes

A number of brokerages have recently weighed in on CRTO. Benchmark lowered their target price on Criteo from $25.00 to $21.00 and set a “buy” rating on the stock in a research report on Thursday. Wells Fargo & Company reissued an “equal weight” rating and issued a $18.00 price target (down from $34.00) on shares of Criteo in a research report on Wednesday, May 6th. DA Davidson restated a “buy” rating and set a $24.00 price target on shares of Criteo in a research note on Tuesday, July 7th. Morgan Stanley lowered their price objective on shares of Criteo from $29.00 to $25.00 and set an “equal weight” rating on the stock in a report on Thursday. Finally, Sanford C. Bernstein lowered shares of Criteo from an “outperform” rating to a “market perform” rating and dropped their price objective for the company from $35.00 to $20.50 in a research note on Thursday. Six research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $23.15.

Criteo Company Profile

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.