Criteo (NASDAQ:CRTO) CEO Michael Komasinski Sells 15,559 Shares of Stock

Criteo S.A. (NASDAQ:CRTO) CEO Michael Komasinski sold 15,559 shares of the company’s stock in a transaction on Thursday, August 6th. The stock was sold at an average price of $17.23, for a total transaction of $268,081.57. Following the sale, the chief executive officer directly owned 345,547 shares of the company’s stock, valued at approximately $5,953,774.81. This represents a 4.31% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Criteo Price Performance

Shares of CRTO opened at $18.38 on Friday. The company has a market capitalization of $923.50 million, a PE ratio of 9.33 and a beta of 0.29. Criteo S.A. has a one year low of $15.57 and a one year high of $25.29. The company’s fifty day moving average price is $19.70 and its 200 day moving average price is $18.76.

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

Institutional Trading of Criteo

Several institutional investors have recently modified their holdings of the company. GAMMA Investing LLC increased its position in shares of Criteo by 61.1% during the second quarter. GAMMA Investing LLC now owns 3,465 shares of the information services provider’s stock valued at $63,000 after purchasing an additional 1,314 shares during the period. Parallel Advisors LLC lifted its position in Criteo by 357.9% in the first quarter. Parallel Advisors LLC now owns 4,126 shares of the information services provider’s stock worth $74,000 after purchasing an additional 3,225 shares during the period. Janus Henderson Group PLC boosted its stake in Criteo by 4.6% during the first quarter. Janus Henderson Group PLC now owns 1,769,644 shares of the information services provider’s stock worth $31,774,000 after buying an additional 77,145 shares in the last quarter. Amundi boosted its stake in Criteo by 24.2% during the first quarter. Amundi now owns 69,835 shares of the information services provider’s stock worth $1,252,000 after buying an additional 13,623 shares in the last quarter. Finally, Senvest Management LLC increased its holdings in Criteo by 4.5% in the 1st quarter. Senvest Management LLC now owns 4,597,322 shares of the information services provider’s stock valued at $82,430,000 after buying an additional 200,000 shares during the period. Institutional investors and hedge funds own 94.27% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on the stock. Citigroup restated a “buy” rating on shares of Criteo in a research note on Tuesday, July 7th. Wells Fargo & Company reiterated an “equal weight” rating and set a $18.00 target price (down from $34.00) on shares of Criteo in a research note on Wednesday, May 6th. BMO Capital Markets set a $20.00 price target on shares of Criteo in a research report on Thursday. Weiss Ratings restated a “sell (d+)” rating on shares of Criteo in a report on Friday, July 17th. Finally, Stifel Nicolaus cut their price objective on shares of Criteo from $30.00 to $29.00 and set a “buy” rating for the company in a research report on Monday, April 13th. Six equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Hold” and an average target price of $23.15.

Key Headlines Impacting Criteo

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

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.