
Criteo (CRTO) Stock Forecast & Price Target
Criteo (CRTO) Analyst Ratings
Bulls say
Criteo SA has demonstrated solid financial resilience, with its Performance Media segment showing a 3% year-over-year growth, largely attributed to a 15% increase in Commerce Audiences, while it is anticipated that Retail Media Contribution ex-TAC will grow impressively by 20-22% on a foreign-exchange-neutral basis. The company's adjusted EBITDA margin is projected to be approximately 33-34% of Contribution ex-TAC, which is above the market expectation of 32.4%, indicating an effective cost management strategy alongside revenue growth. Additionally, the 4Q results exhibit a positive trajectory, with a contribution ex-TAC of $334 million, reflecting a 7% year-over-year FX-neutral increase and surpassing the provided guidance, underscoring the firm’s strong operational performance and growth momentum.
Bears say
Criteo SA is facing a challenging outlook characterized by a projected decline in its retail media revenue amid a transition to a direct sales model, which is anticipated to contribute to a -150 basis points year-over-year decrease in '24E. The company's exposure to factors such as global economic conditions, foreign exchange impacts, and competitive dynamics is expected to hinder its ability to meet financial expectations, with headwinds forecasted to affect both 1Q25 and future performance. Additionally, uncertainties related to its retargeting performance and changes in fee structures further complicate its short-term financial outlook, raising concerns about its ability to maintain growth momentum in a competitive ad-tech environment.
This aggregate rating is based on analysts' research of Criteo and is not a guaranteed prediction by Public.com or investment advice.
Criteo (CRTO) Analyst Forecast & Price Prediction
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