
Criteo (CRTO) Stock Forecast & Price Target
Criteo (CRTO) Analyst Ratings
Bulls say
Criteo SA has demonstrated solid financial growth, with Performance Media increasing by 9% year-over-year and Retail Media soaring by 11% on both a reported and FX-neutral basis. Client growth remains steady, with a modest increase of approximately 0.3% quarter-over-quarter, rising to 17,142 in the second quarter of 2025. The company's earnings contribution ex-TAC reached $292 million, reflecting a 9% year-over-year increase and exceeding guidance, thus indicating strong operational efficiency and positive market positioning.
Bears say
Criteo SA's Retail Media segment demonstrated a decline in retention, with Same-Retailer Contribution ex-TAC dropping to 112% in 2Q'25, indicating potential challenges in maintaining client engagement and revenue stability. Despite an EBITDA outperformance attributed to operational leverage, cost discipline, and lower-than-expected social charges, the overall growth prospects appear constrained due to these retention issues. Furthermore, the revised 12-month price target reflects diminishing confidence in the company's valuation, highlighting concerns regarding its future performance in the competitive ad-tech landscape.
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
Start investing in Criteo (CRTO)
Order type
Buy in
Order amount
Est. shares
0 shares