Criteo (NASDAQ:CRTO) Releases Earnings Results, Beats Estimates By $0.16 EPS

06 May 2026, 16:06 by Doug Wharley · The Cerbat Gem

Criteo (NASDAQ:CRTO – Get Free Report) announced its quarterly earnings data on Wednesday. The information services provider reported $0.73 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.57 by $0.16, FiscalAI reports. Criteo had a return on equity of 17.15% and a net margin of 7.52%.The firm had revenue of $424.64 million during the quarter, compared to analysts’ expectations of $248.21 million. During the same period last year, the business posted $1.10 earnings per share. The company’s revenue for the quarter was down 5.3% compared to the same quarter last year.

Here are the key takeaways from Criteo’s conference call:

Criteo is pushing into agentic AI) and became OpenAI's first ad tech partner with over 1,000 brands live; early traction shows AI-platform traffic converts ~1.5x and could open a new high-intent discovery channel and incremental budgets.
Q1 revenue was $425M and Contribution ex-TAC $250M (media spend topped $1 billion), but Contribution ex-TAC was down 9% FX-adjusted (down low-single-digits guide for 2026) and the company pushed its return-to-growth to Q4, with Q2 guide significantly softer.
Retail media showed strong underlying performance—Contribution ex-TAC up 24% excluding two client scope cuts—but a €75M headwind from those scope reductions is weighing on near-term results even as the business gains auction-based display adoption and renewals.
The newly launched Criteo GO self-service platform (two-thirds of small-client U.S. campaigns now on Go) plus cross-channel and discovery capabilities aim to expand SMB addressable market and increase spend per client over time.

Criteo Price Performance

Criteo stock traded down $4.31 during midday trading on Wednesday, reaching $15.81. The company had a trading volume of 1,175,480 shares, compared to its average volume of 470,468. Criteo has a 12-month low of $15.57 and a 12-month high of $30.64. The company has a market capitalization of $788.19 million, a P/E ratio of 5.97 and a beta of 0.34. The firm’s fifty day simple moving average is $18.43 and its 200-day simple moving average is $19.55.

Insider Activity at Criteo

In other news, Director Der Kooi Frederik Van bought 5,000 shares of the firm’s stock in a transaction dated Friday, March 13th. The shares were acquired at an average price of $17.81 per share, for a total transaction of $89,050.00. Following the completion of the transaction, the director directly owned 26,600 shares in the company, valued at $473,746. The trade was a 23.15% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 1.66% of the stock is owned by insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in CRTO. Morgan Stanley grew its holdings in shares of Criteo by 21.6% during the fourth quarter. Morgan Stanley now owns 4,723,794 shares of the information services provider’s stock worth $97,357,000 after buying an additional 838,523 shares in the last quarter. Alliancebernstein L.P. raised its holdings 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 valued at $105,711,000 after acquiring an additional 82,134 shares during the last quarter. Senvest Management LLC lifted its stake in Criteo by 4.0% in the 4th quarter. Senvest Management LLC now owns 4,397,322 shares of the information services provider’s stock worth $90,629,000 after purchasing an additional 170,000 shares in the last quarter. Millennium Management LLC grew its holdings in Criteo by 226.7% in the 3rd quarter. Millennium Management LLC now owns 1,097,465 shares of the information services provider’s stock valued at $24,803,000 after buying an additional 761,565 shares in the last quarter. Finally, Nierenberg Investment Management Company LLC increased its position in Criteo by 109.2% during the fourth quarter. Nierenberg Investment Management Company LLC now owns 888,888 shares of the information services provider’s stock worth $18,320,000 after purchasing an additional 463,929 shares during the last quarter. Hedge funds and other institutional investors own 94.27% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have commented on CRTO. Sanford C. Bernstein set a $43.00 price objective on shares of Criteo in a research note on Thursday, February 12th. Benchmark reduced their price target on Criteo from $38.00 to $30.00 and set a “buy” rating for the company in a research report on Tuesday, February 10th. Wells Fargo & Company lowered Criteo from an “overweight” rating to an “equal weight” rating in a research report on Wednesday. Wall Street Zen lowered shares of Criteo from a “buy” rating to a “hold” rating in a report on Saturday, March 7th. Finally, Morgan Stanley set a $33.00 price target on shares of Criteo in a report on Thursday, February 12th. Five analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $30.72.

Check Out Our Latest Analysis on Criteo

Criteo Company Profile

(Get Free Report)

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.