Criteo (NASDAQ:CRTO) Price Target Lowered to $25.00 at Benchmark

Criteo (NASDAQ:CRTO) had its target price decreased by equities researchers at Benchmark from $30.00 to $25.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The brokerage currently has a “buy” rating on the information services provider’s stock. Benchmark’s price objective points to a potential upside of 52.36% from the stock’s current price.

Several other equities research analysts also recently issued reports on the stock. DA Davidson set a $28.50 price objective on shares of Criteo in a research note on Thursday, February 12th. Citigroup decreased their price target on shares of Criteo from $34.00 to $26.00 and set a “buy” rating for the company in a research report on Thursday, February 12th. Susquehanna set a $18.00 price objective on Criteo in a research report on Thursday, February 12th. BMO Capital Markets reaffirmed an “outperform” rating and issued a $35.00 target price on shares of Criteo in a research report on Thursday, February 12th. Finally, Wells Fargo & Company set a $18.00 target price on Criteo and gave the company an “equal weight” rating in a report on Wednesday. Five analysts have rated the stock with a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $28.39.

Criteo Stock Performance

Criteo stock traded up $0.55 during midday trading on Thursday, reaching $16.41. The stock had a trading volume of 83,664 shares, compared to its average volume of 467,901. Criteo has a twelve month low of $15.57 and a twelve month high of $30.64. The stock has a market capitalization of $818.15 million, a PE ratio of 6.21 and a beta of 0.34. The stock’s 50-day simple moving average is $18.41 and its 200 day simple moving average is $19.52.

Criteo (NASDAQ:CRTO) last released its quarterly earnings data on Tuesday, March 31st. The information services provider reported $0.73 EPS for the quarter. The company had revenue of $424.64 million for the quarter. Criteo had a return on equity of 17.15% and a net margin of 7.52%. Equities analysts predict that Criteo will post 3.39 earnings per share for the current fiscal year.

Insider Buying and Selling at Criteo

In other Criteo news, Director Der Kooi Frederik Van bought 5,000 shares of the stock in a transaction dated Friday, March 13th. The stock was bought at an average cost of $17.81 per share, for a total transaction of $89,050.00. Following the completion of the purchase, the director directly owned 26,600 shares of the company’s stock, valued at approximately $473,746. The trade was a 23.15% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. 1.66% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the business. Ballast Asset Management LP acquired a new stake in Criteo in the third quarter valued at $4,245,000. VELA Investment Management LLC boosted its stake in Criteo by 22.2% during the 3rd quarter. VELA Investment Management LLC now owns 430,165 shares of the information services provider’s stock valued at $9,722,000 after acquiring an additional 78,225 shares during the last quarter. Robeco Institutional Asset Management B.V. grew its holdings in Criteo by 457.9% during the 3rd quarter. Robeco Institutional Asset Management B.V. now owns 215,309 shares of the information services provider’s stock worth $4,866,000 after acquiring an additional 176,715 shares in the last quarter. Seizert Capital Partners LLC grew its holdings in Criteo by 48.6% during the 3rd quarter. Seizert Capital Partners LLC now owns 183,724 shares of the information services provider’s stock worth $4,152,000 after acquiring an additional 60,067 shares in the last quarter. Finally, King Luther Capital Management Corp bought a new stake in shares of Criteo in the 3rd quarter worth about $2,373,000. Hedge funds and other institutional investors own 94.27% of the company’s stock.

Criteo News Summary

Here are the key news stories impacting Criteo this week:

• Positive Sentiment: Q1 results beat estimates: Criteo reported $0.73 EPS (above consensus) and provided robust disclosure (slides/transcript); the beat and the published materials helped calm investors after the print. CRITEO Q1 Earnings / Transcript
• Positive Sentiment: Company deployed $31M to repurchase shares in Q1 and reported that Activated Media Spend surpassed $1 billion — a tangible capital return and scale metric that investors often view positively. CRITEO REPORTS FIRST QUARTER 2026 RESULTS
• Neutral Sentiment: Criteo and dentsu are testing an AI?driven campaign pilot — a strategic partnership that could boost future product differentiation but is early-stage and not an immediate revenue driver. Criteo et dentsu testent première campagne pilotée par IA
• Negative Sentiment: Management issued weak Q2 revenue guidance of $260.0M–$264.0M versus a ~$287M consensus, creating a clear near?term earnings headwind and pressuring the stock. Guidance / Market Data
• Negative Sentiment: Wells Fargo downgraded CRTO from Overweight to Equal Weight, reducing a prior buy-side recommendation and likely contributing to selling pressure from services/quant funds. Criteo Downgraded to Equal Weight Rating by Wells Fargo & Company
• Negative Sentiment: Market commentary highlights retail?media softness and a “shock” share drop; analysts and trade press warn Criteo needs agentic?AI ad revenue to materialize before headwinds abate, keeping sentiment pressured. Criteo shares slide as retail media weakness, soft outlook weigh Criteo Shock Drop Grabs Attention on Nasdaq Index Criteo Faces Tough Headwinds Until Agentic AI Ad Revenue Materializes

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.