CWCO, CRTO and RGLD have been added to the Zacks Rank #5 (Strong Sell) List on August 27th, 2026.
Criteo is downgraded to a sell after a dismal Q2 and sharp guidance cut, signaling a value trap. CRTO now expects a -10% to -12% decline in contribution ex-TAC, with both Retail Media and Performance Media segments deteriorating. Adjusted EBITDA margin guidance drops to 30%, but recent trends make even this lowered target appear at risk.
Criteo S.A. (CRTO) Q2 2026 Earnings Call Transcript
Criteo NASDAQ: CRTO reported second-quarter results that fell short of its own expectations, citing reduced spending from several large Performance Media clients and softer demand in certain verticals. The company lowered its full-year outlook, while maintaining its Retail Media forecast and emphasizing continued investment in artificial intelligence, self-service tools and commercial execution.
Criteo S.A. (CRTO) Q1 2026 Earnings Call Transcript
Criteo S.A. (CRTO) Q4 2025 Earnings Call Transcript
Although the revenue and EPS for Criteo (CRTO) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Criteo is rated a buy, offering a rebound play amid SMID-cap underperformance and discounted valuation. CRTO's retail media segment leverages deep partnerships with 70% of top U.S. retailers, countering Amazon's DSP threat. Despite flat revenue, client media spend grew 4% y/y and adjusted EBITDA expanded 28% y/y, with margins improving 450 bps.
Criteo ad tech and NetEase gaming benefit from steady economic backdrop and rising tech adoption worldwide.
Criteo S.A. (CRTO) is undervalued, consistently beating earnings estimates and showing improving margins despite market skepticism. CRTO's shift to retail media and partnerships with Google and DoorDash are driving growth and diversifying its revenue streams. The stock trades at a low P/E, with strong balance sheet metrics and persistent outperformance versus sector expectations, supporting a buy rating.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Criteo S.A. ( CRTO ) Q3 2025 Earnings Call October 29, 2025 8:00 AM EDT Company Participants Melanie Dambre - Investor Relations Director Michael Komasinski - CEO & Director Sarah Glickman - CFO & Principal Accounting Officer Todd Parsons - Chief Product Officer & President of Performance Media Conference Call Participants Justin Patterson - KeyBanc Capital Markets Inc., Research Division Ygal Arounian - Citigroup Inc., Research Division Mark Kelley - Stifel, Nicolaus & Company, Incorporated, Research Division Douglas Anmuth - JPMorgan Chase & Co, Research Division Matthew Cost - Morgan Stanley, Research Division Mark Zgutowicz - The Benchmark Company, LLC, Research Division Richard Kramer - Arete Research Services LLP Presentation Operator Good morning, and welcome to Criteo's Third Quarter 2025 Earnings Call.