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Investing.com - Stifel maintained its Buy rating and $42.00 price target on Criteo S.A. (NASDAQ:CRTO) in a research note published Thursday. This target represents significant upside potential from Criteo’s current price of $19.88, which is trading near its 52-week low of $19.40 and down nearly 50% year-to-date.
The investment firm highlighted Criteo’s unique positioning to benefit from the emerging "agentic commerce" trend, which requires access to scaled retailer data sources. Stifel believes this opportunity will likely materialize in the medium to long term.
Retail Media, described as one of the fastest-growing segments in digital advertising, continues to drive Criteo’s overall company growth, according to the research note.
Stifel pointed to Criteo’s currently depressed valuation, which it attributes to client-specific issues earlier this year, suggesting this represents "an attractive entry point to own a very solid long-term growth story." InvestingPro data supports this view, showing Criteo trading at a P/E ratio of just 7.44 and below book value with a Price/Book ratio of 0.92. The company also maintains strong financials with more cash than debt and a substantial 21% free cash flow yield.
The firm also announced it will host a dinner with Criteo in New York City on December 2, featuring CEO Michael Komasinski and VP of Investor Relations Melanie Dambre. Investors seeking deeper insights into Criteo’s financial health and growth prospects can access comprehensive analysis through InvestingPro’s detailed Research Report, available as part of the platform’s coverage of 1,400+ US equities.
In other recent news, Criteo S.A. reported strong third-quarter 2025 earnings, significantly surpassing analysts’ expectations. The company’s adjusted earnings per share (EPS) reached $1.31, exceeding the forecast of $0.93 by 40.86%, while revenue hit $470 million, outperforming the projected $281.33 million by 67.06%. BMO Capital acknowledged these results by lowering its price target on Criteo to $40.00 from $51.00, maintaining an Outperform rating. The firm highlighted that Criteo’s Contribution ex-TAC and Adjusted EBITDA were 2.5% and 25% above consensus estimates, respectively.
Meanwhile, DA Davidson reiterated its Buy rating on Criteo, citing the solid third-quarter results and a constructive outlook for the fourth quarter of 2025. Benchmark also maintained a Buy rating but reduced its price target to $38.00 from $42.00, pointing to challenges in the retail media industry. These developments reflect a mix of optimism and caution among analysts regarding Criteo’s performance and future prospects.
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