Criteo S.A. (CRTO)
Communication Services
- Fundamental
- 4
- Sentiment
- 3
- Technical
- 4
Buy stop 24.86 GTC to join only if CRTO extends through the live breakout zone; protective stop 23.89, targets 26.80 and 28.26, for 2.00 R/R to target1.
Company overview
Criteo S.A. is a technology company that provides a platform connecting the commerce ecosystem for brands, agencies, retailers, and media owners. It operates through Retail Media and Performance Media segments, offering solutions for personalized advertising and commerce activation across various channels. Headquartered in Paris, France, Criteo serves clients globally.
Fundamental
goodCriteo exhibits strong cash generation and a net-cash balance sheet, offset by weak revenue growth and regulatory risks.
Criteo trades at low multiples (TTM P/E ~9.92; EV/EBITDA ~3.13) with a high estimated TTM free-cash-flow yield (~15.74%) and a net-cash balance sheet (net debt/EBITDA ~ -0.62). Profitability is solid (TTM gross margin ~53.97%, EBITDA margin ~15.67%, ROE ~10.17%), but revenue growth has been weak (FY2021–FY2025 revenue CAGR ~ -3.62%) and the most recent 10-Q reported a softer Q1 2026 with YoY declines in revenue and adjusted EBITDA. SEC filings highlight ongoing risks around data privacy/regulation, cybersecurity, and competition, partially offset by strong liquidity and continued buybacks.
Sentiment
fairSentiment is neutral with no immediate catalysts, but recent media coverage has improved slightly.
News tone over the last ~14d is neutral/slightly positive and has improved versus the 30–90d baseline (which skewed negative on weak Q1 results and cautious outlook commentary). Near-term catalyst stack is light; the main announced item is Albertsons' AI-search sponsored product discovery rollout citing Criteo integration (bullish, likely partially priced), and the legal screen shows no investigation items (Reddit chatter effectively absent).
Technical
goodCRTO is in a strong short-term upside breakout, supported by volume and trend strength, though short-term overbought conditions exist.
Price is above all major moving averages and daily VWAP, MACD has turned up sharply into positive territory, ADX is rising above 25, and volume expanded enough to clear the liquidity floor comfortably. The only blemishes are stretched oscillators and the still-unfinished 50-day versus 200-day alignment, so the chart earns a strong-but-not-perfect 4/5.
You’re looking at 2026-07-06 — about 2 trading days ago.
Subscribers saw this then, and see today’s score, verdict and trade plan now.
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Not financial advice. For informational and educational purposes only.