Group 1: Leadership Changes - Frederik van der Kooi has been appointed as Chairperson of Criteo's Board of Directors, succeeding Rachel Picard, who served for five years and will remain as a director [1][5][6] - Stefanie Jay has been nominated for election as a new independent director at Criteo's 2025 Annual General Meeting, with Hubert de Pesquidoux not standing for reelection [2][4] Group 2: Executive Backgrounds - Van der Kooi has over a decade of experience in digital advertising, previously serving as Corporate Vice President at Microsoft, where he scaled the advertising business to $10 billion [3] - Jay brings nearly 20 years of experience in omnichannel retail and eCommerce, having transformed Walmart's advertising technology stack and significantly increased revenue [4] Group 3: Strategic Vision - The company aims to leverage its unified, AI-driven platform to create further value in the growing commerce media sector, with Van der Kooi emphasizing the importance of innovation and customer-centricity [5][6] - Both Van der Kooi and Jay express confidence in Criteo's potential for long-term success and growth in the commerce media landscape [5][6]

Core Viewpoint - The article emphasizes the importance of value investing and highlights Criteo (CRTO) as a strong value stock based on various valuation metrics [2][8]. Group 1: Value Investing - Value investing is a preferred strategy for identifying strong stocks by using fundamental analysis and traditional valuation metrics [2]. - Zacks has developed a Style Scores system to identify stocks with specific traits, particularly in the "Value" category [3]. Group 2: Criteo (CRTO) Valuation Metrics - Criteo (CRTO) has a Zacks Rank of 2 (Buy) and a Value grade of A, with a current P/E ratio of 8.05, significantly lower than the industry average of 22.70 [4]. - The P/B ratio for CRTO is 1.92, which is attractive compared to the industry average of 3.57 [5]. - CRTO's P/S ratio stands at 1.11, lower than the industry's average P/S of 1.66, indicating strong sales performance [6]. - The P/CF ratio for CRTO is 10.89, which is favorable compared to the industry average of 18.56 [7]. - These metrics suggest that CRTO is likely undervalued, making it an impressive value stock at the moment [8].

Group 1 - The document provides preparatory information for the Ordinary and Extraordinary General Meetings scheduled for March 28, 2025 [1] - A PDF version of the information is available on the regional Caisse portal [1]

Le Président Poitiers, le 13 mars 2025 Monsieur, Je vous prie de bien vouloir assister à l'Assemblée Générale Extraordinaire de la Caisse Régionale de Crédit Agricole Mutuel de la Touraine et du Poitou, qui se tiendra le : Vendredi 28 mars 2025 à 9 heures dans la salle de Conférence du siège social de la Caisse Régionale, 18 rue Salvador Allende à Poitiers (86000) (accueil émargement à partir de 08h30). Ordre du jour de l'Assemblée Générale Extraordinaire : Autorisation à donner au Conseil d’Administ ...

Vous trouverez en attaché les informations préparatoires aux Assemblées Générales Ordinaires et Extraordinaires 2025 qui auront lieu en date du 28 mars 2025. Une version PDF est disponible sur le portail de la Caisse région l'adresse suivante https://www.credit-agricole.fr/ca-tourainepoitou/particulier/informations/informations-reglementees.html#AG Attachment Informations préparatoires aux Assemblées Générales Ordinaire et Extraordinaire 2025 ...

Core Insights - The article discusses potential investment opportunities in CRTO, indicating a possible long position in the stock within the next 72 hours [1]. Group 1 - The analyst has no current stock or derivative positions in the companies mentioned but may initiate a beneficial long position in CRTO [1]. - The article expresses the author's personal opinions and is not influenced by any compensation from the companies discussed [1]. - There is no business relationship between the author and the companies mentioned in the article [1].

Financial Statements - Criteo's audited consolidated financial statements are prepared in accordance with U.S. GAAP as of December 31, 2024[8]. Business Risks - The company faces significant risks including intense competition and reliance on a limited number of clients for a substantial portion of revenues[16]. - Criteo's revenue generation is heavily dependent on data collection, which may be restricted by various factors including consumer choice and regulatory changes[16]. - The company has substantial client concentration, with a few clients accounting for a significant portion of its revenues in certain markets[16]. - Criteo's international operations expose it to various risks that could impact business performance[16]. - The failure to safeguard personal data and confidential information could result in reputational harm and monetary damages[16]. - Criteo's future operations may be impacted by regulatory developments regarding internet and online matters[16]. Future Outlook - Future success will depend on the ability to innovate and expand into new industry verticals and advertising channels[16]. - The company may face challenges in integrating acquisitions or realizing expected benefits from strategic transactions[16]. - Fluctuations in operational results are expected due to various factors, making future results difficult to predict[16].

Core Viewpoint - Criteo S.A. (CRTO) shows potential for significant upside, with a mean price target of $55.90 indicating a 46.1% increase from the current price of $38.26 [1] Price Targets and Estimates - The mean estimate consists of 10 short-term price targets with a standard deviation of $10.04, indicating variability among analysts [2] - The lowest estimate is $36, suggesting a 5.9% decline, while the highest estimate is $68, indicating a potential surge of 77.7% [2] - A low standard deviation among price targets suggests a high degree of agreement among analysts regarding the stock's price movement [7] Earnings Estimates - Analysts are optimistic about CRTO's earnings prospects, with a positive trend in earnings estimate revisions indicating potential upside [4][9] - Over the last 30 days, three estimates have increased, leading to a 17.8% rise in the Zacks Consensus Estimate for the current year [10] - CRTO holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimates [11] Analyst Behavior and Market Dynamics - Analysts often set overly optimistic price targets due to business incentives, which can lead to inflated expectations [6] - While price targets can provide insights, they should be approached with skepticism and not be the sole basis for investment decisions [8]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell even higher, with the expectation that established trends will continue [1] Company Analysis: Criteo S.A. (CRTO) - Criteo S.A. currently holds a Momentum Style Score of A, indicating strong momentum characteristics [3] - The company has a Zacks Rank of 2 (Buy), suggesting it is positioned for potential outperformance in the market [4] - Over the past week, CRTO shares have increased by 19.77%, significantly outperforming the Zacks Internet - Software and Services industry, which rose by 2.44% [6] - In a longer time frame, CRTO shares have gained 15.02% over the past quarter and 38.94% over the last year, while the S&P 500 has only moved 1.46% and 22.28%, respectively [7] - The average 20-day trading volume for CRTO is 469,139 shares, indicating a bullish sentiment as the stock is rising [8] Earnings Outlook - In the past two months, three earnings estimates for CRTO have been revised upwards, with no downward revisions, leading to an increase in the consensus estimate from $4.32 to $4.61 [10] - For the next fiscal year, three estimates have also moved upwards, indicating positive sentiment regarding future earnings [10] Conclusion - Given the strong momentum indicators and positive earnings outlook, Criteo S.A. is recommended as a stock to consider for near-term investment opportunities [12]

Core Viewpoint - Criteo S.A. (CRTO) has shown a significant price increase of 18.2% over the past four weeks, with a mean price target of $55.90 indicating a potential upside of 27.1% from the current price of $43.99 [1] Price Targets and Analyst Estimates - The mean estimate consists of 10 short-term price targets with a standard deviation of $10.04, indicating variability among analysts; the lowest estimate is $36 (an 18.2% decline), while the highest is $68 (a 54.6% increase) [2] - A low standard deviation suggests a high degree of agreement among analysts regarding the stock's price movement direction, which can serve as a starting point for further research [7] Earnings Estimates and Market Sentiment - Analysts have shown increasing optimism about Criteo's earnings prospects, with a strong consensus on higher EPS estimates, which correlates with potential stock price increases [9] - Over the last 30 days, three earnings estimates have been revised upward, leading to a 15.6% increase in the Zacks Consensus Estimate [10] Zacks Rank and Investment Potential - Criteo currently holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate factors, indicating strong potential for near-term upside [11] Conclusion on Price Targets - While the consensus price target may not reliably indicate the extent of potential gains, it does provide a useful guide for the direction of price movement [12]