Criteo’s (CRTO) Mixed Analyst Ratings Highlight Growth Potential Amid Strong Earnings

Group 1: Analyst Ratings and Price Targets - Morgan Stanley analyst Matthew Cost maintained a Hold rating on Criteo S.A. with a price target of $36.00, reflecting a cautious view on the company's near-term prospects despite operational improvements [1] - Stifel reaffirmed its Buy rating with a target of $42.00, highlighting Criteo's strong position to benefit from the growing agentic commerce trend and the importance of access to scaled retailer data [2] - BMO Capital lowered its price target from $51.00 to $40.00 while maintaining an Outperform rating, noting that Criteo's Contribution ex TAC and Adjusted EBITDA were about 2.5% and 25% above consensus [3] Group 2: Financial Performance - Criteo's third quarter 2025 results showed adjusted EPS of $1.31, exceeding forecasts by over 40%, with revenue reaching $470 million, significantly above estimates [3] - The company has a free cash flow yield of 21% and more cash than debt, indicating solid financial health [2] Group 3: Company Overview - Criteo S.A. is a global technology company providing marketing and monetization services across the open internet, utilizing its Criteo Shopper Graph to enhance client campaigns [4] - The company operates in various regions including North America, South America, Europe, the Middle East, Africa, and Asia Pacific, strengthening its role in digital advertising and commerce solutions [4]