CRTO
Criteo ShANasdaq / Media & Entertainment
Last Price
At close
2026-07-18
Current thesis
The selloff has made the setup look optically cheap versus the packet's median analyst target near $29.95, while Q1 still showed $1.0 billion of activated media spend, 8% constant-currency media-spend growth, 24% underlying Retail Media client-base growth excluding the two client scope changes, and continued buybacks backed by substantial liquidity [#8-K-2026-05-06].
Posture
Constructive
Lead driver
Value
What changed
Value remains the lead driver in the composite, 7D delta -0.1.
What can break
Adjusted EBITDA fell 30% year over year and free cash flow fell 65% in Q1, showing that growth investments and lower contribution can pressure margins and cash conversion if recovery slips [#8-K-2026-05-06].
Momentum
88
Value
71
Sentiment
29
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $18.00 · Bull $24.00 · Bear $13.00
Data freshness
Prices
As of 2026-07-18
Fundamentals
As of 2026-07-14 • Vendor: Data Vendor v1
Scores
As of 2026-07-18 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-09 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-18
Investment thesis
As of 2026-07-18
Supporting evidence
What
Grade A · Constructive
Confidence Medium · Net Neutral
Target $25.08
Why
Momentum88 · Δ7d +10.3
Value71 · Δ7d -0.1
Sentiment29 · Δ7d -0.9
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.
Lead driver: Value · See fundamentals
Momentum
88
26% active weight
Current posture
7d trendImproving
Δ7d
+10.3
Δ21d
+54.6
Value
71
39% active weight
Current posture
7d trendFlat
Δ7d
-0.1
Δ21d
-0.4
Sentiment
29
34% active weight
Current posture
7d trendSoftening
Δ7d
-0.9
Δ21d
-23.5
Why this grade
Composite grade A. Momentum 87.7 / Value 71.2 / Sentiment 28.8
Fundamentals (TTM)As of 2026-07-14
Fundamentals (TTM)
As of 2026-07-14
Market Cap
$1.12B
Beta
0.49
Shares Out
50.1M
P/E (TTM)
6.8
P/S (TTM)
0.54
P/FCF (TTM)
4.76
Rev YoY
-5.7%
EPS YoY
-76.8%
Gross Margin
+54.0%
Op Margin
+11.5%
Net Debt
-$215.86M
Current Ratio
1.28
As of 2026-07-18 • Updated nightlySource: Internal modelMethodology

