
Criteo (CRTO) Stock Forecast & Price Target
Criteo (CRTO) Analyst Ratings
Bulls say
Criteo's Performance Media segment experienced a 3% year-over-year increase, supported by a 15% growth in Commerce Audiences, while Retail Media is projected to grow significantly by 20-22% ex-FX, reflecting strong demand within the sector. The company's adjusted EBITDA margin is anticipated to reach approximately 33-34% of Contribution ex-TAC, slightly exceeding market expectations. Overall, the positive momentum in both Retail and Performance Media, alongside favorable EBITDA projections for FY’25, signals a strong financial outlook for Criteo.
Bears say
Criteo SA's financial outlook is dimmed by a projected decline in retail media revenue, anticipated to drop by 150 basis points year-over-year in 2024 and another 120 basis points in 2025, reflecting ongoing challenges in the retail landscape, particularly in the fashion sector. Additionally, the company faces significant foreign exchange headwinds, estimated at $5-7 million for the first quarter of 2025 and $15-20 million for the full year, which are likely not fully accounted for in consensus estimates, suggesting potential underperformance. Furthermore, a lack of transparency regarding retargeting performance and ongoing competition in the ad-tech space heighten the investment risks and could hinder Criteo's strategic execution moving forward.
This aggregate rating is based on analysts' research of Criteo and is not a guaranteed prediction by Public.com or investment advice.
Criteo (CRTO) Analyst Forecast & Price Prediction
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