Added to YB: 2026-01-21
Pitch date: 2026-01-13
CRTO [bullish]
Criteo S.A.
-15.6%
current return
Author Info
No bio for this author
Company Info
Criteo S.A., a technology company, provides marketing and monetization services and infrastructure on the open internet in North and South America, Europe, the Middle East, Africa, and the Asia-Pacific.
Market Cap
$1.0B
Pitch Price
$20.77
Price Target
N/A
Dividend
N/A
EV/EBITDA
2.26
P/E
6.51
EV/Sales
0.45
Sector
Media
Category
turnaround
Q1 2026: Ten Bets Against the Crowd - $CRTO
CRTO: Down 55% to $21 from $47 on major client loss & Uber Eats exit ($75M headwind). Trading 7x P/E, 2x EV/EBITDA. Transitioning from retargeting to diversified commerce media platform. New Google API integration unlocks $172B addressable spend. Retail media growing. Multiple too low if execution succeeds.
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