Added to YB: 2026-01-21
Pitch date: 2026-01-13
CRTO [bullish]
Criteo S.A.
+1.83%
current return
Author Info
No bio for this author
Company Info
Criteo S.A., a technology company, provides platform to connects the commerce ecosystem for brands, agencies, retailers, and media owners to drive measurable business outcomes in North and South America, Europe, the Middle East, Africa, and the Asia-Pacific.
Market Cap
$873.1M
Pitch Price
$20.77
Price Target
N/A
Dividend
N/A
EV/EBITDA
2.31
P/E
8.89
EV/Sales
0.41
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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