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

Criteo S.A. (NASDAQ:CRTO) is one of the best falling stocks to buy, according to Wall Street analysts. On November 26, Morgan Stanley analyst Matthew Cost maintained a Hold rating on Criteo S.A. (NASDAQ:CRTO) and set a price target of $36.00. His cautious stance reflects a balanced view of the company’s near term prospects, even with recent signs of operational improvement.

Earlier, on November 20, Stifel reaffirmed its Buy rating and a target of $42.00. The firm emphasized that Criteo is well positioned to benefit from the growing agentic commerce trend. Stifel noted that broad access to scaled retailer data will be essential in this developing area and believes Criteo is in a strong place to take advantage of it. The firm also pointed to Retail Media as one of the fastest growing categories in digital advertising. Despite several client specific challenges earlier in the year, Stifel described Criteo’s lower valuation as an appealing entry point, supported by solid financials including more cash than debt and a free cash flow yield of 21%.

Criteo’s third quarter 2025 results significantly surpassed expectations. Adjusted EPS reached $1.31 dollars, beating forecasts by more than 40%. Revenue came in at $470 million, well above estimates. Following the earnings release, BMO Capital lowered its price target from $51.00 to $40.00 but maintained an Outperform rating. The firm noted that Contribution ex TAC and Adjusted EBITDA were about 2.5% and 25% above consensus, demonstrating the company’s ability to deliver strong results in a challenging market environment.

Criteo S.A. (NASDAQ:CRTO) is a global technology company that provides marketing and monetization services across the open internet. Through its Retail Media and Performance Media businesses, the company uses its Criteo Shopper Graph, which relies on proprietary commerce data such as transaction activity to improve client campaigns. With operations across North America, South America, Europe, the Middle East, Africa, and the Asia Pacific region, Criteo continues to strengthen its role in digital advertising and commerce solutions.

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Disclosure: None. This article is originally published at Insider Monkey.