Criteo stock fell 3.28 percent as Q2 revenue dropped 11.3 percent

Published on 10/04/2026 at 19:45 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Criteo stock delivered adjusted EPS of USD 0.80 versus USD 0.71 consensus in Q2 2026. Twelve analysts set a USD 22.65 average target.

CRTO, LU3433852426, Illustration mit AI erstellt.

Criteo stock (ISIN LU3433852426) closed at USD 14.73 on Nasdaq on October 2, 2026, down 3.28 percent from the prior close. The move followed a difficult Q2 2026, when revenue fell 11.3 percent year over year to USD 428.02 million, according to MarketBeat in its August 5, 2026 earnings coverage.

Q2 revenue fell 11.3 percent

The quarter delivered a mixed earnings signal. Adjusted EPS was USD 0.80, exceeding the USD 0.71 consensus cited by MarketBeat, while revenue declined from the prior-year period.

Criteo's structured Q2 figures show USD 11.19 million in net income and USD 0.22 in diluted GAAP EPS for the quarter ended June 30, 2026. Operating cash flow was USD 20.30 million in the same period, giving the earnings story a stronger cash component than the revenue trend alone suggests.

OpenAI gives growth a second route

At the September 8, 2026 Citi Global TMT Conference, CEO Michael Komasinski said Criteo was working with more than 2,000 advertisers through its OpenAI relationship. The company also reported 24 percent year-over-year growth in US new business and a qualified pipeline up in the mid-30 percent range, according to the Criteo transcript.

The strategy is not risk-free. Management said the Q2 slowdown came from spending cuts by several large clients, while the OpenAI channel remains in an investment phase and is expected to become a meaningful contributor in 2027 rather than immediately replacing lost enterprise demand.

Analysts see USD 22.65 target

MarketBeat reported on September 11, 2026, that 12 analysts carried a Hold consensus, with six Buy ratings, three Hold ratings and three Sell ratings. The average target was USD 22.65, with a high of USD 29.00 and a low of USD 18.00.

At USD 14.73, the stock price stood 35.0 percent below the average target and 41.8 percent below the 52-week high of USD 25.29. The 52-week low was USD 14.35, putting the October 2 close only 2.6 percent above that level.