Morgan Stanley cut target for Criteo stock from USD 29.00 to USD 25.00

Published on 10/08/2026 at 12:04 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Q2 revenue reached USD 428.02 million, down 11.30 percent year over year. Criteo stock costs EUR 13.25 on October 8, 2026 after EUR 13.35.

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Criteo stock was at EUR 13.25 at Lang & Schwarz on October 8, 2026 at 11:59 a.m. CEST, down 0.75 percent from the EUR 13.35 prior close. MarketBeat reported that Morgan Stanley cut its Criteo price target from USD 29.00 to USD 25.00 in a report dated August 6, 2026, while maintaining an Equal Weight rating.

Revenue beat expectations but declined

According to MarketBeat on October 5, 2026, Criteo reported USD 428.02 million in revenue for the second quarter of 2026, down 11.30 percent from the same quarter a year earlier. The company also reported earnings per share of USD 0.80, above the USD 0.71 consensus estimate.

The combination is important for the stock: profitability exceeded expectations, but the revenue decline points to pressure on advertising budgets and makes the lower analyst targets easier to understand. The same report put the average analyst target at USD 22.65 and described the consensus rating as Hold, based on six Buy, three Hold and three Sell ratings.

Reseller partnership broadens reach

Markets Insider reported on September 16, 2026, that Criteo had announced a reseller partnership with Tyroo Technologies covering Thailand, Malaysia and the Philippines. The agreement extends a relationship that had already operated in India since 2021.

For Criteo, the regional expansion offers a concrete route to add advertiser access, but it does not remove the near-term revenue test shown by the second-quarter comparison. Investors are therefore weighing geographic expansion against a USD 428.02 million revenue base that contracted 11.30 percent year over year.

EUR 13.25 quote stays below prior close

The Lang & Schwarz quote stood at EUR 13.25 on October 8, 2026 at 11:59 a.m. CEST, compared with a EUR 13.35 prior close and a daily change of minus 0.75 percent. Criteo's primary listing is Nasdaq, where the finance quote showed USD 14.90 on October 7, 2026 at 4:00 p.m. ET; the same data showed a USD 14.28 to USD 25.29 52-week range and market capitalization of USD 748.6 million as of October 7, 2026.

The further course of trading is shown by the continuously updated real-time quote of Criteo stock.