StoneX maintains USD 21 target for Criteo stock

Published on 10/02/2026 at 00:50 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Criteo reported USD 428.00 million revenue in Q2 2026. For Criteo stock, revised 2026 adjusted EBITDA outlook is 30 percent.

CRTO, LU3433852426, Illustration mit AI erstellt.

StoneX maintained its USD 21.00 price target and Buy rating for Criteo stock on September 21, 2026, according to Investing.com. The analyst view gives the company an important counterweight to weaker near-term operating expectations.

StoneX sees AI upside

The September 21 report said StoneX viewed Criteo's OpenAI integration as strategically differentiated, while meaningful contribution from the partnership was expected from 2027. The report also identified Performance Media as the central near-term issue, with legacy retargeting and softer Commerce Growth weighing on revenue.

Criteo's second-quarter 2026 revenue was USD 428.00 million and adjusted EBITDA was USD 73.00 million, as reported in the earnings-call transcript published by Yahoo Finance on August 5, 2026. The same transcript said media spending increased 9 percent year over year in the quarter, while Retail Media spending grew 31 percent.

2026 outlook turns more cautious

The company expects Contribution ex-TAC to decline 10 percent to 12 percent at constant currency in 2026, while its adjusted EBITDA margin outlook is 30 percent. For the third quarter of 2026, the transcript gave Contribution ex-TAC guidance of USD 237.00 million to USD 241.00 million and adjusted EBITDA guidance of USD 54.00 million to USD 58.00 million.

The operating picture is therefore split. Retail Media delivered 31 percent media-spending growth in the second quarter, but several large Performance Media clients reduced budgets. Criteo also said its OpenAI and agentic AI initiatives were expected to become meaningful growth drivers beginning in 2027, leaving the current valuation dependent on execution through the transition.

Stock remains near its yearly low

MarketBeat reported on September 29, 2026, that Criteo had reached a new 52-week low of USD 15.52 and listed a consensus price target of USD 22.65, through MarketBeat. The gap between the current operating reset and longer-term AI expectations remains the key valuation tension.

Lang and Schwarz prior close

Criteo's prior close at Lang & Schwarz was EUR 13.55 on September 30, 2026. The dormant quote carried no valid same-day change, so the dated prior close is the relevant euro reference for investors in Germany.