Intrinsic Edge Capital Management LLC Has $4.03 Million Holdings in Criteo S.A. $CRTO

Intrinsic Edge Capital Management LLC trimmed its position in shares of Criteo S.A. (NASDAQ:CRTO) by 17.3% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 178,328 shares of the information services provider’s stock after selling 37,177 shares during the quarter. Intrinsic Edge Capital Management LLC’s holdings in Criteo were worth $4,030,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Neuberger Berman Group LLC grew its position in Criteo by 6.9% in the 2nd quarter. Neuberger Berman Group LLC now owns 6,542,808 shares of the information services provider’s stock valued at $156,766,000 after purchasing an additional 419,808 shares during the period. Alliancebernstein L.P. raised its holdings in Criteo by 1.9% during the second quarter. Alliancebernstein L.P. now owns 4,411,988 shares of the information services provider’s stock worth $105,711,000 after buying an additional 82,134 shares during the last quarter. Senvest Management LLC raised its holdings in Criteo by 1.9% during the second quarter. Senvest Management LLC now owns 4,071,880 shares of the information services provider’s stock worth $97,562,000 after buying an additional 74,612 shares during the last quarter. Nierenberg Investment Management Company Inc. lifted its stake in shares of Criteo by 101.0% in the second quarter. Nierenberg Investment Management Company Inc. now owns 535,702 shares of the information services provider’s stock valued at $12,835,000 after buying an additional 269,204 shares in the last quarter. Finally, Qube Research & Technologies Ltd grew its holdings in shares of Criteo by 145.0% during the second quarter. Qube Research & Technologies Ltd now owns 432,881 shares of the information services provider’s stock valued at $10,372,000 after buying an additional 256,227 shares during the last quarter. 94.27% of the stock is currently owned by institutional investors.

Insider Activity

In related news, insider Ryan Damon sold 3,222 shares of the stock in a transaction that occurred on Wednesday, December 17th. The stock was sold at an average price of $21.04, for a total transaction of $67,790.88. Following the completion of the sale, the insider directly owned 114,286 shares of the company’s stock, valued at approximately $2,404,577.44. This trade represents a 2.74% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. 1.66% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on CRTO shares. Sanford C. Bernstein set a $43.00 target price on shares of Criteo in a report on Thursday, February 12th. Wall Street Zen downgraded Criteo from a “strong-buy” rating to a “buy” rating in a research note on Saturday, February 14th. DA Davidson set a $28.50 price objective on Criteo in a research note on Thursday, February 12th. Benchmark dropped their target price on Criteo from $38.00 to $30.00 and set a “buy” rating on the stock in a report on Tuesday, February 10th. Finally, Stifel Nicolaus set a $30.00 target price on Criteo in a research report on Thursday, February 12th. Six research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $30.55.

Criteo News Summary

Here are the key news stories impacting Criteo this week:

• Positive Sentiment: Criteo was named the first advertising-technology partner in OpenAI’s ChatGPT ad pilot in the U.S., opening a new channel to serve advertisers inside a high-profile AI product and signaling possible revenue growth/market differentiation if adoption scales. Criteo Joins OpenAI Advertising Pilot in ChatGPT
• Positive Sentiment: A bullish analyst/investor note argues Criteo is deeply discounted (low EV/EBITDA, strong free cash flow, ~$342M net cash) and that its client base and AI commerce positioning make it an attractive recovery/acquisition candidate — a narrative that can support upside for value-seeking investors. Criteo: Disappointing Trends, But Unbeatable Value
• Neutral Sentiment: DA Davidson cut its price target from $38 to $28.50 after Criteo missed Q4 expectations, but the firm kept a Buy rating — a mixed signal that tempers enthusiasm (target lowered) while showing continued conviction in a recovery (rating maintained). DA Davidson Cuts Criteo S.A. (CRTO) Price Target to $28.50 from $38
• Neutral Sentiment: Recent short-interest data in the feeds shows anomalous/zero values (likely a reporting/data issue), so there’s no clear evidence of meaningful new short pressure that would drive shares down further. Short Interest Data (reporting anomaly)
• Negative Sentiment: Technically, CRTO has moved below its 200-day moving average, which can trigger selling from trend-following funds and signal weakening momentum to traders. This technical break adds downside risk even as strategic partnerships are announced. Criteo (NASDAQ:CRTO) Shares Pass Below 200 Day Moving Average – Should You Sell?

Criteo Stock Performance

Shares of CRTO stock opened at $18.85 on Wednesday. The company has a market capitalization of $964.18 million, a price-to-earnings ratio of 7.11 and a beta of 0.38. Criteo S.A. has a 52-week low of $16.15 and a 52-week high of $38.97. The company has a 50-day simple moving average of $19.31 and a two-hundred day simple moving average of $20.76.

Criteo Company Profile

Criteo is a global technology company specializing in digital performance advertising and commerce media solutions. The company provides a range of AI-driven ad products designed to help brands, retailers, and agencies deliver personalized promotional messages to consumers across web, mobile, and connected TV environments. By leveraging large-scale data analytics and machine learning algorithms, Criteo’s platform optimizes the timing, placement, and creative of ads to drive engagement and conversions.

At the core of Criteo’s offering is its dynamic retargeting solution, which enables advertisers to automatically generate and display personalized product recommendations based on user behavior.