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Criteo S.A. (CRTO)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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12.77+0.08 (+0.63%)
At close: 4:00PM EDT
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  • M
    MrMicroCap
    Have a look at the book value of CRTO compared to the rest of the TECH Stocks. Massively undervalued. HUGE. Direct competitor of TTD with more revenue. Concern about cookies is way over blown.
  • J
    Jeremy
    excuse my confusion... weren't they to have reported this morning? was there already a conf call?
  • t
    tanner
    10$ 100% a buy it's at a fair price right now but this thing was undervalued and still is.
    Bullish
  • a
    addis
    Social Media’s pain (FB boycott etc) and halt in advertising from giants is GAIN for CRTO !!! Mr. market will eventually get this......and the stock will triple in 3 years as momentum shifts in its favor. Be patient and back up the truck to load up on CRTO at this price !
  • K
    Kevin
    This decline seems to be related to Facebook removing a marketing partner badge??
  • D
    Dave
    Stock moving to 12 with negative growth in sales. Really bad for a growth company.
  • a
    addis
    CRTO valuation stack: $400mm cash, plus free cashflow of $125mm this year (ebitda of 30% on $850mm of net revenues, minus capex of $100mm), plus 3x multiple on fast growing new business which equates to about 16% of total revenues (which adds upto $408mm), plus ZERO valuation for core business after this year = Grand total of $933mm. So, even if entire core regathering revenues go away after this year, the stock still has upside of at least $2/share!!!!
  • K
    K B B
    What's good for OMC will be good for CRTO. I'm holding long because this will be back to the 30s sometime in the next 6 months.
  • K
    Kevin
    These results show the business is making progress in the US. Europe has clearly been slowed by economic and regulatory issues but the level of continued client retention and ‘up sell’ is encouraging.

    Sometimes the strongest businesses have to pause for breath and I think this is the case here. Longer term the market is growing, the business model remains strong I would be inclined to add during this period where the market is reacting to the, hopefully, short-term pause in growth.
  • D
    Dave
    Without an acquisition from Amazon or other, CRTO will be falling knife and too small relative to the giants to survive. Heading to 16 soon.
  • j
    john
    It is said that power corrupts, but actually it's more true that power attracts the corruptible. The sane are usually attracted by other things than power. http://dataunion.tistory.com/19274 During peaceful moments watch for danger.
    X axis : Stocks Price Correlation Coefficient Y axis : Quantity of stocks 1,000 Day Parameter 2,926 NASDAQ Stocks Price Correlation Histogram Type Description 1. Zero Correlation Histogram - T..
    X axis : Stocks Price Correlation Coefficient Y axis : Quantity of stocks 1,000 Day Parameter 2,926 NASDAQ Stocks Price Correlation Histogram Type Description 1. Zero Correlation Histogram - T..
    dataunion.tistory.com
  • C
    Cfa
    It can easily go to $1x.00
  • a
    addis
    With $6/share in cash now, and $8/share cash by end of year, this stock is trading at under ~$7 cash position at end of year. Even if current earning of $2.5/share get cut in half, that still would imply a multiple of earnings of just 7X! Criteo has developed its own system of Criteo Identifiers which do not rely on cookies (in fact it has 2 billion criteo identifiers now). So as cookies get eliminated in 2 years, Criteo can migrate to these identifiers instead. Also, the knowledge graphs it has developed are worth a lot. My prediction is that in 2 years this company will get sold for over $30/share as it becomes clear that cookies are behind it. This is throw away valuation given to firms that are certain to go bankrupt in 3 years. In case of Criteo, it has rock solid balance sheet and this valuation is driven by maximum fear as opposed to understanding of how company's technology platform can evolve.
  • a
    addis
    I have sold almost everything in my portfolio except CRTO, which is my largest position now. It is an absolute no brained. They will generate cash/share of $2.50 this year. So yearend cash balance of $8.50/share. So for a mere $4/share which equates to $300mm I am paying 0.5 revenues assuming that their business shrinks from $900mm to a mere $600 only !!! The best part is that I see them attacking TTD in retail vertical aggressively and having competitive advantage with their 2 billion Criteo shopper graphs. I see the stock reaching a multiple of 4x on revenues of $750mm in 3 years, which would equate to $48/share!!!
  • a
    addis
    With $7/share in cash, and earnings of nearly $2.30 to $2.45 per share, what we have is a company valued at ~6x earnings. In terms of EV/EBITDA, it is trading at only 3x cashflow! This for a company that is still growing and commanding the largest share of ad tech market! I would suggest that is pretty compelling !!! Market is irrational with TTD being valued at over ~70X cashflow, and which is a tiny fraction of the size of CRTO...…….things will correct and TTD will drop and CRTO will rise!!!
  • D
    Dave
    The buying has started
  • E
    EvilOrangeDirtBag
    Criteo drops after analyst notes loss of Facebook Marketing Partner status CRTO FB
    Criteo drops after analyst notes loss of Facebook Marketing Partner status CRTO FB
    thefly.com
  • D
    Dave
    Bad news for shareholders as CEO now heads up with direct line management of Product Development and Sales and Operations.
    Trying to do everything means reduced focus by reducing costs. Hiring sales teams not going as planned and as a result, OPEX is increasing while sales churn eats in to sales growth. Expect, OPEX increasing with dysfunctional sales team and no growth again. Shrinking the company is not a growth strategy. Next, $16.00 per share.
  • C
    Chickenstick1
    Great Q4 numbers and FY Rev guidance to boot. Cash is king!
  • w
    waterman
    Wow, CRTO crashed 3/4 (75%) from just 3 years ago at $55. In order to go back to $55, it will have to quadruple, which is basically impossible for his company. Better invest your money elsewhere like a index ETF.