Assessing Criteo (CRTO) Valuation As Shareholders Weigh Redomiciliation To Luxembourg

Shareholder vote on redomiciliation puts Criteo stock in focus

Criteo (NasdaqGS:CRTO) has called a general meeting for February 27, 2026, asking shareholders to vote on shifting its legal headquarters from France to Luxembourg, a move with potential regulatory, tax, and listing implications.

See our latest analysis for Criteo.

The upcoming redomiciliation vote lands at a time when Criteo’s share price has been edging higher in the short term, with a 1 day share price return of 1.76% and a 7 day share price return of 4.10%. This is set against a weaker backdrop that includes a 90 day share price return of 2.87% decline and a 1 year total shareholder return of 46.27% decline, suggesting recent momentum is improving while longer term holders have faced pressure as the market reassesses growth prospects and risks.

If this kind of corporate reshaping has your attention, it could be a good moment to see what else is happening across tech and advertising by checking out high growth tech and AI stocks.

With Criteo shares up in the short term but still carrying a 1-year total shareholder return decline of 46.27% and trading at a 23.80% discount to analyst targets, is this lingering pessimism a buying chance or a reflection of fair pricing for future growth?

Most Popular Narrative: 43.2% Undervalued

Criteo’s most followed narrative pegs fair value at $35.75 per share, which sits well above the last close of $20.29 and frames the current discount as valuation driven rather than purely sentiment driven.

The rapid adoption of AI-powered ad targeting and the development of Agentic AI solutions leveraging Criteo’s structured commerce data is expected to boost campaign performance and unlock new monetization channels, supporting both revenue growth and potential margin expansion as productized, automated offerings gain scale.

Read the complete narrative.

Curious what kind of revenue reset, margin lift, and future earnings multiple sit behind that fair value line? The narrative leans on specific growth hurdles, tighter profit assumptions, and a pricing level that still lands below broader media peers. The full story joins those moving pieces into one valuation path you can compare with your own.

Result: Fair Value of $35.75 (UNDERVALUED)

Have a read of the narrative in full and understand what’s behind the forecasts.

However, there is still a real chance that slower client ramp ups or rising AI and compliance costs could limit revenue growth and keep margins below the assumptions in the current narrative.

Find out about the key risks to this Criteo narrative.

Build Your Own Criteo Narrative

If you look at the numbers and come to a different conclusion, or simply prefer to rely on your own research, you can build a personal view in just a few minutes using Do it your way.

A great starting point for your Criteo research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.

Looking for more investment ideas?

If Criteo has you thinking about where to put your next dollar, do not stop here; broaden your watchlist with focused ideas that match your style.

This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.

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