CRTO Earnings

CRTO reported its earnings on 2026-02-11, showcasing a revenue of 541.14M against an estimate of 328.49M, resulting in a 64.73% surprise. The EPS was 1.3, surpassing the expected 1.41 by -7.8%. The stock experienced a -5.03% price change on the earnings day and a -12.52% change over the next five days, reflecting market reactions to the results.

Following CRTO's earnings announcement on 2026-02-11, the stock price moved by -5.03% on the day of the release. Over the subsequent five days, it saw a -12.52% change. Historically, CRTO's stock price tends to shift by an average of -1.55% in the 10 days leading up to earnings and 1.47% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate CRTO's annual revenue to reach 265.40M, while the EPS is projected at 0.93. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between CRTO's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, CRTO's stock price typically moves by -1.55% in the 10 days before its earnings and 1.47% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.93 and revenue of 265.40M.

The earnings call summary reflects a mixed outlook. While there are strong financial metrics like adjusted EPS growth and no long-term debt, there are concerns about declining revenue in certain segments and lower take rates. The Q&A reveals uncertainties regarding department store exposure and AI monetization. Despite optimistic future guidance and AI initiatives, the company's market cap suggests moderate stock price sensitivity, leading to a neutral prediction.