Criteo (CRTO): A Top Pick for 2025

The internet was born on the back of advertising as the main revenue driver...and that is still the case today thanks to companies like Google...and Criteo (CRTO) which helps advertisers, retailers and publishers better monetize their online audience.

This is still very much a growth business with CRTO expected to enjoy 33% higher earnings this year over 2023. But that actually might be a low hurdle to clear when you appreciate this string of impressive beats this year alone:

+24.6% Beat > +48.1% Beat > +40.3% Beat

This has Wall Street on notice with the average analyst seeing fair value 26% above the current price at $51. Top analysts like Brian Pitz and Mark Zgutowicz think the right targets are more like $55 and $56 respectively. Note that the street high is $65 right now even as shares have peeled back to an attractive entry point in the low $40’s.

The Zen Score smiles on shares with a reading of 46 when the industry average is a meager 31. Financials is the strength of the firm according to this analysis which tells you it’s a well run organization.

The Zacks Rank of 1 shows they have earnings momentum on their side too...which also proves they are well run.

And the 118 factor review of the POWR Ratings puts CRTO in the top 8% of all stocks with Growth and Value being its strongest attributes. The Growth attributes further the notion they are well managed.   

On the value front, beyond the POWR Ratings thumbs up, it's interesting to note that shares almost touched $50 back in August before getting caught up in a tech wide sell off. This had many smaller tech companies seeing 20-30% haircuts. This creates a stellar buy the dip opportunity with shares now hovering in the low $40’s.

In this case, I see shares flying past $50 in the year ahead to touch some of the higher fair value targets noted above (up to $65). And if they keep pounding out more impressive earnings beats, then shares doubling to $80 is not out of the question before we close the books on 2025.

From every conceivable angle, this stock has what it takes to greatly outperform in the months and years ahead. 

What To Do Next?

Criteo (CRTO) is just one of the 14 stellar stocks found in my Zen Investor portfolio.

To learn more about our proprietary process to find more 100%+ winners…and to get your hands on the current top 14 recommendations…then all you need to do is click the link below. 

Discover the Zen Investor portfolio > 

Wishing you a world of investment success!

Steve Reitmeister…but everyone calls me Reity (pronounced “Righty”)

Editor of the Zen Investor

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