CRTO Earnings

CRTO reported its earnings on 2026-05-06, showcasing a revenue of 424.64M against an estimate of 247.48M, resulting in a 71.59% surprise. The EPS was 0.73, surpassing the expected 0.57 by 108.57%. The stock experienced a -21.17% price change on the earnings day and a -19.93% change over the next five days, reflecting market reactions to the results.

Following CRTO's earnings announcement on 2026-05-06, the stock price moved by -21.17% on the day of the release. Over the subsequent five days, it saw a -19.93% change. Historically, CRTO's stock price tends to shift by an average of -1.05% in the 10 days leading up to earnings and 1.93% in the 10 days following, providing insight into potential market.

For 2026/Q2, analysts estimate CRTO's annual revenue to reach 293.60M, while the EPS is projected at 1.12. 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 -1.05% in the 10 days before its earnings and 1.93% in the 10 days after. For the upcoming 2026/Q2 earnings, analysts expect an EPS of 1.12 and revenue of 293.60M.

The earnings call presents mixed signals: strong financial metrics but weak guidance, especially due to client softness in the U.S. This is balanced by optimistic long-term growth strategies and partnerships, like ChatGPT, which could drive future growth. The Q&A reveals execution challenges rather than structural issues, but the lack of clarity on some key metrics tempers enthusiasm. Given the market cap and the nature of these updates, the stock is likely to remain relatively stable over the next two weeks, resulting in a neutral sentiment.