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    The Bull Case For Criteo (CRTO) Could Change Following Its Shift To Luxembourg And Direct Nasdaq Listing

    Simply Wall St·01/08/2026 15:29:52
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    • Criteo announced that its board has approved moving the company’s legal domicile from France to Luxembourg and replacing its American Depositary Shares with ordinary shares directly listed on Nasdaq, with shareholders set to vote on the conversion on February 27, 2026.
    • This legal and listing overhaul could reshape how global investors access Criteo and influence its corporate governance, tax profile, and future listing flexibility.
    • We’ll now explore how Criteo’s shift to a Luxembourg domicile and direct Nasdaq listing could reshape its investment narrative and risk profile.

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    Criteo Investment Narrative Recap

    To own Criteo, you need to believe it can successfully shift its ad-tech engine toward first party and retail data while expanding commerce media partnerships in a highly competitive arena. The planned move from France to Luxembourg and a direct Nasdaq listing looks important for access and structure, but it does not directly change the near term execution risk around AI driven products and client spend concentration.

    Among recent announcements, the ongoing share buyback program stands out, with more than 21 million shares repurchased for about US$687.5 million since 2021. For investors tracking catalysts, this capital return sits alongside Criteo’s broader effort to reposition around AI powered commerce and retail media, and may affect how you weigh execution risks against potential upside.

    Yet behind the appeal of AI powered commerce media, investors should be aware of the growing pressure from tech giants and...

    Read the full narrative on Criteo (it's free!)

    Criteo's narrative projects $1.0 billion revenue and $147.8 million earnings by 2028. This implies a 19.2% yearly revenue decline but still an earnings increase of about $11.3 million from $136.5 million today.

    Uncover how Criteo's forecasts yield a $35.92 fair value, a 68% upside to its current price.

    Exploring Other Perspectives

    CRTO Earnings & Revenue Growth as at Jan 2026
    CRTO Earnings & Revenue Growth as at Jan 2026

    Four Simply Wall St Community fair value estimates for Criteo range from about US$33 to US$116 per share, underscoring how far apart individual views can be. When you set those against execution risks in AI driven commerce and client concentration, it becomes even more important to compare multiple perspectives before deciding how Criteo might fit in your portfolio.

    Explore 4 other fair value estimates on Criteo - why the stock might be worth just $33.14!

    Build Your Own Criteo Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    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.