Assessing Criteo (CRTO) Valuation As It Rolls Out AI Agentic Commerce Recommendation Service

Simply Wall St.02-07 15:09

Criteo (CRTO) has launched its Agentic Commerce Recommendation Service, a new AI driven tool that connects shopping assistants and retailer chatbots to merchant inventory using real shopping behavior ...

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This suggests momentum has been fading even as...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"AI":"C3.ai, Inc.","BK4528":"SaaS概念","BK4009":"广告","BK4588":"碎股","CRTO":"Criteo SA","BK4023":"应用软件","BK4585":"ETF&股票定投概念","BK4551":"寇图资本持仓","BK4543":"AI","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","BK4587":"ChatGPT概念"},"translate_title":"Criteo(CRTO)推出人工智能代理商务推荐服务时评估其估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CRTO":1.5,"AI":0.9},"content_text":"Criteo (CRTO) has launched its Agentic Commerce Recommendation Service, a new AI driven tool that connects shopping assistants and retailer chatbots to merchant inventory using real shopping behavior and transactional data. See our latest analysis for Criteo. For shareholders, the picture is mixed, with a 1-day share price return of 1.59%, a year-to-date share price return decline of 4.24%, and a 1-year total shareholder return decline of 57.82%. This suggests momentum has been fading even as Criteo rolls out new AI driven products like this recommendation service. If this launch has you thinking more broadly about AI opportunities in commerce, it could be a moment to look across 33 AI infrastructure stocks as another way to find companies building the pipes behind AI powered experiences. With Criteo trading at US$19.19 and sitting at a large discount to both analyst targets and some intrinsic estimates, you have to ask: is this a mispriced AI commerce player or is the market already discounting future growth? AdvertisementMost Popular Narrative: 46.3% Undervalued With Criteo last closing at $19.19 against a widely followed fair value of $35.75, the current price sits well below that narrative anchor.  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 profile, and future earnings multiple have to line up to justify that gap to fair value? The full narrative spells out the numbers behind that jump from today’s earnings base, and the trade off it makes between shrinking top line and higher profitability. Result: Fair Value of $35.75 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, that gap to fair value also depends on uncertain AI monetization and tough competition from larger ad platforms, either of which could challenge the bullish case. Find out about the key risks to this Criteo narrative.  Build Your Own Criteo Narrative If you are not sold on this take or prefer to rely on your own work, you can stress test the assumptions and build a personalised view in minutes by starting with 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 sharpened your thinking, do not stop here. The right screener shortlists can surface opportunities you might regret missing later.  Spot potential value plays early by scanning 53 high quality undervalued stocks for companies with stronger fundamentals than their prices suggest. Prioritise resilience by filtering for companies in the 86 resilient stocks with low risk scores that score well on balance sheet strength and risk checks. Hunt for fresh ideas beyond the usual names using our screener containing 25 high quality undiscovered gems, which screens for quality businesses still flying under most radars.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    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\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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