Criteo shares sold off on August 5, 2026 after second-quarter revenue came in at $428 million -- an 11% year-over-year decline -- with net income down 49% to $12 million. Levi & Korsinsky is investigating potential securities law violations on behalf of CRTO investors who lost money.

Criteo had previously projected flat to low-single-digit Contribution ex-TAC growth for fiscal 2026. On August 5, 2026, Criteo disclosed that it expected Contribution ex-TAC to decline 10% to 12%, including the impact of a $75 million reduction in Retail Media client scope.

Criteo told investors adjusted EBITDA of $73 million for Q2 2026. Under GAAP, net income was $12 million -- down 49% year over year -- and the stock sold off the same day.