In This Article:
We recently compiled a list of the 10 Best Marketing Stocks to Buy Right Now. In this article, we are going to take a look at where Criteo S.A. (NASDAQ:CRTO) stands against the other marketing stocks.
According to estimates on Statista, advertising spending across the globe should clock a growth rate of 5.4%, reaching $1.4 trillion in 2029. 80% of the total ad spend will come from digital sources in 2029 with programmatic advertising capturing 85% of the total advertising market. TV and Video Advertising will have a third of the share in 2025 and almost 40% of ad spending will take place in the US. Players like Google and Meta are expected to shape the advertising market by offering new landscapes in this sector.
Advertising ETFs have generated returns of 3.04%, 2.65% and 21.66% for 1-month, 3-month and 1-year tenors. While big tech players pose a threat, there is immense potential to tap a constantly growing advertising pie that would benefit traditional players.
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Our Methodology
For this article we picked 10 marketing stocks trending on latest news. With each stock we have mentioned the number of hedge fund investors. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (see more details here).
A graphic designer in front of a computer rendering a cutting edge digital advertisement for the company.
Criteo S.A. (NASDAQ:CRTO)
Number of Hedge Fund Investors: 21
Criteo S.A. (NASDAQ:CRTO) provides marketing and monetization services on the Internet. The appointment of Michael Komasinski as Chief Executive Officer has got the stock buzzing. The CEO has highlighted the need for an AI-based transformation that would strengthen its position. With over 2 decades of experience in Adtech and advisory roles with META and Microsoft, investors are optimistic about the future of the company.
All eyes will be set on the Q4 results and particularly the guidance for 2025. The Q3 performance witnessed a 2.2% contraction in revenue y-o-y and an EPS miss by 59%. With an addressable market expected to touch $70 billion by 2027, the opportunities remain immense and CRTO should look to have a larger pie by enhancing its products and expanding its client base in the retail media sector.