CRTO Criteo S.A. - American Depositary Shares
NASDAQ · Media · Wyświetl na SEC EDGAR ↗ zamknij Paź 2, 2026 10-K/10-Q Sie 5, 2026CRTO Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
CRTO Wykres ceny akcji Dzienny OHLCV ze wskaźnikami technicznymi — przesuwaj, powiększaj i dostosowuj widok
Granularność słupków dostosowuje się do wybranego okresu — najedź kursorem na wykres, aby zobaczyć otwarcia/maksima/minima/zamknięcia dla danego słupka.
O Criteo S.A. - American Depositary Shares Przegląd firmy z Wikipedii
Criteo S.A. is an advertising company that provides online display advertisements. The company was founded and is headquartered in Paris, France.
History
Criteo was founded in Paris, France, in 2005 by Jean-Baptiste Rudelle, Franck Le Ouay and Romain Niccoli. Criteo spent the first four years focused on R&D, and launched its first product in April 2008. In 2010, Criteo opened an office in Silicon Valley. In 2012, Criteo opened its new headquarters in Paris, France.
On April 7, 2011, Criteo announced that it hired Greg Coleman as president. Previously, Coleman served as president and chief revenue officer of The Huffington Post and executive vice president of global sales for Yahoo!.
In October 2013, the firm completed an initial public offering (IPO), raising US$251 million.
On 1 January 2016, Rudelle became the executive chairman, while Eric Eichmann, who was the president and chief operating officer (COO), was promoted to chief executive officer. In June 2016, Criteo alleged Steelhouse, a rival ad tech company, had falsely taken credit for user visits to retailers' web pages in a lawsuit. Steelhouse countersued, alleging Criteo of false advertising and unfair competition. After an injunction requested by Criteo was denied in October 2016, both parties chose to mutually dropped their lawsuits in November 2016. On 4 October 2016, Criteo acquired HookLogic, a retail exchange, ad server and attribution company focused squarely on retailers, strengthening its ecommerce serving capabilities.
In October 2017, Criteo appointed Mollie Spilman as COO.
With the implementation of the Intelligent Tracking Prevention (ITP) feature from Apple's Safari 11 onwards in September 2017, Criteo's revenue was reduced by $25 million in 2017. However, Criteo reportedly was working on a “sustainable solution for the long-term” at the end of 2017, and had redesigned its "platform architecture" since. Criteo was also impacted by the perception that the General Data Protection Regulation would negatively affect the company.
In April 2018, Rudelle returned as the CEO, with Eichmann being his advisor. Under Rudelle, Criteo slowly transitioned from a single product (web advertising) to a multi-product platform, which included in-app and email advertising. Criteo's revenue did not grow in 2018, and was down 1%.
On 19 October 2019, Megan Clarken was appointed as the new CEO, taking over from Rudelle. Clarken would continue Criteo's transformation plan.
On February 15, 2025, Michael Komasinski took over as CEO and member of the Board, replacing Megan Clarken. Previously, Komasinski was CEO of the Americas, President of Global Data & Technology, and member of the Group Executive Management team at dentsu.
At the end of 2025, it was announced that Criteo would be moving to the United States, via Luxembourg. Les Echos referred to this as an 'exile,' a 'symbol of the French Tech's shortcomings'.
Product
Criteo's product is a form of display advertising, which displays interactive banner advertisements, generated based on the online browsing preferences and behaviour of each customer. The solution operates on a pay per click/cost per click (CPC) basis.
In September 2010, Criteo debuted its self-service cost-per-click (CPC) bidding platform that lets advertisers place bids on display retargeting campaigns and see changes and optimize campaigns in real-time. During 2020 Criteo launched a traffic generation product, which allows advertisers to advertise using purchase intent data, and it also introduced a self-service ad platform for its Criteo Retail Media division that allows advertisers to purchase media space on retailers’ websites.
Funding
Criteo secured a total of $17 million in funding, with €3 million in a first institutional round in March 2006 coming from French private equity firm AGF and Elaia Partners, and €9 million in a second round in January 2008 led by Index Ventures.
In May 2010, Criteo raised a further $7 million of funding from Bessemer Venture Partners.
Privacy
In September 2010, Criteo began a campaign regarding the use of popular retargeting and its impact on consumer privacy. The campaign aimed to reassure consumers about personalized retargeting and data-driven marketing tactics.
The company denies it relies on personally identifiable information (PII) and doesn't track identifiable information, no data is shared with advertisers or publishers and no third-party data is used for targeting purposes. Retargeting only uses anonymous information from the merchant's site.
In 2019, Privacy International filed a complaint against Criteo, citing that it wouldn't respect the European GDPR. Complaints by NOYB were also made. In June 2023, the French data protection authority National Commission on Informatics and Liberty pronounced a sanction of 40 million euros against Criteo, notably for failing to check that the people whose data it processes have given their consent.
Źródło: Wikipedia (Angielski), CC BY-SA 4.0 · Zobacz w Wikipedii ↗
Wyniki 10-letnie Trendy przychodów, zysku netto, marż i EPS
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
| Wskaźnik | Trend 5-letni | CRTO | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| P/E | 7.8średnia z 5 lat ≈52.4 | ≈52.4 | · | · | |
| P/B (MRQ) | 0.6średnia z 5 lat ≈1.8 | ≈1.8 | · | · | |
| Cena / Wartość księgowa materialna (MRQ) | 0.7średnia z 5 lat ≈4.1 | ≈4.1 | · | · | |
| PEG Ratio (Współczynnik PEG) | ≈0.4 | · | · | · |
Mediana porównawcza jest obliczana na znormalizowanej podstawie dla każdej metryki i może nie zawsze odpowiadać podstawie TTM/MRQ pokazanej dla tej akcji.
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
Za mało danych fundamentalnych, aby obliczyć tę grupę wskaźników.
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
| Wskaźnik | Trend 5-letni | CRTO | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Dług / Kapitał Własny (MRQ) | 0.0średnia z 5 lat ≈0.0 | ≈0.0 | · | · | |
| Wskaźnik bieżący (MRQ) | 1.3średnia z 5 lat ≈1.3 | ≈1.3 | · | · | |
| Wskaźnik Szybkości (MRQ) | 1.1średnia z 5 lat ≈1.2 | ≈1.2 | · | · |
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
| Wskaźnik | Trend 5-letni | CRTO | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Revenue YoY (Przychody R/R) | 0.60%średnia z 5 lat ≈-1.1% | ≈-1.1% | · | · | |
| Revenue CAGR 3Y (Przychody CAGR 3L) | -1.2%średnia z 5 lat ≈-2.7% | ≈-2.7% | · | · | |
| Revenue CAGR 5Y (Przychody CAGR 5L) | -1.3% | · | · | · | |
| EPS YoY | 39.0%średnia z 5 lat ≈134.1% | ≈134.1% | · | · | |
| Net Income YoY (Zysk Netto R/R) | 29.6%średnia z 5 lat ≈107.8% | ≈107.8% | · | · | |
| EPS CAGR 3Y (CAGR z EPS 3 lata) | 166.2%średnia z 5 lat ≈51.4% | ≈51.4% | · | · | |
| EPS CAGR 5Y (CAGR z EPS 5 lat) | 17.9% | · | · | · | |
| Net Income CAGR 3Y (CAGR z zysku netto 3 lata) | 138.4%średnia z 5 lat ≈41.3% | ≈41.3% | · | · | |
| Net Income CAGR 5Y (CAGR z zysku netto 5 lat) | 15.8% | · | · | · |
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
| Wskaźnik | Trend 5-letni | CRTO | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Revenue / Employee (Przychody / pracownika) | ≈$548.9K | · | · | · |
wartość · ≈ średnia z 5 lat · mediana branżowa · werdykt względem mediany
Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
| Okres | Raport | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|---|
| 30 czerwca 2026 | Lip 28, 2026 | $0.80 | $0.72 | 10.8% |
| 31 marca 2026 | $0.73 | $0.58 | 26.6% | |
| 31 grudnia 2025 | $1.30 | $1.43 | -9.2% | |
| 30 września 2025 | $1.31 | $0.95 | 37.6% | |
| 30 czerwca 2025 | $0.92 | $0.72 | 27.8% | |
| 31 marca 2025 | $1.10 | $0.79 | 39.8% |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.94B | $1.93B | $1.95B | $2.02B | $2.25B | $2.07B | $2.26B | $2.30B | $2.30B | $1.80B | $1.32B | $988M | |
| Cost of Revenue | $770M | $812M | $927M | $1.09B | $1.33B | $1.25B | $1.31B | $1.33B | $1.36B | $1.07B | $851M | $633M | |
| Gross Profit | $1.05B | $983M | $863M | $795M | $782M | $688M | $829M | $834M | $819M | $645M | $472M | $355M | |
| R&D Expense | $283M | $279M | $242M | $188M | $152M | $133M | $173M | $179M | $174M | $124M | $87M | $60M | |
| SG&A Expense | $169M | $176M | $138M | $205M | $153M | $116M | $140M | $135M | $127M | $117M | $79M | $65M | |
| Operating Expenses | $847M | $832M | $786M | $771M | $630M | $579M | $688M | $687M | $682M | $524M | $395M | $302M | |
| Operating Income | $203M | $151M | $77M | $24M | $152M | $109M | $141M | $147M | $138M | $121M | $76M | $53M | |
| Interest Expense | · | · | $2M | $2M | $2M | $3M | $2M | $2M | $3M | $2M | $653.0K | $583.0K | |
| Interest Income | $6M | $10M | $5M | $2M | $634.0K | $1M | $2M | $1M | $883.0K | $1M | $2M | $2M | |
| Other Non-op | $-171.0K | $152.0K | $8M | $3M | $2M | $-95.0K | $-469.0K | $-87.0K | $-66.0K | $-37.0K | $-22.0K | $-33.0K | |
| Pretax Income | $204M | $154M | $75M | $42M | $154M | $107M | $135M | $142M | $128M | $120M | $72M | $64M | |
| Income Tax | $54M | $40M | $20M | $31M | $16M | $32M | $39M | $46M | $32M | $33M | $10M | $18M | |
| Net Income | $149M | $115M | $55M | $11M | $138M | $72M | $91M | $89M | $91M | $82M | $60M | $46M | |
| EPS (Basic) | $2.73 | $2.04 | $0.95 | $0.15 | $2.21 | $1.18 | $1.41 | $1.33 | $1.40 | $1.30 | $0.96 | $0.77 | |
| EPS (Diluted) | $2.64 | $1.90 | $0.88 | $0.14 | $2.09 | $1.16 | $1.38 | $1.31 | $1.34 | $1.25 | $0.91 | $0.72 | |
| Shares (Basic) | 52,934,526 | 54,817,136 | 56,170,658 | 60,004,707 | 60,717,446 | 60,876,480 | 64,305,965 | 66,456,890 | 65,143,036 | 63,337,792 | 61,835,499 | 58,928,563 | |
| Shares (Diluted) | 54,792,540 | 58,605,529 | 60,231,627 | 62,760,198 | 64,231,637 | 61,818,593 | 65,598,588 | 67,662,904 | 67,851,971 | 65,633,470 | 65,096,486 | 63,493,260 | |
| EBITDA | · | $151M | $77M | $24M | $152M | $109M | · | $147M | $138M | $121M | · | · |
Bilans
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $342M | $291M | $336M | $348M | $516M | $488M | $419M | $364M | $414M | $270M | $354M | $352M | |
| Short-term Investments | $23M | $26M | $6M | $25M | $50M | $0 | · | · | · | · | · | · | |
| Receivables | $582M | $801M | $776M | $709M | $582M | $474M | $482M | $474M | $484M | $397M | $262M | · | |
| Prepaid Expense | $53M | $51M | $33M | $25M | $15M | $10M | $8M | $12M | $12M | $14M | $9M | · | |
| Other Current Assets | $53M | $51M | $48M | $52M | $34M | $21M | $17M | $23M | $26M | $19M | $16M | · | |
| Current Assets | $1.07B | $1.22B | $1.31B | $1.26B | $1.26B | $1.06B | $1.00B | $934M | $992M | $743M | $663M | · | |
| PP&E (Net) | $139M | $107M | $126M | $131M | $140M | $190M | $194M | $184M | $162M | $109M | $82M | $52M | |
| PP&E (Gross) | $353M | $310M | $373M | $361M | $375M | $483M | $453M | $423M | $329M | $216M | $147M | · | |
| Accum. Depreciation | $214M | $203M | $246M | $230M | $235M | $293M | $259M | $239M | $167M | $107M | $64M | · | |
| Goodwill | $536M | $515M | $524M | $515M | $330M | $326M | $317M | $313M | $237M | $209M | $42M | $28M | |
| Intangibles | $152M | $158M | $181M | $176M | $83M | $80M | $87M | $112M | $96M | $103M | $16M | $13M | |
| Other Non-current Assets | $46M | $61M | $61M | $51M | $0 | · | · | · | · | · | · | · | |
| Total Assets | $2.20B | $2.27B | $2.39B | $2.35B | $1.98B | $1.85B | $1.79B | $1.60B | $1.53B | $1.21B | $842M | · | |
| Short-term Debt | $8M | $32M | $23M | $18M | $17M | $14M | $16M | $13M | $10M | · | · | · | |
| Current Liabilities | $845M | $1.05B | $1.14B | $1.08B | $673M | $600M | $610M | $605M | $621M | $520M | $358M | · | |
| Capital Leases | $105M | $78M | $83M | $78M | $94M | $83M | $118M | $0 | · | · | $0 | $25.0K | |
| Deferred Tax | $5M | $4M | $1M | $3M | $3M | $5M | $9M | $11M | $2M | $686.0K | $139.0K | · | |
| Other Non-current Liabilities | $32M | $20M | $19M | $69M | $10M | $6M | $6M | $5M | $3M | $0 | · | · | |
| Total Liabilities | $1.02B | $1.19B | $1.28B | $1.27B | $785M | $701M | $752M | $629M | $634M | $601M | $363M | · | |
| Long-term Debt | · | · | · | · | · | $2M | $2M | $3M | $3M | $83M | $9M | $13M | |
| Total Debt | · | $32M | $23M | $18M | $17M | $14M | · | $13M | $3M | $83M | · | · | |
| Common Stock | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | · | |
| Retained Earnings | $631M | $572M | $555M | $578M | $602M | $491M | $452M | $388M | $300M | $198M | $116M | · | |
| Treasury Stock | $121M | $125M | $162M | $174M | $132M | $86M | $75M | $79M | $0 | · | · | · | |
| AOCI | $-69M | $-109M | $-85M | $-92M | $-40M | $16M | $-40M | $-31M | $-12M | $-89M | $-69M | · | |
| Stockholders' Equity | $1.15B | $1.05B | $1.08B | $1.05B | $1.16B | $1.12B | $1.01B | $944M | $882M | $600M | $474M | · | |
| Liabilities + Equity | $2.20B | $2.27B | $2.39B | $2.35B | $1.98B | $1.85B | $1.79B | $1.60B | $1.53B | $1.21B | $842M | · | |
| Shares Outstanding | 51,151,866 | 54,277,422 | 61,165,663 | 63,248,728 | 65,883,347 | 66,272,106 | 66,197,181 | 67,708,203 | 66,085,097 | 63,978,204 | 62,470,881 | 60,902,695 |
Przepływy pieniężne
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $58M | $103M | $97M | $65M | $45M | $29M | $41M | $67M | $72M | $43M | $24M | $20M | |
| Deferred Tax | $-8M | $-26M | $-24M | $4M | $-19M | $4M | $15M | $-8M | $-13M | $-10M | $-16M | $-5M | |
| Amort. of Intangibles | $89M | $48M | $33M | $33M | $23M | $25M | $37M | $25M | $27M | $8M | $10M | · | |
| Restructuring | $3M | $8M | $23M | · | $4M | · | · | · | · | · | · | · | |
| Operating Cash Flow | $311M | $258M | $224M | $256M | $221M | $185M | $223M | $261M | $245M | $153M | $137M | $116M | |
| CapEx | $103M | $78M | $116M | $64M | · | · | · | · | · | · | · | · | |
| Investing Cash Flow | $-101M | $-98M | $-109M | $-166M | $-76M | $-101M | $-104M | $-227M | $-106M | $-313M | $-102M | $-75M | |
| Debt Issued | · | $0 | $0 | $79M | $0 | $153M | $0 | $0 | $4M | $84M | $4M | $6M | |
| Net Debt Issued | · | $0 | $0 | $0 | $-1M | $-14M | · | $-964.0K | $4M | $84M | · | · | |
| Stock Issued | · | $5M | $2M | $1M | $25M | $2M | $2M | $1M | $32M | $20M | $14M | $32M | |
| Stock Repurchased | $152M | $225M | $125M | $136M | $100M | $44M | $59M | $80M | $0 | $0 | · | · | |
| Net Stock Activity | · | $-220M | $-124M | $-135M | $-75M | $-42M | · | $-79M | $32M | $20M | · | · | |
| Financing Cash Flow | $-151M | $-270M | $-147M | $-113M | $-80M | $-58M | $-59M | $-63M | $-29M | $91M | $8M | $31M | |
| Net Change in Cash | $51M | $-120M | $-37M | $-67M | $28M | $69M | $54M | $-50M | $144M | · | · | · | |
| Taxes Paid | $65M | $41M | $40M | $38M | $29M | $18M | $52M | $67M | $-56M | · | · | · | |
| Free Cash Flow | · | $180M | · | · | · | · | · | · | · | · | · | · |
Rentowność
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | · | 50.8% | 44.3% | 39.4% | 34.7% | 33.2% | · | 36.3% | 35.7% | 35.9% | · | · | |
| Operating Margin | · | 7.8% | 4.0% | 1.2% | 6.7% | 5.2% | · | 6.4% | 6.0% | 6.7% | · | · | |
| Net Margin | · | 5.8% | 2.7% | 0.44% | 6.0% | 3.5% | · | 3.9% | 4.0% | 4.6% | · | · | |
| Pretax Margin | · | 8.0% | 3.8% | 2.1% | 6.8% | 5.2% | · | 6.2% | 5.6% | 6.7% | · | · | |
| EBITDA Margin | · | 7.8% | 4.0% | 1.2% | 6.7% | 5.2% | · | 6.4% | 6.0% | 6.7% | · | · | |
| ROA | · | 4.8% | 2.2% | 0.41% | 7.0% | 3.9% | · | 5.7% | 6.7% | 8.0% | · | · | |
| ROE | · | 10.5% | 5.0% | 0.81% | 11.8% | 6.8% | · | 9.7% | 12.3% | 15.3% | · | · | |
| ROIC | · | 10.4% | 5.1% | 0.59% | 11.5% | 6.7% | · | 10.4% | 11.7% | 12.8% | · | · |
Płynność i wypłacalność
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | 1.2 | 1.1 | 1.2 | 1.9 | 1.8 | · | 1.5 | 1.6 | 1.4 | · | · | |
| Quick Ratio | · | 1.1 | 0.9 | 1.0 | 1.7 | 1.6 | · | 1.4 | 1.4 | 1.3 | · | · | |
| Debt / Equity | · | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.1 | · | · | |
| LT Debt / Equity | · | · | · | · | · | · | · | · | 0.0 | 0.1 | · | · | |
| Interest Coverage | · | · | 34.4 | 12.0 | 66.9 | 38.7 | · | 69.8 | 48.3 | 51.1 | · | · |
Efektywność
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | 0.8 | 0.8 | 0.9 | 1.2 | 1.1 | · | 1.5 | 1.7 | 1.8 | · | · | |
| Receivables Turnover | · | 2.5 | 2.6 | 3.1 | 4.3 | 4.3 | · | 4.8 | 5.2 | 5.5 | · | · |
Na akcję
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | · | $18.17 | $17.65 | $16.57 | $17.65 | $16.86 | · | $13.94 | $13.34 | $9.38 | · | · | |
| Revenue / Share | · | $32.99 | $32.37 | $32.14 | $35.10 | $33.53 | · | $34.00 | $33.85 | $27.41 | · | · | |
| Cash Flow / Share | · | $4.41 | $3.72 | $4.08 | $3.44 | $3.00 | · | $3.85 | $3.62 | $2.34 | · | · | |
| Cash / Share | · | $5.03 | $5.50 | $5.51 | $7.82 | $7.36 | · | $5.38 | $6.27 | $4.23 | · | · | |
| EPS (TTM) | $2.64 | $1.90 | $0.88 | $0.14 | $2.09 | $1.16 | $1.38 | $1.31 | $1.34 | $1.25 | $0.91 | · |
Stopy Wzrostu
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 0.60% | -0.83% | -3.4% | -10.5% | 8.8% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -1.2% | -5.0% | -2.0% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | -1.3% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 39.0% | 115.9% | 528.6% | -93.3% | 80.2% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 166.2% | -3.1% | -8.8% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 17.9% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 29.6% | 109.1% | 400.0% | -92.0% | 92.5% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 138.4% | -5.9% | -8.5% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 15.8% | · | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM)
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.94B | $1.93B | $1.95B | $2.02B | $2.25B | $2.07B | $2.26B | $2.30B | $2.30B | $1.80B | $1.32B | · | |
| Net Income TTM | $149M | $112M | $53M | $9M | $134M | $72M | $91M | $89M | $91M | $82M | $60M | · | |
| Market Cap | · | $2.28B | $1.55B | $1.65B | $2.56B | $1.36B | · | $1.54B | $1.72B | $2.63B | · | · | |
| Enterprise Value | · | $2.00B | $1.23B | $1.29B | $2.01B | $886M | · | $1.19B | $1.31B | $2.44B | · | · | |
| P/E | 7.8 | 20.8 | 28.8 | 186.1 | 18.6 | 17.7 | 12.6 | 17.3 | 19.4 | 32.9 | 43.5 | · | |
| P/S | · | 1.2 | 0.8 | 0.8 | 1.1 | 0.7 | · | 0.7 | 0.7 | 1.5 | · | · | |
| P/B | · | 2.2 | 1.4 | 1.6 | 2.2 | 1.2 | · | 1.6 | 2.0 | 4.4 | · | · | |
| P / Tangible Book | 2.3 | 6.1 | 4.1 | 4.6 | 3.4 | 1.9 | · | · | · | · | · | · | |
| P / Cash Flow | · | 8.8 | 6.9 | 6.4 | 11.6 | 7.3 | · | 5.9 | 7.0 | 17.1 | · | · | |
| P / FCF | · | 12.7 | · | · | · | · | · | · | · | · | · | · | |
| EV / EBITDA | · | 13.2 | 15.9 | 53.2 | 13.3 | 8.1 | · | 8.1 | 9.5 | 20.2 | · | · | |
| EV / FCF | · | 11.1 | · | · | · | · | · | · | · | · | · | · | |
| EV / Revenue | · | 1.0 | 0.6 | 0.6 | 0.9 | 0.4 | · | 0.5 | 0.6 | 1.4 | · | · | |
| Earnings Yield | 12.8% | 4.8% | 3.5% | 0.54% | 5.4% | 5.7% | 8.0% | 5.8% | 5.1% | 3.0% | 2.3% | · |
Rachunek zysków i strat
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $428M | $425M | · | $483M | $451M | $553M | $459M | $471M | $450M | $566M | $469M | $469M | $445M | $564M | $447M | |
| Cost of Revenue | $173M | $174M | · | $191M | $187M | $219M | $193M | $204M | $196M | $250M | $224M | $229M | $224M | $281M | $234M | |
| Gross Profit | $222M | $223M | · | $259M | $237M | $301M | $232M | $233M | $217M | $277M | $205M | $200M | $182M | $247M | $180M | |
| R&D Expense | $72M | $70M | · | $80M | $61M | $68M | $85M | $60M | $67M | $48M | $63M | $68M | $64M | $69M | $43M | |
| SG&A Expense | $50M | $45M | · | $40M | $39M | $42M | $46M | $41M | $47M | $42M | $37M | $19M | $40M | $29M | $42M | |
| Operating Expenses | $207M | $212M | · | $228M | $189M | $206M | $222M | $196M | $207M | $188M | $194M | $199M | $205M | $198M | $175M | |
| Operating Income | $15M | $10M | · | $30M | $48M | $95M | $10M | $37M | $10M | $88M | $11M | $959.0K | $-23M | $49M | $4M | |
| Interest Expense | · | · | · | · | · | · | · | · | $423.0K | · | $437.0K | $577.0K | $486.0K | · | $422.0K | |
| Interest Income | $2M | $3M | · | $1M | $2M | $5M | $1M | $2M | $2M | $1M | $1M | $1M | $1M | $1M | $170.0K | |
| Other Non-op | $-183.0K | $-41.0K | · | $-95.0K | $-20.0K | $-46.0K | $-26.0K | $-90.0K | $314.0K | $-775.0K | $-261.0K | $75.0K | $9M | $3M | $-58.0K | |
| Pretax Income | $15M | $12M | · | $29M | $50M | $97M | $10M | $37M | $12M | $84M | $8M | $-893.0K | $-17M | $42M | $8M | |
| Income Tax | $4M | $4M | · | $6M | $10M | $25M | $3M | $9M | $3M | $22M | $2M | $1M | $-5M | $26M | $1M | |
| Net Income | $11M | $8M | · | $21M | $38M | $75M | $6M | $27M | $7M | $63M | $7M | $-3M | $-12M | $17M | $7M | |
| EPS (Basic) | $0.23 | $0.16 | · | $0.40 | $0.70 | $1.31 | $0.11 | $0.49 | $0.13 | $1.09 | $0.12 | $-0.05 | $-0.21 | $0.26 | $0.11 | |
| EPS (Diluted) | $0.22 | $0.15 | · | $0.39 | $0.66 | $1.21 | $0.11 | $0.46 | $0.12 | $1.02 | $0.12 | $-0.05 | $-0.21 | $0.28 | $0.10 | |
| Shares (Basic) | 49,664,392 | 50,352,465 | · | 52,986,068 | 53,979,157 | · | 54,695,112 | 54,684,560 | 55,149,622 | · | 56,297,666 | 55,924,824 | 56,256,082 | · | 60,318,114 | |
| Shares (Diluted) | 50,545,915 | 50,965,933 | · | 55,133,569 | 57,195,898 | · | 58,430,133 | 58,974,186 | 59,332,882 | · | 60,172,953 | 55,924,824 | 56,256,082 | · | 63,235,811 | |
| EBITDA | $15M | $10M | · | $30M | $48M | · | $10M | $37M | $10M | · | $11M | $959.0K | $-23M | · | $4M |
Bilans
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $252M | $320M | $342M | $206M | $286M | $291M | $209M | $217M | $267M | · | $195M | $223M | $306M | · | $307M | |
| Short-term Investments | $28M | $28M | $23M | $18M | $27M | $26M | $23M | $16M | $11M | · | $21M | $21M | $21M | · | $10M | |
| Receivables | $456M | $448M | $582M | $668M | $647M | $801M | $646M | $633M | $611M | · | $625M | $573M | $546M | · | $576M | |
| Prepaid Expense | $63M | $70M | $53M | · | · | $51M | $30M | $30M | $35M | · | $30M | $33M | $32M | · | $22M | |
| Other Current Assets | · | · | $53M | $52M | $64M | $51M | $45M | $49M | $50M | · | $42M | $45M | $58M | · | $34M | |
| Current Assets | $873M | $940M | $1.07B | $1.03B | $1.08B | $1.22B | $1.14B | $1.14B | $1.16B | · | $1.07B | $1.06B | $1.13B | · | $1.05B | |
| PP&E (Net) | $168M | $156M | $139M | $126M | $106M | $107M | $117M | $116M | $117M | · | $134M | $144M | $146M | · | $114M | |
| PP&E (Gross) | · | · | $353M | · | · | $310M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $214M | · | · | $203M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $532M | $533M | $536M | $535M | $521M | $515M | $527M | $520M | $521M | $524M | $519M | $523M | $523M | $515M | $598M | |
| Intangibles | $141M | $149M | $152M | $160M | $160M | $158M | $170M | $173M | $175M | · | $174M | $179M | $180M | · | $77M | |
| Other Non-current Assets | $46M | $47M | $46M | $60M | $61M | $61M | $62M | $60M | $60M | · | $50M | $50M | $50M | · | $54M | |
| Total Assets | $2.01B | $2.07B | $2.20B | $2.11B | $2.13B | $2.27B | $2.21B | $2.17B | $2.21B | · | $2.14B | $2.13B | $2.19B | · | $2.12B | |
| Short-term Debt | $6M | $35M | $37M | $26M | $30M | $32M | $28M | $25M | $23M | · | $18M | $18M | $17M | · | $13M | |
| Current Liabilities | $678M | $737M | $845M | $834M | $887M | $1.05B | $975M | $956M | $995M | · | $961M | $949M | $993M | · | $863M | |
| Capital Leases | $102M | $99M | $105M | $88M | $78M | $78M | $87M | $79M | $80M | · | $83M | $75M | $81M | · | $78M | |
| Deferred Tax | $5M | $5M | $5M | $5M | $4M | $4M | $3M | $3M | $3M | · | $3M | $4M | $4M | · | $3M | |
| Other Non-current Liabilities | $32M | $32M | $32M | $23M | $22M | $20M | $21M | $20M | $18M | · | $22M | $21M | $26M | · | $66M | |
| Total Liabilities | $847M | $903M | $1.02B | $987M | $1.03B | $1.19B | $1.12B | $1.09B | $1.13B | · | $1.11B | $1.09B | $1.14B | · | $1.05B | |
| Total Debt | $6M | $35M | · | $26M | $30M | · | $28M | $25M | $23M | · | $18M | $18M | $17M | · | $13M | |
| Common Stock | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | · | $2M | $2M | $2M | · | $2M | |
| Retained Earnings | $608M | $636M | $631M | $627M | $607M | $572M | $557M | $537M | $543M | · | $504M | $528M | $552M | · | $569M | |
| Treasury Stock | $109M | $126M | $121M | $191M | $159M | $125M | $153M | $154M | $204M | · | $212M | $214M | $211M | · | $153M | |
| AOCI | $-80M | $-77M | $-69M | $-64M | $-93M | $-109M | $-83M | $-104M | $-97M | · | $-100M | $-91M | $-85M | · | $-132M | |
| Stockholders' Equity | $1.13B | $1.13B | $1.15B | $1.09B | $1.06B | $1.05B | $1.05B | $1.04B | $1.04B | · | $1.01B | $1.01B | $1.02B | · | $1.05B | |
| Liabilities + Equity | $2.01B | $2.07B | $2.20B | $2.11B | $2.13B | $2.27B | $2.21B | $2.17B | $2.21B | · | $2.14B | $2.13B | $2.19B | · | $2.12B | |
| Shares Outstanding | 48,550,453 | 50,098,139 | 51,151,866 | 57,854,895 | 57,854,895 | 54,277,422 | 59,180,216 | 59,063,486 | 61,181,001 | · | 63,350,663 | 63,337,453 | 63,316,696 | · | 64,985,388 |
Przepływy pieniężne
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $16M | $13M | · | $20M | $15M | $20M | $34M | $21M | $27M | $21M | $24M | $27M | $25M | $22M | $21M | |
| Deferred Tax | $3M | $2M | · | $6M | $7M | $-10M | $-24M | $5M | $3M | $1M | $-4M | $-8M | $-12M | $20M | $-9M | |
| Restructuring | $2M | $6M | · | · | · | · | · | · | · | $1M | $2M | $15M | · | · | · | |
| Operating Cash Flow | $20M | $48M | · | $-1M | $62M | $169M | $58M | $17M | $14M | $161M | $20M | $1M | $42M | $125M | $42M | |
| CapEx | $58M | $33M | · | $35M | $17M | · | · | $21M | $14M | · | · | · | · | · | · | |
| Investing Cash Flow | $-58M | $-38M | · | $-24M | $-18M | $-39M | $-24M | $-21M | $-14M | $-5M | $-16M | $-52M | $-36M | $-32M | $-157M | |
| Debt Issued | · | · | · | · | · | · | · | · | · | · | $0 | $0 | $0 | $0 | $0 | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | · | · | · | $0 | · | · | |
| Stock Repurchased | $30M | $31M | · | $48M | $56M | $67M | $55M | $40M | $62M | $22M | $28M | $24M | $51M | $77M | $30M | |
| Net Stock Activity | · | $-31M | · | · | $-56M | · | · | · | $-62M | · | · | · | $-51M | · | · | |
| Financing Cash Flow | $-31M | $-31M | · | $-48M | $-55M | $-116M | $-52M | $-40M | $-62M | $-22M | $-29M | $-24M | $-72M | $-77M | $-22M | |
| Net Change in Cash | $-68M | $-22M | · | $-80M | $-5M | $7M | $-8M | $-50M | $-69M | $141M | $-28M | $-82M | $-68M | $41M | $-155M | |
| Taxes Paid | $14M | $5M | · | $42M | $6M | $5M | $12M | $23M | $1M | $-1M | $10M | $23M | $8M | $4M | $9M | |
| Free Cash Flow | · | $15M | · | · | $45M | · | · | · | · | · | · | · | · | · | · |
Rentowność
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 51.9% | 52.4% | · | 53.6% | 52.5% | · | 50.5% | 49.4% | 48.3% | · | 43.7% | 42.6% | 40.8% | · | 40.2% | |
| Operating Margin | 3.5% | 2.5% | · | 6.3% | 10.7% | · | 2.1% | 7.8% | 2.3% | · | 2.4% | 0.20% | -5.3% | · | 1.0% | |
| Net Margin | 2.6% | 1.8% | · | 4.4% | 8.4% | · | 1.4% | 5.7% | 1.6% | · | 1.5% | -0.61% | -2.6% | · | 1.5% | |
| Pretax Margin | 3.6% | 2.9% | · | 5.9% | 11.2% | · | 2.1% | 7.8% | 2.6% | · | 1.8% | -0.19% | -3.8% | · | 1.8% | |
| EBITDA Margin | 3.5% | 2.5% | · | 6.3% | 10.7% | · | 2.1% | 7.8% | 2.3% | · | 2.4% | 0.20% | -5.3% | · | 1.0% | |
| ROA | 0.54% | 0.37% | · | 0.99% | 1.8% | · | 0.29% | 1.3% | 0.33% | · | 0.32% | -0.14% | -0.58% | · | 0.33% | |
| ROE | 1.0% | 0.71% | · | 2.0% | 3.6% | · | 0.61% | 2.6% | 0.70% | · | 0.67% | -0.28% | -1.1% | · | 0.61% | |
| ROIC | 1.0% | 0.62% | · | 2.2% | 3.5% | · | 0.57% | 2.6% | 0.72% | · | 0.88% | 0.21% | -1.6% | · | 0.35% |
Płynność i wypłacalność
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.3 | 1.3 | · | 1.2 | 1.2 | · | 1.2 | 1.2 | 1.2 | · | 1.1 | 1.1 | 1.1 | · | 1.2 | |
| Quick Ratio | 1.1 | 1.1 | · | 1.1 | 1.1 | · | 0.9 | 0.9 | 0.9 | · | 0.9 | 0.9 | 0.9 | · | 1.0 | |
| Debt / Equity | 0.0 | 0.0 | · | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | |
| Interest Coverage | · | · | · | · | · | · | · | · | 24.5 | · | 26.2 | 1.7 | -48.3 | · | 10.6 |
Efektywność
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | · | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| Receivables Turnover | 0.8 | 0.8 | · | 0.7 | 0.7 | · | 0.7 | 0.8 | 0.8 | · | 0.8 | 0.9 | 0.9 | · | 0.9 |
Na akcję
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $23.22 | $22.61 | · | $18.82 | $18.40 | · | $17.77 | $17.66 | $17.02 | · | $15.87 | $15.98 | $16.07 | · | $16.12 | |
| Revenue / Share | $8.47 | $8.33 | · | $8.75 | $7.89 | · | $7.85 | $7.99 | $7.59 | · | $7.80 | $8.39 | $7.36 | · | $7.07 | |
| Cash Flow / Share | · | $0.95 | · | · | $1.09 | · | · | · | $0.24 | · | · | · | $0.69 | · | · | |
| Cash / Share | $5.20 | $6.39 | · | $3.56 | $4.94 | · | $3.53 | $3.67 | $4.36 | · | $3.08 | $3.52 | $4.83 | · | $4.73 | |
| EPS (TTM) | · | · | · | $2.37 | $2.44 | · | $1.71 | $1.72 | $1.21 | · | $0.14 | $0.12 | $-0.39 | · | $1.00 |
Wycena (TTM)
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | · | · | · | $1.95B | $1.93B | · | $1.95B | $1.96B | $1.95B | · | $1.95B | $1.93B | $1.95B | · | $2.11B | |
| Net Income TTM | · | · | · | $140M | $146M | · | $103M | $104M | $74M | · | $10M | $9M | $-21M | · | $71M | |
| Market Cap | $888M | $898M | · | $1.39B | $2.05B | · | $2.38B | $2.23B | $2.15B | · | $1.85B | $2.14B | $1.99B | · | $1.76B | |
| Enterprise Value | $613M | $585M | · | $1.19B | $1.77B | · | $2.18B | $2.02B | $1.89B | · | $1.65B | $1.91B | $1.68B | · | $1.45B | |
| P/E | · | · | · | 10.1 | 14.5 | · | 23.5 | 21.9 | 29.0 | · | 208.6 | 281.2 | -80.8 | · | 27.0 | |
| P/S | · | · | · | 0.7 | 1.1 | · | 1.2 | 1.1 | 1.1 | · | 0.9 | 1.1 | 1.0 | · | 0.8 | |
| P/B | 0.8 | 0.8 | · | 1.3 | 1.9 | · | 2.3 | 2.1 | 2.1 | · | 1.8 | 2.1 | 2.0 | · | 1.7 | |
| P / Tangible Book | 2.0 | 2.0 | · | 3.5 | 5.3 | · | 6.7 | 6.4 | 6.2 | · | 5.9 | 6.9 | 6.3 | · | 4.7 | |
| P / Cash Flow | · | 18.6 | · | · | 32.9 | · | · | · | 153.1 | · | · | · | 47.5 | · | · | |
| EV / Revenue | · | · | · | 0.6 | 0.9 | · | 1.1 | 1.0 | 1.0 | · | 0.8 | 1.0 | 0.9 | · | 0.7 | |
| Earnings Yield | · | · | · | 9.9% | 6.9% | · | 4.2% | 4.6% | 3.5% | · | 0.48% | 0.36% | -1.2% | · | 3.7% |
Najnowszy okres po lewej · wartości null pokazane jako ·
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
| Wskaźnik | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Przychody | $1.94B | $1.93B | $1.95B | $2.02B | $2.25B |
| Marża Brutto % | · | 50.8% | 44.3% | 39.4% | 34.7% |
| Marża Operacyjna % | · | 7.8% | 4.0% | 1.2% | 6.7% |
| Zysk netto | $149M | $115M | $55M | $11M | $138M |
| Rozwodniony EPS | $2.64 | $1.90 | $0.88 | $0.14 | $2.09 |
| Wskaźnik | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Dług / Kapitał Własny | · | 0.0 | 0.0 | 0.0 | 0.0 |
| Wskaźnik bieżący | · | 1.2 | 1.1 | 1.2 | 1.9 |
| Wskaźnik Szybkości | · | 1.1 | 0.9 | 1.0 | 1.7 |
| Wskaźnik | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | · | $180M | · | · | · |
Właściciele instytucjonalni (13F) 140 emitentów · $726.4M łącznie · Na dzień 30 czerwca 2026
Instytucje, które zgłaszają posiadanie tych akcji w swoich kwartalnych zgłoszeniach SEC Form 13F. Tylko pozycje długie; pojedynczy zgłaszający może pojawić się dwukrotnie dla oddzielnych transz opcji. Duże przeciwstawne pozycje put/call zazwyczaj odzwierciedlają działalność market-makingową lub zabezpieczone zapasy, a nie przekonanie kierunkowe.
| Nowe pozycje | Zamknięte pozycje | Zwiększone | Zmniejszony | Zmiana liczby akcji netto |
|---|---|---|---|---|
| 11 (-19 vs poprzedni kw.) | 28 (+7 vs poprzedni kw.) | 51 (-9 vs poprzedni kw.) | 40 (-1 vs poprzedni kw.) | -609K |
Porównano z Q1 2026. Zgłoszenia SEC Form 13F są wymagane w ciągu 45 dni od końca kwartału plus krótki bufor dla spóźnionych zgłoszeń — kwartały mieszczące się jeszcze w tym terminie są pomijane na rzecz ostatniej w pełni zgłoszonej pary.
| Instytucja | Wartość | Akcje | % z śledzonych 13F | Typ |
|---|---|---|---|---|
| NEUBERGER BERMAN GROUP LLC | $146 248 931 | 7 995 682 | 20,13% | Akcje |
| DNB Asset Management AS | $109 645 103 | 5 998 091 | 15,09% | Akcje |
| MORGAN STANLEY | $89 856 190 | 4 915 546 | 12,37% | Akcje |
| Senvest Management, LLC | $84 039 046 | 4 597 322 | 11,57% | Akcje |
| BlueCrest Capital Management Ltd | $41 312 800 | 2 260 000 | 5,69% | Akcje |
| JANUS HENDERSON GROUP PLC | $31 773 958 | 1 769 644 | 4,37% | Akcje |
| AMERICAN CENTURY COMPANIES INC | $28 476 950 | 1 557 820 | 3,92% | Akcje |
| Nierenberg Investment Management Company, LLC | $19 244 946 | 1 052 787 | 2,65% | Akcje |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $17 824 993 | 975 109 | 2,45% | Akcje |
| VELA Investment Management, LLC | $13 914 919 | 761 210 | 1,92% | Akcje |
| APG Asset Management N.V. | $12 901 462 | 806 906 | 1,78% | Akcje |
| AMERIPRISE FINANCIAL INC | $11 371 787 | 622 089 | 1,57% | Akcje |
| Robeco Institutional Asset Management B.V. | $9 667 818 | 528 874 | 1,33% | Akcje |
| MILLENNIUM MANAGEMENT LLC | $6 014 650 | 329 029 | 0,83% | Akcje |
| Waterfront Wealth Inc. | $5 218 333 | 228 074 | 0,72% | Akcje |
| Ballast Asset Management, LP | $4 688 601 | 256 488 | 0,65% | Akcje |
| Clearbridge Investments, LLC | $4 664 649 | 255 178 | 0,64% | Akcje |
| CITADEL ADVISORS LLC | $4 165 208 | 227 856 | 0,57% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4 036 224 | 220 800 | 0,56% | Opcja sprzedaży |
| D. E. Shaw & Co., Inc. | $3 914 479 | 214 140 | 0,54% | Akcje |
| TWO SIGMA ADVISERS, LP | $3 856 131 | 187 100 | 0,53% | Akcje |
| BlackRock, Inc. | $3 791 455 | 207 410 | 0,52% | Akcje |
| SEIZERT CAPITAL PARTNERS, LLC | $3 790 413 | 207 353 | 0,52% | Akcje |
| FMR LLC | $3 632 839 | 198 733 | 0,50% | Akcje |
| Walleye Capital LLC | $3 615 802 | 197 801 | 0,50% | Akcje |
| SEI INVESTMENTS CO | $3 385 500 | 185 198 | 0,47% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3 369 004 | 184 300 | 0,46% | Opcja kupna |
| Skandinaviska Enskilda Banken AB (publ) | $2 959 642 | 161 906 | 0,41% | Akcje |
| HighTower Advisors, LLC | $2 850 163 | 155 917 | 0,39% | Akcje |
| KING LUTHER CAPITAL MANAGEMENT CORP | $2 447 875 | 133 910 | 0,34% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2 386 600 | 130 558 | 0,33% | Akcje |
| CastleKnight Management LP | $2 087 613 | 114 202 | 0,29% | Akcje |
| Jump Financial, LLC | $1 810 158 | 99 024 | 0,25% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1 622 789 | 88 774 | 0,22% | Akcje |
| Black Creek Investment Management Inc. | $1 567 199 | 85 733 | 0,22% | Akcje |
| NEW YORK STATE COMMON RETIREMENT FUND | $1 517 971 | 83 040 | 0,21% | Akcje |
| US BANCORP \DE\ | $1 388 312 | 75 947 | 0,19% | Akcje |
| CITADEL ADVISORS LLC | $1 371 000 | 75 000 | 0,19% | Opcja kupna |
| State of Tennessee, Department of Treasury | $1 370 324 | 74 963 | 0,19% | Akcje |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $1 350 490 | 73 878 | 0,19% | Akcje |
| TWO SIGMA INVESTMENTS, LP | $1 326 982 | 72 592 | 0,18% | Akcje |
| JANE STREET GROUP, LLC | $1 252 052 | 68 493 | 0,17% | Akcje |
| Amundi | $1 230 390 | 67 308 | 0,17% | Akcje |
| ENVESTNET ASSET MANAGEMENT INC | $1 203 664 | 65 859 | 0,17% | Akcje |
| UBS Group AG | $1 137 893 | 62 248 | 0,16% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $1 118 297 | 61 176 | 0,15% | Akcje |
| Cubist Systematic Strategies, LLC | $1 094 767 | 48 441 | 0,15% | Akcje |
| QRG CAPITAL MANAGEMENT, INC. | $987 540 | 54 023 | 0,14% | Akcje |
| BAROMETER CAPITAL MANAGEMENT INC. | $879 268 | 48 100 | 0,12% | Akcje |
| BANK OF AMERICA CORP /DE/ | $867 715 | 47 468 | 0,12% | Akcje |
Aktywiści i właściciele 5%+ 1 akcja
Inwestorzy, którzy złożyli SEC Schedule 13D — posiadanie beneficjentów powyżej 5% z zamiarem wpływania na emitenta (udziały aktywistów, kampanie zarządu, M&A). Każdy wiersz pokazuje najnowszy znany stan pozycji tego zgłaszającego.
| Zgłaszający | Złożono | Udział | Status | Cel | Zgłoszenie |
|---|---|---|---|---|---|
| Petrus Advisers Ltd., Klaus Umek, Till Hufnagel ×10 zgłoszenia | 24 września 2024 | · | Pierwotne zgłoszenie | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Insiderzy spółki 23 insiderów · 11 dyrektorzy generalni · 15 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Michael Komasinski | CEO | 28 sierpnia 2026 S | 343 891 | 0 | 2 | $-296 698 |
| Megan Clarken | Chief Executive Officer | 14 lutego 2025 S | 473 539 | 0 | 0 | $0 |
| Eric Eichmann | Chief Executive Officer | 16 marca 2018 A | 126 387 | 0 | 0 | $0 |
| Connor Mcgogney | Chief Financial Officer | 1 września 2026 S | 185 353 | 0 | 3 | $-20 943 |
| Sarah Js Glickman | Chief Financial Officer | 6 sierpnia 2026 S | 424 612 | 0 | 9 | $-684 147 |
| Benoit Fouilland | Chief Financial Officer | 3 marca 2020 A | 162 292 | 0 | 0 | $0 |
| Brian Gleason | CRO & President, Retail Media | 28 lipca 2025 S | 152 122 | 0 | 0 | $0 |
| Mary Spilman | Chief Operating Officer | 27 czerwca 2019 S | 134 683 | 0 | 0 | $0 |
| Ryan Damon | Chief Legal Officer | 1 września 2026 S | 163 765 | 0 | 14 | $-823 899 |
| Dan Teodosiu | Chief Technology Officer | 2 sierpnia 2019 S | 65 429 | 0 | 0 | $0 |
| Romain Niccoli | Chief Product Officer | 28 lipca 2016 A | 822 626 | 0 | 0 | $0 |
| Stefanie Jay | Dyrektor | 31 sierpnia 2026 A | 10 644 | 0 | 0 | $0 |
| Frederik Van Der Kooi | Dyrektor | 29 lipca 2026 A | 26 600 | 3 | 0 | $248 630 |
| Marie Lalleman | Dyrektor | 29 lipca 2026 A | 42 736 | 0 | 0 | $0 |
| Rachel Picard | Dyrektor | 29 lipca 2026 A | 53 488 | 0 | 0 | $0 |
| Nathalie Balla | Dyrektor | 29 lipca 2026 A | 33 846 | 0 | 0 | $0 |
| Edmond Mesrobian | Dyrektor | 29 lipca 2026 A | 32 187 | 0 | 0 | $0 |
| Ernst Teunissen | Dyrektor | 29 lipca 2026 A | 12 471 | 1 | 0 | $99 992 |
| Hubert De Pesquidoux | Dyrektor | 22 listopada 2024 A | 50 631 | 0 | 0 | $0 |
| James Warner | Dyrektor | 15 listopada 2023 A | 34 853 | 0 | 0 | $0 |
| Jean-Baptiste Rudelle | Dyrektor | 28 lipca 2020 S | 1 512 347 | 0 | 0 | $0 |
| Sharon Fox Spielman | Dyrektor | 8 listopada 2018 A | · | 0 | 0 | $0 |
| Dana L Evan | Dyrektor | 17 maja 2017 M | 0 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Posiadanie ETF-ów Posiadane przez 3 fundusze ETF
Waga odzwierciedla wyłącznie bezpośrednie udziały kapitałowe (N-PORT); fundusze oparte na dźwigni lub instrumentach pochodnych mogą posiadać dodatkowe ekspozycje na swapy, które nie są pokazane.
CRTO Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
12-miesięczny cel cenowy
11 analityków · 2026-09-29Średnia cel $20.23 +37,3%
Moje wskaźniki Twoja osobista lista obserwowanych — wybrane wiersze z Pełnych Fundamentów
Wybierz wskaźniki, które są dla Ciebie ważne — kliknij + obok dowolnego wiersza w sekcji Pełne dane fundamentalne powyżej.
Twój wybór został zapisany i będzie Ci towarzyszył we wszystkich tickerach.