Oddity Tech (ODD) Resumen de Acciones
Oddity Tech Ltd. es una empresa de tecnología de consumo que crea marcas digitales para los sectores de la belleza y el bienestar en Estados Unidos, Israel y otros países. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 2/6 |
| Crecimiento futuro | 3/6 |
| Rendimiento pasado | 2/6 |
| Salud financiera | 1/6 |
| Dividendos | 0/6 |
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Oddity Tech
72.0% infravalorado descuento intrínseco
ODD Market Outlook
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Published 2 Jan 2025
Competidores de Oddity Tech Ltd.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$16.48 |
| Máximo en las últimas 52 semanas | US$64.23 |
| Mínimo de 52 semanas | US$9.25 |
| Beta | 2.38 |
| Cambio en 1 mes | 29.97% |
| Variación en 3 meses | 50.37% |
| Cambio de 1 año | -73.57% |
| Variación en 3 años | -55.48% |
| Variación en 5 años | n/a |
| Variación desde la OPV | -65.33% |
Noticias y actualizaciones recientes
Recent updates
Actualización de narrativa • Aug 15
ODD: Persistent Ad Cost Disruption Will Pressure Earnings And Delay Recovery Visibility
Oddity Tech's analyst fair value estimate has shifted from $10.25 to about $11.07 as analysts account for sharply lower Street price targets between $8 and $15, ongoing concerns around higher customer acquisition costs and reduced earnings visibility, as well as some signs of technical recovery in advertising efficiency and spending trends. Analyst Commentary Street research on Oddity Tech has turned more cautious after the recent Q1 update, with several firms adjusting ratings and price targets while pointing to both execution risks and some early signs of improvement in customer acquisition trends.
Actualización de narrativa • Jul 29
ODD: Advertising Algorithm Recovery And Index Additions Will Shape A Cautious Reset
Analysts increased the fair value estimate for Oddity Tech from $14.58 to $16.00, reflecting updated revenue growth assumptions, a slightly lower discount rate, a lower profit margin outlook, and a higher future P/E multiple in light of recent cuts to Street price targets and caution around elevated customer acquisition costs. Analyst Commentary Street commentary on Oddity Tech has tilted cautious after the recent Q1 update, but there are still a few constructive threads that investors can track.Seeking Alpha • Jul 16
Oddity: Hold It Only If You Are Ready To Lose It All
Summary Oddity is a speculative investment hinging on resolving elevated customer acquisition costs post-advertising algorithm changes. ODD's prior high growth and profitability were disrupted by a surge in acquisition costs and declining new customer numbers. The investment thesis centers on ODD's ability and speed in fixing its customer acquisition challenges. Current valuation and Q1 results are assessed to determine if waiting for a turnaround is justified. Read the full article on Seeking AlphaActualización de narrativa • Jul 15
ODD: Advertising Cost Dislocation Will Pressure Earnings And Delay Confidence Rebuild
Analysts have reduced the blended price target for Oddity Tech to $10.25 from $16.25, reflecting revised expectations for growth, profitability and future P/E after a series of Q1-driven target cuts and rating downgrades across the Street. Analyst Commentary Street research on Oddity Tech has turned more cautious following the Q1 report, with multiple firms cutting price targets and, in some cases, ratings.Actualización de narrativa • Jul 01
ODD: Advertising Algorithm Recovery And Higher Costs Will Shape A Cautious Reset
Oddity Tech's updated analyst price target moves lower to roughly $14.58 from about $29.17 as analysts factor in weaker revenue growth, slimmer profit margins, and ongoing pressure from higher customer acquisition costs, despite some early signs of improvement in its advertising efficiency. Analyst Commentary on Oddity Tech Analysts covering Oddity Tech have largely reset expectations following the recent Q1 report, with many emphasizing uncertainty around customer acquisition costs and revenue visibility.
Actualización de narrativa • Jun 17
ODD: Advertising Disruptions And Rising Acquisition Costs Will Pressure Shares
Oddity Tech's analyst fair value estimate has been reduced from $40.00 to $8.00. This reflects a broad reset in Street price targets as analysts factor in higher discount rates, much lower modeled revenue growth and profit margins, and a sharply higher future P/E multiple after recent advertising and earnings challenges.Actualización de narrativa • Jun 03
ODD: Ad Algorithm Reset And Buybacks Will Support Future Confidence Rebuild
Oddity Tech's analyst fair value estimate has shifted from $17.33 to $16.25 as analysts factor in lower Street price targets and concerns about higher customer acquisition costs and softer near term revenue trends, partly offset by signs of improving card data and resilient performance in other marketing channels. Analyst Commentary Recent Street research on Oddity Tech highlights a split view, with some focus on improving data points and others flagging execution and growth risks that feed into lower price targets and a more cautious stance.Actualización de narrativa • May 16
ODD: Ad Platform Reset And Buybacks Will Support Future Confidence Rebuild
Oddity Tech's analyst price targets have been sharply reduced, with cuts ranging from about $4 at several firms to as much as $40 to $48 at others. Analysts cited weaker near term guidance, higher customer acquisition costs tied to advertising platform changes, and reduced visibility on sales and profitability trends.Actualización de narrativa • May 01
ODD: Ad Platform Repairs And Buybacks Will Slowly Rebuild Market Confidence
Analyst price targets for Oddity Tech have been reduced by $0.44 in the model, reflecting a series of recent Street target cuts and rating downgrades as analysts factor in higher customer acquisition costs and weaker near term visibility following disruptions with the company's largest advertising partner. Analyst Commentary Street research on Oddity Tech has shifted sharply more cautious, with multiple firms cutting ratings and price targets after the Q4 report and guidance update tied to advertising disruptions.Actualización de narrativa • Apr 16
ODD: Ad Platform Fixes And Buybacks Will Gradually Restore Market Confidence
Analysts have reset expectations on Oddity Tech with a series of sharp price target cuts, in some cases from around $50 to $80 down to a range of about $10 to $30, citing higher customer acquisition costs, advertising algorithm disruptions and reduced visibility into future performance. Analyst Commentary Recent research on Oddity Tech reflects a sharp reset in expectations, with multiple firms cutting ratings and price targets after the company highlighted user acquisition challenges tied to algorithm changes at a major advertising partner.Actualización de narrativa • Apr 02
ODD: Corrective Actions On Ad Partner Disruption Will Gradually Restore Market Confidence
Analysts have trimmed the Oddity Tech price target range, with the model fair value easing slightly and Street research citing higher customer acquisition costs, weaker user additions, and limited visibility after advertising platform disruptions as key reasons for the reset. Analyst Commentary Recent research shows a sharp reset in expectations for Oddity Tech, with many on the Street focusing on advertising disruptions, user acquisition costs, and weaker near term visibility.Actualización de narrativa • Mar 18
ODD: Advertising Algorithm Reset Will Eventually Restore Customer Acquisition Efficiency
Analysts have sharply reduced the consolidated price target for Oddity Tech to about $29.17 from $90, reflecting concerns around higher customer acquisition costs, weaker visibility after the recent ad platform disruptions, and more conservative assumptions for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Street research has shifted sharply more cautious on Oddity Tech, with multiple firms cutting price targets and moving ratings to more neutral or negative stances.Actualización de narrativa • Mar 04
ODD: Corrective Actions On Ad Disruption Will Restore Confidence Over Time
Analysts have sharply cut their price targets on Oddity Tech into a roughly $10 to $30 range from prior levels as high as $80, citing higher customer acquisition costs tied to disruptions at a major advertising partner and weaker near term visibility on growth and margins. Analyst Commentary Recent research reports cluster around a similar theme for Oddity Tech, with most firms cutting ratings and bringing price targets into a lower $10 to $30 range after the Q4 print and Q1 outlook tied to issues with a major advertising partner.Actualización de narrativa • Feb 18
ODD: Beat And Raise Delivery Will Support Next Ingredient Differentiation Phase
Analysts have modestly reduced their average price targets on Oddity Tech by mid single digit dollars to around the mid to high $40s, citing updated valuation multiples in light of competition, regulation, and a more uncertain U.S. backdrop, even as recent earnings reports and long term growth frameworks remain intact. Analyst Commentary Recent research on Oddity Tech shows a clear split between more optimistic voices and Bearish analysts who are trimming expectations.Actualización de narrativa • Feb 04
ODD: Beat And Raise Delivery Will Support Next Differentiation Phase
Analysts have trimmed their average price targets on Oddity Tech by mid to high tens of dollars, citing concerns about competition, regulation and a more uncertain U.S. backdrop, even as their models continue to reflect relatively steady growth, margins and P/E assumptions. Analyst Commentary Recent Street research on Oddity Tech shows a mix of positive and cautious views, with several firms revising their price targets and reassessing how much risk they want to take on the stock.Actualización de narrativa • Jan 21
ODD: Beat And Raise Consistency Will Support Next Product Differentiation Phase
Analysts have trimmed their fair value estimate for Oddity Tech to $40.00 from $46.00. This reflects recent price target cuts tied to lower valuation multiples and a more cautious view on competition and the U.S. backdrop, even as revenue growth and margin assumptions remain broadly intact.Actualización de narrativa • Jan 07
ODD: Beat And Raise Consistency Will Drive New Product Differentiation Phase
Analysts have trimmed their average price targets on Oddity Tech into a tighter US$46 to US$80 range. This reflects a mix of more cautious multiples tied to a softer U.S. backdrop, along with continued confidence in the company’s consistent execution, Q3 beat-and-raise pattern, and focus on product differentiation.Artículo de análisis • Jan 06
Oddity Tech's (NASDAQ:ODD) Returns On Capital Not Reflecting Well On The Business
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...Actualización de narrativa • Dec 19
ODD: Execution Strength Will Confront Macro Uncertainty And Product Differentiation Risks
Analysts have trimmed their average price target on Oddity Tech to approximately $46 from about $55, citing a modestly lower valuation multiple amid a more uncertain U.S. macro backdrop, even as they highlight the company’s consistent beat and raise execution and ongoing product driven growth story. Analyst Commentary Recent Street research on Oddity Tech reflects a more mixed backdrop, with a number of bearish analysts trimming price targets despite acknowledging the company’s strong operating performance and consistent beat and raise pattern.Actualización de narrativa • Dec 05
ODD: Beat And Raise Consistency Will Drive A Near-Term Stock Rebound
Analysts have modestly trimmed their fair value estimate for Oddity Tech to approximately $66 from about $70 per share, citing a slightly lower assumed earnings multiple amid a more uncertain U.S. backdrop, even as growth and profitability expectations remain broadly intact. Analyst Commentary Street research following the latest quarterly update reflects a more nuanced stance on Oddity Tech, with several firms trimming price targets while still acknowledging resilient execution and a compelling long term growth algorithm.Actualización de narrativa • Nov 21
ODD: Continued Earnings Momentum Will Drive A Near-Term Stock Rebound
Analysts have modestly lowered their average price target for Oddity Tech from approximately $73.20 to $70.27. They cite a mixed outlook, with near-term revenue growth remaining strong, but profit margin forecasts and long-term multiples have softened amid evolving macroeconomic conditions.Artículo de análisis • Jul 20
Many Would Be Envious Of Oddity Tech's (NASDAQ:ODD) Excellent Returns On Capital
What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...Artículo de análisis • Jun 16
Do Oddity Tech's (NASDAQ:ODD) Earnings Warrant Your Attention?
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Seeking Alpha • Feb 19
Oddity Tech: A Phenomenal Small-Cap Play
Summary Oddity Tech disrupts the beauty industry by leveraging AI and data to enhance online shopping, boasting high consumer satisfaction and repeat purchase rates. The company's DTC model and in-house marketing provide control over brand image and inventory, ensuring sustainable growth and high ROAS. Management's commitment to a 20% growth algorithm and integrity in pacing growth demonstrate long-term vision and strategic planning. Despite potential risks, Oddity's innovative approach and market position present a compelling investment opportunity with significant upside potential. Read the full article on Seeking AlphaArtículo de análisis • Feb 05
We Think Oddity Tech (NASDAQ:ODD) Might Have The DNA Of A Multi-Bagger
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Nueva narrativa • Jan 20
ODD Market Outlook
e.l.f. Beauty (NYSE: ELF):Seeking Alpha • Dec 04
Oddity Tech: Executing Well (Rating Upgrade)
Summary Oddity Tech's data-driven, AI-powered DTC model looks set to facilitate market share gains through FY28. ODD's forward EV/EBITDA valuation of 16.2x is pricier than the industry average, but we feel it is worth this premium, considering the superior EBITDA profile of the business. ODD's robust balance sheet, zero debt, and strong free cash flow support have prompted a shift towards share buyback momentum with another $100m yet to be deployed. Short interest is on the wane, even as bullish conditions take over. Read the full article on Seeking AlphaArtículo de análisis • Nov 26
Oddity Tech Ltd.'s (NASDAQ:ODD) Shares Climb 26% But Its Business Is Yet to Catch Up
Oddity Tech Ltd. ( NASDAQ:ODD ) shareholders have had their patience rewarded with a 26% share price jump in the last...Artículo de análisis • Nov 13
Shareholders Can Be Confident That Oddity Tech's (NASDAQ:ODD) Earnings Are High Quality
Oddity Tech Ltd.'s ( NASDAQ:ODD ) strong earnings report was rewarded with a positive stock price move. We have done...
Nueva narrativa • Sep 11
Tech-Driven Strategies Spur Growth In Beauty & Wellness, Enhancing Margins And LTV
Investing in machine learning and vision technology aims to enhance product matching, lower returns, and potentially raise revenue and profit margins.Seeking Alpha • Jul 05
Oddity Tech: Strong Innovative Company, Share Buyback Gives Me Confidence
Summary Oddity Tech leverages AI to break the traditional methods of marketing in the beauty and wellness sectors. The company shows excellent revenues and it invests successfully in R&D using the biotech AI approach to discover new molecules to be used in their products. The company announced a $150 million share repurchase program, increasing the confidence. By the cash flows analysis, I think that the stock is now underpriced and there's deep value in this stock so my advice is to BUY. Read the full article on Seeking AlphaSeeking Alpha • May 18
Oddity Tech: A Unique Fusion Of Beauty And Tech
Summary Oddity is aiming to disrupt the beauty industry with machine learning and AI based molecular discovery. The potential market is very large and the company's growth is impressive. There are catalysts on the horizon with a new brand due next year. Read the full article on Seeking AlphaArtículo de análisis • Apr 25
Oddity Tech Ltd.'s (NASDAQ:ODD) Stock Retreats 26% But Earnings Haven't Escaped The Attention Of Investors
Oddity Tech Ltd. ( NASDAQ:ODD ) shareholders that were waiting for something to happen have been dealt a blow with a...Seeking Alpha • Apr 10
Oddity Tech: Disrupting Beauty At A Fair Price
Summary Oddity Tech Ltd. is a rising star in the beauty industry, leverages AI for personalized experiences and cutting-edge product development. Despite its young age, Oddity boasts impressive financials with consistent profitability, and healthy margins. Oddity is a wonderful business at a reasonable price, with a strong leadership team positions them well for long-term growth. You might not know Oddity, but their innovative brands, IL MAKIAGE, and Spoiled Child are likely gracing the vanities of many around you. Read the full article on Seeking AlphaRentabilidad de los accionistas
| ODD | US Personal Products | Mercado US | |
|---|---|---|---|
| 7D | 13.7% | -4.6% | -0.2% |
| 1Y | -73.6% | -4.9% | 14.8% |
Rentabilidad vs. Industria: Los resultados de ODD fueron inferiores a los de la industria US Personal Products, que obtuvo un rendimiento del -4.9% el año pasado.
Rentabilidad vs. Mercado: ODD obtuvo unos resultados inferiores a los del mercado US, que fueron del 14.8% el año pasado.
Volatilidad de los precios
| ODD volatility | |
|---|---|
| ODD Average Weekly Movement | 14.4% |
| Personal Products Industry Average Movement | 9.5% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.5% |
| 10% least volatile stocks in US Market | 2.9% |
Precio estable de las acciones: El precio de las acciones de ODD ha sido volátil durante los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de ODD(14%) se ha mantenido estable durante el último año, pero sigue siendo superior al 75% de las acciones de US.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2013 | 658 | Oran Holtzman | oddity.com |
Oddity Tech Ltd. es una empresa de tecnología de consumo que crea marcas digitales para los sectores de la belleza y el bienestar en Estados Unidos, Israel y otros países. Sirve a los consumidores a través de su plataforma, que utiliza la ciencia de datos, el aprendizaje automático y las capacidades de visión por ordenador para identificar las necesidades de los consumidores y desarrollar soluciones en forma de productos de belleza, bienestar y tecnología. La empresa ofrece una cartera de productos que incluye productos para la cara y el cutis, ojos, cejas y labios, herramientas de maquillaje, cuidado del cuerpo, productos de prescripción médica y de venta libre, cuidado de la piel, cosméticos de color, cuidado del cabello y suplementos bajo las marcas IL MAKIAGE y SpoiledChild.
Resumen de fundamentos de Oddity Tech Ltd.
| Estadísticas fundamentales de ODD | |
|---|---|
| Capitalización bursátil | US$600.77m |
| Beneficios(TTM) | US$15.16m |
| Ingresos (TTM) | US$679.09m |
50.1x
Ratio precio-beneficio (PE)1.1x
Ratio precio-ventas (PS)¿Está ODD sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de ODD | |
|---|---|
| Ingresos | US$679.09m |
| Coste de los ingresos | US$203.66m |
| Beneficio bruto | US$475.42m |
| Otros gastos | US$460.26m |
| Beneficios | US$15.16m |
Últimos beneficios comunicados
Jun 30, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 0.33 |
| Margen bruto | 70.01% |
| Margen de beneficio neto | 2.23% |
| Ratio deuda/patrimonio | 220.8% |
¿Cómo se ha desempeñado ODD a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/09 13:22 |
| Precio de las acciones al final del día | 2026/09/09 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Oddity Tech Ltd. está cubierta por 11 analistas. 9 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Lauren Lieberman | Barclays |
| Anna Lizzul | BofA Global Research |
| Andrew Boone | Citizens JMP Securities, LLC |