Oddity Tech Ltd.

Informe acción NasdaqGM:ODD

Capitalización de mercado: US$838.0m

Oddity Tech Dirección

Dirección controles de criterios 4/4

Actualmente no disponemos de información suficiente sobre el CEO.

Información clave

Oran Holtzman

Chief Executive Officer (CEO)

US$3.2m

Compensación total

Porcentaje del salario del CEO6.25%
Permanencia del CEOno data
Participación del CEO24.3%
Permanencia media de la dirección4.7yrs
Promedio de permanencia en la Junta Directiva3.5yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización del análisis 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 del análisis 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 del análisis 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 del análisis 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 del análisis 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 del análisis 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 del análisis 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 del análisis 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 del análisis 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...
Seeking Alpha Dec 19

Oddity Tech: No Fundamental Weakness Seen; I Reiterate Buy

Summary Oddity Tech is recommended as a buy, with the platform thesis now materially de-risked by MethodIQ's launch and international scaling. MethodIQ and ODDITY Labs transform ODD into a defensible technology platform, offering proprietary molecules and higher efficacy in the $27B acne and dermatology market. International revenue is growing ~40% year-to-date, validating ODD’s scalable, language-agnostic tech stack and reducing US concentration risk. Despite strong Q3 results and improved fundamentals, ODD trades at a compressed 17.6x forward P/E, creating an attractive disconnect for investors. Read the full article on Seeking Alpha
Actualización del análisis 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 del análisis 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 del análisis 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 Alpha
Artículo 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...
Nuevo análisis 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 Alpha
Artículo 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...
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Nuevo análisis 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 Alpha
Seeking 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 Alpha
Artículo 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 Alpha
Artículo de análisis Mar 14

We Think Oddity Tech's (NASDAQ:ODD) Profit Is Only A Baseline For What They Can Achieve

Oddity Tech Ltd. ( NASDAQ:ODD ) just reported healthy earnings but the stock price didn't move much. Investors are...
Artículo de análisis Mar 07

What You Can Learn From Oddity Tech Ltd.'s (NASDAQ:ODD) P/E

With a price-to-earnings (or "P/E") ratio of 42.5x Oddity Tech Ltd. ( NASDAQ:ODD ) may be sending very bearish signals...
Seeking Alpha Jan 30

Oddity Tech: High Growth, Profitability, And A Driven Founder - A Strong Buy Opportunity

Summary Oddity Tech is a disruptive company with impressive growth and high Return on Capital figures. It has a hungry and visionary founder with a significant stake in the game. It's a very unique company, characterized by innovative thinking and a robust track record to support its approach. Terry Smith has taken a minor position, and I wanted to explore the reasons behind his decision. Read the full article on Seeking Alpha
Artículo de análisis Jan 18

Oddity Tech Ltd. (NASDAQ:ODD) Shares Could Be 32% Below Their Intrinsic Value Estimate

Key Insights The projected fair value for Oddity Tech is US$62.74 based on 2 Stage Free Cash Flow to Equity Current...

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Oran Holtzman en comparación con los beneficios de Oddity Tech?
FechaCompensación totalSalarioIngresos de la empresa
Dec 31 2025US$3mUS$200k

US$111m

Sep 30 2025n/an/a

US$110m

Jun 30 2025n/an/a

US$110m

Mar 31 2025n/an/a

US$106m

Dec 31 2024US$3mUS$200k

US$101m

Sep 30 2024n/an/a

US$101m

Jun 30 2024n/an/a

US$87m

Mar 31 2024n/an/a

US$72m

Dec 31 2023US$13mUS$200k

US$59m

Compensación vs. Mercado: La compensación total ($USD3.20M) de Oran está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD3.73M).

Compensación vs. Ingresos: La compensación de Oran ha sido consistente con los resultados de la empresa en el último año.


CEO

Oran Holtzman (41 yo)

no data
Permanencia
US$3,200,000
Compensación

Mr. Oran Holtzman is Co-Founder, Chief Executive Officer and Director at Oddity Tech Ltd. Mr. Holtzman holds a B.A. in Accounting and Business Management from The College of Management Academic Studies.


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Oran Holtzman
Co-Founderno dataUS$3.20m24.28%
$ 203.5m
Shiran Holtzman-Erel
Co-Founderno dataUS$2.90msin datos
Lindsay Mann
Global Chief Financial Officer4.7yrsUS$3.80m0.11%
$ 937.4k
Niv Price
Chief Technology Officer4.8yrsUS$1.50m0.073%
$ 609.8k
Dmitri Kaplun
Chief Executive Officer of IL Makiageno dataUS$5.10msin datos
Maria Lycouris
Investor Relationsno datasin datossin datos
Sarit Rosenberg
General Counsel & Company Secretaryless than a yearsin datossin datos
4.7yrs
Permanencia media
42.5yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de ODD se considera experimentado (4.7 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Oran Holtzman
Co-Founderno dataUS$3.20m24.28%
$ 203.5m
Shiran Holtzman-Erel
Co-Founder3.5yrsUS$2.90msin datos
Yehoshua Nir
Independent Director1.8yrssin datos0.0072%
$ 59.9k
Michael Farello
Director8.9yrssin datos0.10%
$ 845.2k
Lilach Payorski
Independent External Director4.2yrssin datos0.019%
$ 161.5k
Ohad Chereshniya
Independent External Director2.8yrssin datos0.018%
$ 147.3k
3.5yrs
Permanencia media
48.5yo
Promedio de edad

Junta con experiencia: La junta directiva de ODD se considera experimentada (3.5 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/11 12:31
Precio de las acciones al final del día2026/05/11 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

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.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* 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 equipo de talla mundial 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 13 analistas. 10 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.

AnalistaInstitución
Lauren LiebermanBarclays
Lauren LiebermanBarclays
Anna LizzulBofA Global Research