Oddity Tech Gestione
Criteri Gestione verificati 4/4
Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.
Informazioni chiave
Oran Holtzman
Amministratore delegato
US$3.2m
Compenso totale
| Percentuale dello stipendio del CEO | 6.25% |
| Mandato del CEO | no data |
| Proprietà del CEO | 24.3% |
| Durata media del management | 4.8yrs |
| Durata media del Consiglio di amministrazione | 3.6yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Seeking Alpha • Jun 15
Oddity Tech: Recovery Proof Is Still Missing (Rating Downgrade)
Summary Oddity Tech is downgraded from buy to hold due to unresolved customer acquisition cost headwinds and weak first-order growth. Q1 2026 revenue declined 26% y/y, with first orders down ~50% and margins deteriorating; Q2 guidance suggests continued revenue contraction. The investment thesis now hinges on whether CPA normalization is temporary or structural, as elevated CPA undermines the core acquisition engine. With ODD trading at 24.8x forward P/E and lacking a margin of safety, I recommend waiting for clear evidence of CPA normalization and revenue recovery. Read the full article on Seeking Alpha
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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...Nuova narrazione • 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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...
Nuova narrazione • 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 AlphaArticolo di analisi • 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$52m |
| Dec 31 2025 | US$3m | US$200k | US$111m |
| Sep 30 2025 | n/a | n/a | US$110m |
| Jun 30 2025 | n/a | n/a | US$110m |
| Mar 31 2025 | n/a | n/a | US$106m |
| Dec 31 2024 | US$3m | US$200k | US$101m |
| Sep 30 2024 | n/a | n/a | US$101m |
| Jun 30 2024 | n/a | n/a | US$87m |
| Mar 31 2024 | n/a | n/a | US$72m |
| Dec 31 2023 | US$13m | US$200k | US$59m |
Compensazione vs Mercato: La retribuzione totale di Oran ($USD 3.20M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 3.69M ).
Compensazione vs guadagni: La retribuzione di Oran è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Oran Holtzman (42 yo)
no data
Mandato
US$3,200,000
Compensazione
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.
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Co-Founder | no data | US$3.20m | 24.28% $ 156.8m | |
| Co-Founder | no data | US$2.90m | Nessun dato | |
| Global Chief Financial Officer | 4.8yrs | US$3.80m | 0.14% $ 885.9k | |
| Chief Technology Officer | 4.9yrs | US$1.50m | 0.073% $ 470.0k | |
| Chief Executive Officer of IL Makiage | no data | US$5.10m | Nessun dato | |
| Investor Relations | no data | Nessun dato | Nessun dato | |
| General Counsel & Company Secretary | less than a year | Nessun dato | Nessun dato |
4.8yrs
Durata media
43.5yo
Età media
Gestione esperta: Il team dirigenziale di ODD è considerato esperto (durata media dell'incarico 4.8 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Co-Founder | no data | US$3.20m | 24.28% $ 156.8m | |
| Co-Founder | 3.6yrs | US$2.90m | Nessun dato | |
| Independent Director | 1.9yrs | Nessun dato | 0.0072% $ 46.2k | |
| Director | 9yrs | Nessun dato | 0.10% $ 651.4k | |
| Independent External Director | 4.3yrs | Nessun dato | 0.019% $ 124.5k | |
| Independent External Director | 2.9yrs | Nessun dato | 0.018% $ 113.5k |
3.6yrs
Durata media
49.5yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di ODD sono considerati esperti (durata media dell'incarico 3.6 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/17 22:51 |
| Prezzo dell'azione a fine giornata | 2026/06/17 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Oddity Tech Ltd. è coperta da 11 analisti. 10 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Lauren Lieberman | Barclays |
| Anna Lizzul | BofA Global Research |
| Andrew Boone | Citizens JMP Securities, LLC |