Oddity Tech Ltd.

Report azionario NasdaqGM:ODD

Capitalizzazione di mercato: US$887.8m

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 CEO6.25%
Mandato del CEOno data
Proprietà del CEO24.3%
Durata media del management4.6yrs
Durata media del Consiglio di amministrazione3.4yrs

Aggiornamenti recenti sulla gestione

Recent updates

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.

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.

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.

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.

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.

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.

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.

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.

Oddity Tech's (NASDAQ:ODD) Returns On Capital Not Reflecting Well On The Business

Jan 06
Oddity Tech's (NASDAQ:ODD) Returns On Capital Not Reflecting Well On The Business

Oddity Tech: No Fundamental Weakness Seen; I Reiterate Buy

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.

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.

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.

Many Would Be Envious Of Oddity Tech's (NASDAQ:ODD) Excellent Returns On Capital

Jul 20
Many Would Be Envious Of Oddity Tech's (NASDAQ:ODD) Excellent Returns On Capital

Do Oddity Tech's (NASDAQ:ODD) Earnings Warrant Your Attention?

Jun 16
Do Oddity Tech's (NASDAQ:ODD) Earnings Warrant Your Attention?

Oddity Tech: A Phenomenal Small-Cap Play

Feb 19

We Think Oddity Tech (NASDAQ:ODD) Might Have The DNA Of A Multi-Bagger

Feb 05
We Think Oddity Tech (NASDAQ:ODD) Might Have The DNA Of A Multi-Bagger

ODD Market Outlook

e.l.f. Beauty (NYSE: ELF):

Oddity Tech: Executing Well (Rating Upgrade)

Dec 04

Oddity Tech Ltd.'s (NASDAQ:ODD) Shares Climb 26% But Its Business Is Yet to Catch Up

Nov 26
Oddity Tech Ltd.'s (NASDAQ:ODD) Shares Climb 26% But Its Business Is Yet to Catch Up

Shareholders Can Be Confident That Oddity Tech's (NASDAQ:ODD) Earnings Are High Quality

Nov 13
Shareholders Can Be Confident That Oddity Tech's (NASDAQ:ODD) Earnings Are High Quality
User avatar

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.

Oddity Tech: Strong Innovative Company, Share Buyback Gives Me Confidence

Jul 05

Oddity Tech: A Unique Fusion Of Beauty And Tech

May 18

Oddity Tech Ltd.'s (NASDAQ:ODD) Stock Retreats 26% But Earnings Haven't Escaped The Attention Of Investors

Apr 25
Oddity Tech Ltd.'s (NASDAQ:ODD) Stock Retreats 26% But Earnings Haven't Escaped The Attention Of Investors

Oddity Tech: Disrupting Beauty At A Fair Price

Apr 10

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

Mar 14
We Think Oddity Tech's (NASDAQ:ODD) Profit Is Only A Baseline For What They Can Achieve

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

Mar 07
What You Can Learn From Oddity Tech Ltd.'s (NASDAQ:ODD) P/E

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

Jan 30

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

Jan 18
Oddity Tech Ltd. (NASDAQ:ODD) Shares Could Be 32% Below Their Intrinsic Value Estimate

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Oran Holtzman rispetto agli utili di Oddity Tech?
DataCompenso totaleStipendioUtili della società
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

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 3.70M ).

Compensazione vs guadagni: La retribuzione di Oran è stata coerente con le performance aziendali dell'ultimo anno.


AMMINISTRATORE DELEGATO

Oran Holtzman (41 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

NomePosizioneMandatoCompensazioneProprietà
Oran Holtzman
Co-Founderno dataUS$3.20m24.28%
$ 215.6m
Shiran Holtzman-Erel
Co-Founderno dataUS$2.90mNessun dato
Lindsay Mann
Global Chief Financial Officer4.6yrsUS$3.80m0.087%
$ 768.7k
Niv Price
Chief Technology Officer4.8yrsUS$1.50m0.073%
$ 646.1k
Dmitri Kaplun
Chief Executive Officer of IL Makiageno dataUS$5.10mNessun dato
Maria Lycouris
Investor Relationsno dataNessun datoNessun dato
Sarit Rosenberg
General Counsel & Company Secretaryless than a yearNessun datoNessun dato
4.6yrs
Durata media
42.5yo
Età media

Gestione esperta: Il team dirigenziale di ODD è considerato esperto (durata media dell'incarico 4.6 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Oran Holtzman
Co-Founderno dataUS$3.20m24.28%
$ 215.6m
Shiran Holtzman-Erel
Co-Founder3.4yrsUS$2.90mNessun dato
Yehoshua Nir
Independent Director1.8yrsNessun dato0.0072%
$ 63.5k
Michael Farello
Director8.8yrsNessun dato0.10%
$ 895.4k
Lilach Payorski
Independent External Director4.1yrsNessun dato0.019%
$ 171.1k
Ohad Chereshniya
Independent External Director2.8yrsNessun dato0.018%
$ 156.1k
3.4yrs
Durata media
48.5yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di ODD sono considerati esperti (durata media dell'incarico 3.4 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/04/30 15:24
Prezzo dell'azione a fine giornata2026/04/30 00:00
Utili2025/12/31
Utili annuali2025/12/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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 13 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.

AnalistaIstituzione
Lauren LiebermanBarclays
Lauren LiebermanBarclays
Anna LizzulBofA Global Research