Oddity Tech（ODD）株式概要
Oddity Tech Ltd.は、米国、イスラエル、そして国際的なビューティ＆ウェルネス業界向けに、デジタルファーストのブランドを構築するコンシューマー・テック企業として事業を展開している。 詳細
ODD Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$58.79
FV
79.0% 割安 内在価値ディスカウント16.90%
Revenue growth p.a.
235
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0users have commented on this narrative
5users have followed this narrative
Oddity Tech Ltd. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$12.32 |
| 52週高値 | US$79.18 |
| 52週安値 | US$10.80 |
| ベータ | 2.58 |
| 1ヶ月の変化 | -21.73% |
| 3ヶ月変化 | -61.50% |
| 1年変化 | -82.31% |
| 3年間の変化 | n/a |
| 5年間の変化 | n/a |
| IPOからの変化 | -74.08% |
最新ニュース
ナラティブの更新 • 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.Seeking Alpha • May 15
Oddity: Best To Wait For Definitive Clarity On CPA Headwinds
Summary Oddity Tech has turned out to be a massive source of wealth destruction over the past 10 months. Uncertainty around elevated customer acquisition costs (CPA), worsened by advertising algorithm changes, clouds near-term outlook, sales visibility and FCF generation. ODD's $200M buyback (28% of market cap) signals management's perspective on the valuations of the stock which are trading at deep discounts to its historical average. However, I choose to remain on the sidelines, awaiting clarity on CPA normalization and improved technical momentum before considering a position in ODD. Read the full article on Seeking Alphaナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.Recent updates
ナラティブの更新 • 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.Seeking Alpha • May 15
Oddity: Best To Wait For Definitive Clarity On CPA Headwinds
Summary Oddity Tech has turned out to be a massive source of wealth destruction over the past 10 months. Uncertainty around elevated customer acquisition costs (CPA), worsened by advertising algorithm changes, clouds near-term outlook, sales visibility and FCF generation. ODD's $200M buyback (28% of market cap) signals management's perspective on the valuations of the stock which are trading at deep discounts to its historical average. However, I choose to remain on the sidelines, awaiting clarity on CPA normalization and improved technical momentum before considering a position in ODD. Read the full article on Seeking Alphaナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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分析記事 • 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...新しいナラティブ • 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分析記事 • 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...分析記事 • 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...
新しいナラティブ • 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 Alpha分析記事 • 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分析記事 • 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...分析記事 • 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分析記事 • 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...株主還元
| ODD | US Personal Products | US 市場 | |
|---|---|---|---|
| 7D | -2.6% | 4.7% | 1.0% |
| 1Y | -82.3% | -16.7% | 28.7% |
業界別リターン: ODD過去 1 年間で-16.7 % の収益を上げたUS Personal Products業界を下回りました。
リターン対市場: ODDは、過去 1 年間で28.7 % のリターンを上げたUS市場を下回りました。
価格変動
| ODD volatility | |
|---|---|
| ODD Average Weekly Movement | 17.0% |
| Personal Products Industry Average Movement | 7.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: ODDの株価は、 US市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: ODDの 週次ボラティリティ は、過去 1 年間で11%から17%に増加しました。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2013 | 658 | Oran Holtzman | oddity.com |
Oddity Tech Ltd.は、米国、イスラエル、および国際的な美容・ウェルネス業界向けにデジタル・ファースト・ブランドを構築する消費者テック企業として事業を展開している。同社は、データサイエンス、機械学習、コンピュータビジョン機能を用いて消費者のニーズを特定し、美容、ウェルネス、テクノロジー製品の形でソリューションを開発するプラットフォームを通じて消費者にサービスを提供している。同社は、IL MAKIAGEおよびSpoiledChildブランドのもと、顔色、目元、眉、唇用製品、メイクアップツール、ボディケア、医療グレードの処方薬およびOTC製品、スキンケア、カラー化粧品、ヘアケア、サプリメントなどの製品ポートフォリオを提供している。さらに、バイオテクノロジーセンターであるODDITY LABSを運営し、AIベースの分子探索技術を導入して、美容とウェルネスにおいて消費者に性能と成果を提供する新規成分を特定し、発売している。Oddity Tech Ltd.は2013年に法人化され、イスラエルのヤッファに本社を置いている。
Oddity Tech Ltd. 基礎のまとめ
| ODD 基礎統計学 | |
|---|---|
| 時価総額 | US$701.98m |
| 収益（TTM） | US$110.75m |
| 売上高(TTM) | US$809.84m |
6.3x
PER（株価収益率0.9x
P/SレシオODD は割高か？
公正価値と評価分析を参照収益と収入
| ODD 損益計算書（TTM） | |
|---|---|
| 収益 | US$809.84m |
| 売上原価 | US$221.14m |
| 売上総利益 | US$588.71m |
| その他の費用 | US$477.96m |
| 収益 | US$110.75m |
直近の収益報告
Dec 31, 2025
次回決算日
Jun 02, 2026
| 一株当たり利益（EPS） | 1.95 |
| グロス・マージン | 72.69% |
| 純利益率 | 13.67% |
| 有利子負債／自己資本比率 | 147.4% |
ODD の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/22 14:58 |
| 終値 | 2026/05/22 00:00 |
| 収益 | 2025/12/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Oddity Tech Ltd. 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13
| アナリスト | 機関 |
|---|---|
| Lauren Lieberman | Barclays |
| Lauren Lieberman | Barclays |
| Anna Lizzul | BofA Global Research |