Oddity Tech Ltd.

NasdaqGM:ODD 주식 리포트

시가총액: US$811.3m

Oddity Tech 경영진

경영진 기준 점검 4/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Oran Holtzman

최고경영자

US$3.2m

총 보수

CEO 급여 비율6.25%
CEO 재임 기간no data
CEO 지분 보유율24.3%
경영진 평균 재임 기간4.7yrs
이사회 평균 재임 기간3.5yrs

최근 경영진 업데이트

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

CEO 보수 분석

Oran Holtzman의 보수는 Oddity Tech의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Oran의 총 보수(USD3.20M)는 US 시장에서 비슷한 규모 기업의 평균(USD3.69M) 수준입니다.

보상과 수익: Oran의 보상은 지난 1년 동안 회사 실적과 일치했습니다.

CEO

Oran Holtzman (41 yo)

no data
재임 기간
US$3,200,000
보수

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.

리더십 팀

이름직위재임 기간보수지분
Oran Holtzman
Co-Founderno dataUS$3.20m24.28%
$ 197.0m
Shiran Holtzman-Erel
Co-Founderno dataUS$2.90m데이터 없음
Lindsay Mann
Global Chief Financial Officer4.7yrsUS$3.80m0.087%
$ 702.4k
Niv Price
Chief Technology Officer4.8yrsUS$1.50m0.073%
$ 590.4k
Dmitri Kaplun
Chief Executive Officer of IL Makiageno dataUS$5.10m데이터 없음
Maria Lycouris
Investor Relationsno data데이터 없음데이터 없음
Sarit Rosenberg
General Counsel & Company Secretaryless than a year데이터 없음데이터 없음
4.7yrs
평균 재임 기간
42.5yo
평균 나이

경험이 풍부한 관리: ODD의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4.7 년).

이사회 구성원

이름직위재임 기간보수지분
Oran Holtzman
Co-Founderno dataUS$3.20m24.28%
$ 197.0m
Shiran Holtzman-Erel
Co-Founder3.5yrsUS$2.90m데이터 없음
Yehoshua Nir
Independent Director1.8yrs데이터 없음0.0072%
$ 58.0k
Michael Farello
Director8.9yrs데이터 없음0.10%
$ 818.3k
Lilach Payorski
Independent External Director4.2yrs데이터 없음0.019%
$ 156.3k
Ohad Chereshniya
Independent External Director2.8yrs데이터 없음0.018%
$ 142.6k
3.5yrs
평균 재임 기간
48.5yo
평균 나이

경험이 풍부한 이사회: ODD의 이사회는 경험이 있음으로 간주됩니다(평균 재임 3.5 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/01 07:16
종가2026/05/01 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Oddity Tech Ltd.는 13명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Lauren LiebermanBarclays
Lauren LiebermanBarclays
Anna LizzulBofA Global Research