Oddity Tech (ODD) Aandelenoverzicht
Oddity Tech Ltd. is een techbedrijf voor de consument dat 'digital-first' merken bouwt voor de schoonheids- en welzijnsindustrie in de Verenigde Staten, Israël en internationaal. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 1/6 |
| Toekomstige groei | 1/6 |
| Prestaties in het verleden | 1/6 |
| Financiële gezondheid | 2/6 |
| Dividenden | 0/6 |
Beloningen
Risicoanalyse
ODD Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$58.79
FV
77.6% ondergewaardeerd intrinsieke korting16.90%
Revenue growth p.a.
242
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Oddity Tech Ltd. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$13.14 |
| 52 Week Hoogtepunt | US$77.83 |
| 52 Week Laag | US$9.25 |
| Bèta | 2.48 |
| 1 maand verandering | 8.60% |
| 3 maanden verandering | -0.61% |
| 1 Jaar Verandering | -81.67% |
| 3 jaar verandering | n/a |
| 5 jaar verandering | n/a |
| Verandering sinds IPO | -72.35% |
Recent nieuws en updates
Narratiefupdate • Jun 17
ODD: Advertising Disruptions And Rising Acquisition Costs Will Pressure Shares
Oddity Tech's analyst fair value estimate has been reduced from $40.00 to $8.00. This reflects a broad reset in Street price targets as analysts factor in higher discount rates, much lower modeled revenue growth and profit margins, and a sharply higher future P/E multiple after recent advertising and earnings challenges.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 AlphaRecent updates
Narratiefupdate • Jun 17
ODD: Advertising Disruptions And Rising Acquisition Costs Will Pressure Shares
Oddity Tech's analyst fair value estimate has been reduced from $40.00 to $8.00. This reflects a broad reset in Street price targets as analysts factor in higher discount rates, much lower modeled revenue growth and profit margins, and a sharply higher future P/E multiple after recent advertising and earnings challenges.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
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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 AlphaAnalyseartikel • 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...Nieuw narratief • 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 AlphaAnalyseartikel • 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...Analyseartikel • 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...
Nieuw narratief • 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 AlphaAnalyseartikel • 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 AlphaAnalyseartikel • 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...Analyseartikel • 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 AlphaAnalyseartikel • 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...Rendement voor aandeelhouders
| ODD | US Personal Products | US Markt | |
|---|---|---|---|
| 7D | 0.5% | 0.5% | -2.7% |
| 1Y | -81.7% | -17.0% | 18.6% |
Rendement versus industrie: ODD presteerde slechter dan de US Personal Products -sector, die het afgelopen jaar een rendement van -17 % opleverde.
Rendement versus markt: ODD presteerde slechter dan US Market, dat het afgelopen jaar een rendement van 18.6 % opleverde.
Prijsvolatiliteit
| ODD volatility | |
|---|---|
| ODD Average Weekly Movement | 13.1% |
| Personal Products Industry Average Movement | 8.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.9% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiele aandelenkoers: De aandelenkoers van ODD is de afgelopen 3 maanden volatiel geweest in vergelijking met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 13% ) van ODD is het afgelopen jaar stabiel geweest, maar is nog steeds hoger dan 75% van de aandelen US.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 2013 | 658 | Oran Holtzman | oddity.com |
Oddity Tech Ltd. is een techbedrijf voor consumenten dat 'digital-first' merken bouwt voor de schoonheids- en welzijnsindustrie in de Verenigde Staten, Israël en internationaal. Het bedient consumenten via zijn platform, dat gebruik maakt van data science, machine learning en computer vision om de behoeften van de consument te identificeren en oplossingen te ontwikkelen in de vorm van schoonheids-, wellness- en technologieproducten. Het bedrijf biedt een portfolio van producten, waaronder gezichts- en teintproducten, oog-, wenkbrauw- en lipproducten, make-up tools, lichaamsverzorging, medische producten op recept en vrij verkrijgbare geneesmiddelen, huidverzorging, kleurcosmetica, haarverzorging en supplementen onder de merknamen IL MAKIAGE en SpoiledChild.
Oddity Tech Ltd. Samenvatting
| ODD fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$729.17m |
| Inkomsten(TTM) | US$51.55m |
| Inkomsten(TTM) | US$739.71m |
14.4x
Koers/Winstverhouding1.0x
P/S-verhoudingIs ODD overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| ODD resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$739.71m |
| Kosten van inkomsten | US$213.88m |
| Brutowinst | US$525.83m |
| Overige uitgaven | US$474.28m |
| Inkomsten | US$51.55m |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 0.91 |
| Brutomarge | 71.09% |
| Nettowinstmarge | 6.97% |
| Schuld/Eigen Vermogen Verhouding | 195.8% |
Hoe presteerde ODD op de lange termijn?
Bekijk historische prestaties en vergelijkingBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/06/25 09:55 |
| Aandelenkoers aan het einde van de dag | 2026/06/25 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Oddity Tech Ltd. wordt gevolgd door 11 analisten. 10 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Lauren Lieberman | Barclays |
| Anna Lizzul | BofA Global Research |
| Andrew Boone | Citizens JMP Securities, LLC |