The Bull Case for Oddity Tech (ODD) Could Change Following Raised 2025 Revenue Guidance – Learn Why

• Earlier this month, Oddity Tech Ltd. reported second quarter sales of US$241.14 million and net income of US$49.29 million, also raising its full-year 2025 net revenue guidance to a new range of US$799 million to US$804 million.
• This upward revision to revenue targets following robust quarterly results highlights the company’s confidence in its operating momentum and future demand outlook.
• We’ll explore how Oddity Tech’s strengthened full-year guidance, reflecting accelerating business momentum, impacts the company’s broader investment narrative.

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Oddity Tech Investment Narrative Recap

To be a shareholder in Oddity Tech, you need to believe in the company’s ability to maintain momentum as a digital, AI-driven disruptor in the beauty and healthcare space, leveraging proprietary technology and data analytics to capture a bigger share of global markets. While the raised full-year revenue guidance signals management’s confidence and recognizes strong near-term execution, it does not materially alter the short-term catalyst, expansion in new international markets, or offset the biggest current risk: pressure on margins from rising digital customer acquisition costs and stiff competition for online attention.

Of the latest announcements, the upward revision of full-year 2025 net revenue guidance to US$799 million to US$804 million stands out as most relevant. This reflects continued momentum from recent quarters, which may help reinforce market confidence in Oddity’s international growth ambitions and support the ongoing thesis that the company can close the gap with better-established global competitors.

But, as international expansion accelerates, investors should also be aware of...

Read the full narrative on Oddity Tech (it's free!)

Oddity Tech's narrative projects $1.3 billion revenue and $412.1 million earnings by 2028. This requires 19.0% yearly revenue growth and a $302 million earnings increase from $110.1 million.

Uncover how Oddity Tech's forecasts yield a $73.33 fair value, a 22% upside to its current price.

Exploring Other Perspectives

Five members of the Simply Wall St Community set fair value for Oddity Tech between US$58.79 and US$88.92 per share. Contrasting these divergent views, rapid growth in new markets remains a pivotal factor affecting long-term potential and uncertainty, encouraging you to explore other perspectives.

Explore 5 other fair value estimates on Oddity Tech - why the stock might be worth as much as 48% more than the current price!

Build Your Own Oddity Tech Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Oddity Tech research is our analysis highlighting 4 key rewards that could impact your investment decision.
• Our free Oddity Tech research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Oddity Tech's overall financial health at a glance.

No Opportunity In Oddity Tech?

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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