ODDITY Tech

ODD

Market cap $2.92B

Oddity Tech earns a buy rating, driven by its proprietary technology platform, deep first-party data moat, and proven DTC brand-building engine. ODD's AI-powered product matching and data flywheel drive customer loyalty, lower returns, and superior unit economics, setting it apart from legacy beauty players. Key growth catalysts include the FY25 launch of Brand 3 targeting medical-grade dermatology, and accelerating international expansion with a scalable, language-agnostic platform.

Oddity Tech Ltd. is a digital beauty platform leveraging AI-powered personalization, direct-to-consumer sales, and strong brand-building to drive high growth and profitability. ODD stock trades at premium tech-like multiples (~35x earnings), reflecting its superior margins, rapid revenue growth, and differentiated business model versus traditional beauty peers. Key catalysts include new brand launches, international expansion, and operating leverage, but risks stem from high valuation, execution challenges, and competitive pressures.

Oddity Tech Ltd. (NASDAQ:ODD ) Goldman Sachs 32nd Annual Global Retailing Conference 2025 September 4, 2025 10:20 AM EDT Company Participants Lindsay Mann - Global Chief Financial Officer Conference Call Participants Bonnie Herzog - Goldman Sachs Group, Inc., Research Division Presentation Bonnie Herzog MD & Senior Consumer Analyst Hello, everyone.

Oddity Tech Ltd. (NASDAQ:ODD ) Barclays 18th Annual Global Consumer Staples Conference 2025 September 3, 2025 9:45 AM EDT Company Participants Lindsay Mann - Global Chief Financial Officer Presentation Unknown Analyst Okay.

Oddity Tech is my highest-conviction idea, boasting a 100% DTC model, superior data, and industry-leading margins. Despite a recent selloff, Oddity's fundamentals are strong, with raised guidance, robust international growth, and repeat rates over 100%. Valuation is compelling: Oddity trades at just 13.8x NTM EV/EBITDA, with my DCF suggesting nearly 40% upside to $81/share.

Oddity Tech Ltd. (NASDAQ:ODD ) Q2 2025 Earnings Conference Call August 5, 2025 8:30 AM ET Company Participants Lindsay Drucker Mann - Global Chief Financial Officer Maria Lycouris - Corporate Participant Oran Holtzman - Co-Founder, CEO & Director Conference Call Participants Andrew M.

ODD delivers 25% y/y sales growth in Q2, with DTC strength, global expansion and new brands boosting full-year goals.

Oddity Tech (ODD) came out with quarterly earnings of $0.92 per share, beating the Zacks Consensus Estimate of $0.88 per share. This compares to earnings of $0.82 per share a year ago.

NEW YORK, Aug. 04, 2025 (GLOBE NEWSWIRE) -- ODDITY Tech Ltd. (NASDAQ: ODD) today announced its financial results for the second quarter ended June 30, 2025.

Oddity Tech's second-quarter 2025 results are likely to benefit from growing demand for IL Makiage Skin and SpoiledChild brands.