ODDITY Tech

ODD

Market cap $753M

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.

Oddity Tech Ltd. (ODD) Q1 2026 Earnings Call Transcript

Oddity Tech (ODD) came out with a quarterly loss of $0.17 per share versus the Zacks Consensus Estimate of a loss of $0.04. This compares to earnings of $0.69 per share a year ago.

First quarter net revenue of $197.9 million, down approximately 26% year-over-year First quarter adjusted EBITDA of $(7.0) million First quarter net loss of $(21.4) million and first quarter adjusted net loss of $(9.8) million Strong  liquidity position including cash, cash equivalents and investments of $667 .4 million, and aggregate credit facilities of $350 million which remain undrawn NEW YORK, June 02, 2026 (GLOBE NEWSWIRE) -- ODDITY Tech Ltd. (NASDAQ: ODD) today announced its financial results for the first quarter ended March 31, 2026.

Oddity's 2025 base still looks strong, but Q1 will test my ad reset contrarian thesis. The real issue is whether Try Before You Buy can still scale through paid social. Fortunately, they have a relatively liquid balance sheet, and the increased buyback could help support their stock price going forward.

NEW YORK, May 15, 2026 (GLOBE NEWSWIRE) -- ODDITY Tech Ltd. (“ODDITY”) (NASDAQ: ODD), today announced that it will release its first quarter 2026 financial results before the market open on Tuesday, June 2, 2026, to be followed by a conference call at 8:30 a.m.

SAN FRANCISCO, May 11, 2026 /PRNewswire/ -- A securities class action lawsuit has been filed against ODDITY Tech. Ltd. (NASDAQ: ODD), seeking to represent investors who purchased ODDITY securities between February 26, 2025 and February 24, 2026.

SAN FRANCISCO, May 11, 2026 /PRNewswire/ -- Hagens Berman, a global shareholder rights law firm, updates investors in ODDITY Tech Ltd. (NASDAQ: ODD) regarding the pending securities class action lawsuit following a massive 49% stock collapse.

New York, New York--(Newsfile Corp. - May 11, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of ODDITY Tech Ltd. (NASDAQ: ODD) between February 26, 2025 and February 24, 2026, inclusive (the "Class Period"), of the important May 11, 2026 lead plaintiff deadline.

New York, New York--(Newsfile Corp. - May 11, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against ODDITY Tech Ltd. (NASDAQ: ODD) and certain of its officers.