Oddity Tech
Builds direct-to-consumer beauty, wellness, and dermatology brands with a shared consumer-data and AI platform.
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Profile
Builds direct-to-consumer beauty, wellness, and dermatology brands using a shared consumer-data and AI platform. IL MAKIAGE, SpoiledChild, and METHODIQ are reported in a single operating segment.
Runs a direct-to-consumer platform for beauty, wellness, and dermatology, using consumer data, data science, machine learning, and computer vision to develop products and personalize online experiences. Its brands are IL MAKIAGE, a prestige digital beauty brand; SpoiledChild, an online wellness brand spanning skincare, haircare, and supplements; and METHODIQ, a medical-grade telehealth platform initially focused on dermatology.
Business operations are headquartered in New York City, alongside R&D in Tel Aviv-Jaffa and a biotechnology lab in Boston. The brands are reported in a single operating segment.
The model depends on repeat direct-to-consumer demand, technology and intellectual-property protection, marketing execution, key executives, and conditions in Israel and the Middle East. A dual-class share structure concentrates voting power.
Company facts
Categories
Key statistics
Year to date −63.7% · Average volume (30d) 751.1K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jun 3, 2026 | Evercore ISI | Target | $57 | $15 | ||
| Jun 3, 2026 | Goldman Sachs | Downgrade | Neutral | Sell | $16 | $8 |
| Jun 3, 2026 | Morgan Stanley | Reiterate | Equal Weight | $49 | $10 | |
| Jun 3, 2026 | Barclays | Reiterate | Underweight | $40 | $8 | |
| Jun 3, 2026 | Keybanc | Downgrade | Overweight | Sector Weight |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jun 2, 2026Q1 FY26 | −$0.04 | −$0.17 | −325.0% | $187.9M | $197.9M | +5.4% | +4.17% |
| Feb 25, 2026Q4 FY25 | $0.14 | $0.20 | +42.9% | $151.1M | $152.7M | +1.1% | −6.58% |
| Nov 19, 2025Q3 FY25 | $0.32 | $0.40 | +24.5% | $145.5M | $147.9M | +1.6% | +6.49% |
| Aug 4, 2025Q2 FY25 | $0.88 | $0.92 | +4.5% | $143.9M | $241.1M | +67.6% | −22.04% |
Financial highlights
| 12 quarters | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $123.6M | $268.1M | $241.1M | $147.9M | $152.7M | $197.9M | |
| Gross profit | $89.9M | $200.8M | $174.4M | $105.9M | $107.6M | $138.0M | |
| Operating income | $4.0M | $42.7M | $57.1M | $17.4M | $1.7M | −$25.5M | |
| Net income | $5.3M | $37.8M | $49.3M | $17.7M | $5.9M | −$21.4M | |
| Diluted EPS | $0.09 | $0.63 | $0.79 | $0.28 | $0.10 | −$0.38 | |
| Gross margin | 72.7% | 74.9% | 72.3% | 71.6% | 70.5% | 69.7% | |
| Operating margin | 3.3% | 15.9% | 23.7% | 11.7% | 1.1% | -12.9% |
Fiscal years (4-quarter sums)FY22 $324.5M · FY23 $508.7M · FY24 $647.0M · FY25 $809.8M
Revenue by geography · FY25
Balance sheet, Mar 31, 2026Cash & short-term investments $295.7M · Total debt $609.0M · Total assets $1.05B · Shareholders' equity $298.9M
Dividends
No dividends on record.
Ownership
Shares outstanding 57.00M · Float 34.92M · 61.3% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Baillie Gifford & Co | 7.74M | 22.40% | 13G | Jul 2, 2026 |
| Morgan Stanley | 5.49M | 9.64% | 13F | May 15, 2026 |
| Catterton Management Company, L.L.C. | 3.54M | 6.21% | 13F | Apr 8, 2026 |
| LCGP3 Pro Makeup, L.P. | 3.54M | 8.00% | 13G | Sep 5, 2025 |
| BlackRock, Inc. | 3.43M | 9.90% | 13G | Jul 29, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 26, 2026 | Mann Lindsay Drucker | officer: Global Chief Financial Officer | −3,493 | $15.01 |
| Aug 5, 2026 | Mann Lindsay Drucker | officer: Global Chief Financial Officer | −11,473 | $15.10 |
| Jun 30, 2026 | Mann Lindsay Drucker | officer: Global Chief Financial Officer | −109,602 | $15.09 |
| Jun 1, 2026 | Mann Lindsay Drucker | officer: Global Chief Financial Officer | −9,603 | $13.44 |
| Apr 30, 2026 | Mann Lindsay Drucker | officer: Global Chief Financial Officer | −9,600 | $15.62 |
Peers
- Estée Lauder Companies
Global prestige makeup and skincare portfolio
- e.l.f. Beauty
Color cosmetics and skincare across digital beauty channels
- Hims & Hers Health
Digital dermatology and consumer wellness platform
- Coty
Prestige and consumer beauty across color cosmetics and skincare
- Nu Skin
Global beauty and wellness products sold through direct selling
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Oddity Tech | $14.20 | −0.98% | $817.9M | 18.3 | 28.9 | 1.1 | −26.2% |
| Estée Lauder Companies | $103.41 | +0.01% | $37.39B | 206.8 | 31.2 | 2.5 | +6.5% |
| e.l.f. Beauty | $104.44 | +0.33% | $6.14B | 104.1 | 33.7 | 3.5 | +35.5% |
| Hims & Hers Health | $28.86 | +0.10% | $6.43B | — | 110.6 | 2.5 | +38.3% |
| Coty | $2.86 | +0.18% | $2.51B | — | 9.0 | 0.4 | +1.3% |
| Nu Skin | $4.85 | +0.21% | $235.5M | — | 5.0 | 0.2 | −17.1% |
| Median | 155.4 | 31.2 | 2.5 | +6.5% |







