ODD · NASDAQ · Household & Personal Products

Oddity Tech

Builds direct-to-consumer beauty, wellness, and dermatology brands with a shared consumer-data and AI platform.

$14.20
After-hours close−0.14 (−0.98%)
At close$14.34(−4.34%)
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Profile

Oddity Tech Ltd.ODDConsumer Staples

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

CEOOran Holtzman
ListedJul 19, 2023
ExchangeNASDAQ
HeadquartersNew York, NY
CountryIsrael
Employees658
CIK0001907085
ISINIL0011974909

Key statistics

Market cap$817.9M
EPS (ttm)$0.7861
P/E (ttm)18.25
ROE14.4%
P/B2.70
P/S1.11
Dividend yield
Beta1.08vs XLP 0.12

Year to date −63.7% · Average volume (30d) 751.1K

Analysts

Price target, next 12 months$10.13−29.4%Median of 12 analysts · vs the Aug 28 close
ConsensusHold3 of 12 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionPrior ratingRatingPrior targetTarget
Jun 3, 2026Evercore ISITarget$57$15
Jun 3, 2026Goldman SachsDowngradeNeutralSell$16$8
Jun 3, 2026Morgan StanleyReiterateEqual Weight$49$10
Jun 3, 2026BarclaysReiterateUnderweight$40$8
Jun 3, 2026KeybancDowngradeOverweightSector Weight

Earnings

EPS

Estimate$0.12
ReportedDue Sep 9, 2026

Revenue

Estimate$176.5M
ReportedDue Sep 9, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext 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%
View details

Financial highlights

12 quartersQ4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 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 margin72.7%74.9%72.3%71.6%70.5%69.7%
Operating margin3.3%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

North America$667.7M · 82%
Other Countries$114.3M · 14%
Israel$27.8M · 3%

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

Institutions 64.91%36.99M sharesInsiders 2.81%1.60M sharesOther 32.28%18.40M shares

Shares outstanding 57.00M · Float 34.92M · 61.3% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
Baillie Gifford & Co7.74M22.40%13GJul 2, 2026
Morgan Stanley5.49M9.64%13FMay 15, 2026
Catterton Management Company, L.L.C.3.54M6.21%13FApr 8, 2026
LCGP3 Pro Makeup, L.P.3.54M8.00%13GSep 5, 2025
BlackRock, Inc.3.43M9.90%13GJul 29, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 26, 2026Mann Lindsay Druckerofficer: Global Chief Financial Officer−3,493$15.01
Aug 5, 2026Mann Lindsay Druckerofficer: Global Chief Financial Officer−11,473$15.10
Jun 30, 2026Mann Lindsay Druckerofficer: Global Chief Financial Officer−109,602$15.09
Jun 1, 2026Mann Lindsay Druckerofficer: Global Chief Financial Officer−9,603$13.44
Apr 30, 2026Mann Lindsay Druckerofficer: Global Chief Financial Officer−9,600$15.62
View details

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

CompanyPriceChange
Oddity Tech$14.20−0.98%$817.9M18.328.91.1−26.2%
Estée Lauder Companies$103.41+0.01%$37.39B206.831.22.5+6.5%
e.l.f. Beauty$104.44+0.33%$6.14B104.133.73.5+35.5%
Hims & Hers Health$28.86+0.10%$6.43B110.62.5+38.3%
Coty$2.86+0.18%$2.51B9.00.4+1.3%
Nu Skin$4.85+0.21%$235.5M5.00.2−17.1%
Median155.431.22.5+6.5%