Oddity Tech (ODD) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
Oddity Tech (ODD) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
ODD's turnaround could benefit from improving acquisition costs, even if profitability takes longer to recover than revenue. SpoiledChild is a nice, growing revenue base. And METHODIQ and Labs offer longer-term opportunities beyond IL MAKIAGE's potential recovery. ODD also has convertible bonds trading at a discount and a 0% coupon. This is essentially cheap debt that gives ODD flexibility and an interesting value lever.
ODDITY (NASDAQ:ODD) shares jumped 14% on Thursday after the company posted second-quarter results that topped Wall Street estimates and issued a stronger-than-expected full-year profit outlook. The consumer tech company reported revenue of $181 million for the quarter, beating estimates of $178 million but down 25% from a year earlier.
ODDITY Tech NASDAQ: ODD reported second-quarter 2026 net revenue of $181 million, down 25% from a year earlier, as its IL MAKIAGE brand continued to face higher customer-acquisition costs tied to an advertising-account dislocation with its largest ad partner.
Oddity Tech (ODD) came out with quarterly earnings of $0.2 per share, beating the Zacks Consensus Estimate of $0.12 per share. This compares to earnings of $0.92 per share a year ago.
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.
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.
Oddity is a digital-first DTC beauty platform with IL MAKIAGE, SpoiledChild, and others. They're also expanding into teledermatology via MethodIQ and a New Ventures incubator. However, ODD stock is now down almost ~85% from its 2025 highs. And ODD noticed an abnormal Meta-driven user acquisition cost spike.
Oddity Tech Ltd. (ODD) Q4 2025 Earnings Call Transcript
Oddity Tech (ODD) came out with quarterly earnings of $0.2 per share, beating the Zacks Consensus Estimate of $0.14 per share. This compares to earnings of $0.2 per share a year ago.