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.
Investors interested in stocks from the Internet - Software sector have probably already heard of Oddity Tech (ODD) and Adyen N.V. Unsponsored ADR (ADYEY).
Investors interested in stocks from the Internet - Software sector have probably already heard of Oddity Tech (ODD) and BlackLine (BL). But which of these two stocks presents investors with the better value opportunity right now?
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 is recommended as a buy, with the platform thesis now materially de-risked by MethodIQ's launch and international scaling. MethodIQ and ODDITY Labs transform ODD into a defensible technology platform, offering proprietary molecules and higher efficacy in the $27B acne and dermatology market. International revenue is growing ~40% year-to-date, validating ODD's scalable, language-agnostic tech stack and reducing US concentration risk.
Oddity Tech (ODD) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
The consensus price target hints at a 57.6% upside potential for Oddity Tech (ODD). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.