Oddity Tech Ltd. (ODD)
Oddity Tech: When Beauty Becomes A Data Business
Oddity combines high growth, profitability, and a data-driven advantage, differentiating it from traditional beauty brands and creating a compelling investment case. ODD leverages machine learning and direct-to-consumer models, fueling rapid revenue growth, high margins, and successful brand launches like IL MAKIAGE, SpoiledChild, and METHODIQ. After a 50% pullback, ODD trades at an attractive valuation. If growth continues, the risk-reward profile is favorable, and the stock is considered a 'Buy'.
Oddity Tech Ltd. (ODD) Q3 2025 Earnings Call Transcript
Oddity Tech Ltd. ( ODD ) Q3 2025 Earnings Call November 20, 2025 8:30 AM EST Company Participants Maria Lycouris Oran Holtzman - Co-Founder, CEO & Director Lindsay Mann - Global Chief Financial Officer Conference Call Participants Dara Mohsenian - Morgan Stanley, Research Division Anna Lizzul - BofA Securities, Research Division Youssef Squali - Truist Securities, Inc., Research Division Andrew Boone - Citizens JMP Securities, LLC, Research Division Cory Carpenter - JPMorgan Chase & Co, Research Division Ryan MacDonald - Needham & Company, LLC, Research Division Scott Schoenhaus - KeyBanc Capital Markets Inc., Research Division Bonnie Herzog - Goldman Sachs Group, Inc., Research Division Georgia Anderson - Evercore ISI Institutional Equities, Research Division Lauren Lieberman - Barclays Bank PLC, Research Division Brian Tanquilut - Jefferies LLC, Research Division Presentation Operator Good morning.
Oddity Tech (ODD) Q3 Earnings and Revenues Top Estimates
Oddity Tech (ODD) came out with quarterly earnings of $0.4 per share, beating the Zacks Consensus Estimate of $0.35 per share. This compares to earnings of $0.32 per share a year ago.
Oddity Tech: Repeatable Scalable Model With Data Advantage
Oddity Tech earns a buy rating, driven by its proprietary technology platform, deep first-party data moat, and proven DTC brand-building engine. ODD's AI-powered product matching and data flywheel drive customer loyalty, lower returns, and superior unit economics, setting it apart from legacy beauty players. Key growth catalysts include the FY25 launch of Brand 3 targeting medical-grade dermatology, and accelerating international expansion with a scalable, language-agnostic platform.
Oddity Tech: AI In Beauty, At A Tech Valuation
Oddity Tech Ltd. is a digital beauty platform leveraging AI-powered personalization, direct-to-consumer sales, and strong brand-building to drive high growth and profitability. ODD stock trades at premium tech-like multiples (~35x earnings), reflecting its superior margins, rapid revenue growth, and differentiated business model versus traditional beauty peers. Key catalysts include new brand launches, international expansion, and operating leverage, but risks stem from high valuation, execution challenges, and competitive pressures.
Oddity Tech Ltd. (ODD) Presents At Barclays 18th Annual Global Consumer Staples Conference 2025 Transcript
Oddity Tech Ltd. (NASDAQ:ODD ) Barclays 18th Annual Global Consumer Staples Conference 2025 September 3, 2025 9:45 AM EDT Company Participants Lindsay Mann - Global Chief Financial Officer Presentation Unknown Analyst Okay.
Oddity Tech: Earnings Reaction Makes No Sense - Time To Back Up The Truck
Oddity Tech is my highest-conviction idea, boasting a 100% DTC model, superior data, and industry-leading margins. Despite a recent selloff, Oddity's fundamentals are strong, with raised guidance, robust international growth, and repeat rates over 100%. Valuation is compelling: Oddity trades at just 13.8x NTM EV/EBITDA, with my DCF suggesting nearly 40% upside to $81/share.
Oddity Tech Ltd. (ODD) Q2 2025 Earnings Call Transcript
Oddity Tech Ltd. (NASDAQ:ODD ) Q2 2025 Earnings Conference Call August 5, 2025 8:30 AM ET Company Participants Lindsay Drucker Mann - Global Chief Financial Officer Maria Lycouris - Corporate Participant Oran Holtzman - Co-Founder, CEO & Director Conference Call Participants Andrew M.
Oddity Tech (ODD) Q2 Earnings and Revenues Surpass Estimates
Oddity Tech (ODD) came out with quarterly earnings of $0.92 per share, beating the Zacks Consensus Estimate of $0.88 per share. This compares to earnings of $0.82 per share a year ago.
ODD Set to Report Q2 Earnings: What's in Store for the Stock?
Oddity Tech's second-quarter 2025 results are likely to benefit from growing demand for IL Makiage Skin and SpoiledChild brands.
These 2 Computer and Technology Stocks Could Beat Earnings: Why They Should Be on Your Radar
Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.
Oddity Tech (ODD) Earnings Expected to Grow: Should You Buy?
Oddity Tech (ODD) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
