ODDITY Tech (NASDAQ:ODD) Releases Quarterly Earnings Results, Beats Expectations By $0.06 EPS

ODDITY Tech (NASDAQ:ODD) issued its quarterly earnings data on Wednesday. The company reported $0.20 earnings per share for the quarter, topping analysts’ consensus estimates of $0.14 by $0.06, FiscalAI reports. ODDITY Tech had a return on equity of 31.68% and a net margin of 14.11%.The business had revenue of $152.73 million for the quarter, compared to analyst estimates of $151.11 million. During the same quarter in the previous year, the company posted $0.20 EPS. ODDITY Tech’s quarterly revenue was up 23.8% compared to the same quarter last year.

Here are the key takeaways from ODDITY Tech’s conference call:

• ODDITY reported record 2025 results with $810 million in revenue (up 25%), $163 million adjusted EBITDA (20.2% margin), adjusted EPS of $2.21, and $776 million in cash.
• Management disclosed a significant advertising algorithm dislocation that materially increased new user acquisition costs, expects the biggest hit to 2026 results in H1, and is pursuing remediation with normalization targeted for H2.
• Customer retention remains a core strength — about 70% of 2025 revenue came from repeat sales and the 12‑month net revenue repeat rate for the 2024 cohort exceeded 100%, supporting long‑term unit economics.
• The company is continuing heavy R&D and brand investment: ODDITY Labs expanded into peptides and traditional biology, Methodic (telehealth) launched successfully, and management expects eight products using internal molecules in market in 2026.
• Near‑term outlook is uncertain — ODDITY will not provide full‑year 2026 guidance, expects Q1 revenue to fall ~30% and Q2 pressure likely, but is managing costs while preserving growth investments and has liquidity (undrawn $350M facility, $103M buyback remaining).

ODDITY Tech Trading Down 49.9%

ODD stock traded down $14.47 during mid-day trading on Wednesday, reaching $14.55. The company’s stock had a trading volume of 10,278,970 shares, compared to its average volume of 1,348,622. ODDITY Tech has a 12 month low of $13.09 and a 12 month high of $79.18. The company has a current ratio of 7.54, a quick ratio of 6.42 and a debt-to-equity ratio of 1.53. The business’s 50 day moving average price is $35.08 and its 200 day moving average price is $46.02. The company has a market cap of $812.10 million, a price-to-earnings ratio of 8.05, a price-to-earnings-growth ratio of 1.19 and a beta of 3.18.

Institutional Trading of ODDITY Tech

Hedge funds have recently modified their holdings of the stock. Wexford Capital LP acquired a new position in shares of ODDITY Tech during the 3rd quarter valued at $40,000. Legal & General Group Plc bought a new stake in ODDITY Tech in the second quarter valued at $71,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its holdings in shares of ODDITY Tech by 134.8% during the third quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 1,134 shares of the company’s stock valued at $69,000 after purchasing an additional 651 shares during the period. Headlands Technologies LLC bought a new position in shares of ODDITY Tech during the 2nd quarter worth about $108,000. Finally, Thrivent Financial for Lutherans bought a new stake in ODDITY Tech in the 2nd quarter valued at about $225,000. Institutional investors own 35.88% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on ODD shares. Morgan Stanley dropped their price objective on shares of ODDITY Tech from $61.00 to $49.00 and set an “equal weight” rating for the company in a report on Friday, November 21st. Barclays lowered their target price on ODDITY Tech from $64.00 to $46.00 and set an “equal weight” rating for the company in a research report on Friday, November 21st. Jefferies Financial Group lowered ODDITY Tech from a “buy” rating to a “hold” rating and set a $18.00 price target on the stock. in a research report on Wednesday. Wall Street Zen upgraded ODDITY Tech from a “sell” rating to a “hold” rating in a research report on Sunday, November 30th. Finally, JPMorgan Chase & Co. reduced their target price on ODDITY Tech from $67.00 to $59.00 and set an “overweight” rating on the stock in a report on Friday, December 12th. Six equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat.com, ODDITY Tech currently has an average rating of “Moderate Buy” and an average price target of $58.40.

ODDITY Tech Company Profile

Oddity Tech Ltd. operates as a consumer tech company that builds digital-first brands for the beauty and wellness industries in the United States and internationally. It serves consumers worldwide through its AI-driven online platform, which uses data science, machine learning, and computer vision capabilities to identify consumer needs, and develop solutions in the form of beauty and wellness products. The company sells beauty, hair, and skin products under the IL MAKIAGE and SpoiledChild brands.