ODDITY Tech (NASDAQ:ODD) Downgraded to “Underweight” Rating by Barclays

ODDITY Tech (NASDAQ:ODD) was downgraded by investment analysts at Barclays from an “equal weight” rating to an “underweight” rating in a report released on Thursday, MarketBeat reports. They currently have a $13.00 price objective on the stock. Barclays‘s price target suggests a potential downside of 11.80% from the stock’s previous close.

Several other analysts have also recently issued reports on ODD. KeyCorp restated an “overweight” rating on shares of ODDITY Tech in a research report on Friday, February 20th. Morgan Stanley cut their price target on shares of ODDITY Tech from $61.00 to $49.00 and set an “equal weight” rating on the stock in a report on Friday, November 21st. Bank of America cut ODDITY Tech from a “buy” rating to an “underperform” rating and set a $10.00 price objective on the stock. in a research note on Thursday. Zacks Research downgraded shares of ODDITY Tech from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, February 10th. Finally, The Goldman Sachs Group reaffirmed a “neutral” rating and set a $20.00 price objective on shares of ODDITY Tech in a research report on Wednesday. Two equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, ODDITY Tech presently has an average rating of “Hold” and an average target price of $34.60.

ODDITY Tech Trading Down 49.2%

Shares of ODD stock opened at $14.74 on Thursday. ODDITY Tech has a 1 year low of $13.09 and a 1 year high of $79.18. The company has a debt-to-equity ratio of 1.53, a current ratio of 7.54 and a quick ratio of 6.42. The company has a market cap of $822.93 million, a price-to-earnings ratio of 8.23, a PEG ratio of 1.16 and a beta of 3.18. The firm has a fifty day moving average price of $34.54 and a 200-day moving average price of $45.80.

ODDITY Tech (NASDAQ:ODD) last announced its quarterly earnings data on Wednesday, February 25th. The company reported $0.20 EPS for the quarter, beating the consensus estimate of $0.14 by $0.06. The firm had revenue of $152.73 million for the quarter, compared to the consensus estimate of $151.11 million. ODDITY Tech had a net margin of 14.11% and a return on equity of 31.68%. The company’s revenue was up 23.8% on a year-over-year basis. During the same period last year, the firm earned $0.20 EPS. As a group, equities analysts predict that ODDITY Tech will post 1.62 earnings per share for the current year.

Hedge Funds Weigh In On ODDITY Tech

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. State of New Jersey Common Pension Fund D increased its position in shares of ODDITY Tech by 74.9% during the second quarter. State of New Jersey Common Pension Fund D now owns 14,323 shares of the company’s stock valued at $1,081,000 after acquiring an additional 6,132 shares during the last quarter. JPMorgan Chase & Co. boosted its holdings in ODDITY Tech by 378.5% in the second quarter. JPMorgan Chase & Co. now owns 671,724 shares of the company’s stock valued at $50,695,000 after purchasing an additional 531,334 shares during the period. Jennison Associates LLC acquired a new position in shares of ODDITY Tech during the second quarter worth about $423,000. Commonwealth of Pennsylvania Public School Empls Retrmt SYS purchased a new stake in shares of ODDITY Tech in the 2nd quarter valued at approximately $1,029,000. Finally, Entropy Technologies LP acquired a new stake in ODDITY Tech in the second quarter valued at $679,000. Institutional investors and hedge funds own 35.88% of the company’s stock.

ODDITY Tech News Summary

Here are the key news stories impacting ODDITY Tech this week:

• Positive Sentiment: Q4 earnings beat — ODD reported $0.20 EPS vs. consensus $0.14 and revenue of $152.7M (up ~24% YoY), showing continued profitability and revenue growth for the quarter. Q4 beat (Zacks)
• Positive Sentiment: Record full-year 2025 — Company reported record annual results, supporting the view that core business execution was strong before the guidance hit. Record full-year results (Business Insider)
• Neutral Sentiment: Full earnings materials available — The earnings call transcript and slide deck were published (useful for digging into management’s commentary on CAC, guidance and product cadence). Earnings call transcript (Seeking Alpha) Presentation (Seeking Alpha)
• Negative Sentiment: Very weak Q1 guidance — Management guided Q1 revenue around $187.7M vs. consensus roughly $323M, signaling a severe near-term revenue decline and raising uncertainty about pacing into the year. Guidance and revenue outlook (Benzinga)
• Negative Sentiment: Ad-partner algorithm change drove CAC spike — Management cited algorithm changes at a key ad partner that caused abnormal customer-acquisition-cost increases and a projected ~30% hit to Q1 sales, directly undermining near-term growth. Ad issue and CAC surge (Yahoo Finance)
• Negative Sentiment: Analyst downgrades and price-target cuts — Jefferies and Needham cut ratings to Hold and lowered targets sharply; Truist reaffirmed a Hold but slashed its target from $80 to $18, signaling reduced confidence in near-term revenue visibility. Jefferies downgrade (StreetInsider) Needham downgrade (StreetInsider)
• Negative Sentiment: Multiple securities-fraud investigations — Several law firms (DJS, Schall, Ademi, Johnson Fistel) have filed investor solicitations alleging possible misstatements about financials and operations, increasing legal and disclosure risk. DJS investigation (Business Wire) Ademi investigation (PR Newswire)

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.