ODDITY Tech (NASDAQ:ODD) Posts Earnings Results

ODDITY Tech (NASDAQ:ODD) announced its earnings results on Wednesday. The company reported $0.23 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.30 by ($0.07), Zacks reports. The business had revenue of $144.98 million for the quarter, compared to analyst estimates of $140.53 million. ODDITY Tech had a return on equity of 2.58% and a net margin of 2.23%. During the same quarter in the previous year, the company earned $0.28 EPS.

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

• Q3 revenue was $145 million, down 2% year over year but better than the company’s guidance, while adjusted EBITDA of $22 million exceeded its outlook. Oddity raised its 2026 outlook to an approximately 18.5% revenue decline and adjusted EBITDA of $32 million to $34 million.
• IL MAKIAGE remains under pressure from an unresolved advertising-algorithm issue with its largest ad partner, which management said accounts for more than half of its category’s advertising activity. Results and customer-acquisition costs remain volatile as the company works on a fix.
• SpoiledChild is on track to grow at least 35% in 2026, approaching $350 million in revenue, while METHODIQ is off to a strong start and is expected to beat SpoiledChild’s first-year revenue performance. Management cited further product expansion for both brands in 2027.
• Oddity plans to expand METHODIQ into prescription injectable therapies, including semaglutide and NAD+, and additional peptide therapies, using existing provider and pharmacy infrastructure. Management sees significant potential but said it has not yet begun marketing these offerings and will assess customer retention and payback before scaling spend.
• Gross margin fell to 67.4% from 71.6%, pressured partly by lower average order value, and inventory ended the quarter at $158 million as IL MAKIAGE works through excess stock. The company said it expects to improve inventory balance in 2027; it also repurchased 11.7 million shares for $163 million in the first nine months.

ODDITY Tech Price Performance

Shares of ODDITY Tech stock traded up $0.53 during trading on Wednesday, reaching $20.03. 1,266,941 shares of the company’s stock were exchanged, compared to its average volume of 1,542,301. The company has a debt-to-equity ratio of 2.21, a quick ratio of 2.11 and a current ratio of 3.45. ODDITY Tech has a 1-year low of $9.25 and a 1-year high of $46.45. The company has a market cap of $1.15 billion, a P/E ratio of 83.65 and a beta of 2.14. The firm’s 50-day moving average price is $19.47 and its 200 day moving average price is $17.22.

Analyst Ratings Changes

Several research firms have recently issued reports on ODD. Bank of America reissued an “underperform” rating on shares of ODDITY Tech in a report on Thursday, September 10th. Jefferies Financial Group boosted their price target on ODDITY Tech from $16.00 to $18.00 and gave the company a “hold” rating in a research note on Wednesday, September 9th. JPMorgan Chase & Co. assumed coverage on ODDITY Tech in a research note on Monday, September 21st. They issued a “neutral” rating and a $18.00 price target for the company. Truist Financial upped their price objective on shares of ODDITY Tech from $16.00 to $18.00 and gave the stock a “hold” rating in a research report on Thursday, September 10th. Finally, Zacks Research upgraded shares of ODDITY Tech from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, October 14th. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Reduce” and a consensus price target of $22.35.

Recent ODDITY Tech Headlines

These are some of the ODD headlines that stood out recently:

• Positive Sentiment: Adjusted earnings were reported at $0.37 per share, above the $0.30 consensus estimate. Zacks earnings report
• Neutral Sentiment: Fourth-quarter revenue guidance of $135.9 million to $137.5 million brackets the $136.8 million analyst estimate, offering little change to near-term expectations. Q3 results and guidance
• Negative Sentiment: Revenue declined about 2% year over year. The company also reported $0.23 per share in earnings, below the $0.30 consensus; this appears to be the GAAP figure, distinct from the adjusted $0.37 result. MarketBeat earnings report

Insiders Place Their Bets

In other ODDITY Tech news, CFO Mann Drucker sold 7,717 shares of the business’s stock in a transaction dated Tuesday, September 1st. The stock was sold at an average price of $15.09, for a total transaction of $116,449.53. Following the completion of the transaction, the chief financial officer owned 116,135 shares of the company’s stock, valued at approximately $1,752,477.15. The trade was a 6.23% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 51,379 shares of company stock valued at $765,474 over the last quarter.

About ODDITY Tech

ODDITY Tech Ltd. is a technology-driven consumer company that develops and operates digital-first beauty and wellness brands. Its portfolio includes IL MAKIAGE, which offers makeup and skincare products, and SpoiledChild, which focuses on beauty and wellness products. The company uses data analytics, artificial intelligence and other technology to support product development, personalized recommendations and online shopping. Its brands primarily sell directly to consumers through e-commerce platforms.