Added to YB: 2026-10-07
Pitch date: 2026-10-02
ODD [neutral]
Oddity Tech Ltd.
+21.31%
current return
Author Info
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Company Info
Oddity Tech Ltd. operates as a consumer tech company that builds digital-first brands for the beauty and wellness industries in the United States, Israel, and internationally.
Market Cap
$903.6M
Pitch Price
$19.10
Price Target
29.00 (+25%)
Dividend
N/A
EV/EBITDA
175.39
P/E
72.73
EV/Sales
1.33
Sector
Personal Care Products
Category
growth
Oddity Tech Stock Analysis: The Beauty Algorithm Broke Before the Brands Did
ODD (monitor): ODDITY’s digital-first beauty model retains attractive product economics — Q2 gross margin held near 69% — and SpoiledChild and METHODIQ support its multi-brand potential. However, an advertising-algorithm change drove IL MAKIAGE acquisition costs sharply higher and Q2 2026 revenue down roughly 25%, exposing reliance on rented distribution. At $24-$29, estimated returns reach 10%-12%, but durability depends on customer lifetime value remaining attractive through platform changes.
Read full article (4 min)