ODDITY Tech (NASDAQ:ODD) Releases Quarterly Earnings Results, Misses Expectations By $0.13 EPS

ODDITY Tech (NASDAQ:ODD) posted its quarterly earnings results on Tuesday. The company reported ($0.17) EPS for the quarter, missing the consensus estimate of ($0.04) by ($0.13), FiscalAI reports. The business had revenue of $197.94 million during the quarter, compared to the consensus estimate of $187.87 million. ODDITY Tech had a net margin of 6.97% and a return on equity of 14.59%. The company’s revenue for the quarter was down 26.2% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.69 EPS.

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

• Oddity said its largest advertising partner caused a major technical dislocation in IL MAKIAGE customer acquisition, driving CPA sharply higher and contributing to a 26% decline in Q1 net revenue.
• Management said it saw a meaningful CPA improvement in May and called it the first sequential recovery since Q4 2025, with the advertising partner estimating Oddity could recover 40%-60% of CPA through its systems alone.
• The company expects the issue to remain a meaningful headwind in 2026, especially in the first half, and said lost first-order volume will also weigh on repeat sales later this year and into 2027.
• Oddity still expects to be positive adjusted EBITDA for full-year 2026, and guided Q2 adjusted EBITDA to $8 million-$10 million despite continued revenue pressure.
• Outside IL MAKIAGE, Methodiq is off to a strong start and is expected to generate about $25 million of revenue this year, while SpoiledChild is also seeing higher CPA but with less severity.

ODDITY Tech Stock Performance

NASDAQ:ODD opened at $10.25 on Thursday. The company has a debt-to-equity ratio of 1.47, a quick ratio of 4.06 and a current ratio of 5.24. The company has a fifty day moving average of $13.81 and a two-hundred day moving average of $25.81. The stock has a market capitalization of $590.20 million, a PE ratio of 12.97, a P/E/G ratio of 1.29 and a beta of 2.47. ODDITY Tech has a fifty-two week low of $9.25 and a fifty-two week high of $78.28.

Key ODDITY Tech News

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

• Negative Sentiment: ODDITY reported a Q1 loss of $0.17 per share, missing expectations for a $0.04 loss, while revenue growth turned sharply negative year over year. The company said customer acquisition and advertising disruptions are weighing on sales, which also pressured its outlook for 2026. ODD Stock Crashes Toward Record Lows, Warns Customer Acquisition Issues Will Weigh On 2026 Revenue Q1 Earnings
• Negative Sentiment: Management guided Q2 revenue to $168.8 million-$180.9 million, well below the $192.0 million consensus estimate, signaling slower near-term growth than investors expected. ODDITY Tech Swings to Q1 Loss as Ad Disruption Hits Sales but Steps Up Buybacks
• Negative Sentiment: Several Wall Street firms turned more cautious after the results, including Goldman Sachs reaffirming a Sell rating, Morgan Stanley cutting its target to $10, and Truist lowering its target to $12, reinforcing the bearish tone around the stock. ODDITY Tech’s (ODD) Sell Rating Reaffirmed at The Goldman Sachs Group

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on ODD shares. Barclays cut their price target on shares of ODDITY Tech from $13.00 to $8.00 and set an “underweight” rating on the stock in a research note on Wednesday. Needham & Company LLC restated a “hold” rating on shares of ODDITY Tech in a research note on Tuesday. Morgan Stanley cut their price target on shares of ODDITY Tech from $16.00 to $10.00 and set an “equal weight” rating on the stock in a research note on Wednesday. KeyCorp restated a “sector weight” rating on shares of ODDITY Tech in a research note on Wednesday. Finally, Weiss Ratings lowered shares of ODDITY Tech from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Tuesday, March 3rd. Nine analysts have rated the stock with a Hold rating and four have issued a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Reduce” and a consensus target price of $25.39.

Insider Activity at ODDITY Tech

In other news, CFO Mann Lindsay Drucker sold 9,603 shares of the stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $13.44, for a total value of $129,064.32. Following the completion of the sale, the chief financial officer directly owned 77,709 shares in the company, valued at $1,044,408.96. This represents a 11.00% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 28,807 shares of company stock valued at $402,428 in the last ninety days.

Institutional Inflows and Outflows

Several hedge funds have recently bought and sold shares of the stock. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its stake in shares of ODDITY Tech by 16.1% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 76,117 shares of the company’s stock valued at $3,293,000 after purchasing an additional 10,582 shares during the period. Geode Capital Management LLC raised its holdings in ODDITY Tech by 12.9% in the second quarter. Geode Capital Management LLC now owns 75,063 shares of the company’s stock valued at $5,660,000 after acquiring an additional 8,561 shares in the last quarter. Legal & General Group Plc acquired a new stake in ODDITY Tech in the second quarter valued at approximately $71,000. American Century Companies Inc. raised its holdings in ODDITY Tech by 17.3% in the second quarter. American Century Companies Inc. now owns 14,300 shares of the company’s stock valued at $1,079,000 after acquiring an additional 2,105 shares in the last quarter. Finally, Invesco Ltd. acquired a new stake in ODDITY Tech in the second quarter valued at approximately $327,000. Hedge funds and other institutional investors own 35.88% of the company’s stock.

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.