ODD Stock Forecast & Price Target

ODDITY Tech Ltd demonstrates strong financial performance with Online Direct-To-Consumer sales reaching $145.4 million, representing a year-over-year increase of 24.3%. The company's total revenue also reflected positive growth, climbing 24.3% year-over-year to $147.9 million, which surpassed market consensus expectations. Furthermore, the gross margins improved to 71.6%, a 2.4% increase from the previous year, with FY25 gross margin guidance raised to approximately 72.5%, indicating continued operational strength and efficiency.

ODDITY Tech Ltd faced a substantial quarterly revenue decline of 38.7% to $147.9 million, underperforming relative to consensus expectations. Despite achieving an adjusted EBITDA of $12.5 million, which was better than estimates, it still marked a significant year-over-year decrease of 17.5%, compounded by a stark decline in operating income of 59.2%. The company anticipates a further 30% drop in 1Q26 revenue due to challenges with their largest advertising partner, coupled with a lack of guidance for FY26, which raises concerns about future financial stability.