Barclays Downgrades ODDITY Tech (NASDAQ:ODD) to Underweight

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

Several other equities analysts have also weighed in on the stock. Bank of America lowered shares of ODDITY Tech from a “buy” rating to an “underperform” rating and set a $10.00 target price on the stock. in a report on Thursday. Jefferies Financial Group cut shares of ODDITY Tech from a “buy” rating to a “hold” rating and cut their price target for the company from $64.00 to $18.00 in a report on Wednesday. KeyCorp reiterated an “overweight” rating on shares of ODDITY Tech in a research report on Friday, February 20th. The Goldman Sachs Group reiterated a “neutral” rating and set a $20.00 price objective on shares of ODDITY Tech in a research note on Wednesday. Finally, Zacks Research lowered shares of ODDITY Tech from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, February 10th. Two analysts have rated the stock with a Buy rating, eight have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Hold” and an average target price of $34.60.

ODDITY Tech Price Performance

Shares of NASDAQ:ODD opened at $14.74 on Thursday. ODDITY Tech has a 12 month low of $13.09 and a 12 month high of $79.18. The firm has a market capitalization of $822.93 million, a price-to-earnings ratio of 8.23, a price-to-earnings-growth ratio of 1.16 and a beta of 3.18. The business’s 50 day simple moving average is $34.54 and its 200-day simple moving average is $45.80. The company has a debt-to-equity ratio of 1.53, a current ratio of 7.54 and a quick ratio of 6.42.

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

Hedge Funds Weigh In On ODDITY Tech

Hedge funds have recently made changes to their positions in the business. Wexford Capital LP bought a new stake in shares of ODDITY Tech in the 3rd quarter worth about $40,000. Assetmark Inc. bought a new stake in ODDITY Tech during the 2nd quarter worth approximately $54,000. Legal & General Group Plc acquired a new stake in shares of ODDITY Tech in the 2nd quarter valued at about $71,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in shares of ODDITY Tech by 134.8% in the third quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 1,134 shares of the company’s stock worth $69,000 after purchasing an additional 651 shares in the last quarter. Finally, Headlands Technologies LLC acquired a new position in ODDITY Tech during the second quarter valued at approximately $108,000. Institutional investors and hedge funds own 35.88% of the company’s stock.

Key ODDITY Tech News

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)

About ODDITY Tech

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.