ODDITY Tech (NASDAQ:ODD) Posts Earnings Results, Misses Expectations By $0.07 EPS

ODDITY Tech (NASDAQ:ODD) issued its quarterly earnings results on Wednesday. The company reported $0.23 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.30 by ($0.07), Zacks reports. ODDITY Tech had a return on equity of 2.58% and a net margin of 2.23%. The company had revenue of $144.98 million for the quarter, compared to analyst estimates of $140.53 million. During the same quarter last 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 Trading Up 3.4%

ODD stock traded up $0.66 during midday trading on Wednesday, reaching $20.16. The stock had a trading volume of 1,074,664 shares, compared to its average volume of 1,541,552. The firm has a market cap of $1.16 billion, a price-to-earnings ratio of 83.99 and a beta of 2.14. ODDITY Tech has a twelve month low of $9.25 and a twelve month high of $46.45. The company has a quick ratio of 2.11, a current ratio of 3.45 and a debt-to-equity ratio of 2.21. The business has a fifty day simple moving average of $19.47 and a two-hundred day simple moving average of $17.22.

Analyst Upgrades and Downgrades

ODD has been the subject of a number of research analyst reports. Citigroup reaffirmed a “market perform” rating on shares of ODDITY Tech in a research note on Thursday, September 10th. Weiss Ratings raised shares of ODDITY Tech from a “sell (d+)” rating to a “hold (c-)” rating in a report on Friday, October 9th. Jefferies Financial Group raised their price target on shares of ODDITY Tech from $16.00 to $18.00 and gave the company a “hold” rating in a report on Wednesday, September 9th. Zacks Research upgraded shares of ODDITY Tech from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, October 14th. Finally, Wall Street Zen raised ODDITY Tech from a “strong sell” rating to a “sell” rating in a report on Sunday, October 18th. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat.com, ODDITY Tech presently has a consensus rating of “Reduce” and a consensus target price of $22.35.

Insider Activity at ODDITY Tech

In related news, CFO Mann Drucker sold 7,717 shares of the business’s stock in a transaction that occurred on Tuesday, September 1st. The shares were sold at an average price of $15.09, for a total transaction of $116,449.53. Following the completion of the sale, the chief financial officer directly owned 116,135 shares of the company’s stock, valued at $1,752,477.15. The trade was a 6.23% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 51,379 shares of company stock worth $765,474.

Recent ODDITY Tech Headlines

Investors following ODD have been watching these headlines:

• Positive Sentiment: Third-quarter revenue was about $145 million, above analysts’ roughly $140.5 million estimate. ODDITY also raised its 2026 revenue outlook to $660 million, ahead of the $656.6 million consensus, and raised its full-year adjusted EBITDA outlook. ODDITY Tech Q3 results and raised outlook
• 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

ODDITY Tech Company Profile

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.