ODDITY Tech (NASDAQ:ODD) Given Underweight Rating at Barclays

Barclays reaffirmed their underweight rating on shares of ODDITY Tech (NASDAQ:ODD) in a report published on Thursday morning, Marketbeat Ratings reports. Barclays currently has a $13.00 price target on the stock, down from their prior price target of $40.00.

A number of other research analysts also recently weighed in on ODD. KeyCorp reaffirmed an “overweight” rating on shares of ODDITY Tech in a research report on Friday, February 20th. The Goldman Sachs Group reaffirmed a “neutral” rating and issued a $20.00 target price on shares of ODDITY Tech in a research report on Wednesday. Truist Financial restated a “hold” rating and issued a $18.00 price target (down from $80.00) on shares of ODDITY Tech in a research note on Wednesday. Morgan Stanley lowered their price target on ODDITY Tech from $61.00 to $49.00 and set an “equal weight” rating on the stock in a research report on Friday, November 21st. Finally, Wall Street Zen raised ODDITY Tech from a “sell” rating to a “hold” rating in a report on Sunday, November 30th. Two investment analysts have rated the stock with a Buy rating, nine have issued a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $31.73.

ODDITY Tech Price Performance

NASDAQ ODD opened at $13.77 on Thursday. The business has a 50 day simple moving average of $33.97 and a 200 day simple moving average of $45.58. The company has a debt-to-equity ratio of 1.53, a quick ratio of 6.42 and a current ratio of 7.54. ODDITY Tech has a 52-week low of $12.95 and a 52-week high of $79.18. The stock has a market cap of $768.78 million, a price-to-earnings ratio of 7.65, a PEG ratio of 0.59 and a beta of 3.18.

ODDITY Tech (NASDAQ:ODD) last announced its earnings results on Wednesday, February 25th. The company reported $0.20 earnings per share for the quarter, topping analysts’ consensus estimates of $0.14 by $0.06. The firm had revenue of $152.73 million during the quarter, compared to analyst estimates of $151.11 million. ODDITY Tech had a net margin of 13.68% and a return on equity of 30.74%. The company’s revenue for the quarter was up 23.8% compared to the same quarter last year. During the same period in the prior year, the business earned $0.20 EPS. Analysts anticipate that ODDITY Tech will post 1.62 earnings per share for the current fiscal year.

Hedge Funds Weigh In On ODDITY Tech

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its holdings 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 last quarter. State of New Jersey Common Pension Fund D boosted its holdings in shares of ODDITY Tech by 74.9% during the 2nd quarter. State of New Jersey Common Pension Fund D now owns 14,323 shares of the company’s stock worth $1,081,000 after buying an additional 6,132 shares during the period. Oppenheimer Asset Management Inc. acquired a new position in ODDITY Tech in the 2nd quarter valued at about $231,000. Envestnet Asset Management Inc. bought a new position in ODDITY Tech in the 2nd quarter valued at about $712,000. Finally, Teacher Retirement System of Texas raised its holdings in ODDITY Tech by 11.9% in the 2nd quarter. Teacher Retirement System of Texas now owns 17,108 shares of the company’s stock valued at $1,291,000 after acquiring an additional 1,821 shares during the period. 35.88% of the stock is owned by institutional investors.

Key Stories Impacting ODDITY Tech

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

• Positive Sentiment: Q4 results beat estimates: ODD reported $0.20 EPS vs. $0.14 consensus and posted ~23.5% year‑over‑year revenue growth, showing underlying demand and a record full year for the company. Oddity’s Q4 Earnings Beat Estimates
• Positive Sentiment: Record full‑year results support longer‑term fundamentals despite the near‑term hit. ODDITY Tech Reports Record Full Year 2025 Results
• Neutral Sentiment: Some analysts kept constructive stances but cut targets — e.g., KeyCorp cut its target to $30 while keeping an overweight rating, implying continued upside from long‑run expectations even after the reset. Benzinga – KeyCorp Coverage
• Negative Sentiment: Weak guidance and ad‑algorithm headwinds: management guided Q1 revenue to ~$187.7M vs. a ~$323M consensus and warned that an ad partner’s algorithm changes have driven abnormal spikes in customer acquisition costs (CAC), which it expects to materially reduce near‑term sales. That guidance triggered the initial sharp selloff. Oddity crashes after ad issue
• Negative Sentiment: Widespread analyst downgrades and target cuts followed the guidance—Bank of America moved to “underperform” with a $10 target, Barclays kept underweight with a $13 target, Evercore and others trimmed ratings/targets—raising near‑term sell pressure and reducing analyst support. Benzinga – Analyst Actions
• Negative Sentiment: Multiple investor‑protection/litigation notices: several law firms (Pomerantz, DJS, Schall, Ademi, Johnson Fistel) have opened investigations into ODD, increasing legal risk and uncertainty for shareholders. Pomerantz investigation DJS Law Group notice
• Negative Sentiment: Market reactions include pulled bull ratings and steep intraday declines (reports of 30%–50% drops on the day of the report), reflecting panic selling on the guidance and algorithm risk. Seeking Alpha – Bull Ratings Pulled

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.