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ODODD

Oddity Tech Ltd.

$ODD·$930M·Software - Infrastructure·Technology
$16.29-0.2%YTD-59.4%1Y-76.8%
Mentions · last 7 days
2026-07-14: 9 posts2026-07-15: 17 posts2026-07-16: 17 posts2026-07-17: 11 posts2026-07-18: 1 posts2026-07-19: 2 posts2026-07-20: 3 posts60+1%
Price updated 9h ago·X counts updated 9h ago
ODODD
$ODDOddity Tech Ltd.
$16.29-0.21%60 posts+1%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $ODD, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptWinding up for a moveAI verdict · as of 2026-07-21

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Oddity Tech down 59% YTD at 11% of 52-wk range — SpoiledChild reviews tripled into Q2 August 3.

Oddity Tech is the digitally-native beauty-and-wellness platform (IL MAKIAGE, SpoiledChild, PowerMatch AI technology) — a name that has broken down YTD on Q1 execution miss despite strong operational signals.

  • The June 2 Q1 EPS miss of -325% is the specific catalyst-that-fired: -$0.17 vs -$0.04 estimate — the miss that drove the -59% YTD move and set up the August 3 print as the specific reset opportunity.
  • The SpoiledChild reviews-tripled-to-10,000+ at 4.4/5 signal (per X community) is the specific operational catalyst: real product-market-fit acceleration since November — the type of data that historically precedes revenue reacceleration.
  • Growth is choppy: Q1 2026 revenue of $198M was down 26.2% YoY after Q4 was +23.5% — the pattern showing seasonal comp distortion, so the annualized run-rate matters more than the YoY.
  • Insider signal is mixed: Drucker Mann Lindsay $1.65M sale (June 30) at $15.09 — routine 10b5-1 but sized enough to note into the August 3 print at similar pricing.

Path forward is the August 3 Q2 print — need FY26 EPS $0.13 consensus holding plus explicit Il Makiage CAC improvement plus SpoiledChild expansion commentary. What extends the move: a beat-plus-raise plus explicit Methodiq sunscreen launch commentary; what invalidates: another double-digit revenue decline or a walked-back FY26 EPS trajectory that questions the turnaround thesis.

Agrees with X sentimentX frames ODD around SpoiledChild reviews tripling to 10,000+, Il Makiage Meta ad count scaling from <100 to ~300 suggesting improved CAC, and buybacks resuming post 30-day window — that reads correctly on the operational momentum. The 100%+ short-interest-vs-float framing is speculative but reflects the setup.

What to watch: August 3 Q2 print — FY26 EPS $0.13 holding and Il Makiage CAC/SpoiledChild expansion commentary matter most. A beat-plus-raise plus explicit Methodiq sunscreen launch commentary is the specific extension catalyst.

On the calendar: 2026-08-03 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment9 posts analyzed · as of 2026-07-20

Bulls emphasize Oddity's operational momentum: SpoiledChild reviews tripled to 10,000+ at 4.4/5 since November, Il Makiage Meta ad count scaled from under 100 to ~300 suggesting improved CAC, and the 30-day objection window has closed so buybacks can resume. Analysts frame ODD as a 40%-engineer data engine and speculate on a Methodiq sunscreen extension, while noting short interest may exceed 100% of tradable float. One technical read flags a nearing daily sell signal as the only caution.

Read the AI verdict + X sentiment for $ODD

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Digital-first beauty brands (IL MAKIAGE, SpoiledChild) using AI-powered personalization to disrupt offline beauty retail.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Infrastructure sits in its cycle right now — and what that implies for $ODD.

Software - Infrastructure · Technology

No material change from last week — Enterprise software infrastructure is in a multiple compression phase (-16.

What this means for $ODD

Neutral — Digital-first beauty brands (IL MAKIAGE, SpoiledChild) using AI-powered personalization to disrupt offline beauty retail; limited read-through from software - infrastructure macro dynamics to this specific revenue mix.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-12.7%YTD
-16.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
10.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
4.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
6.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-4.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
14.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
71.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
2.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Jun 2, 2026$-0.17$-0.04-325.0%
Q4 2025Feb 25, 2026$0.20$0.14+42.9%
Q3 2025Nov 19, 2025$0.40$0.32+24.5%
Q2 2025Aug 4, 2025$0.87$0.84+3.7%
Next earningsMon, Aug 3·consensus EPS $0.12

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$197.9M-26.2%69.7%-12.9%$-0.38$-21.1M
Q4 FY25$152.7M+23.5%70.5%1.1%$0.10$-5.9M
Q3 FY25$147.9M+24.3%71.6%11.7%$0.31$-9.9M
Q2 FY25$241.1M+25.1%72.3%23.7%$0.87$12.1M

Forward consensus

5-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$625.3M$621.6M – $630.5M$0.13$0.07 – $0.207
FY27$716.2M$689.3M – $759.6M$1.02$0.48 – $1.507
FY28$785.3M$785.3M – $785.3M$1.14$0.49 – $1.595
FY29$824.8M$790.4M – $870.4M$1.12$1.06 – $1.202
FY30$895.5M$858.2M – $945.1M$1.58$1.49 – $1.692

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.11%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+20.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-40.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 34.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.375-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 30Drucker Mann LindsayCFO109.6K sh$1.7MSellJun 1Drucker Mann LindsayCFO9.6K sh$129KSellApr 30Drucker Mann LindsayCFO9.6K sh$150KSellMar 31Drucker Mann LindsayCFO9.6K sh$123K
+ 5 other (5 exempts) in window

See when $ODD insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsMar 243
3New insider — initial holdingsMar 203
3New insider — initial holdingsMar 203
3New insider — initial holdingsMar 203
3New insider — initial holdingsMar 203
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
+ 15 other (8 13Gs · 5 6-Ks · 1 S-8 · 1 20-F) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Fosun International Garners Five Awards from Corporate Governance Asiagurufocus.com·19d agoOptions Now Trading on SPAX, Giving Traders Leveraged, Optionable Exposure to SpaceXgurufocus.com·35d agoOddity Tech: Recovery Proof Is Still Missing (Rating Downgrade)seekingalpha.com·36d agoLundbeck to present new patient data on neuroendocrine and neuroimmunology programs at ENDO 2026gurufocus.com·41d agoWhy Oddity Tech Stock Is Plummeting Todayfool.com·49d ago

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