Oddity Tech (ODD)
Builds direct-to-consumer beauty, wellness, and dermatology brands with a shared consumer-data and AI platform.
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Builds direct-to-consumer beauty, wellness, and dermatology brands using a shared consumer-data and AI platform. IL MAKIAGE, SpoiledChild, and METHODIQ are reported in a single operating segment.
Runs a direct-to-consumer platform for beauty, wellness, and dermatology, using consumer data, data science, machine learning, and computer vision to develop products and personalize online experiences. Its brands are IL MAKIAGE, a prestige digital beauty brand; SpoiledChild, an online wellness brand spanning skincare, haircare, and supplements; and METHODIQ, a medical-grade telehealth platform initially focused on dermatology.
Business operations are headquartered in New York City, alongside R&D in Tel Aviv-Jaffa and a biotechnology lab in Boston. The brands are reported in a single operating segment.
The model depends on repeat direct-to-consumer demand, technology and intellectual-property protection, marketing execution, key executives, and conditions in Israel and the Middle East. A dual-class share structure concentrates voting power.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 10, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $10 | Target: $16.50 |
| Sep 9, 2026 | Goldman Sachs | Reiterate | Rating: —Target: $8 | Target: $9 |
| Sep 1, 2026 | Truist Financial | Target | Target: $12 | Target: $16 |
| Jun 3, 2026 | Evercore ISI | Target | Target: $57 | Target: $15 |
| Jun 3, 2026 | Goldman Sachs | Downgrade | Target: $16 | Target: $8 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $193.2M · Total debt $559.2M · Total assets $935.1M · Shareholders' equity $243.3M
- Revenue
- $180.5M
- Operating income
- −$1.3M
- Net income
- $12.9M
No dividends on record.
| Institutions | 66.58% | 38.34M ADS | |
|---|---|---|---|
| 157 holders · as of Jun 30, 2026 | |||
| Insiders | 24.34% | 14.02M ADS | |
| 8 holders · as of Sep 3, 2026 | |||
| Other | 9.08% | 5.22M ADS | |
| remainder | |||
57.58M ADS as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Oran Holtzman1Insiderdirector, officer: Chief Executive Officer | 23.89% | 13.76M A ordinary | filed Mar 5, 2026 |
Baillie Gifford & CoInstitution | 13.43% | 7.74M A ADS | as of Jun 30, 2026 |
Morgan StanleyInstitution | 9.43% | 5.43M A ADS | as of Jun 30, 2026 |
Catterton Management Company, L.L.C.Institution | 6.14% | 3.54M A ADS | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 6.07% | 3.50M A ADS | as of Jun 30, 2026 |
- Oran Holtzman's transaction reports restate only vehicles that traded; the 2026 ownership statement (13.76M) is used instead.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 3, 2026 | Mann Lindsay Drucker | officer: Global Chief Financial Officer | −809 | $15.01 |
| Sep 1, 2026 | Mann Lindsay Drucker | officer: Global Chief Financial Officer | −7,717 | $15.09 |
| Aug 31, 2026 | Mann Lindsay Drucker | officer: Global Chief Financial Officer | −12,286 | $14.27 |
| Aug 28, 2026 | Mann Lindsay Drucker | officer: Global Chief Financial Officer | −21,571 | $15.14 |
| Aug 27, 2026 | Mann Lindsay Drucker | officer: Global Chief Financial Officer | −5,503 | $15.00 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Oddity Tech | $18.42 | +0.71% | $1.04B | 77.5 | 18.2 | 1.5 | −25.1% |
| Estée Lauder Companies | $98.68 | +2.43% | $34.84B | 192.7 | 29.8 | 2.3 | +6.5% |
| e.l.f. Beauty | $100.83 | +3.11% | $5.76B | 97.8 | 32.5 | 3.3 | +35.5% |
| Hims & Hers Health | $30.40 | +3.58% | $6.55B | — | 141.4 | 2.5 | +38.3% |
| Coty | $2.60 | +3.39% | $2.21B | — | 8.2 | 0.4 | +1.3% |
| Nu Skin | $4.83 | +3.21% | $227.2M | — | 5.0 | 0.2 | −17.1% |
| Median | 145.2 | 29.8 | 2.3 | +6.5% |