ODDITY Tech Posts Record 2025 Results but Warns of Q1 2026 Revenue Hit from Ad Disruption
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The latest update is out from ODDITY Tech Ltd. Class A ( (ODD) ).
ODDITY Tech reported record results for 2025 on February 25, 2026, with fourth quarter net revenue up 24% year over year to $153 million and full-year revenue up 25% to $810 million, both above prior guidance. The company also delivered full-year adjusted EBITDA of $163 million, strong cash generation with $84 million in free cash flow and ended 2025 with $776 million in cash and investments plus amended credit facilities totaling $350 million.
Management highlighted continued double-digit growth from IL MAKIAGE and SpoiledChild and the successful fourth-quarter launch of its third brand, METHODIQ, while continuing to invest in the ODDITY LABS platform. However, CEO Oran Holtzman disclosed a significant disruption with the firm’s largest advertising partner that has sharply raised new user acquisition costs, leading ODDITY to forecast an approximately 30% year-over-year revenue decline in the first quarter of 2026 even as it expects gradual recovery later in the year and maintains its share buyback program with $103 million remaining authorized through mid-2027.
The most recent analyst rating on (ODD) stock is a Hold with a $40.00 price target. To see the full list of analyst forecasts on ODDITY Tech Ltd. Class A stock, see the ODD Stock Forecast page.
Spark’s Take on ODD Stock
According to Spark, TipRanks’ AI Analyst, ODD is a Outperform.
ODDITY Tech Ltd. Class A’s strong financial performance and positive earnings call results are the primary drivers of its stock score. The company’s robust revenue growth, successful brand launches, and international expansion are significant strengths. However, technical indicators suggest a bearish trend, and valuation metrics indicate a fair price, which slightly temper the overall score.
To see Spark’s full report on ODD stock, click here.
More about ODDITY Tech Ltd. Class A
ODDITY Tech Ltd., listed on Nasdaq, operates in the beauty and wellness sector with digital-first brands including IL MAKIAGE, SpoiledChild and the newly launched METHODIQ. The company focuses on data- and technology-driven consumer products, supported by its ODDITY LABS molecule discovery platform, and targets online, repeat-purchase customers in global beauty markets.
Average Trading Volume: 959,079
Technical Sentiment Signal: Sell
Current Market Cap: $1.67B
Learn more about ODD stock on TipRanks’ Stock Analysis page.
