Earnings release sparks debate: Social media users noted that Oddity Tech reported a revenue beat in its latest quarter, yet adjusted EBITDA shifted dramatically from a substantial profit to a loss. The primary factor cited was a sharp rise in advertising expenses tied to a technical glitch with a major partner.
Market reaction draws scrutiny: Discussions highlighted the stock's sharp pre-market decline following the results, with participants expressing surprise over the extent of the ad cost increase. Some observers pointed to ongoing reliance on a single advertising platform as a potential vulnerability in the business model.
Outlook remains divided: Investors on social media shared views on possible recovery in the second half of the year, while others emphasized the need for clarity on cost controls and partnership resolutions. Overall commentary reflected a cautious tone amid uncertainty about near-term margins.
Note: This discussion summary was generated from an AI condensation of post data.
Oddity Tech Insider Trading Activity
Oddity Tech insiders have traded $ODD stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $ODD stock by insiders over the last 6 months:
- MANN LINDSAY DRUCKER (Global Chief Financial Officer) has made 0 purchases and 3 sales selling 28,807 shares for an estimated $402,427.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Oddity Tech Hedge Fund Activity
We have seen 87 institutional investors add shares of Oddity Tech stock to their portfolio, and 149 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FUNDSMITH LLP removed 2,074,167 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $27,752,354
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 1,360,977 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $18,209,872
- JANUS HENDERSON GROUP PLC added 1,296,551 shares (+115.0%) to their portfolio in Q4 2025, for an estimated $52,095,419
- BAMCO INC /NY/ removed 1,291,085 shares (-95.4%) from their portfolio in Q1 2026, for an estimated $17,274,717
- FRANKLIN RESOURCES INC removed 1,280,216 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $17,129,290
- MORGAN STANLEY added 1,188,828 shares (+27.6%) to their portfolio in Q1 2026, for an estimated $15,906,518
- BAILLIE GIFFORD & CO added 1,076,921 shares (+17.8%) to their portfolio in Q4 2025, for an estimated $43,270,685
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Oddity Tech Price Targets
Multiple analysts have issued price targets for $ODD recently. We have seen 6 analysts offer price targets for $ODD in the last 6 months, with a median target of $17.0.
Here are some recent targets:
- Bonnie Herzog from Goldman Sachs set a target price of $16.0 on 03/27/2026
- Scott Schoenhaus from Keybanc set a target price of $30.0 on 02/26/2026
- Lauren Lieberman from Barclays set a target price of $13.0 on 02/26/2026
- Cory Carpenter from JP Morgan set a target price of $16.0 on 02/26/2026
- Brian Tanquilut from Jefferies set a target price of $18.0 on 02/25/2026
- Youssef Squali from Truist Securities set a target price of $18.0 on 02/25/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
