B+
Bull case
20%
Probability
Target price
$24.00
+47.0% vs current
ODD
ODDITY TechANasdaq / Household & Personal Products
Last Price
At close
2026-07-18
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
50%
Probability
Target price
$16.50
+1.1% vs current
B-
Bear case
30%
Probability
Target price
$9.50
-41.8% vs current
AI sentiment snapshot
Latest data as of 2026-07-15
Recent news sentiment (30D)
-0.7
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Sentiment proxy
+43.4
Score
AI commentary
Recent news framing is strongly negative after the Q1 reset and guidance cut. The packet contains no usable social, options, short-interest, employee, or analyst-revision data, so sentiment confidence remains low despite the primary IR confirmation.
RankAlpha Sentiment Codex - 2026-07-15
Open full AI memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-10-13eventQ2 revenue and margin checkpointHigh impact
The company guided Q2 revenue down 25%–30% year over year with Adjusted EBITDA of $8–10 million, making the next quarterly update a high-sensitivity test of recovery progress. [#IR-2026-06-02]
2026-10-13catalystCustomer-acquisition-cost remediationHigh impact
Management reported a 28% sequential May improvement in IL MAKIAGE CPA after a sharp Q1 dislocation, but timing and durability remain uncertain. [#IR-2026-06-02]
2027-07-15catalystNormalization and new-brand scalingHigh impact
If acquisition efficiency normalizes, management expects positive full-year 2026 Adjusted EBITDA; METHODIQ and ODDITY Labs provide additional growth options, but execution evidence remains limited. [#IR-2026-06-02]
Recommendation
N/A
No formal recommendation provided.
As of 2026-07-15 • Updated nightlySource: Internal modelMethodology