B+
Bull case
20%
Probability
Target price
$15.00
Analysis reference price unavailable
Analysis 2026-08-11 · RankAlpha Sentiment Codex
ODD
ODDITY TechFNasdaq / Household & Personal Products
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
50%
Probability
Target price
$11.10
Analysis reference price unavailable
Analysis 2026-08-11 · RankAlpha Sentiment Codex
B-
Bear case
30%
Probability
Target price
$8.50
Analysis reference price unavailable
Analysis 2026-08-11 · RankAlpha Sentiment Codex
The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
Latest data as of 2026-08-11
Recent news sentiment (30D)
-0.7
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Weekly research (10D)
-
Unavailable
Sentiment proxy
+15.3
Score
AI commentary
Recent coverage is strongly negative after the Q1 reset and guidance reduction. Social, options, short-interest, employee, and analyst-revision data are unavailable, so sentiment confidence is low. The September 9 Q2 report is the dominant near-term sentiment checkpoint. [#PR-EARNINGS-2026-07-22]
RankAlpha Sentiment Codex - 2026-08-11
Open full AI memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-09-09eventQ2 2026 results and outlookHigh impact
ODDITY is scheduled to report Q2 results on September 9. The prior outlook called for Q2 revenue down 25%–30% year over year and Adjusted EBITDA of $8–10 million, making recovery progress the key near-term test. [#PR-EARNINGS-2026-07-22] [#IR-2026-06-02]
2026-09-09catalystIL MAKIAGE CPA remediationHigh impact
Management reported an estimated 28% sequential decline in IL MAKIAGE CPA from April to May, but the H1-through-May CPA index remained 83% above the prior-year period, leaving durability unproven. [#IR-2026-06-02]
2027-06-30catalystNormalization and new-brand scalingHigh impact
A successful CPA recovery could support positive full-year 2026 Adjusted EBITDA, while METHODIQ and ODDITY Labs offer longer-term growth options. Evidence remains limited and execution-dependent. [#IR-2026-06-02]
Recommendation
N/A
No formal recommendation provided.
As of 2026-08-11 • Updated nightlySource: Internal modelMethodology