Oddity Tech Downgraded and Price Target Cut by Jefferies
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 25 2026
0mins
Should l Buy ODD?
Source: stocktwits
- Downgrade Announcement: Jefferies downgraded Oddity Tech's shares from ‘Buy’ to ‘Hold’ and slashed its price target by approximately 72% to $18, reflecting expectations of near-term stock pressure.
- Earnings Performance: Oddity reported a 24% year-on-year revenue growth in Q4, totaling $153 million, surpassing Wall Street's expectations of $151.08 million; however, the stock plummeted due to pessimistic revenue forecasts.
- Advertising Partnership Issues: The company cited disruptions with its largest advertising partner, where algorithm changes led to lower-quality auctions and significantly increased user acquisition costs, impacting profitability.
- Market Sentiment Shift: Despite a more than 67% decline in stock value over the past year, retail sentiment on Stocktwits shifted from ‘bullish’ to ‘extremely bullish’, indicating investor optimism about potential future improvements.
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Analyst Views on ODD
Wall Street analysts forecast ODD stock price to rise
8 Analyst Rating
6 Buy
2 Hold
0 Sell
Strong Buy
Current: 13.400
Low
49.00
Averages
66.63
High
80.00
Current: 13.400
Low
49.00
Averages
66.63
High
80.00
About ODD
Oddity Tech Ltd is an Israel-based company engaged in the beauty and wellness sector. The Company is operating a tech platform under its own brand on the Internet, whose purpose is to support a portfolio of brands and services connected to the beauty and wellness market and to develop products customized to the wishes of the Company's clients. The Company is using algorithms and machine learning models to match a corresponding physical product. Advanced biological models and machine learning-based tools are used to find new molecules for beauty and wellness purposes. The Company is active in research and development in areas such as data science, machine learning, and computer vision to enhance its products.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
ODDITY Tech Faces Securities Class Action Lawsuit
- Stock Price Plunge: ODDITY Tech's American Depositary Shares plummeted 49% on February 25, 2026, resulting in over $600 million in market capitalization loss, indicating severe investor concerns regarding the company's financial outlook.
- Revenue Downgrade: The company anticipates a staggering 30% year-over-year decline in Q1 2026 revenue, triggering a strong market reaction and significantly eroding investor confidence in its AI-driven platform.
- Lawsuit Allegations: Hagens Berman has filed a class action lawsuit against ODDITY, alleging that the company made false and misleading statements while failing to disclose critical algorithm changes that led to increased customer acquisition costs.
- Ongoing Investigation: The firm is investigating whether ODDITY intentionally misled investors and is urging those who suffered significant losses to submit their information to support the lawsuit and investigation efforts.
See More
Oddity Tech Faces Class Action Lawsuit for Securities Violations
- Class Action Reminder: The Schall Law Firm alerts investors of a class action lawsuit against Oddity Tech Ltd. for securities violations, involving purchases made between February 26, 2025, and February 24, 2026, with a deadline to contact by May 11, 2026, to participate.
- False Statement Allegations: The complaint alleges that Oddity made false and misleading statements about its operating model's strength, while in reality, customer acquisition costs surged due to an algorithm change by a major ad partner, adversely affecting business performance.
- Market Reaction Impact: When the market learned the truth about Oddity, investors suffered losses, indicating that the company's public statements were false and materially misleading throughout the class period, potentially leading to a decline in stock price.
- Legal Consultation Opportunity: The Schall Law Firm offers free consultations and encourages affected shareholders to reach out to discuss their rights, demonstrating the firm's commitment to protecting investor interests.
See More
Oddity Tech Faces Securities Litigation Investigation
- Legal Investigation: Faruq & Faruqi, LLP is investigating potential securities litigation against Oddity Tech Ltd., specifically targeting investors who purchased securities between February 26, 2025, and February 24, 2026.
- Investor Rights Reminder: The firm encourages affected investors to contact partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310) to discuss their legal rights and options regarding the situation.
- Class Action Deadline: Investors should be aware that the deadline to seek the role of lead plaintiff in the federal securities class action against Oddity is May 11, 2026, making this date critical for potential claims.
- Market Impact: This investigation could negatively affect Oddity's stock price, prompting investors to closely monitor developments to assess their investment risks and potential losses.
See More
ODDITY Tech Faces Securities Class Action Lawsuit
- Stock Price Plunge: ODDITY Tech's shares plummeted 49% on February 25, 2026, wiping out over $600 million in market capitalization, reflecting severe investor concerns about the company's financial outlook, particularly after announcing a projected 30% year-over-year decline in Q1 2026 revenue.
- Lawsuit Context: A securities class action lawsuit has been filed against ODDITY, aiming to represent investors who purchased its securities between February 26, 2025, and February 24, 2026, alleging the company made false and misleading statements while failing to disclose critical algorithm changes that led to significant investor losses.
- Advertising Partnership Issues: The lawsuit highlights that changes in the algorithm of ODDITY's largest advertising partner diverted ads to lower-quality auctions, significantly increasing customer acquisition costs, which not only impacted the company's business performance but also raised questions about the stability of its digital operating model.
- Ongoing Investigation: Hagens Berman is investigating whether ODDITY intentionally misled investors and is urging knowledgeable individuals to come forward, indicating a strong focus on corporate governance and transparency issues.
See More
Class Action Filed Against Oddity for Misleading Statements
- Lawsuit Background: Bragar Eagel & Squire has filed a class action lawsuit against Oddity Tech Ltd. on behalf of investors who purchased Oddity securities between February 26, 2025, and February 24, 2026, alleging that the company made materially false and misleading statements that affected investor decisions.
- Details of Misrepresentation: The lawsuit claims that due to an algorithm change by Oddity's largest advertising partner, the company faced abnormally high advertising costs and significantly increased customer acquisition costs, which were not disclosed to investors, negatively impacting the company's financial outlook.
- Stock Price Reaction: Following the release of its financial results on February 25, 2026, where CEO Holtzman acknowledged the adverse effects of the algorithm change, Oddity's stock price plummeted by 49.21% to close at $14.74 per share, reflecting market disappointment in the company's prospects.
- Investor Action: Investors are encouraged to apply by May 11, 2026, to be appointed as lead plaintiffs in the lawsuit to protect their rights, with Bragar Eagel & Squire offering free consultations to affected investors for further information.
See More
Class Action Filed Against ODDITY Tech Ltd. Over Securities Violations
- Class Action Initiated: Pomerantz LLP has filed a class action lawsuit against ODDITY Tech Ltd. in the Southern District of New York on behalf of investors who purchased the company's securities between February 26, 2025, and February 24, 2026, seeking damages for violations of federal securities laws, indicating a severe loss of investor trust in the company's management.
- Impact of Algorithm Changes: The complaint alleges that due to an algorithm change by ODDITY's largest advertising partner, the company's ads were diverted to lower-quality auctions, significantly increasing customer acquisition costs, with a projected 30% year-over-year revenue decline expected in Q1 2026, reflecting serious financial challenges ahead.
- Stock Price Plunge: Following the financial results announcement on February 25, 2026, ODDITY's stock price plummeted by $14.28, or 49.21%, closing at $14.74, signaling a pessimistic outlook from the market regarding the company's future prospects and a severe blow to investor confidence.
- Legal Consequences and Impact: This class action could lead to substantial financial liabilities for the company, potentially affecting its future financing capabilities and market reputation, further exacerbating investor concerns regarding its business model and market position.
See More
ODDITY Tech Faces Securities Class Action Lawsuit
- Stock Price Plunge: ODDITY Tech's American Depositary Shares plummeted 49% on February 25, 2026, resulting in over $600 million in market capitalization loss, indicating severe investor concerns regarding the company's financial outlook.
- Revenue Downgrade: The company anticipates a staggering 30% year-over-year decline in Q1 2026 revenue, triggering a strong market reaction and significantly eroding investor confidence in its AI-driven platform.
- Lawsuit Allegations: Hagens Berman has filed a class action lawsuit against ODDITY, alleging that the company made false and misleading statements while failing to disclose critical algorithm changes that led to increased customer acquisition costs.
- Ongoing Investigation: The firm is investigating whether ODDITY intentionally misled investors and is urging those who suffered significant losses to submit their information to support the lawsuit and investigation efforts.
See More
Oddity Tech Faces Class Action Lawsuit for Securities Violations
- Class Action Reminder: The Schall Law Firm alerts investors of a class action lawsuit against Oddity Tech Ltd. for securities violations, involving purchases made between February 26, 2025, and February 24, 2026, with a deadline to contact by May 11, 2026, to participate.
- False Statement Allegations: The complaint alleges that Oddity made false and misleading statements about its operating model's strength, while in reality, customer acquisition costs surged due to an algorithm change by a major ad partner, adversely affecting business performance.
- Market Reaction Impact: When the market learned the truth about Oddity, investors suffered losses, indicating that the company's public statements were false and materially misleading throughout the class period, potentially leading to a decline in stock price.
- Legal Consultation Opportunity: The Schall Law Firm offers free consultations and encourages affected shareholders to reach out to discuss their rights, demonstrating the firm's commitment to protecting investor interests.
See More
Oddity Tech Faces Securities Litigation Investigation
- Legal Investigation: Faruq & Faruqi, LLP is investigating potential securities litigation against Oddity Tech Ltd., specifically targeting investors who purchased securities between February 26, 2025, and February 24, 2026.
- Investor Rights Reminder: The firm encourages affected investors to contact partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310) to discuss their legal rights and options regarding the situation.
- Class Action Deadline: Investors should be aware that the deadline to seek the role of lead plaintiff in the federal securities class action against Oddity is May 11, 2026, making this date critical for potential claims.
- Market Impact: This investigation could negatively affect Oddity's stock price, prompting investors to closely monitor developments to assess their investment risks and potential losses.
See More
ODDITY Tech Faces Securities Class Action Lawsuit
- Stock Price Plunge: ODDITY Tech's shares plummeted 49% on February 25, 2026, wiping out over $600 million in market capitalization, reflecting severe investor concerns about the company's financial outlook, particularly after announcing a projected 30% year-over-year decline in Q1 2026 revenue.
- Lawsuit Context: A securities class action lawsuit has been filed against ODDITY, aiming to represent investors who purchased its securities between February 26, 2025, and February 24, 2026, alleging the company made false and misleading statements while failing to disclose critical algorithm changes that led to significant investor losses.
- Advertising Partnership Issues: The lawsuit highlights that changes in the algorithm of ODDITY's largest advertising partner diverted ads to lower-quality auctions, significantly increasing customer acquisition costs, which not only impacted the company's business performance but also raised questions about the stability of its digital operating model.
- Ongoing Investigation: Hagens Berman is investigating whether ODDITY intentionally misled investors and is urging knowledgeable individuals to come forward, indicating a strong focus on corporate governance and transparency issues.
See More
Class Action Filed Against Oddity for Misleading Statements
- Lawsuit Background: Bragar Eagel & Squire has filed a class action lawsuit against Oddity Tech Ltd. on behalf of investors who purchased Oddity securities between February 26, 2025, and February 24, 2026, alleging that the company made materially false and misleading statements that affected investor decisions.
- Details of Misrepresentation: The lawsuit claims that due to an algorithm change by Oddity's largest advertising partner, the company faced abnormally high advertising costs and significantly increased customer acquisition costs, which were not disclosed to investors, negatively impacting the company's financial outlook.
- Stock Price Reaction: Following the release of its financial results on February 25, 2026, where CEO Holtzman acknowledged the adverse effects of the algorithm change, Oddity's stock price plummeted by 49.21% to close at $14.74 per share, reflecting market disappointment in the company's prospects.
- Investor Action: Investors are encouraged to apply by May 11, 2026, to be appointed as lead plaintiffs in the lawsuit to protect their rights, with Bragar Eagel & Squire offering free consultations to affected investors for further information.
See More
Class Action Filed Against ODDITY Tech Ltd. Over Securities Violations
- Class Action Initiated: Pomerantz LLP has filed a class action lawsuit against ODDITY Tech Ltd. in the Southern District of New York on behalf of investors who purchased the company's securities between February 26, 2025, and February 24, 2026, seeking damages for violations of federal securities laws, indicating a severe loss of investor trust in the company's management.
- Impact of Algorithm Changes: The complaint alleges that due to an algorithm change by ODDITY's largest advertising partner, the company's ads were diverted to lower-quality auctions, significantly increasing customer acquisition costs, with a projected 30% year-over-year revenue decline expected in Q1 2026, reflecting serious financial challenges ahead.
- Stock Price Plunge: Following the financial results announcement on February 25, 2026, ODDITY's stock price plummeted by $14.28, or 49.21%, closing at $14.74, signaling a pessimistic outlook from the market regarding the company's future prospects and a severe blow to investor confidence.
- Legal Consequences and Impact: This class action could lead to substantial financial liabilities for the company, potentially affecting its future financing capabilities and market reputation, further exacerbating investor concerns regarding its business model and market position.
See More
