# Oddity Tech Ltd. (ODD)

> Source: Nexqual · https://nexqual.com/ODD · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, Oddity Tech Ltd. (ODD), nexqual.com/ODD" · informational, not investment advice.

**Price:** USD 23.35 (+4.33% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 22.38 · day 22.38–23.47 · 52w 9.25–49.29 · market cap $1.08B · NGM

## Key facts
- Insider open-market sales, last ~7 months: 7 Form 4 filings, $2.9M; 3 not under a Rule 10b5-1 plan ($452K); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Hold (mean 3.45 on a 1–5 scale) (11 analysts), mean target USD 16.06 (range 9–22).
- Total return with dividends: 1Y -50.5% vs S&P 500 +14.9%; 5Y -55.6% vs S&P 500 +80.3%.
- Next earnings: 2026-11-18, EPS estimate USD 0.3, revenue estimate $140M.

## Insider sales (SEC Form 4, open-market, last ~7 months)
4 of 7 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-09-01…2026-09-03 | Drucker Mann Lindsay | Global Chief Financial Officer | 8,526 | $129K | 6.8% | Yes (adopted March 13, 2026) | Too little history (no open-market trades in 2023–2025) |
| 2026-08-27…2026-08-31 | Drucker Mann Lindsay | Global Chief Financial Officer | 39,360 | $584K | 25.3% | Yes (adopted March 13, 2026) | Too little history (no open-market trades in 2023–2025) |
| 2026-08-26 | Drucker Mann Lindsay | Global Chief Financial Officer | 3,493 | $52K | 3.2% | Yes (adopted March 13, 2026) | Too little history (no open-market trades in 2023–2025) |
| 2026-08-05 | Drucker Mann Lindsay | Global Chief Financial Officer | 11,473 | $173K | 9.9% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-06-30 | Drucker Mann Lindsay | Global Chief Financial Officer | 109,602 | $1.7M | 54.4% | Yes (adopted March 13, 2026) | Too little history (no open-market trades in 2023–2025) |
| 2026-06-01 | Drucker Mann Lindsay | Global Chief Financial Officer | 9,603 | $129K | 11% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-04-30 | Drucker Mann Lindsay | Global Chief Financial Officer | 9,600 | $150K | 13.2% | No | Too little history (no open-market trades in 2023–2025) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

## Analysts
Consensus Hold (mean 3.45 on a 1–5 scale), 11 analysts; mean target USD 16.06 (low 9, high 22).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-15 | Morgan Stanley | Target raised | Equal-Weight | $16.5 → $18.5 |
| 2026-09-10 | Morgan Stanley | Target raised | Equal-Weight | $10 → $16.5 |
| 2026-09-10 | Truist Securities | Target raised | Hold | $16 → $18 |
| 2026-09-10 | Evercore ISI Group | Target raised | In-Line | $15 → $21 |
| 2026-09-09 | Jefferies | Target raised | Hold | $16 → $18 |
| 2026-09-08 | Needham | Reiterated | Hold |  |
| 2026-09-01 | Truist Securities | Target raised | Hold | $12 → $16 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2023-07-17) |
|---|---|---|
| Total return | -50.5% | -55.6% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -50.6% | -22.0% |
| Volatility (annualized) | 106.6% | 85.5% |
| Max drawdown | -79.2% (Oct 2025→Jun 2026) | -87.3% (Jun 2025→Jun 2026) |

## Peers (Household & Personal Products)
EPC (Edgewell Personal Care Company) USD 28.89 +7.08% · HELE (Helen of Troy Limited) USD 28.96 +2.04% · SPB (Spectrum Brands Holdings, Inc.) USD 81.03 +2.62% · HNST (The Honest Company, Inc.) USD 4.86 -0.00% · NWL (Newell Brands Inc.) USD 5.73 +3.06% · MAGN (Magnera Corporation) USD 11.84 +5.71%

## More
Full page: https://nexqual.com/ODD · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Supply chain and relationships (SEC annual reports)

Named in ODD's own 20-F filed 2026-03-17 (https://www.sec.gov/Archives/edgar/data/1907085/000110465926029490/odd-20251231x20f.htm):

| Relationship | Company | Sentence in the filing |
|---|---|---|
| Partner | Catterton Management Company | "On November 27, 2023, we entered into a Nominee and Indemnity Agreement with Catterton Management Company, L.L.C. ("Catterton Management") as investment manager of LCGP3 and L Catterton Growth Partners III Offshore, L.P.…" |
| Partner | Catterton Growth Partners III Offshore | "On November 27, 2023, we entered into a Nominee and Indemnity Agreement with Catterton Management Company, L.L.C. ("Catterton Management") as investment manager of LCGP3 and L Catterton Growth Partners III Offshore, L.P.…" |
| Partner | LP and Il Makiage Investments | "On June 2, 2017, we entered into a registration rights agreement with Oran Shilo Investments LP and Il Makiage Investments L.P., each of which is controlled by Oran Holtzman, our co-founder and Chief Executive Officer, a…" |

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $0.30 | $0.11 | +167.6% | $140.5M | 9 |
| Next quarter (ends 2026-12-31) | $0.12 | $-0.00 | -3436.2% | $137.1M | 9 |
| Current fiscal year (ends 2026-12-31) | $0.46 | $0.06 | +731.4% | $656.3M | 9 |
| Next fiscal year (ends 2027-12-31) | $1.14 | $1.00 | +13.6% | $749.0M | 9 |
