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Will Strong Q3 Results and a Raised 2025 Outlook Change Oddity Tech's (ODD) Narrative?

Simply Wall St · 5d ago
  • In the past quarter, Oddity Tech reported third-quarter 2025 sales growth of 24% year over year and a 25% increase in adjusted earnings, prompting the company to raise its full-year 2025 outlook to more than US$800,000,000 in net revenue and roughly 24% to 25% annual growth.
  • This combination of stronger-than-expected results and a higher revenue forecast highlights how Oddity’s model is still evolving meaningfully as it scales.
  • Now, we’ll examine how Oddity’s raised full-year revenue outlook might reshape its existing investment narrative and future expectations.

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Oddity Tech Investment Narrative Recap

To own Oddity Tech, you need to believe its digital first, AI driven model can keep converting online engagement into profitable, repeatable sales as it adds brands and expands globally. The latest guidance raise, underpinned by 24% sales growth and 25% adjusted earnings growth in the third quarter of 2025, supports the short term catalyst of scaling its platform, but does not remove the key risk that rising digital customer acquisition costs could pressure margins if online marketing becomes less efficient.

Among recent announcements, the October 2025 launch of METHODIQ, a telehealth platform focused on customized dermatology treatments, looks particularly relevant. It connects directly to Oddity’s catalyst of entering medical grade dermatology and telehealth, using its AI, data and online distribution strengths to open a new vertical that could diversify revenue and reduce reliance on any single brand or category over time.

Yet even with METHODIQ and raised 2025 revenue guidance, investors should still be aware of how increased dependence on digital marketing could...

Read the full narrative on Oddity Tech (it's free!)

Oddity Tech's narrative projects $1.3 billion revenue and $177.0 million earnings by 2028. This requires 19.0% yearly revenue growth and about a $66.9 million earnings increase from $110.1 million today.

Uncover how Oddity Tech's forecasts yield a $66.45 fair value, a 69% upside to its current price.

Exploring Other Perspectives

ODD 1-Year Stock Price Chart
ODD 1-Year Stock Price Chart

Six fair value estimates from the Simply Wall St Community cluster between US$62.06 and US$90, showing how differently individual investors assess Oddity Tech’s potential. Against that backdrop, the company’s raised 2025 revenue outlook highlights how sensitive those views may be to execution in scaling its AI powered, online only model and the risk that digital customer acquisition economics might shift over time, so it is worth comparing multiple perspectives before forming your own view.

Explore 6 other fair value estimates on Oddity Tech - why the stock might be worth just $62.06!

Build Your Own Oddity Tech Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

  • A great starting point for your Oddity Tech research is our analysis highlighting 3 key rewards that could impact your investment decision.
  • Our free Oddity Tech research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Oddity Tech's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.