Group 1: Company Performance - Oddity Tech Ltd. reported a 24% year-over-year revenue increase to $148 million in Q3 2025, with a simultaneous 24% rise in adjusted diluted EPS [2] - The company's growth was driven by a 40% year-over-year surge in international revenue, particularly in established markets like the UK and Australia [2] - Oddity is testing new markets in France, Italy, and Spain as part of its international expansion strategy [2] Group 2: Financial Guidance - Oddity raised its full-year 2025 revenue guidance, now forecasting total revenue between $806 million and $809 million, representing 24% to 25% growth [3] - The adjusted diluted EPS is projected to be in the range of $2.10 to $2.12 for the full year [3] Group 3: Strategic Developments - A major highlight of the quarter was the launch of METHODIQ, a new dermatology-focused medical care brand, expected to scale faster than the previous successful launch of SpoiledChild [3] - Although METHODIQ is anticipated to initially carry lower gross margins due to third-party physician network costs, management remains optimistic about its growth potential [3] Group 4: Analyst Ratings - JPMorgan analyst Cory Carpenter lowered the price target on Oddity to $59 from $67 while maintaining an Overweight rating on the shares [1] - The firm updated its investment ratings and price targets for companies within the small- and mid-cap internet and video game sectors as part of its 2026 market forecast [1]
JPMorgan Maintains Overweight on Oddity Tech (ODD) While Reducing PT Following 2026 Sector Forecast