Company Overview - Oddity Tech Ltd. operates as a consumer technology company focused on building digital-first brands within the beauty and wellness industries [3] Financial Results and Issues - On February 25, 2026, Oddity reported its full year 2025 financial results, revealing a significant dislocation in its account with its largest advertising partner due to algorithm changes. This led to a diversion to lower quality auctions at abnormally high costs, resulting in increased new user acquisition costs that are not aligned with market trends or historical performance [4] - Following the announcement of these financial results, Oddity's stock price experienced a dramatic decline of over 49% [4] Legal Investigation - Robbins Geller Rudman & Dowd LLP is investigating potential violations of U.S. federal securities laws involving Oddity Tech Ltd. [1]

everythingpossible/iStock via Getty Images Dear Baron International Growth Fund Shareholder, Performance Baron International Growth Fund® (the Fund) retreated 2.96% (Institutional Shares) during the fourth quarter of 2025, while its primary benchmark, the MSCI ACWI ex USA Index (the Benchmark), appreciated 5.05%. The MSCI ACWI ex USA IMI Growth Index (the Proxy Benchmark) gained a more modest 2.44% for the quarter. For the full year 2025, the Fund gained 21.16%, while the Benchmark appreciated 32.39% and ...

Oddity Tech's (NASDAQ: ODD) share price is getting crushed in Wednesday's daily trading session. The company's share price had plummeted 49.9% as of 3:45 p.m. ET despite a bullish backdrop for the broader market. At the same point in the day's trading, the S&P 500 was up 0.8%, and the Nasdaq Composite was up 1.2%. Oddity posted its fourth-quarter results before the market opened this morning and actually reported sales and earnings beats for the period. Unfortunately, the company's forward guidance sugges ...

Fourth quarter net revenue of $153 million, up 24% year-over-yearFourth quarter adjusted EBITDA of $13 millionFourth quarter net income of $6 million and fourth quarter adjusted net income of $12 millionFull year net revenue of $810 million, up 25% year-over-yearFull year adjusted EBITDA of $163 millionFull year net operating cash flow of $88 million and free cash flow of $84 million NEW YORK, Feb. 25, 2026 (GLOBE NEWSWIRE) -- ODDITY Tech Ltd. (NASDAQ: ODD) today announced its financial results for the four ...

Conestoga Capital Advisors, an asset management company, released its fourth-quarter 2025 investor letter. US equities experienced solid returns in 2025, with double-digit gains across all major indices. A copy of the letter can be downloaded here. In 2025, the Conestoga Micro Cap Composite met its purpose of preserving capital during negative market returns and capturing upside during strong market returns. Micro Caps faced significant volatility in 2025. During the course of events, Conestoga Micro Cap Co ...

NEW YORK, Feb. 18, 2026 (GLOBE NEWSWIRE) -- ODDITY Tech Ltd. (“ODDITY”) (NASDAQ: ODD), today announced that it will release its fourth quarter and full year 2025 financial results before the market open on Wednesday, February 25, 2026, to be followed by a conference call at 8:30 a.m. Eastern Time. Conference Call Details: To participate in the conference call, please dial 1-877-407-9208 (US) or 1-201-493-6784 (international). To access the call, please reference the company name and call title: ODDITY Fourt ...

Aristotle Capital Boston, LLC, an investment advisor, released its fourth-quarter investor letter for “Small Cap Equity Fund”. A copy of the letter can be downloaded here. U.S. small-cap equities reported modest gains in the fourth quarter of 2025. The quarter started as a continuation of the post-Liberation Day risk-on market environment, while it ended on a strong note, driven by a positive macroeconomic backdrop. Attractive valuations, earnings recovery, broadening of the market, and a shift from mega-ca ...

Shares of Waldencast PLC (NASDAQ:WALD – Get Free Report) have received an average recommendation of “Moderate Buy” from the six ratings firms that are currently covering the firm, MarketBeat reports. One research analyst has rated the stock with a sell recommendation, one has given a hold recommendation and four have given a buy recommendation to the company. The average twelve-month price target among analysts that have covered the stock in the last year is $4.4167. Get Waldencast alerts: Several brokerag ...

Company Overview - Oddity Tech Ltd. (NASDAQ:ODD) is a consumer technology company focused on building digital-first brands in the beauty and wellness industries [4]. Analyst Ratings - Barclays analyst Lauren Lieberman has reduced the price target for Oddity Tech's stock from $46 to $40 while maintaining an "Equal Weight" rating [1]. - The firm has adjusted its targets in the broader consumer staples category concerning Q4 2025 earnings, indicating concerns about the company's fundamentals and sector performance [2]. Financial Developments - Oddity Tech announced amendments to existing agreements with a syndicate of banks to secure credit facilities amounting to $350 million, replacing prior $200 million credit facilities. This move enhances the company's financial flexibility for growth initiatives, acquisitions, and share buybacks [3]. Market Sentiment - Recent enthusiasm for Oddity Tech's stock is attributed to a flight to safety among investors, although there are concerns about potential oil and currency headwinds that may arise in 2026 [2]. - While the company shows potential as an investment, there are opinions that certain AI stocks may offer greater upside potential with less downside risk [4].

Core Insights - The Baron Small Cap Fund experienced a decline of 1.56% in Q4 2025, underperforming the Russell 2000 Growth Index, which gained 1.22% during the same period. For the entire year, the fund returned -0.66%, trailing the index by 13.67 percentage points, indicating weak performance both absolutely and relatively [1]. Group 1: Fund Performance - The Baron Small Cap Fund's performance in Q4 2025 was negative, with a decline of 1.56% compared to a gain of 1.22% for the Russell 2000 Growth Index [1]. - The fund's annual return for 2025 was -0.66%, significantly underperforming the index by 13.67 percentage points [1]. - Large-cap growth stocks continued to lead the market for the third consecutive year, suggesting a concentrated leadership trend [1]. Group 2: Oddity Tech Ltd. Analysis - Oddity Tech Ltd. (NASDAQ:ODD) was highlighted as a leading detractor for the Baron Small Cap Fund, with a one-month return of -14.31% and a 12-month decline of 28.64%, resulting in a market capitalization of approximately $1.73 billion [2]. - The company aims to transform the beauty and wellness market through proprietary technology for online sales, but faced stock declines due to investor concerns about category weakness and potential deceleration in its largest brand, Il Makiage [3]. - Oddity Tech Ltd. is launching a new platform, MethodIQ, which requires significant upfront marketing investment, adding uncertainty to its financial outlook [3]. Group 3: Hedge Fund Interest - Oddity Tech Ltd. was held by 31 hedge fund portfolios at the end of Q3 2025, a decrease from 36 in the previous quarter, indicating a decline in popularity among hedge funds [4]. - Despite its potential, the company is viewed as less favorable compared to certain AI stocks that are believed to offer greater upside potential and lower downside risk [4].