ODD
ODDITY Tech Ltd. Class A Ordinary Shares
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Mazel tov to anyone who played ODD earnings
ODD not technically a penny stock but worth checking out the earnings
Implied moves for earnings next week - up or down idiots $ADBE: 8.17% $ORCL: 11.78% $GME: 10.31% $M: 8.2% $AEO: 15.7% $AVAV: 12.93% $RH: 12.74% $SIG: 11.02% $CHWY: 10.65% $ASO: 8.5% $LAES: 8.26% $ODD: 21.96%
WHERE ARE MY NUMBER ONE AND ONLY FANS? u/COMFORTABLE_GOAL9110 u/FUN-STRESS3337 u/ASLEEP-IMPLEMENT5938 u/ODD_NEIGHBORHOOD969 u/AFFECTIONATEFACE5877 IM BACK BABY DID YOU GUYS CAAAAAAAAAAAAAAAAAAAAAAAAAAAAAALLLL ME? XD
ODD up 85% in a month. Low float. LFG
ODD up 7% on 130k shares. Very low float
Low float. Only 360k volume today and ODD up 8%
interesting. ODD has the best balance sheet, however insider and institutional are selling.
Thanks, they have 300 mio cash and 600 mio debt. Is that a convertible bond? Any idea how many shares they have to issue and at what price? I will wait for the next quarter update. The price action looks a bit scary. Company is based in Israel so they might face some push backs. When will the legal case be settled, any idea. Maybe they have to pay a big settlement so it sounds a bit risky. Anyway thanks for your time writing about ODD.
ODD slammed in pre. Buying at $10 for the bounce
CRDO calls, you're welcome. ODD calls, you're welcome. RELY calls, you're welcome.
ODD has very little float. CEO owns 24%, several 10% holders. Moves on low volume. Interesting set up with earnings next week.
ODD Oddity Tech Keybanc see 3 weeks positive credit card spending in May. Bullish Outlook
Oddity Tech ODD up 5%. Earnings 6/2 🚀
If we then ask AI to use this as the stock choice thesis, after some thought it gives us: The thesis you gave points to small, cheap, profitable, cash-generative companies that can reinvest without EBITDA falling behind asset growth; valuation and FCF yield matter more than pure revenue growth. # 1. ODDITY Tech — ODD **Why it fits:** The strongest “fallen but still profitable” setup. ODD has a market cap around **$691m**, EV around **$523m**, **EV/EBITDA \~4.0**, **EV/FCF \~6.25**, **ROIC \~20.6%**, and the stock is down about **81% over 52 weeks**. That is exactly the kind of valuation-reset + profitability profile the thesis likes. **10x case:** If the current customer-acquisition-cost problem proves temporary, ODDITY could rerate sharply because 2025 revenue was **$810m**, up **25%**, with **$163m adjusted EBITDA** and **$84m free cash flow**. The big risk is real: management said ad-platform disruption could make Q1 2026 revenue fall about **30% YoY**, so this one depends on CAC normalising. # 2. Payoneer — PAYO **Why it fits:** PAYO is small enough at about **$1.6bn market cap**, has **EV/FCF \~6.8**, **FCF yield \~12.4%**, net cash, and **ROIC \~22%**; the stock is also down about **33% over 52 weeks**. **10x case:** It is a profitable cross-border payments platform in a huge B2B digitisation market. Q1 2026 showed **11% revenue ex-interest growth**, **44% B2B volume growth**, and management raised 2026 guidance to **$1.1bn–$1.14bn revenue** and **$285m–$295m adjusted EBITDA**. # 3. dLocal — DLO **Why it fits:** DLO has a market cap around **$3.4bn**, **EV/FCF \~6.3**, **FCF yield \~12.2%**, **ROIC \~22.4%**, low debt relative to cash flow, and very high insider ownership. **10x case:** Emerging-market payments still have a long runway, and Q1 2026 was strong operationally: **TPV +73%**, **revenue +55%**, and **gross profit +40% YoY**. The caution is margin pressure: reported net income fell, although management attributes part of that to a one-off tax adjustment. # 4. StoneCo — STNE **Why it fits:** This is the cheapest on raw numbers: about **$2.5bn market cap**, **P/FCF \~3.8**, **EV/EBITDA \~2.7**, **EV/FCF \~5.6**, **ROIC \~31%**, and **FCF yield \~26%**. The stock is down about **24% over 52 weeks**, which also fits the “not already loved” part of the thesis. **10x case:** If Brazil SME payments/financial services continue compounding and the market regains confidence, the valuation has massive rerating potential. The 1Q26 release showed adjusted EPS up **15.4% YoY**, helped by aggressive buybacks; the risk is that growth/margins are not yet cleanly accelerating. # 5. GigaCloud Technology — GCT **Why it fits:** GCT has a market cap around **$1.37bn**, **PE \~9.4**, **EV/FCF \~9.9**, **FCF yield \~10.9%**, and **ROIC \~23%**. **10x case:** It is building a B2B marketplace/logistics platform for large-parcel goods, with Q1 2026 revenue up **32.2%**, adjusted EBITDA up **37.3%**, active buyers up **25.2%**, and 3P-seller GMV up **23.7%**. The caveat is entry price: unlike the others, the stock is up nearly **98% over 52 weeks**, so it is less “near the lows” than the thesis ideally wants. My ranked shortlist would be: **ODD, PAYO, DLO, STNE, GCT**. The first four fit the “cheap, profitable, cash-generative, unloved” thesis more cleanly; GCT has perhaps the clearest profitable growth engine, but the current price action is less thesis-perfect. \----- ChatGPT is not me; neither of us give financial advice.
Oddity Tech... Private Equity needs to step in and break up company. Great brands horrible marketing thru Algos.. ODD 3X Ceo holds 24%.
Oddity Tech ODD... Down 10% yesterday, 5m shares short, very little float, earnings Tuesday. 😬
Any other $ODD post earnings disaster dip-buyers still hanging in there?
I’m actually suspicious of this market. War is going on and yet markets keep going up? And of course there’s insider trading. It’s been known for years. Nancy Pelosi is the biggest one. Then the Shawn Ryan show exposed Dan Crenshaw. Senators make like 200-250k yet he’s worth millions? ODD.
ODD Oddity Tech up 40% off low. Headed back to $30
ODD has massive insider holdings. Low float. 4.5m shares short. Up 9% on 200k volume
For ODD I depended heavily on my wife and her habits. It was actually the thing that pushed me over the buy line on that one. She has excellent taste.
What competitive space are we talking about here? WeRide's markets are not homogenous. If you’re implicitly treating WRD like a single-line robotaxi operator. It isn’t. WeRide is a multi-domain autonomy platform with 3 very different revenue qualities: Hardware-led (robotaxi, robobus, robovan, robosweeper), Licensing / software (ADAS, autonomy stack), Services and operations. So the current P/S is anchored on a front-loaded revenue mix, not steady-state economics. You’re valuing a transition phase as if it’s the end state. The relevant question is: What does P/S look like when software share increases and utilization stabilizes? Sure deep pockets help. But it assumes all capital is equally useful. It isn’t. Example: Waymo has deep pockets, but scaling is constrained by ODD, cost, and ops. Tesla has capital, but is still unresolved on full autonomy deployment. I think the better question is: Who converts deployments into repeatable, contracted revenue fastest? I believe WeRide is doing a very good job here.
ODD seems to have dodged a bullet. It got a huge pump on what I thought was a nothing story. The headline was a $200 million buyback, but it was really just an adjustment of the existing $150 million buyback authorization. Then during the day and since both ELF and ULTA have crashed. ODD was unmoved.
ODD showing a lot of confidence, which is impressive. I might add to my calls.
Oddity Tech (ODD) said Thursday the board approved a plan to buy back up to $200 million of the company's Class A shares. The buyback plan replaces Oddity Tech's previously announced $150 million repurchase program and expires on March 31, 2029, the company said. This would equal about 30% of the current market cap.
ULTA (26 P/E) reports tomorrow. Wonder what the read-through to ODD (6 P/E) will be.
Ceo buys 857k shares of Oddity Tech ODD. It might be time to buy the dip!!
Oddity tech ODD CEO acquired 875k shares open market the last 2 days. Up 8%
Oddity tech ODD after getting crushed on earnings/guidance its bounced 30% and moving today. $103m in share buybacks, very little float. In again 😬
ODD CEO bought $13.7 million worth of shares.
I was seeing $ODD pop up here quite a bit the last few months. Now that it’s tanked 85% what are people’s thoughts? I bought at 37, sold at 45 for a small profit. After the crash I bought at 13.33 and holding, obviously I missed the bottom.
A few thoughts on some holdings I've mentioned on here before.... ODD. So I sold my shares and used a small portion to buy Jan 2027 OTM calls. The stock is priced for failure and if management salvages anything in the next few quarters, there's upside. Wouldn't rule out an acquisition bid in the interim. If I'm wrong, I lose a few more bucks. However, I think the company will rightly trade at a low multiple for awhile. If they're at this much risk from an algo change, it's warranted. If it's really promising come next year I can always act on a few of my options to buy some shares. UFPT. One of my longest holdings and personal favorite companies. However, their organic growth has dramatically declined and they're becoming more and more dependent on acquisition. Not that that is bad, it just changes the nature of the company. 15x EBITDA is kinda a standard for that type of company and that's right where the company is trading. So, I'm not sure how much upside there is left. That's what the market has been reflecting since earnings. I'm still holding as of now, but I might consider trimming/selling for some options that appear to offer better returns. ABX. Man, I can't wait for earnings here. MIAX. Absolutely destroyed earnings last week, but got very little response. I think it's too new to get momentum, but I added a few more shares around $40 last week. It's not often a new stock exchange gets listed.
Did $ODD ever provide any more detail as to how they expect a 30% decrease in revenue for Q1?
Big yikes on ODD. They said ad spending got out of control. That's not credible. They either have serious control and competence issues or there's malice going on.
How do you feel about ODD now? They are currently apologizing for apocalyptically abnormal advert auctions, but I'm not sure I accept the excuse.
Flatbed trucking rates going absolutely nuts, above COVID levels, and particularly in the Midwest. LTL still high, but not seeing the same spike. Possibly because of increasing equipment sales. Still sorting out ODD. It's trading for cash on hand right now, but if an algo change at Instagram can hurt business this much...it's questionable. Watching to see what the company does. They can buy back 12% of the company with their current buyback authorization. I expect to see them do it, plus some insider buys if they have any confidence in fixing this.
One more ODD thought for the day.... The company had $776 million in cash at the end of last quarter. The current market cap is $846 million. The market is valuing the business, that put out $84 million of fcf last year, at $70 million.
I was going to short $ODD which is like a tech minded make up company but didnt do it and they are down 50% today wow!
lost 20k on ODD, what now
Well, ODD 20% off the morning lows, so that's something.
what happened with ODD Tech??? down 50%!
Great options returns on ODD CRCL GDDY WDAY… Should still be a little potential on NVTS but maybe it’s flat this time. HUT might have some potential by the end of the week but it’s reduced from the move
ODD earnings: Fourth quarter net revenue of $153 million, up 24% year-over-year Fourth quarter adjusted EBITDA of $13 million Fourth quarter net income of $6 million and fourth quarter adjusted net income of $12 million Full year net revenue of $810 million, up 25% year-over-year Full year adjusted EBITDA of $163 million Full year net operating cash flow of $88 million and free cash flow of $84 million Also guiding for a 30% revenue decline in Q1 due to a one off marketing algo problem. This actually seems fishy to me, but I'll read more. Stock getting murdered.
Oddity Tech ODD 15PE 24% growth Earnings 2/25 Let's Go! 📈
I'm not sure if they didn't win but there was some ODD stuff around a few of Trumps comments and Elon. The fact they won all seven swing states was very unusual and hasn't happened in 40 years. Still I think there's probably more reason to think that many people are misogynist and racist, and an even greater amount are subconsciously so or in ways they rarely if ever admit to. Honestly I wouldn't be surprised if two things were true - some cheating happened, but also many swing voters silently voted trump.
I wouldn’t even recognize ODD if it didn’t hit a new 52 week low every week.
$ODD shareholders have been cooked
Been buying ODD, BYRN, and MIAX recently. Also small cap industrials.
Two large holders of ODD have added bigly to their positions in the last week. I've done the same.
The Oddity train is leaving the station. ODD 📈🚀
Oh definitely. Silver and gold too. Massively overbought with leverage. It wouldn't surprise me if some SaaS investors got margin called as well. Everyone loves a reason for selloffs, but a lot of time it's just market mechanics. Got to buy BYRN and added to ODD and some OPEN calls. I'll take it.
Oddity Tech ODD Strong EPS and Revenue growth.
ODD disorder is the best disorder !! When I see a toddler with ODD, I say to the parents.. what a wonderful child. When I meet a women with ODD, I propose to them. In short ODD humans are the best humans.
Oddity Tech ODD breakout in to earnings
Its ODD that there's only a small possibility that the SCOTUS will interpret the constitution to mean what it CLEARLY SAYS IN PLAIN ENGLISH. The corruption is deep and wide.
I asked Gemini to load the 10 most common methods of technical analysis. Then asked it to apply them trying to find a possible bottom for ODD. It answered around $35.10. Added a few more shares, we'll see what happens.
Started small positions in ODD and SKWD. ODD is a cool company and valuation is attractive. SKWD is growing fast with fair valuation. They have tilted into agriculture insurance which should continue to grow.
My goodness ODD has gotten pounded lately. Might be time to nibble again
Is anyone buying $ODD under 36 today?
So when do we buy back in to $ODD
ODD great looking income statement, balance sheet, and cash flows. Clear path to growth. Share price appreciation could come in back half of 2026. Their new product line extension into the medical side of beauty reminds me of HIMS. Big potential, while the share price is supported by the core business.
I'm having a harder time pinning down an exact fair value. However, there's a very legitimate case to be made they do 25-30% growth annually over the next 2-3 years. So 25% for three years gives me $734 million in revenue. This is about inline with consensus. I'd also be banking on some multiple expansion since they're the only player large enough to meet much of the demand. 7-8x sales for a moaty company growing at obscene rates? That would be a $5 billion market cap or 2.5x in three years. Inflection to cash flow positive helps this case, and that should happen this year. Slightly bullish numbers. I'm not convinced enough to make it a huge position like ABX or ODD, but happy to put a standard starter on it, with the possibility of adding opportunistically.
$ODD creeping down into the buy zone soon.
ODD - Strong financials, clear growth path
I have been watching ODD - Odditty Technologies. Its not at all time lows but I think its undervalued. Earnings have been good, management team is good and I like the company viability long term. Not advice, just another stock pick.
Thought I had robbed a bank with $39 ODD. Agree with the energy thesis, if by energy you mean electricity. Agree that sometimes left for dead sectors can have zero logical reason to rally on a given date, then months later we look back and say it was obvious. Today, there seems to be glut potential for fossil energy with everyone including us pumping, with the rest of the world ignoring our administration’s weirdness, with potential surrender deal in Ukraine. But as I say, often those logical outlooks come completely undone. Sometimes technical charts matter more than fundamentals. I’m still accumulating solar names even 2025 wasn’t their turn. Biotech seems like an obvious good prospect. Same with M&A stuff. Agree on metals and mining. Can’t believe how long and brutal it has been for some chemicals. You’re the axe on trucking, I take your word for what you’re saying.
As I read the suggestions of great stocks for 2026 I'm surprised by one thing: most of the suggestions are the biggest winners from last year. NBIS, RKLB, SMR..... So the consensus seems to be last year's winners will win big again. However, not a lot of gold related names in there which is interesting, and possibly telling. I'll throw out a few: ODD. Very few people are talking about the amount of stimulus written into the OBBB. We're probably looking at the highest tax refunds in awhile and people are going to spend that cash. Consumer names are beaten down by the recession talk but we're seeing above average Christmas shopping levels. Trucking. Huge amounts of capacity have come off the road. Tender rejections are the highest in years. Any kind of demand is going to spike rates. Biotech I own TWST and CRMD. Falling rates are generally good for biotech. Hopefully next year will provide some clarity on healthcare too.
Yeah, I think that’s a much closer framing than the earlier “crutch vs. purity” takes. Both systems do have safety nets, and both use them as fallback layers when the autonomy stack loses confidence. But there’s still an important distinction in where the safety net lives and what it implies. Waymo’s fallback is inside the autonomy stack itself (map validation + remote ops → conservative behavior). Tesla’s fallback is outside the autonomy stack (human takeover → L2/L3 handoff). So functionally, yeah, both have guardrails. But architecturally, the difference is. Waymo is L4 today (no human fallback within its ODD). Tesla is L2/L2+ today (human fallback everywhere). And that’s where the comparison matters. Waymo’s safety net = machine redundancy. Tesla’s safety net = human supervision. Both companies claim the end goal is to remove their respective nets and reach generalized autonomy. There’s no disagreement there. Where the debate still exists is if they do converge on similar architectures. Or do they continue to scale along different priorities? But I agree with you on the core point. Neither company intends the current safety layer to be permanent. Both are using it as scaffolding to gather data and validate the stack. So yes, long-term ambition is the same: remove the safety net → reach true L4/L5. The disagreement is about which path gets there faster, safer, or at all, not whether they’re playing the same game fundamentally.
I bought ODD at 37 and dumped all of it at 45.
Now that u/_hiddenscout is back, backlog of information to dump.... Trucking tender rejections are over 10%, the highest in years. That's really good for truckers. If we get a little demand juice as tax refunds roll in, trucking stocks are primed. HTLD calls. TWST has become my new obsession. I think AI will dramatically speed drug discovery (ODD has been doing this with cosmetics) leading to a huge surge in demand for synthetic DNA for testing. Also, they have a stake in a company that uses DNA for data storage which is a really interesting play on data centers down the road. No position yet.
I get the analogy, but it kinda falls apart because Tesla isn’t lifting weights here, they’re rewriting the rulebook on how autonomy even works. Waymo/Cruise-style demos are basically lifting a very specific 10-pound dumbbell: mapped route, limited conditions, curated ODD. Tesla’s trying to build the general-purpose strength to lift any weight in any gym. Different sport entirely. And yeah, in the real world most companies show incremental progress. Totally fair point. But Tesla’s approach isn’t incremental by design, they aren’t building the “highway only mode,” then the “city only mode,” then the “left turns after 3pm” mode. They’re training one brain to handle the whole thing. That’s why a single demo doesn’t tell you much about whether that brain is actually generalizing or just memorizing a loop. If Tesla trotted out a single autonomous ride tomorrow, people would (rightly) say: “Cool, now do it at night. Now in the rain. Now with construction. Now in Boston. Now during a solar eclipse.” A one-off demo doesn’t validate the thing they’re trying to build. None of this means Tesla is guaranteed to nail it, obviously. But pretending a flashy PR run is some magic indicator of technological maturity is rough logic. Waymo did their demos a decade ago and still can’t scale outside tightly groomed ODDs. Cruise aced demos then faceplanted in real deployment. If Tesla’s gamble pays off, it’ll look like “nothing nothing nothing… BAM, widespread rollout.” If it doesn’t, sure, they’ll have overreached. But holding them to the demo standard of systems built on a completely different architecture is just comparing apples to orbital rockets.
You’re acting like “just do L3 on highways” is some trivial checkbox, but that’s exactly the philosophical split here. An L3 system isn’t just “drive well on highways and beep when the exit’s coming.” It’s a frozen, auditable, legally bounded mode with a defined ODD and deterministic behavior. Tesla’s whole stack is built around continuous learning and probabilistic outputs which is great for generalization, but a nightmare for certifying something that regulators can treat like a calculator. And yeah, of course Tesla could build a separate, hand-tuned, map-heavy, geofenced highway-only mode. They just don’t want to maintain two code paths and split their effort the way Mercedes and Waymo do. You can call that stupid or over-ambitious, but pretending that L3 certification magically falls out of a general neural net once it “works well enough” is just not how any of this works. Also, you’re oversimplifying the pull-over scenario. L3 requires safe fallback in all conditions within its ODD, not “hope the shoulder is free.” That means redundancy, failover compute, and predictable planning, which again is easier when your system is built around constraints and crisp rules instead of a giant end-to-end policy. You don’t have to like Tesla’s approach, totally fair if you think they should do the Mercedes route instead, but acting like the only reason they’re not L3 is “lol the tech sucks” is just a Reddit fantasy. Different architecture, different goal, different certification path.
You’re kinda missing what I’m actually saying. Nobody is claiming Tesla is being held back by regulators. The whole point is Tesla isn’t aiming at the same milestone Mercedes was, so of course they’re still in L2, their tech isn’t designed to be “frozen and certified” in a narrow box. And yes, the SAE levels existed before the regs, but regulators still use them as the framework. L3 isn’t just “driver can look away,” it’s the manufacturer legally takes responsibility within a strictly defined ODD. Tesla’s system isn’t built around that concept at all. It’s built to expand, not to lock itself into a tiny, guaranteed envelope. Like, if Tesla wanted a geofenced 40 mph traffic jam mode tomorrow, they could probably hack one together. But they’d rather push a general vision model that works basically everywhere. That comes with more growing pains, for sure, but it’s also the only path that scales beyond luxury-car demos. And yeah, today FSD is L2, no argument there. Everyone sees that. The debate isn’t “what level is Tesla right now,” it’s why they’re not chasing the incremental level certifications like Mercedes. Different strategy, different end goal. We can absolutely revisit it when it changes, but acting like the only reason it’s L2 is because the tech “failed to reach L3” kinda ignores that L3 requires a whole different design philosophy than what Tesla’s even trying to build.
I liquidated all of my $ODD shares this morning at $45 for a 21.6% short term realized gain.