ODDITY Tech Ltd. (Class A) (ODD) 12-Month Stock Forecast & Price Target Cone

Per the Roarable RQD rating, ODD carries an RQD Score of 75 and a letter grade of B, labeled "Roarable Buy — Good Risk/Reward." The score is built from five pillars:

• Fundamental Cash Engine: 14 / 20. Per the Roarable RQD rating, ROIC is 85% and FCF yield is 6.81%. These are the strongest quantitative anchors in the profile, suggesting the business converts capital into returns efficiently. The investor implication is that cash generation supports the valuation, but the pillar stops short of top marks, which points to room for scrutiny of how durable that conversion is.
• Whale 13F Flow: 14 / 20. Per the Roarable RQD rating, this pillar reflects institutional accumulation and options positioning. The score is mid-range, so institutional signals are present but not decisively one-directional. The investor implication is that smart-money support exists without being overwhelming.
• Insider Conviction: 19 / 20. Per the Roarable RQD rating, this pillar reflects SEC Form 4 and Congressional PTR cluster flow and is the highest-scoring pillar. The investor implication is that insider and disclosed-trade activity is the most favorable part of the thesis, though the underlying transaction detail is not itemized in the source data.
• Macro Regime Fit: 14 / 20. Per the Roarable RQD rating, beta is 1.0 with a noted sector sensitivity. The investor implication is that the stock is expected to move in line with the broader market, so macro-regime changes will still matter.
• Forensic Balance Sheet: 14 / 20. Per the Roarable RQD rating, Altman Z is 2.95, Piotroski F is 7/9, and Debt/Equity is 0.5. These point to a sound but not pristine balance sheet, with the investor implication being that solvency is not a primary concern while leaving some sensitivity to a downturn.

Taken together, the pillars indicate a stock with strong cash economics and insider signaling, offset by moderate macro and balance-sheet scores. The valuation tradeoff is visible in the market data: per the market data section, trailing P/E is 11.1 and forward P/E is 9.3, which sit low against a stock that has traded in a 52-week range of $9.25 to $46.45. Upside drivers would be sustained ROIC and continued insider conviction; the main risk is that the wide trading range signals meaningful price volatility despite a beta of 1.0. This is an analytical framing of the score, not personalized advice.

Per the profile, ODDITY Tech Ltd. (Class A) operates in the Package Goods/Cosmetics industry within the Consumer Discretionary sector and trades on NASDAQ. Per the financials, the company reports revenue, operating income, and net income across fiscal years. Not available in source data: a description of specific products, customer segments, or the mechanics of how the company monetizes its sales.

Per the SEC financials, revenue grew from $508.7M in FY 2023 to $809.8M in FY 2025, and operating income moved from $74.3M to $118.8M over the same span. Per the market data, gross margin is 72.7%, operating margin 14.7%, and net margin 13.7%, with ROIC at 85%. Per the Roarable RQD rating, the Altman Z-Score is 2.95 and the Piotroski F-Score is 7/9, and Debt/Equity is 0.5. Cash rose to $402.2M in FY 2025 from $50.3M in FY 2024, while FY 2025 FCF of $83.6M was below FY 2024's $134.5M.

Per the recent news feed, the most recent items are headlines from Yahoo Finance (upgrade to Strong Buy), Simply Wall St (stock forecast and analyst predictions), TradingView (estimates), GuruFocus (Baillie Gifford trimming its stake and an "undervalued" GF Value claim), debelegger.nl (price and chart analysis), and The Globe and Mail (conflicting analyst sentiment across consumer goods names). The feed tags the Yahoo Finance item as a catalyst and the rest as market-wire items. Per the GuruFocus headline, a notable institutional holder reduced its position.

Risk watch items from the feed include the Baillie Gifford trim and the conflicting-sentiment framing in The Globe and Mail. Per the Butterfly Supply-Chain Graph, the supply-chain field is "NONE" with no butterfly links and no proprietary signals, so no proprietary signal layer is available.

• What specific products and customer segments drive the reported revenue, and how does the company monetize them?
• What is the explanation for the drop in FY 2025 FCF relative to FY 2024 despite higher revenue and net income?
• What are the EPS, debt, and FY 2024/FY 2023 cash figures, which the financials list as N/A or unavailable?
• Which specific insider and Congressional trades underlie the 19/20 insider conviction score?
• What is the source and methodology behind the GuruFocus "55% undervalued" GF Value claim?