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ODD's turnaround hinges on improving ad costs and margin recovery, with convertible bonds offering financial flexibility.

Analyst Insights
10 Sep 2026
Seeking Alpha
View Source
Bullish
ODD's turnaround hinges on improving ad costs and margin recovery, with convertible bonds offering financial flexibility.

Oddity Tech Ltd. (ODD) is working to improve its advertising algorithm to reduce acquisition costs, which have been a major challenge. While revenue growth is promising, profitability may take longer to recover. The company’s convertible bonds, trading at a discount with a 0% coupon, provide financial flexibility and potential value. The key risk remains whether ODD can continue to improve its margins in upcoming quarters, making it a potentially attractive buy if successful.

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