OD ODD ODDITY Tech Ltd. Class A Ordinary Shares Loading... : Bullish and Bearish Analyst Opinions

The user sold their shares in Oddity Tech (ODD) but bought long-dated, out-of-the-money (OTM) call options (Jan 2027). The stock is perceived as being "priced for failure." The current low valuation creates a high-risk, high-reward scenario. If management can "salvage anything" or an acquisition bid materializes, the stock has significant upside. Using OTM calls limits the total capital at risk while retaining exposure to this potential upside. ODD is a speculative turnaround play. A direct stock purchase is risky due to fundamental weaknesses (e.g., "risk from an algo change"), but long-dated options offer a capital-efficient way to bet on a potential recovery or buyout. The company's fundamentals are weak, and the stock is "priced for failure" for a reason. The turnaround may not materialize, leading to a total loss on the options premium.

The company is guiding for a revenue decline in the first half of 2026 due to rising user acquisition costs, creating a clear short thesis based on deteriorating fundamentals.