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Needham downgrades ODD (Oddity Tech Ltd.) to Hold Feb 25, 2026

Analyst Ratings
5 mins read

Needham downgraded Oddity Tech Ltd. (ODD) from Buy to Hold on February 25, 2026, marking the most notable shift in analyst tone today. The ODD analyst rating change follows a separate downgrade by Citigroup earlier the same day, moving from Market Outperform to Market Perform. Together these moves tighten analyst expectations and may pressure short-term sentiment for ODD. We review each downgrade, the market response, and what the ODD analyst rating changes mean for investors.

ODD analyst rating summary

Two firms downgraded ODD on February 25, 2026: Needham cut to Hold and Citigroup cut to Market Perform. The dual downgrades shift consensus toward more cautious views and remove prior upside conviction. Both notes lacked new public price targets in the announcements, leaving valuation work as the next focus for investors.

Needham downgrade details and rationale

Needham downgraded ODD from Buy to Hold at 03:43 PM on February 25, 2026. The firm signaled more cautious expectations in a brief note reported by The Fly, without publishing a new price target. Investors should treat the Needham downgrade as a re-rating based on evolving company or sector outlook rather than a precise valuation change. Read the Needham report source.

Citigroup downgrade notes and market timing

Citigroup downgraded ODD from Market Outperform to Market Perform at 01:34 PM on February 25, 2026. The downgrade accompanied a reported price move of -3.79% ($-0.58) in the data feed tied to the update. Citigroup cited softer near-term growth expectations in its note reported by The Fly, and it did not attach a public new price target. Read the Citigroup summary source.

Stock performance and short-term impact

The Citigroup downgrade coincided with a -3.79% move in reported data and likely amplified selling pressure intraday. Needham’s downgrade arrived later and added to negative sentiment despite no reported price change in that feed. Together the downgrades increase volatility risk for ODD and can widen intraday spreads as traders react to reduced buy-side conviction.

Investor implications and missing price targets

Neither firm published a new public ODD price target alongside these downgrades, which leaves valuation ambiguity for holders. For investors we recommend reassessing thesis points: revenue growth cadence, margin trends, and catalyst timing. A Hold or Market Perform rating signals less conviction to add at current levels and suggests monitoring upcoming earnings and product milestones.

Historical analyst coverage and Meyka grade for ODD

Coverage of ODD has included Buy and Outperform calls earlier this cycle, but today’s downgrades show analysts trimming optimism. Meyka AI rates ODD with a grade of A. This grade factors in S&P 500 benchmark comparison, sector performance, financial growth, key metrics, and analyst consensus. Meyka AI’s grade is a proprietary snapshot and not investment advice.

Final Thoughts

The ODD analyst rating moved downward on February 25, 2026 with Needham cutting to Hold and Citigroup cutting to Market Perform. Both downgrades omitted new price targets, leaving valuation as the next key input for investors. The Citigroup note aligned with a reported -3.79% ($-0.58) intraday move, and Needham’s later downgrade reinforced a more cautious tone without a reported price change. For holders we recommend reviewing growth assumptions, upcoming catalysts, and liquidity needs before increasing exposure. For prospective buyers, the downgrades lower conviction to add on headline news and argue for waiting for clearer evidence of resumed momentum. Remember that Meyka AI rates ODD with a grade of A, which synthesizes benchmark, sector, growth, metrics, and analyst consensus, but this grade is not a guarantee and we are not financial advisors. For real-time updates see ODD on Meyka and consult original analyst notes before trading.

FAQs

What does the Needham downgrade mean for ODD stock holders?

Needham cut ODD from Buy to Hold on February 25, 2026. The downgrade signals less conviction to add more shares and increases short-term downside risk, especially without a new price target. Holders should review catalysts and liquidity.

How did Citigroup’s action affect the ODD analyst rating landscape?

Citigroup downgraded ODD from Market Outperform to Market Perform on February 25, 2026, and its note aligned with a reported -3.79% ($-0.58) move. The downgrade reduced consensus upside and raised caution among investors.

Are there new price targets after these downgrades?

Neither Needham nor Citigroup published a new public ODD price target in their February 25, 2026 notes. That omission leaves valuation estimates unclear and puts focus on upcoming results.

How should I use the ODD analyst rating updates in my plan?

Use the ODD analyst rating updates to reassess your thesis, check growth and margin trends, and weigh upcoming catalysts. Downgrades suggest reducing add-on positions until clearer evidence of resumed momentum appears.

Disclaimer:

Stock markets involve risks. This content is for informational purposes only. Analyst ratings are opinions and not guarantees of future performance. Past performance does not guarantee future results. Meyka AI PTY LTD provides market analysis and data insights, not financial advice. Always conduct your own research and consider consulting a licensed financial advisor.

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