ODDITY Tech (NASDAQ:ODD) Azioni

ODDITY Tech

ODDITY Tech Ltd offers a consumer tech platform that is built to transform the beauty and wellness market. The ODDITY platform is designed to support a portfolio of brands and services that innovate and disrupt the expansive beauty and wellness market. It consumes user data to develop physical beauty and wellness products that deliver performance and functionality. Its brands include SpoiledChild and IL Makiage.

Universal Health Services Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UHS#NYSE">UHS</a>), one of the largest healthcare management companies in the U.S., reported second-quarter adjusted earnings of $5.35 per share on Monday.
The company, which oversees hundreds of behavioral health facilities, beat <a href="https://www.benzinga.com/calendars/earnings" target="_blank" rel="noreferrer noopener">the consensus of $4.92</a>.
The King of Prussia, Pennsylvania-based hospital operator reported sales of $4.28 billion, up 9.6% year over year, beating the consensus estimate of $4.24 billion.
Also Read: <a href="https://www.benzinga.com/markets/earnings/25/07/46632096/hca-healthcare-eyes-76-billion-revenue-aggressive-profit-growth" target="_blank" rel="noreferrer noopener">HCA Healthcare Eyes $76 Billion Revenue, Aggressive Profit Growth</a>
<h2 class="wp-block-heading">Acute care hospitals</h2>
During the second quarter of 2025, at acute care hospitals owned during both periods (on the same facility basis), adjusted admissions (adjusted for outpatient activity) increased by 2.0%, while adjusted patient days <a target="_blank" href="https://www.benzinga.com/pressreleases/25/07/n46673559/universal-health-services-inc-announces-financial-results-for-the-three-and-six-month-periods-ende" rel="noreferrer noopener">increased by 1.1% year over year</a>.
Net revenue per adjusted admission increased by 3.8% while net revenue per adjusted patient day increased by 4.7%.
Net revenues generated from acute care services, on a same facility basis, increased by 7.9%.
<h2 class="wp-block-heading">Behavioral health care facilities</h2>
During the second quarter of 2025, at behavioral health care facilities on a same-facility basis, adjusted admissions increased by 0.4%, while adjusted patient days increased by 1.2%.
Net revenue per adjusted admission increased by 8.6% and net revenue per adjusted patient day increased by 7.8%.
Net revenues generated from behavioral health care services, on a same facility basis, increased by 8.9%.
Universal Health operates 29 inpatient acute care hospitals and 338 inpatient behavioral health facilities, plus 61 outpatient facilities.
<h2 class="wp-block-heading">Guidance</h2>
Universal Health Services raised fiscal year 2025 adjusted earnings from $18.45-$19.95&nbsp;per share to&nbsp;$20.00-$21.00, compared to the consensus of&nbsp;$19.68.
The company narrowed 2025 sales&nbsp;guidance&nbsp;from&nbsp;$17.02 billion-$17.36 billion to&nbsp;$17.09 billion-$17.31 billion, versus the consensus of&nbsp;$17.14 billion.
UHS revised its 2025 forecasted adjusted EBITDA to approximately&nbsp;$2.46 billion—$2.543 billion, compared to the prior range of $2.36 billion—$2.48 billion.
<h2 class="wp-block-heading">Analyst Take</h2>
Guggenheim Partners said adjusted EBITDA-NCI of $643 million beat the consensus estimate of $615 million. However, the company's underlying "core" performance was weaker than expected after removing $101 million in DPP payments not included in the original guidance and a $25 million added headwind from DC hospitals. The shortfall was mainly due to underperformance in the Behavioral segment.
Analyst Jason Cassorla writes, &#8220;However, we believe higher 2025 EBITDA and subsequently FCF likely translates into higher share repurchase, all-else equal, and that leverage at 1.9x gives the company ample flexibility to continue augmenting returns.&#8221;
Analyst Cassorla expects the stock to trade unevenly following the results, despite a ~15% drop in the past two weeks (compared to a 2% gain in the S&amp;P 500) and UHS trading at historically low valuation levels. Investors remain cautious about future growth in the behavioral health segment due to ongoing challenges in patient volumes.
Price Action: UHS stock is up 4.86% at $162.49&nbsp;at the last check on Tuesday.
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Analyst Color

Earnings

News

Guidance

Health Care

Analyst Ratings

Movers

Trading Ideas

General

Behavioral Segment Concerns Overshadow Universal Health Q2 Earnings Beat

Citigroup analyst Jon Tower maintains Texas Roadhouse (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXRH#NASDAQ">TXRH</a>) with a Neutral and raises the price target from $180 to $197.

Price Target

TXRH

Citigroup Maintains Neutral on Texas Roadhouse, Raises Price Target to $197

Citigroup analyst Yigal Nochomovitz maintains Apellis Pharmaceuticals (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APLS#NASDAQ">APLS</a>) with a Buy and raises the price target from $41 to $46.

APLS

Citigroup Maintains Buy on Apellis Pharmaceuticals, Raises Price Target to $46

WIIM

APLS stock has given up its prior gain. Apellis Pharmaceuticals shares were trading higher after the company announced it has won FDA approval for EMPAVELI.

Citigroup analyst Peter Christiansen maintains Coinbase Global (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>) with a Buy and raises the price target from $270 to $505.

COIN

Citigroup Maintains Buy on Coinbase Global, Raises Price Target to $505

Macro Notification

Politics

Economics

Live On CNBC, U.S. Treasury's Bessent On China Trade Says Tik Tok Not Discussed; Taiwanese Movements Not Part Of Talks; In 90 Days Don't Know Where We're Going To Be;  Good News Is We're Talking; Now We Have Communications At All Levels

Tapestry, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TPR#NYSE">TPR</a>) stock declined Tuesday as analysts reassessed its valuation despite ongoing <a href="https://www.benzinga.com/quote/TPR/analyst-ratings" target="_blank" rel="noreferrer noopener">strength in the Coach brand</a>.
Bank of America Securities analyst Lorraine Hutchinson downgraded Tapestry from Buy to Hold on Tuesday, raising the price forecast from $95 to $115.
Hutchinson observes that while the Coach brand is set to deliver several more quarters of strong growth, the stock's 66% year-to-date rally, far outpacing the S&amp;P's 9%, has brought its valuation close to fair value.
Also Read: <a href="https://www.benzinga.com/markets/large-cap/25/07/46413056/tapestry-ups-investment-in-recycled-leather-pioneer-gen-phoenix" target="_blank" rel="noreferrer noopener">Coach Parent Tapestry Ups Investment In Recycled Leather Pioneer Gen Phoenix</a>
Over the past decade, Tapestry has traded at an average P/E of 13x, ranging between 6x and 20x, and is now sitting at the upper end of that range. As a result, she has moved to a Neutral stance, despite raising the price objective.
Hutchinson also anticipates a solid fourth quarter, forecasting EPS of 98 cents, matching management's guidance, and expects 5.4% sales growth and a 16.4% operating margin, while noting that a delayed Summer Sale may have boosted late-quarter sales, likely prompting an upbeat tone on the earnings call.
Hutchinson notes that fiscal year 2026 guidance will be closely watched, with expectations for mid-single-digit sales growth and stable margins, balancing tariff-related pressures with some SG&amp;A efficiency.
The analyst highlights that Coach continues to perform well, driven by successful marketing and premium product appeal, but doesn't foresee management forecasting double-digit growth for the brand this year.
While there's room for upside in fiscal year 2026 estimates, the analyst sees limited long-term margin expansion beyond Coach's already elevated 33.6% operating margin.
On tariffs, Hutchinson sees management can maintain profitability over time, though mitigation efforts will take a few quarters to ramp; the analyst projects a 60bp fiscal year 2026 gross margin decline from tariffs, with full recovery by fiscal year 2027, assuming initiatives scale and higher tariff rates accelerate those adjustments.
Price Action: TPR shares are trading lower by 2.35% to $107.83 at last check Tuesday.
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Equities

Downgrades

Markets

Why Tapestry Stock Is Cooling Off Despite Coach's Hot Streak

Bausch Health Companies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BHC#NYSE">BHC</a>) on Tuesday agreed to indirectly acquire DURECT Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DRRX#NASDAQ">DRRX</a>), including a novel <a href="https://www.benzinga.com/general/health-care" target="_blank" rel="noreferrer noopener">therapeutic molecule, larsucosterol</a>.
Larsucosterol, an endogenous sulfated oxysterol and an epigenetic modulator, has demonstrated promising results for alcoholic hepatitis (AH) in Phase 2 trials.
Alcoholic hepatitis is&nbsp;a severe liver inflammation caused by excessive alcohol consumption.&nbsp;It is characterized by the rapid onset of jaundice and liver enlargement.
Bausch Health&#8217;s hepatology development and commercial capabilities are well-suited to support the clinical development and potential commercialization of larsucosterol.
The companies add that there is currently no Food and Drug Administration- or European Medicines Agency-approved treatment for AH.
Also Read: <a href="https://www.benzinga.com/general/biotech/25/05/45471704/icahn-ramps-up-bets-on-genes-and-jets-illumina-stake-jumps-450-jetblue-holding-grow-90" target="_blank" rel="noreferrer noopener">Icahn Ramps Up Bets On Genes And Jets: Illumina Stake Jumps 450%, JetBlue Holding Grow 90%</a>
Bausch Health will pay $1.75 per share in an all-cash transaction for an upfront consideration of approximately $63 million, with the potential for two additional net sales milestone payments of up to $350 million.
A registrational Phase 3 program to evaluate the safety and efficacy of larsucosterol for the treatment of patients with severe AH is being planned.
The trial will be a randomized, double-blind, placebo-controlled, multi-center study. The primary endpoint will be 90-day survival.
The trial design will incorporate feedback received from the FDA during a Type B meeting under Breakthrough Therapy Designation and learnings from the prior Phase 2b AHFIRM trial in AH.
The acquisition of the clinical development program for larsucosterol in AH complements the ongoing Bausch Health RED-C clinical program, which is designed to assess the efficacy of a next-generation therapeutic, rifaximin SSD, to delay the onset of first overt hepatic encephalopathy (OHE) hospitalization and all-cause mortality.
Patient enrollment in two global Phase 3 studies is now complete with efficacy and safety results expected to be announced in early 2026.
The transaction is expected to close in the third quarter of 2025.
Last year, Bausch Health <a href="https://www.benzinga.com/news/large-cap/24/10/41313679/bausch-lomb-sale-process-gains-momentum-as-tpg-and-blackstone-join-forces" target="_blank" rel="noreferrer noopener">was in talks with several</a> private equity firms about selling Bausch + Lomb Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BLCO#NYSE">BLCO</a>).
The Bausch + Lomb spin-off was part of Bausch Health's plan to alleviate its $21 billion debt, a third&nbsp;<a target="_blank" href="https://www.benzinga.com/news/large-cap/24/09/40884021/contact-lens-supplier-bausch-lomb-eyes-sale-amid-separation-challenges-as-parent-bausch-health-fac" rel="noreferrer noopener">of which is due by 2027</a>.
BHC, DRRX Price Actions: Bausch Health stock is down 0.36% at $6.87, and DURECT stock is up 238.34% at $1.87 at publication on Tuesday.
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Photo: Shutterstock

Biotech

Large Cap

BLCO

DRRX

Bausch Health Adds Late-Stage Ready Alcohol Liver Disease Drug Candidate In $63 Million DURECT Buyout

Rosenblatt analyst Kevin Cassidy maintains Rambus (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RMBS#NASDAQ">RMBS</a>) with a Buy and raises the price target from $80 to $90.

RMBS

Rosenblatt Maintains Buy on Rambus, Raises Price Target to $90

Live On CNBC, U.S. Treasury's Bessent On Aug. 1 Trade Deadline Says Not End Of World If Tariffs Snap Back For Days Or Weeks As Long As Countries Trying To Negotiate; Happy To Do Deal Or Can Just Have Tariff Income

Live On CNBC, U.S. Treasury's Bessent On Vietnam Trade Says Assume We Have Confirmed Deal

Macro Economic Events

Live On CNBC, U.S. Treasury's Bessent On EU Trade And $600B Investments Says Will Be Closely Monitored; Would Be Surprised If EU Doesn't Hold Up Bargain, Tariff Rates Can Change; Portion Could Be For Defense, Agriculture

Maxim Group analyst Michael Diana maintains Two Harbors Inv (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWO#NYSE">TWO</a>) with a Buy and lowers the price target from $15 to $12.

Maxim Group Maintains Buy on Two Harbors Inv, Lowers Price Target to $12

Live On CNBC, U.S. Treasury's Bessent On China Talks Says Urged China To Move Toward Consumer Economy, Away From Manufacturing; On Possible Trump-Xi Meeting Says That Will Be Between Leaders' Staffs; On China, Iran Oil Says Beijing Said They Are A Sovereign Nation With Security, Energy Needs; On Whether U.S. Has Leverage On China Iran Oil Says  Not At This Point; On China Says May Take External Forces To Push Economy To Consumer Focus

Lake Street analyst Ben Haynor maintains Ekso Bionics Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EKSO#NASDAQ">EKSO</a>) with a Buy and lowers the price target from $15 to $9.5.

EKSO

Lake Street Maintains Buy on Ekso Bionics Holdings, Lowers Price Target to $9.5

<a href="https://www.axios.com/pro/energy-policy/2025/07/29/nuclear-overhaul-trump">https://www.axios.com/pro/energy-policy/2025/07/29/nuclear-overhaul-trump</a>

OKLO

'NRC overhaul and departures prompt fears of slowing process'- Axios

Live On CNBC, U.S. Treasury's Bessent On China Trade Says Discusses Big Economic Frameworks; On Aug 12 Deadline Says Pends Trump's Approval; Trump Will Make Final Decision; On China Trade Says Meetings Robust; Continue To Perfect Rare Earth Systems

Barclays analyst David Strauss maintains Textron (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TXT#NYSE">TXT</a>) with a Overweight and raises the price target from $95 to $105.

Barclays Maintains Overweight on Textron, Raises Price Target to $105

American Tower Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AMT#NYSE">AMT</a>) shares are<a href="https://www.benzinga.com/movers" target="_blank" rel="noreferrer noopener"> trading lower on Tuesday</a> following the release of its second-quarter results.
The company reported second-quarter results, where total revenue <a href="https://www.benzinga.com/pressreleases/25/07/b46682856/american-tower-corporation-reports-second-quarter-2025-financial-results" target="_blank" rel="noreferrer noopener">increased 3.2% to $2.63 billion</a>. Adjusted EBITDA increased 1.8% to $1.75 billion.
According to Goldman Sachs analyst James Schneider, the stock is likely to remain range-bound, as the results and 2025 guidance <a href="https://www.benzinga.com/quote/AMT/analyst-ratings" target="_blank" rel="noreferrer noopener">generally align with Street expectations</a>.
Also Read: <a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/07/46697856/cadence-design-systems-delivers-beat-and-raise-quarter-despite-us-export-bans" target="_blank" rel="noreferrer noopener">Cadence Design Systems Delivers Beat-And-Raise Quarter Despite US Export Bans</a>
Schneider adds that investors seem optimistic about American Tower due to stronger domestic organic growth heading into year-end, the possibility of a cost-cutting update in the second half of 2025, and sector-leading Adjusted Funds From Operations (AFFO) per share growth.
The analyst also points out that American Tower has indirectly benefited from macro trends such as a weaker U.S. dollar and currency movements, which are reflected in the revised guidance.
With Crown Castle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCI#NYSE">CCI</a>) delivering better-than-expected results and raising its 2025 domestic activity outlook, investors may expect similarly upbeat commentary from American Tower's earnings call.
Schneider mentions that American Tower&#8217;s 2025 core guidance largely matches Street expectations, with a slight improvement in international outlook but a small decline in U.S. organic growth projections.
The analyst also outlines potential downside risks, including additional strain on core tower leasing, international macroeconomic challenges, sustained high interest rates, and unfavorable foreign exchange movements.
Schneider reiterated the Buy rating on American Tower with a price forecast of $250.
Price Action: AMT shares are trading lower by 3.51% to $216.28 at last check Tuesday. &nbsp;
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Photo via Shutterstock

Reiteration

Tech

American Tower Sees Slightly Weaker US Growth As International Performance Strengthens

<a href="https://x.com/elonmusk/status/1950255503545626757?s=46&amp;t=dtUiyC3dUs5yGRgT9qYHWg">https://x.com/elonmusk/status/1950255503545626757?s=46&amp;t=dtUiyC3dUs5yGRgT9qYHWg</a>

SSNLF

TSLA

Elon Musk Posts On X "They do. I had a video call with the chairman and senior leadership of Samsung to go over what a real partnership would be like. Use the strengths of both companies to achieve a great outcome."

Press Releases

ODDITY Acquires Intellectual Property and Elite AI Research Team to Accelerate AI Capabilities

Financing

ODDITY Announces New $200 Million Credit Facility

ODDITY to Announce Fourth Quarter and Full Year 2024 Financial Results on February 25, 2025

Oddity Tech Reports Record 2024 Fourth Quarter and Full Year Results

ODDITY to Announce First Quarter 2025 Financial Results on April 29, 2025

ODDITY Tech Reports Record First Quarter Results, Raises Full Year Outlook

ODDITY Announces Block Trade of Class A Ordinary Shares

Oddity Finance LLC Announces Proposed $350 Million Offering of 0% Exchangeable Senior Notes Due 2030

IPOs

Oddity Finance LLC Announces Upsize and Pricing of $525 Million Offering of 0% Exchangeable Senior Notes Due 2030

Comments

ODDITY Tech

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BENZINGA NEL MONDO