OS

Analyst Ratings Overview: Recent ratings for OneStream show a mix of bullish and bearish sentiments, with 10 analysts providing varied perspectives; the average price target has decreased to $30.6 from $35.62 over the last three months.

Company Financial Performance: OneStream has demonstrated strong revenue growth of 29.13% but faces challenges with profitability, as indicated by negative net margins, return on equity, and return on assets, while maintaining a conservative debt-to-equity ratio.

Upcoming Financial Results Announcement: OneStream, Inc. will report its financial results for the first quarter of 2025 on May 8, 2025, and will host a conference call at 4:30 p.m. ET to discuss these results.

Company Overview: OneStream is a leading enterprise finance management platform that integrates financial and operational functions, utilizing AI to enhance decision-making and productivity, with a vision to modernize the Office of the CFO.

New ESG Reporting & Planning Solution: OneStream has launched a new ESG Reporting & Planning solution that allows businesses to collect, analyze, report, and plan for Scope 1, 2, and 3 emissions within a unified platform, enhancing the alignment of sustainability efforts with financial performance.

Importance of ESG Integration: The solution emphasizes the need for enterprises to integrate ESG metrics into their financial planning and reporting processes, as strong ESG credentials are increasingly viewed as essential for competitive advantage in the global market.

Recognition of OneStream: OneStream has been named a Leader for the third consecutive year in the Gartner Magic Quadrant for Financial Close and Consolidation Solutions, highlighting its strong execution capabilities and comprehensive vision in financial management.

Customer Feedback and Market Demand: Customers have praised OneStream for its performance and support, while the market shows increasing demand for efficient and collaborative financial solutions, prompting vendors to enhance their offerings.

Analyst Forecast: Chris Quintero from Morgan Stanley has set a price target of $27.0 for $OS, while the median target from two analysts in the last six months is $32.0.

Insider Trading Activity: In the past six months, insiders have traded $OS stock 95 times, with all trades being sales and none being purchases.

Analyst Coverage and Price Forecast: Stephens & Co. has initiated coverage of OneStream Software with an Overweight recommendation, projecting a 57.11% upside in the stock price, targeting $35.32/share based on recent closing prices.

Institutional Ownership Trends: There has been a notable increase in institutional interest in OneStream Software, with 287 funds reporting positions, although total shares owned by institutions have decreased by 55.88% over the last three months.

OneStream Achieves FedRAMP High Authorization: OneStream, Inc. has received Federal Risk and Authorization Management Program (FedRAMP) High authorization status for its government community cloud, ensuring it meets the highest safety standards for federal entities handling sensitive data.

Impact on Government Finance Teams: The authorization positions OneStream as a leader in security and compliance, enabling finance leaders in government to enhance operational efficiency and adapt to evolving challenges in financial management.

Investment Ratings: Investment firm Stephens initiated coverage on Oracle, Atlassian, Onestream, and Workiva, assigning Equal-Weight ratings to Oracle and Atlassian with price targets of $167 and $255, while giving Overweight ratings to Onestream and Workiva with targets of $27 and $111 respectively.

Growth Opportunities: Analysts highlighted Oracle's multi-cloud and AI growth potential but noted it may be priced in; Atlassian is seen as having strong market share growth opportunities; OneStream is expected to sustain growth despite macro challenges; and Workiva's long-term growth prospects are viewed positively despite current negative sentiment around ESG.

Onestream Inc Trading Update: Onestream Inc - Class A shares have entered oversold territory with an RSI of 29.2, indicating potential exhaustion of recent selling pressure, as the stock trades at $20.43, close to its 52-week low of $20.17.

Market Comparison: The current RSI for the S&P 500 ETF is slightly higher at 29.6, suggesting that investors may find entry points for buying OS shares amidst the heavy selling trend.

Goldman Sachs Ratings: Goldman Sachs maintained Buy ratings on OneStream, Vertex, and Workiva despite a recent sell-off in back-office software stocks, citing strong underlying demand for tax software and resilience in mission-critical areas as key factors for Vertex's stability.

Market Concerns: Analysts noted investor concerns regarding OneStream's slowing annual recurring revenue growth and Workiva's exposure to EU regulatory changes affecting ESG reporting, while also highlighting broader market headwinds impacting deal timing and buyer risk aversion in the software sector.

Analyst Ratings Overview: Recent ratings for OneStream from 8 analysts show a mix of bullish and bearish sentiments, with an average 12-month price target of $34.88, reflecting a slight decline from previous estimates.

Financial Health Indicators: OneStream demonstrates strong revenue growth of approximately 20.69%, but faces challenges with low net margin (-133.14%), return on equity (-80.43%), and return on assets (-30.44%), indicating potential profitability issues despite a favorable debt-to-equity ratio of 0.06.

Price Target Adjustment: BMO Capital has reduced OneStream's price target from $38 to $34 while maintaining an Outperform rating, citing moderate revenue and margin growth in Q4 but a softer near-term growth outlook.

Investment Insights: TipRanks offers tools like the Smart Score to help investors track stock performance and compare their picks with recommendations from top Wall Street analysts.

U.S. Stock Market Trends: U.S. stock futures are down, with notable declines in pre-market trading for several companies, including Teradata Corporation, which fell 13.1% after missing revenue estimates and announcing a CFO departure.

Significant Stock Movements: Other companies like Spire Global and STAAR Surgical experienced drastic drops of 49.6% and 33.7%, respectively, due to poor financial results or legal issues, indicating a challenging day for the market.

OneStream's Q4 Performance: OneStream reported better-than-expected Q4 earnings with an EPS of $0.07 and revenue of $132.5 million, but its guidance for 2025 fell short of analyst expectations, leading to a 20% drop in share price.

Analyst Downgrade: Following the report, JPMorgan downgraded OneStream from Overweight to Neutral, citing concerns over deal slippage and projecting that the stock may remain stagnant in the $20s until issues are resolved.

OneStream's Financial Performance: OneStream, Inc. reported a 29% increase in fourth-quarter revenue to $132.5 million but faced a significant GAAP operating loss of $47.4 million, leading to a 20% drop in stock value and downgrades from analysts due to concerns over deal slippage.

Future Outlook: For fiscal year 2025, OneStream anticipates total revenue between $583 million and $587 million, with non-GAAP operating margins expected to improve slightly, despite ongoing challenges reflected in cautious analyst ratings.

Analyst Rating Update: TD Cowen analyst Derrick Wood has lowered the price target for OneStream (OS) from $35 to $34 while maintaining a Buy rating, citing solid revenue performance but noting weaker KPIs and deal slippage from larger clients due to macroeconomic factors.

Investment Insights: TipRanks offers tools like the Smart Score to help investors make informed decisions by comparing stock picks with recommendations from top Wall Street analysts.

Analyst Ratings: Truist Financial analyst Terry Tillman maintains a Buy rating on Onestream, Inc. Class A, with an average price target of $34.69, indicating a potential upside from its current share price of $30.18. Piper Sandler also supports this with a Buy rating and a $37.00 price target.

Company Performance: Onestream reported a quarterly revenue of $129.14 million but faced a significant GAAP net loss of $171.94 million, contrasting with last year's figures. Additionally, insider sentiment appears negative as more insiders have sold shares recently, although the President made a notable purchase.

Upstart Holdings Performance: Upstart Holdings, Inc. shares surged 25.5% in pre-market trading after reporting better-than-expected fourth-quarter earnings of 26 cents per share and revenue of $218.96 million, along with optimistic FY25 revenue guidance.

Market Movements: Several stocks experienced significant pre-market gains, including Mynaric AG (+75%) and Windtree Therapeutics, Inc. (+57.3%), while others like Spire Global, Inc. saw a dramatic drop of 49.6% following a legal complaint.

Analyst Downgrade: JPMorgan analyst Mark Murphy downgraded OneStream (OS) from Overweight to Neutral, lowering the price target from $30 to $26 due to cautious data and confirmed deal slippage in Q4 results.

Stock Outlook: The stock is expected to remain range-bound in the $20s until existing issues are resolved, as indicated by the analyst's research note.

Financial Performance: OneStream, Inc. reported a total revenue of $132.5 million for Q4 2024, marking a 29% increase year-over-year, while subscription revenue rose by 35%. However, the company experienced a GAAP operating loss of $47.4 million compared to a slight income in Q4 2023.

Innovations and Recognition: The company introduced several AI-powered solutions and was recognized as a leader in financial planning software by Gartner for the third consecutive year, highlighting its strong performance and innovative capabilities in the finance sector.