OS
OneStream, Inc. Class A Common Stock
About: OneStream Inc is an AI-enabled and extensible software platform that unifies core financial functions and broader operational data and processes within a single platform. The Digital Finance Cloud of the company provides a comprehensive, dynamic, and predictive view of the entire enterprise, providing corporate leaders the control, visibility, and agility required to proactively adjust business and day-to-day execution. Company platform unifies core financial and operational data and processes within a single platform, with solutions that maintain the integrity of corporate reporting standards for Finance while providing operationally insights for business users.
Employees: 1,500
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 11 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
1,816% more call options, than puts
Call options by funds: $15.8M | Put options by funds: $825K
165% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 26
11% less capital invested
Capital invested by funds: $1.52B [Q4 2024] → $1.36B (-$163M) [Q1 2025]
13% less funds holding
Funds holding: 160 [Q4 2024] → 139 (-21) [Q1 2025]
38% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 50
100% less funds holding in top 10
Funds holding in top 10: 4 [Q4 2024] → 0 (-4) [Q1 2025]
101.4% less ownership
Funds ownership: 188.51% [Q4 2024] → 87.11% (-101.4%) [Q1 2025]
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$27
2%
downside
Avg. target
$31
12%
upside
High target
$35
27%
upside
11 analyst ratings
11 positive
100%
0 neutral
0%
0 negative
0%
Piper Sandler Brent Bracelin | 24%upside $34 | Overweight Maintained | 16 May 2025 |
Mizuho Siti Panigrahi | 20%upside $33 | Outperform Maintained | 15 May 2025 |
BMO Capital Daniel Jester | 20%upside $33 | Outperform Maintained | 15 May 2025 |
B of A Securities Koji Ikeda | 20%upside $33 | Buy Maintained | 14 May 2025 |
Wedbush Daniel Ives | 27%upside $35 | Outperform Maintained | 9 May 2025 |
Financial journalist opinion
Based on 5 articles about OS published over the past 30 days
Positive
Benzinga
5 days ago
Which Software Stocks Is BofA Securities Bullish On?
The BofA Securities software research team hosted 18 public and 10 private companies at the BofA Global Technology Conference in San Francisco on June 3-5.
Neutral
PRNewsWire
2 weeks ago
OS Investors Have Opportunity to Join OneStream, Inc. Fraud Investigation with the Schall Law Firm
LOS ANGELES , May 28, 2025 /PRNewswire/ -- The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of OneStream, Inc. ("OneStream" or "the Company") (NASDAQ: OS) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.
Positive
Benzinga
2 weeks ago
Waystar, OneStream, Vertex Among Analyst Favorites As Solid Guidance Fuel Bullish Outlook
After a rough start to the year, small- and mid-cap software stocks may be finding their footing. Goldman Sachs analyst Adam Hotchkiss says first-quarter results across his coverage were better than feared, suggesting the worst of the downturn could be behind the sector.
Neutral
Business Wire
3 weeks ago
OS Investors Have Opportunity to Join OneStream, Inc. Fraud Investigation with the Schall Law Firm
LOS ANGELES--(BUSINESS WIRE)--OS Investors Have Opportunity to Join OneStream, Inc. Fraud Investigation with the Schall Law Firm.
Positive
Seeking Alpha
4 weeks ago
OneStream Is Back To Its IPO Price
OneStream is a mission-critical financial automation platform for enterprises, showing strong revenue and customer growth despite recent market volatility. The launch of SensibleAI financial agents positions OneStream for operational advantage and further market share gains among blue-chip clients. AI is both an opportunity and a risk for OneStream; its success depends on delivering superior financial workflow automation versus potential in-house solutions.
Positive
Zacks Investment Research
1 month ago
Onestream (OS) Upgraded to Buy: Here's What You Should Know
Onestream (OS) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Neutral
PRNewsWire
1 month ago
OneStream Unveils Productivity Tools and Platform Enhancements to Help Teams Move Faster, Analyze Smarter and Scale with Confidence
OneStream Allocations, Analytic Drill-Down and Admin Assist to help Finance leaders navigate variability with confidence NASHVILLE, Tenn. , May 14, 2025 /PRNewswire/ -- OneStream, the leading enterprise finance management platform unifying core financial and operational functions, today announced a series of powerful enhancements at its Splash 2025 user conference.
Neutral
PRNewsWire
1 month ago
OneStream Unveils SensibleAI Agents, SensibleAI Studio and the Most Advanced SensibleAI Forecast to Automate Finance's Most Demanding Tasks
By combining data-driven prediction and generative AI, new solutions help Finance teams forecast smarter, uncover deeper insights and drive productivity NASHVILLE, Tenn. , May 13, 2025 /PRNewswire/ -- OneStream , the leading enterprise finance management platform that modernizes the Office of the CFO by unifying core finance and operational functions, today announced the release of four SensibleAI ™ capabilities at its Splash 2025 user conference: SensibleAI Agents, SensibleAI Studio and SensibleAI Account Reconciliations and the most advanced SensibleAI Forecast.
Neutral
PRNewsWire
1 month ago
OneStream Study Uncovers AI Talent and Skills Gap in Corporate Finance
New study finds AI readiness tapers off considerably from students to senior finance professionals, exposing a key AI skills gap at a time when AI-driven Finance is critical to growth BIRMINGHAM, Mich. , May 12, 2025 /PRNewswire/ -- OneStream , the leading enterprise finance management platform that modernizes the Office of the CFO by unifying core finance and operational functions – including financial close, consolidation, reporting, planning and forecasting, today announced the results of a new study examining corporate finance as a career path and how AI is shaping the future of the field.
Neutral
Seeking Alpha
1 month ago
OneStream: Fairly Priced In A Challenging Environment (Rating Downgrade)
Shares of OneStream have enjoyed a rebound rally from April lows, driven by a Q1 earnings beat. Investors were relieved that the company maintained its full-year growth expectations, but this was largely driven by a weaker U.S. dollar offsetting potential macro headwinds. OneStream trades at a ~10x revenue multiple, which is rich compared to other ~20% growth peers that have much better operating margin profiles.
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