OneStream (NASDAQ:OS) Releases Q4 2025 Earnings Guidance

OneStream (NASDAQ:OS) issued an update on its fourth quarter 2025 earnings guidance on Thursday morning. The company provided EPS guidance of 0.040-0.070 for the period, compared to the consensus EPS estimate of 0.030. The company issued revenue guidance of $156.0 million-$158.0 million, compared to the consensus revenue estimate of $155.9 million. OneStream also updated its FY 2025 guidance to 0.150-0.190 EPS.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on OS shares. Raymond James Financial reduced their price target on shares of OneStream from $29.00 to $27.00 and set an “outperform” rating for the company in a research report on Friday, August 8th. Mizuho dropped their price objective on shares of OneStream from $33.00 to $30.00 and set an “outperform” rating on the stock in a research note on Friday, August 8th. Wedbush lowered their price target on OneStream from $35.00 to $25.00 and set an “outperform” rating on the stock in a report on Friday, August 8th. Citigroup lowered their target price on OneStream from $27.00 to $22.00 and set a “neutral” rating on the stock in a research note on Tuesday, October 28th. Finally, Piper Sandler decreased their price target on OneStream from $34.00 to $28.00 and set an “overweight” rating for the company in a report on Friday, August 8th. Sixteen equities research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, OneStream presently has a consensus rating of “Moderate Buy” and an average target price of $29.35.

OneStream Stock Up 15.6%

Shares of OS traded up $2.98 on Friday, hitting $22.06. 2,144,485 shares of the stock traded hands, compared to its average volume of 1,554,775. The firm has a market capitalization of $5.36 billion, a P/E ratio of -14.80 and a beta of 2.10. OneStream has a 1 year low of $16.51 and a 1 year high of $35.39. The stock’s 50 day moving average is $18.87 and its two-hundred day moving average is $22.84.

OneStream (NASDAQ:OS) last issued its quarterly earnings results on Thursday, November 6th. The company reported $0.08 EPS for the quarter, topping the consensus estimate of $0.02 by $0.06. The firm had revenue of $154.30 million during the quarter, compared to analyst estimates of $148.16 million. OneStream had a negative net margin of 45.07% and a negative return on equity of 27.54%. OneStream’s revenue for the quarter was up 19.5% compared to the same quarter last year. During the same quarter in the prior year, the business posted ($1.06) earnings per share. OneStream has set its FY 2025 guidance at 0.150-0.190 EPS. Q4 2025 guidance at 0.040-0.070 EPS. Research analysts forecast that OneStream will post 0.05 EPS for the current year.

Insiders Place Their Bets

In other news, CRO Ken Hohenstein sold 40,000 shares of the firm’s stock in a transaction on Tuesday, September 16th. The stock was sold at an average price of $18.69, for a total transaction of $747,600.00. Following the transaction, the executive directly owned 997,062 shares of the company’s stock, valued at approximately $18,635,088.78. This trade represents a 3.86% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director John Kinzer sold 30,000 shares of the business’s stock in a transaction dated Friday, September 19th. The stock was sold at an average price of $20.00, for a total transaction of $600,000.00. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 138,943 shares of company stock valued at $2,622,985 in the last ninety days. Corporate insiders own 12.77% of the company’s stock.

Hedge Funds Weigh In On OneStream

Several large investors have recently made changes to their positions in OS. Wasatch Advisors LP acquired a new stake in OneStream during the second quarter valued at approximately $35,882,000. Goldman Sachs Group Inc. boosted its stake in shares of OneStream by 50.8% during the 1st quarter. Goldman Sachs Group Inc. now owns 1,102,637 shares of the company’s stock worth $23,530,000 after acquiring an additional 371,520 shares in the last quarter. Bank of America Corp DE lifted its holdings in shares of OneStream by 39.2% during the second quarter. Bank of America Corp DE now owns 722,341 shares of the company’s stock valued at $20,442,000 after purchasing an additional 203,511 shares during the last quarter. Qube Research & Technologies Ltd increased its stake in OneStream by 25.5% in the 2nd quarter. Qube Research & Technologies Ltd now owns 568,518 shares of the company’s stock worth $16,089,000 after purchasing an additional 115,687 shares in the last quarter. Finally, BNP Paribas Financial Markets lifted its stake in OneStream by 264.7% during the second quarter. BNP Paribas Financial Markets now owns 489,943 shares of the company’s stock valued at $13,865,000 after buying an additional 355,586 shares in the last quarter.

About OneStream

OneStream, Inc is a holding company, which engages in the development of an artificial intelligence (AI) based enterprise finance platform. The firm offers Digital Finance Cloud, an AI-enabled and extensible software platform that unifies core financial functions and operational data and processes. The company was founded by Craig Colby and Thomas Shea on October 15, 2021 and is headquartered in Birmingham, MI.