ON24 (NYSE:ONTF) Issues Q4 2025 Earnings Guidance

ON24 (NYSE:ONTF) updated its fourth quarter 2025 earnings guidance on Monday. The company provided EPS guidance of 0.010-0.020 for the period, compared to the consensus EPS estimate of -0.060. The company issued revenue guidance of $33.9 million-$34.5 million, compared to the consensus revenue estimate of $34.1 million. ON24 also updated its FY 2025 guidance to 0.050-0.060 EPS.

ON24 Trading Up 13.2%

Shares of NYSE:ONTF opened at $5.67 on Wednesday. The firm has a market cap of $239.90 million, a price-to-earnings ratio of -7.66 and a beta of 0.66. ON24 has a 1 year low of $4.35 and a 1 year high of $7.03. The business has a fifty day simple moving average of $5.55 and a 200 day simple moving average of $5.37.

Analyst Ratings Changes

ONTF has been the topic of a number of research reports. Canaccord Genuity Group increased their price objective on ON24 from $5.00 to $6.00 and gave the stock a “hold” rating in a report on Tuesday. Weiss Ratings reissued a “sell (d-)” rating on shares of ON24 in a research report on Wednesday, October 8th. Robert W. Baird raised their price target on shares of ON24 from $5.00 to $6.00 and gave the company a “neutral” rating in a report on Tuesday. Finally, Wall Street Zen cut shares of ON24 from a “buy” rating to a “hold” rating in a report on Saturday, October 25th. Five analysts have rated the stock with a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Reduce” and an average target price of $6.00.

Insider Activity

In other news, CFO Steven Vattuone sold 20,116 shares of the firm’s stock in a transaction dated Tuesday, September 9th. The stock was sold at an average price of $5.54, for a total value of $111,442.64. Following the sale, the chief financial officer directly owned 583,594 shares of the company’s stock, valued at approximately $3,233,110.76. This trade represents a 3.33% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CRO James Blackie sold 4,592 shares of ON24 stock in a transaction dated Thursday, September 4th. The stock was sold at an average price of $5.52, for a total value of $25,347.84. Following the completion of the transaction, the executive owned 512,852 shares in the company, valued at $2,830,943.04. The trade was a 0.89% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 157,441 shares of company stock valued at $864,434 in the last quarter. 33.00% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the business. AQR Capital Management LLC boosted its position in shares of ON24 by 15.9% in the first quarter. AQR Capital Management LLC now owns 21,741 shares of the company’s stock valued at $113,000 after acquiring an additional 2,989 shares during the period. Goldman Sachs Group Inc. boosted its holdings in ON24 by 3.9% in the 1st quarter. Goldman Sachs Group Inc. now owns 188,836 shares of the company’s stock valued at $982,000 after purchasing an additional 7,139 shares during the period. Geode Capital Management LLC grew its position in ON24 by 13.7% in the 2nd quarter. Geode Capital Management LLC now owns 852,320 shares of the company’s stock worth $4,629,000 after purchasing an additional 102,396 shares during the last quarter. Rhumbline Advisers increased its holdings in shares of ON24 by 36.3% during the 2nd quarter. Rhumbline Advisers now owns 59,527 shares of the company’s stock worth $323,000 after purchasing an additional 15,856 shares during the period. Finally, American Century Companies Inc. raised its position in shares of ON24 by 34.8% during the second quarter. American Century Companies Inc. now owns 55,699 shares of the company’s stock valued at $302,000 after buying an additional 14,366 shares during the last quarter. 83.93% of the stock is owned by institutional investors.

About ON24

ON24, Inc provides a cloud-based intelligent engagement platform that enables businesses to convert customer engagement into revenue through interactive webinar, virtual event, and multimedia content experiences worldwide. The company provides ON24 Elite, for live and interactive webinar experience; ON24 Breakouts, for live breakout room experience that facilitates networking, collaboration, and interactivity between users; ON24 Forums, for live and interactive experience, which facilitates video-to-video interaction between presenters and audiences; ON24 Go Live, for live and interactive video event experience that enables presenters and attendees to engage face-to-face in real-time; and ON24 Virtual Confrence, for live and large scale managed virtual event experience.