OneStream (NASDAQ:OS) Issues Q4 2025 Earnings Guidance

OneStream (NASDAQ:OS) issued an update on its fourth quarter 2025 earnings guidance on Thursday morning. The company provided earnings per share guidance of 0.040-0.070 for the period, compared to the consensus earnings per share 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.

Analyst Ratings Changes

Several brokerages recently weighed in on OS. Weiss Ratings restated a “sell (e+)” rating on shares of OneStream in a report on Wednesday, October 8th. Wedbush reduced their price target on shares of OneStream from $35.00 to $25.00 and set an “outperform” rating for the company in a report on Friday, August 8th. Citigroup reduced their price target on shares of OneStream from $27.00 to $22.00 and set a “neutral” rating for the company in a report on Tuesday, October 28th. Morgan Stanley reissued an “overweight” rating on shares of OneStream in a research report on Friday, September 19th. Finally, BMO Capital Markets decreased their price objective on shares of OneStream from $33.00 to $28.00 and set an “outperform” rating for the company in a research report on Friday, August 8th. Sixteen investment analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $29.53.

OneStream Stock Performance

Shares of OS stock traded down $1.03 on Thursday, hitting $19.08. The company had a trading volume of 3,895,243 shares, compared to its average volume of 1,712,667. The firm has a market cap of $4.63 billion, a P/E ratio of -12.81 and a beta of 2.10. The stock’s 50-day moving average is $18.87 and its two-hundred day moving average is $22.84. OneStream has a twelve month low of $16.51 and a twelve month high of $35.39.

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

Insider Buying and Selling

In related news, CFO William A. Koefoed sold 8,943 shares of the company’s stock in a transaction that occurred on Monday, September 15th. The stock was sold at an average price of $19.03, for a total transaction of $170,185.29. Following the transaction, the chief financial officer directly owned 221,983 shares of the company’s stock, valued at approximately $4,224,336.49. This represents a 3.87% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CRO Ken Hohenstein sold 40,000 shares of the business’s stock in a transaction that occurred on Tuesday, September 16th. The stock was sold at an average price of $18.69, for a total value of $747,600.00. Following the sale, the executive directly owned 997,062 shares of the company’s stock, valued at $18,635,088.78. This represents a 3.86% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 138,943 shares of company stock valued at $2,622,985. 12.77% of the stock is owned by company insiders.

Hedge Funds Weigh In On OneStream

A number of hedge funds and other institutional investors have recently modified their holdings of OS. Wasatch Advisors LP purchased a new position in shares of OneStream in the 2nd quarter worth approximately $35,882,000. Goldman Sachs Group Inc. boosted its stake in shares of OneStream by 50.8% in the 1st quarter. Goldman Sachs Group Inc. now owns 1,102,637 shares of the company’s stock worth $23,530,000 after buying an additional 371,520 shares during the last quarter. BNP Paribas Financial Markets boosted its stake in shares of OneStream by 264.7% in the 2nd quarter. BNP Paribas Financial Markets now owns 489,943 shares of the company’s stock worth $13,865,000 after buying an additional 355,586 shares during the last quarter. Sculptor Capital LP purchased a new position in shares of OneStream in the 2nd quarter worth approximately $9,905,000. Finally, Bank of America Corp DE raised its holdings in shares of OneStream by 39.2% in the 2nd quarter. Bank of America Corp DE now owns 722,341 shares of the company’s stock worth $20,442,000 after purchasing an additional 203,511 shares during the period.

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.