ON24 (NYSE:ONTF) Issues Q3 2025 Earnings Guidance

Key Points

• ON24 has issued Q3 2025 earnings guidance, projecting EPS between 0.000-0.020 and revenue between $33.6 million-$34.2 million, slightly below consensus estimates.
• The company's stock price has seen a decline, reaching $4.75, amid a market cap of $201.76 million and an average rating of "Hold" from analysts.
• Insider activity includes a major shareholder acquiring 47,692 shares, indicating confidence in the company's valuation, while insider sales also occurred recently.

ON24 (NYSE:ONTF - Get Free Report) updated its third quarter 2025 earnings guidance on Thursday. The company provided EPS guidance of 0.000-0.020 for the period, compared to the consensus EPS estimate of 0.010. The company issued revenue guidance of $33.6 million-$34.2 million, compared to the consensus revenue estimate of $33.8 million. ON24 also updated its FY 2025 guidance to 0.020-0.050 EPS.

Wall Street Analyst Weigh In

ONTF has been the subject of a number of recent analyst reports. Canaccord Genuity Group cut their price objective on ON24 from $9.00 to $5.00 and set a "hold" rating for the company in a research report on Thursday, May 8th. Robert W. Baird cut their price objective on ON24 from $7.00 to $5.00 and set a "neutral" rating for the company in a research report on Thursday, May 8th. Five analysts have rated the stock with a hold rating, According to data from MarketBeat, ON24 has an average rating of "Hold" and an average price target of $5.33.

ON24 Price Performance

Shares of NYSE:ONTF traded down $0.18 during midday trading on Thursday, reaching $4.75. 145,950 shares of the company's stock were exchanged, compared to its average volume of 156,916. The firm's 50 day simple moving average is $5.32 and its two-hundred day simple moving average is $5.50. The stock has a market cap of $201.76 million, a price-to-earnings ratio of -4.95 and a beta of 0.65. ON24 has a fifty-two week low of $4.35 and a fifty-two week high of $7.03.

ON24 (NYSE:ONTF - Get Free Report) last released its earnings results on Thursday, August 7th. The company reported ($0.15) earnings per share for the quarter, missing the consensus estimate of $0.01 by ($0.16). ON24 had a negative net margin of 27.68% and a negative return on equity of 22.90%. Equities research analysts predict that ON24 will post -0.81 earnings per share for the current fiscal year.

ON24 declared that its board has authorized a stock repurchase plan on Monday, May 12th that permits the company to repurchase $50.00 million in shares. This repurchase authorization permits the company to repurchase up to 22.6% of its shares through open market purchases. Shares repurchase plans are generally an indication that the company's board of directors believes its stock is undervalued.

Insider Activity

In other news, major shareholder Lake Lp Lynrock bought 47,692 shares of the company's stock in a transaction on Monday, June 9th. The stock was bought at an average cost of $5.57 per share, with a total value of $265,644.44. Following the transaction, the insider directly owned 8,212,732 shares in the company, valued at $45,744,917.24. The trade was a 0.58% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Sharat Sharan sold 61,467 shares of ON24 stock in a transaction dated Monday, June 30th. The shares were sold at an average price of $5.47, for a total value of $336,224.49. Following the completion of the transaction, the insider owned 3,550,917 shares of the company's stock, valued at $19,423,515.99. The trade was a 1.70% decrease in their position. The disclosure for this sale can be found here. Over the last ninety days, insiders acquired 461,546 shares of company stock valued at $2,547,766 and sold 247,848 shares valued at $1,347,116. Insiders own 33.00% of the company's stock.

Hedge Funds Weigh In On ON24

An institutional investor recently raised its position in ON24 stock. AQR Capital Management LLC increased its holdings in shares of ON24, Inc. (NYSE:ONTF - Free Report) by 15.9% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 21,741 shares of the company's stock after purchasing an additional 2,989 shares during the quarter. AQR Capital Management LLC owned approximately 0.05% of ON24 worth $113,000 at the end of the most recent quarter. Institutional investors own 83.93% of the company's stock.

ON24 Company Profile

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.

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