OneStream (NASDAQ:OS) Issues Q3 2025 Earnings Guidance

Key Points

• OneStream has issued its Q3 2025 earnings guidance, projecting an EPS range of 0.010-0.030, which falls below the consensus estimate of 0.030 and revenue guidance of $147.0-$149.0 million, below the consensus estimate of $151.3 million.
• The company's share price fell by $1.17 to $22.22 during midday trading, with a significant trading volume of 3,055,155 shares compared to its average of 1,082,169 shares.
• Several analysts have reacted to OneStream, with BMO Capital Markets and Mizuho raising their price targets to $33.00, while two analysts rate the stock a hold and twenty rate it a buy, resulting in an average rating of "Moderate Buy".

OneStream (NASDAQ:OS - Get Free Report) issued an update on its third quarter 2025 earnings guidance on Thursday morning. The company provided EPS guidance of 0.010-0.030 for the period, compared to the consensus EPS estimate of 0.030. The company issued revenue guidance of $147.0 million-$149.0 million, compared to the consensus revenue estimate of $151.3 million. OneStream also updated its FY 2025 guidance to 0.070-0.150 EPS.

OneStream Stock Performance

NASDAQ:OS traded down $0.12 during mid-day trading on Monday, hitting $20.00. The company had a trading volume of 290,503 shares, compared to its average volume of 1,434,660. OneStream has a fifty-two week low of $16.69 and a fifty-two week high of $35.39. The business's fifty day moving average is $26.22 and its two-hundred day moving average is $24.83. The firm has a market cap of $4.77 billion and a P/E ratio of -13.36.

OneStream (NASDAQ:OS - Get Free Report) last posted its quarterly earnings data on Thursday, August 7th. The company reported $0.05 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.01 by $0.04. OneStream had a negative return on equity of 28.38% and a negative net margin of 45.07%. The business had revenue of $147.59 million during the quarter, compared to the consensus estimate of $141.10 million. OneStream's revenue was up 25.6% on a year-over-year basis. Equities analysts forecast that OneStream will post 0.05 earnings per share for the current year.

Wall Street Analyst Weigh In

Several equities research analysts recently commented on the company. BNP Paribas began coverage on OneStream in a research report on Tuesday, April 22nd. They set an "outperform" rating and a $30.00 target price on the stock. Wedbush decreased their target price on OneStream from $35.00 to $25.00 and set an "outperform" rating for the company in a research report on Friday. Morgan Stanley cut their price target on OneStream from $34.00 to $27.00 and set an "overweight" rating for the company in a report on Wednesday, April 16th. BMO Capital Markets dropped their price target on OneStream from $33.00 to $28.00 and set an "outperform" rating for the company in a research note on Friday. Finally, Raymond James Financial lowered their target price on OneStream from $29.00 to $27.00 and set an "outperform" rating for the company in a research note on Friday. Two investment analysts have rated the stock with a hold rating and twenty have issued a buy rating to the company. Based on data from MarketBeat.com, OneStream presently has an average rating of "Moderate Buy" and a consensus price target of $30.81.

Insider Transactions at OneStream

In other news, Director John Kinzer sold 30,000 shares of OneStream stock in a transaction dated Friday, June 20th. The stock was sold at an average price of $28.26, for a total value of $847,800.00. Following the sale, the director directly owned 7,130 shares of the company's stock, valued at approximately $201,493.80. The trade was a 80.80% 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, CEO Thomas Anthony Shea sold 9,913 shares of OneStream stock in a transaction dated Wednesday, June 11th. The stock was sold at an average price of $28.23, for a total value of $279,843.99. Following the completion of the transaction, the chief executive officer owned 496,854 shares of the company's stock, valued at approximately $14,026,188.42. This represents a 1.96% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 193,973 shares of company stock worth $5,300,358 over the last 90 days. 12.77% of the stock is currently owned by insiders.

Institutional Investors Weigh In On OneStream

A number of large investors have recently made changes to their positions in OS. Rhumbline Advisers purchased a new position in OneStream in the 1st quarter valued at approximately $35,000. Cetera Investment Advisers acquired a new stake in OneStream during the 2nd quarter worth $343,000. Royal Bank of Canada increased its stake in OneStream by 588.4% in the first quarter. Royal Bank of Canada now owns 63,768 shares of the company's stock valued at $1,361,000 after purchasing an additional 54,505 shares during the period. Finally, Goldman Sachs Group Inc. increased its stake in OneStream by 50.8% in the first quarter. Goldman Sachs Group Inc. now owns 1,102,637 shares of the company's stock valued at $23,530,000 after purchasing an additional 371,520 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.