OneStream (NASDAQ:OS) Releases FY 2025 Earnings Guidance

Key Points

• OneStream updated its FY 2025 earnings guidance, projecting EPS in the range of 0.070-0.150 and revenue between $586.0 million-$590.0 million, slightly above consensus estimates.
• The stock currently holds a Moderate Buy rating with an average price target of $32.05 from analysts, with most ratings being buy or outperform.
• Insiders have sold a total of 193,973 shares worth over $5.3 million in recent months, indicating a potential strategy change within the company.

OneStream (NASDAQ:OS - Get Free Report) updated its FY 2025 earnings guidance on Thursday. The company provided earnings per share guidance of 0.070-0.150 for the period, compared to the consensus earnings per share estimate of 0.106. The company issued revenue guidance of $586.0 million-$590.0 million, compared to the consensus revenue estimate of $584.8 million. OneStream also updated its Q3 2025 guidance to 0.010-0.030 EPS.

Wall Street Analyst Weigh In

OS has been the topic of several analyst reports. Scotiabank reiterated an "outperform" rating on shares of OneStream in a report on Thursday, April 24th. BMO Capital Markets reduced their price objective on OneStream from $33.00 to $28.00 and set an "outperform" rating for the company in a research note on Friday. Bank of America lifted their price objective on OneStream from $29.00 to $33.00 and gave the stock a "buy" rating in a report on Wednesday, May 14th. Morgan Stanley cut their target price on OneStream from $34.00 to $27.00 and set an "overweight" rating for the company in a research note on Wednesday, April 16th. Finally, Citigroup reiterated a "neutral" rating and set a $29.00 price target (up previously from $27.00) on shares of OneStream in a research report on Wednesday, July 16th. Two equities research analysts have rated the stock with a hold rating and twenty have assigned a buy rating to the company. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $30.81.

OneStream Price Performance

Shares of OS stock traded down $0.12 on Monday, hitting $20.00. The company's stock had a trading volume of 290,503 shares, compared to its average volume of 1,434,660. The stock has a market capitalization of $4.77 billion and a price-to-earnings ratio of -13.36. OneStream has a fifty-two week low of $16.69 and a fifty-two week high of $35.39. The firm's fifty day moving average price is $26.22 and its 200-day moving average price is $24.83.

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

Insider Buying and Selling

In other OneStream news, CEO Thomas Anthony Shea sold 9,913 shares of OneStream stock in a transaction that occurred on Wednesday, June 11th. The shares were sold at an average price of $28.23, for a total transaction of $279,843.99. Following the completion of the sale, the chief executive officer directly owned 496,854 shares in the company, valued at $14,026,188.42. The trade was a 1.96% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director John Kinzer sold 30,000 shares of the business's stock in a transaction that occurred on Friday, June 20th. The stock was sold at an average price of $28.26, for a total transaction of $847,800.00. Following the completion of the sale, the director 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 disclosure for this sale can be found here. In the last 90 days, insiders sold 193,973 shares of company stock worth $5,300,358. Corporate insiders own 12.77% of the company's stock.

Institutional Investors Weigh In On OneStream

Institutional investors have recently added to or reduced their stakes in the stock. Goldman Sachs Group Inc. lifted its position 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 valued at $23,530,000 after buying an additional 371,520 shares in the last quarter. Royal Bank of Canada lifted its stake in OneStream by 588.4% during the first quarter. Royal Bank of Canada now owns 63,768 shares of the company's stock worth $1,361,000 after purchasing an additional 54,505 shares during the last quarter. Cetera Investment Advisers acquired a new position in OneStream during the second quarter worth approximately $343,000. Finally, Rhumbline Advisers acquired a new position in shares of OneStream in the first quarter valued at approximately $35,000.

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.