OneStream (NASDAQ:OS) Announces Quarterly Earnings Results

OneStream (NASDAQ:OS) released its earnings results on Thursday. The company reported $0.12 EPS for the quarter, beating the consensus estimate of $0.05 by $0.07, FiscalAI reports. The company had revenue of $163.73 million during the quarter, compared to analysts’ expectations of $157.28 million. OneStream had a positive return on equity of 9.65% and a negative net margin of 14.50%.The business’s revenue for the quarter was up 23.6% on a year-over-year basis. During the same period last year, the firm earned $0.07 EPS.

OneStream Stock Performance

Shares of NASDAQ:OS traded up $0.07 during trading on Friday, reaching $23.67. 4,229,852 shares of the stock traded hands, compared to its average volume of 5,718,339. The stock has a market cap of $5.77 billion, a P/E ratio of -49.30 and a beta of 2.05. The stock has a 50-day moving average of $22.38 and a two-hundred day moving average of $20.42. OneStream has a 52-week low of $16.51 and a 52-week high of $29.66.

Insider Activity

In other OneStream news, CAO Pamela Mcintyre sold 6,505 shares of OneStream stock in a transaction on Thursday, January 8th. The shares were sold at an average price of $23.58, for a total value of $153,387.90. Following the completion of the transaction, the chief accounting officer owned 58,847 shares of the company’s stock, valued at approximately $1,387,612.26. The trade was a 9.95% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CRO Ken Hohenstein sold 60,000 shares of the company’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $23.46, for a total transaction of $1,407,600.00. Following the sale, the executive directly owned 990,961 shares of the company’s stock, valued at approximately $23,247,945.06. This represents a 5.71% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 236,076 shares of company stock valued at $5,254,682 over the last ninety days. 12.77% of the stock is currently owned by insiders.

Institutional Trading of OneStream

Several hedge funds and other institutional investors have recently made changes to their positions in OS. Alberta Investment Management Corp acquired a new stake in shares of OneStream during the 4th quarter worth about $1,369,000. Fuller & Thaler Asset Management Inc. acquired a new stake in shares of OneStream during the fourth quarter worth $47,648,000. Wellington Management Group LLP grew its stake in shares of OneStream by 6.4% during the 4th quarter. Wellington Management Group LLP now owns 1,342,754 shares of the company’s stock valued at $24,680,000 after buying an additional 81,202 shares during the period. Tudor Investment Corp ET AL raised its position in shares of OneStream by 294.6% in the 4th quarter. Tudor Investment Corp ET AL now owns 177,462 shares of the company’s stock worth $3,262,000 after buying an additional 132,494 shares during the period. Finally, Twinbeech Capital LP boosted its holdings in OneStream by 209.8% in the fourth quarter. Twinbeech Capital LP now owns 56,515 shares of the company’s stock valued at $1,039,000 after acquiring an additional 38,270 shares during the last quarter.

Analysts Set New Price Targets

Several analysts have commented on the stock. Raymond James Financial cut shares of OneStream from an “outperform” rating to a “market perform” rating in a research report on Thursday, January 8th. BNP Paribas Exane lowered shares of OneStream from an “outperform” rating to a “hold” rating and set a $24.00 target price on the stock. in a report on Thursday, January 15th. UBS Group set a $24.00 price target on shares of OneStream in a research report on Friday, January 16th. Wedbush cut shares of OneStream from an “outperform” rating to a “hold” rating and set a $24.00 price objective for the company. in a research report on Tuesday, January 6th. Finally, Loop Capital lowered OneStream from a “buy” rating to a “hold” rating and reduced their target price for the stock from $25.00 to $24.00 in a report on Wednesday, January 7th. Four research analysts have rated the stock with a Buy rating, seventeen have assigned a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat.com, OneStream presently has a consensus rating of “Hold” and an average target price of $25.38.

Key OneStream News

Here are the key news stories impacting OneStream this week:

• Positive Sentiment: OneStream reported better-than-expected Q4 results: $0.12 EPS vs. consensus $0.05 and revenue of $163.7M vs. $157.3M, with revenue up ~23.6% year-over-year — a clear fundamental catalyst supporting the stock. Press Release
• Positive Sentiment: Analyst coverage and write-ups highlighted the beat and key metrics, helping momentum—coverage includes Zacks’ earnings summaries and analysis of the quarter’s top- and bottom-line drivers. Zacks: Tops Q4 Estimates Zacks: Key Metrics
• Neutral Sentiment: BTIG reaffirmed its “neutral” rating on OneStream, leaving formal analyst stance unchanged despite the quarter’s beat — a signal that some analysts see gains as already priced or want more evidence of sustainable margin improvement. Benzinga
• Negative Sentiment: Kaskela Law announced an investigation into OneStream’s proposed shareholder buyout, which raises the prospect of proxy disputes or litigation that could weigh on the stock and make a buyout outcome uncertain. BusinessWire: Kaskela Investigation
• Negative Sentiment: Short interest surged ~146% in February to ~8.49M shares (~4% of float), increasing volatility risk — this can pressure the stock if sentiment turns negative, though it also raises squeeze potential if buyers step in. (Source: market short-interest update)

About OneStream

OneStream Software, Inc (NASDAQ: OS) is a software company specializing in unified Corporate Performance Management (CPM) solutions. The company’s flagship OneStream XF platform consolidates financial data, budgeting and forecasting, reporting and analytics into a single, extensible cloud solution. By replacing legacy CPM applications and manual, spreadsheet-driven processes, OneStream enables organizations to streamline financial close, improve data accuracy and accelerate decision-making across the finance function.

Built on a single codebase, the OneStream XF platform offers a marketplace of prebuilt financial applications and reporting templates that can be deployed on demand.