OneStream (NASDAQ:OS) Downgraded to “Hold” Rating by BTIG Research

BTIG Research cut shares of OneStream (NASDAQ:OS) from a buy rating to a hold rating in a research report report published on Friday morning, Marketbeat.com reports.

Several other research firms have also recently weighed in on OS. Mizuho reaffirmed a “neutral” rating and set a $24.00 price objective (down from $25.00) on shares of OneStream in a research report on Wednesday, January 7th. Wedbush cut OneStream from an “outperform” rating to a “hold” rating and set a $24.00 target price on the stock. in a research note on Tuesday, January 6th. Citigroup downgraded OneStream from a “hold” rating to a “strong sell” rating in a research report on Friday, January 16th. Loop Capital cut shares of OneStream from a “buy” rating to a “hold” rating and decreased their price target for the stock from $25.00 to $24.00 in a research note on Wednesday, January 7th. Finally, Guggenheim downgraded shares of OneStream from a “buy” rating to a “neutral” rating in a report on Wednesday, January 7th. Four investment 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. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $25.38.

OneStream Price Performance

Shares of OneStream stock traded down $0.01 on Friday, hitting $23.59. The company had a trading volume of 6,088,112 shares, compared to its average volume of 4,940,982. The stock has a 50-day moving average of $22.48 and a 200-day moving average of $20.45. OneStream has a twelve month low of $16.51 and a twelve month high of $29.66. The firm has a market capitalization of $5.75 billion, a P/E ratio of -84.25 and a beta of 2.05.

OneStream (NASDAQ:OS) last issued its quarterly earnings data on Thursday, February 26th. The company reported $0.12 EPS for the quarter, topping analysts’ consensus estimates of $0.05 by $0.07. The business had revenue of $163.73 million for the quarter, compared to analyst estimates of $157.28 million. OneStream had a negative net margin of 8.36% and a positive return on equity of 11.59%. The firm’s quarterly revenue was up 23.6% on a year-over-year basis. During the same period last year, the business posted $0.07 earnings per share. Equities analysts predict that OneStream will post 0.05 EPS for the current year.

Insiders Place Their Bets

In other OneStream news, CAO Pamela Mcintyre sold 6,505 shares of OneStream stock in a transaction that occurred on Thursday, January 8th. The shares were sold at an average price of $23.58, for a total transaction of $153,387.90. Following the transaction, the chief accounting officer owned 58,847 shares of the company’s stock, valued at $1,387,612.26. This trade represents a 9.95% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO William A. Koefoed sold 9,571 shares of the business’s stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $17.73, for a total value of $169,693.83. Following the completion of the transaction, the chief financial officer owned 206,127 shares in the company, valued at $3,654,631.71. The trade was a 4.44% 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 in the last three months. 12.77% of the stock is currently owned by insiders.

Institutional Investors Weigh In On OneStream

A number of hedge funds have recently modified their holdings of the stock. Advisory Services Network LLC bought a new position in shares of OneStream during the 3rd quarter worth $27,000. Rhumbline Advisers purchased a new position in shares of OneStream in the first quarter valued at $35,000. Advisors Asset Management Inc. raised its stake in shares of OneStream by 68.3% during the 2nd quarter. Advisors Asset Management Inc. now owns 1,442 shares of the company’s stock valued at $41,000 after purchasing an additional 585 shares during the period. First Horizon Advisors Inc. lifted its holdings in OneStream by 44.9% during the 2nd quarter. First Horizon Advisors Inc. now owns 1,610 shares of the company’s stock worth $46,000 after purchasing an additional 499 shares in the last quarter. Finally, EverSource Wealth Advisors LLC lifted its holdings in OneStream by 1,795.7% during the 4th quarter. EverSource Wealth Advisors LLC now owns 2,673 shares of the company’s stock worth $49,000 after purchasing an additional 2,532 shares in the last quarter.

Key OneStream News

Here are the key news stories impacting OneStream this week:

• Positive Sentiment: Q4 earnings and revenue beat expectations — OneStream reported $0.12 EPS vs. a $0.05 consensus and revenue of $163.7M (up 23.6% year‑over‑year), results that point to accelerating top‑line momentum and likely explain buying interest. Onestream (OS) Tops Q4 Earnings and Revenue Estimates
• Positive Sentiment: Company press release and investor materials provide detail and guidance context — full Q4 and FY2025 results and the slide deck are available for modeling and confirm the beats cited by analysts. OneStream Announces Fourth Quarter and Fiscal Year 2025 Financial Results
• Neutral Sentiment: Analyst coverage remains cautious — BTIG reaffirmed a “neutral” rating on OneStream, keeping sell‑side sentiment from turning uniformly positive despite the beat. BTIG Research Rating Note
• Neutral Sentiment: Deeper metric analysis available — follow‑up pieces dig into key metrics vs. estimates (useful for updating revenue/FCF and margin models). These analyses help investors parse quality of growth versus one‑time items. Onestream (OS) Reports Q4 Earnings: What Key Metrics Have to Say
• Negative Sentiment: Shareholder law firm probe into the proposed buyout — Kaskela Law announced an investigation into whether the buyout price is fair to shareholders, introducing potential legal/negotiation risk around the takeover price and timeline. This could cap upside or pressure the stock if uncertainty persists. Kaskela Law Investigation Notice

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.