OneStream’s (OS) Neutral Rating Reaffirmed at Rosenblatt Securities

OneStream (NASDAQ:OS)‘s stock had its “neutral” rating reaffirmed by Rosenblatt Securities in a research note issued to investors on Wednesday,Benzinga reports. They currently have a $24.00 price objective on the stock, down from their previous price objective of $26.00. Rosenblatt Securities’ price target indicates a potential upside of 1.65% from the stock’s previous close.

OS has been the subject of several other research reports. Wolfe Research downgraded shares of OneStream from an “outperform” rating to a “peer perform” rating in a research note on Wednesday. Piper Sandler downgraded OneStream from an “overweight” rating to a “neutral” rating and reduced their price objective for the stock from $28.00 to $24.00 in a report on Tuesday. Mizuho reiterated a “neutral” rating and issued a $24.00 target price (down from $25.00) on shares of OneStream in a report on Wednesday. Cowen downgraded OneStream from a “buy” rating to a “hold” rating in a research report on Tuesday. Finally, Wedbush lowered OneStream from an “outperform” rating to a “hold” rating and set a $24.00 price target on the stock. in a research note on Tuesday. One equities research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, fourteen have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $26.95.

OneStream Trading Up 28.4%

Shares of OS opened at $23.61 on Wednesday. The firm has a fifty day moving average price of $19.53 and a 200-day moving average price of $20.80. The firm has a market capitalization of $5.76 billion, a P/E ratio of -49.19 and a beta of 2.04. OneStream has a 12-month low of $16.51 and a 12-month high of $30.93.

OneStream (NASDAQ:OS) last posted its quarterly earnings results on Thursday, November 6th. The company reported $0.08 EPS for the quarter, topping the consensus estimate of $0.02 by $0.06. The company had revenue of $154.30 million for the quarter, compared to the consensus estimate of $148.16 million. OneStream had a negative net margin of 14.50% and a positive return on equity of 9.65%. The firm’s revenue was up 19.5% compared to the same quarter last year. During the same quarter last year, the firm posted ($1.06) EPS. OneStream has set its FY 2025 guidance at 0.150-0.190 EPS and its Q4 2025 guidance at 0.040-0.070 EPS. Analysts predict that OneStream will post 0.05 earnings per share for the current year.

Insider Activity

In other OneStream news, CRO Ken Hohenstein sold 40,000 shares of the stock in a transaction dated Tuesday, December 16th. The shares were sold at an average price of $17.21, for a total transaction of $688,400.00. Following the completion of the sale, the executive directly owned 990,961 shares of the company’s stock, valued at approximately $17,054,438.81. This represents a 3.88% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, CFO William A. Koefoed sold 9,571 shares of OneStream stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $17.73, for a total transaction of $169,693.83. Following the completion of the transaction, the chief financial officer directly owned 206,127 shares in the company, valued at approximately $3,654,631.71. The trade was a 4.44% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 89,571 shares of company stock valued at $1,532,094. Insiders own 12.77% of the company’s stock.

Hedge Funds Weigh In On OneStream

A number of large investors have recently made changes to their positions in OS. Norges Bank purchased a new position in OneStream during the 2nd quarter worth $179,524,000. Marshall Wace LLP raised its stake in OneStream by 9,577.4% in the second quarter. Marshall Wace LLP now owns 1,989,102 shares of the company’s stock valued at $56,292,000 after buying an additional 1,968,548 shares during the last quarter. Temasek Holdings Private Ltd increased its holdings in shares of OneStream by 44.3% during the third quarter. Temasek Holdings Private Ltd now owns 4,266,714 shares of the company’s stock valued at $78,636,000 after acquiring an additional 1,310,354 shares in the last quarter. Wasatch Advisors LP purchased a new position in shares of OneStream in the 2nd quarter valued at approximately $35,882,000. Finally, Wellington Management Group LLP purchased a new position in shares of OneStream in the 3rd quarter valued at approximately $23,250,000.

Key OneStream News

Here are the key news stories impacting OneStream this week:

• Positive Sentiment: OneStream entered a definitive agreement to be acquired by Hg Capital for $6.4 billion; shareholders will receive $24.00 per share (reported as a ~31% premium to the prior close). Hg will be the majority investor with minority backing from General Atlantic; Hg said the deal will accelerate OneStream’s AI roadmap and scale its Office of the CFO platform. OneStream Enters into Definitive Agreement to be Acquired by Hg for $6.4 Billion
• Positive Sentiment: Major news outlets reported the buyout; the market reacted strongly and shares jumped after the announcement, reflecting investor preference for a clear cash exit at a meaningful premium. Hg Capital to buy OneStream in $6.4 billion deal
• Neutral Sentiment: Trading in OS was temporarily halted while the news was pending, a normal regulatory step that concentrated volume and volatility when the deal was announced. Trading halt (news pending)
• Neutral Sentiment: Several analysts/publications (e.g., Wedbush, Proactive) characterized the takeover as strategically sensible for growth and AI investment — this commentary may support deal rationale but doesn’t change the cash consideration. OneStream to be taken private in “smart” $6.4B Hg Capital deal: Wedbush
• Negative Sentiment: The company’s Chief Revenue Officer exercised options and sold about $688,000 of shares just weeks before the buyout announcement, which raises potential governance and optics questions for investors evaluating insider timing. OneStream CRO Exercises Options, Sells $688,000 Weeks Before $6.4 Billion Buyout Deal
• Negative Sentiment: A shareholder law firm (Ademi LLP) has launched an investigation into whether the $24 offer is fair to public shareholders, signalling potential litigation or pushback that could delay closing or pressure terms. Shareholder Alert: The Ademi Firm investigates whether OneStream Inc. is obtaining a Fair Price for its Public Shareholders

OneStream Company Profile

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.