OneStream (NASDAQ:OS) Releases Q4 2025 Earnings Guidance

OneStream (NASDAQ:OS) issued an update on its fourth quarter 2025 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 0.040-0.070 for the period, compared to the consensus estimate of 0.030. The company issued revenue guidance of $156.0 million-$158.0 million, compared to the consensus revenue estimate of $155.9 million. OneStream also updated its FY 2025 guidance to 0.150-0.190 EPS.

OneStream Stock Down 5.1%

OneStream stock traded down $1.03 during midday trading on Thursday, hitting $19.08. 3,894,995 shares of the stock were exchanged, compared to its average volume of 1,553,005. The company has a fifty day simple moving average of $18.89 and a two-hundred day simple moving average of $22.87. OneStream has a 52 week low of $16.51 and a 52 week high of $35.39. The stock has a market capitalization of $4.63 billion, a PE ratio of -12.81 and a beta of 2.10.

OneStream (NASDAQ:OS) last released its quarterly earnings data on Thursday, November 6th. The company reported $0.08 earnings per share for the quarter, topping the consensus estimate of $0.02 by $0.06. OneStream had a negative net margin of 45.07% and a negative return on equity of 27.54%. The business had revenue of $154.30 million for the quarter, compared to analyst estimates of $148.16 million. OneStream has set its FY 2025 guidance at 0.150-0.190 EPS. Q4 2025 guidance at 0.040-0.070 EPS. As a group, equities research analysts anticipate that OneStream will post 0.05 EPS for the current fiscal year.

Wall Street Analyst Weigh In

OS has been the topic of a number of recent analyst reports. Wedbush lowered their target price on shares of OneStream from $35.00 to $25.00 and set an “outperform” rating on the stock in a report on Friday, August 8th. Morgan Stanley reiterated an “overweight” rating on shares of OneStream in a report on Friday, September 19th. Piper Sandler decreased their price objective on shares of OneStream from $34.00 to $28.00 and set an “overweight” rating on the stock in a report on Friday, August 8th. Mizuho decreased their price objective on shares of OneStream from $33.00 to $30.00 and set an “outperform” rating on the stock in a report on Friday, August 8th. Finally, Weiss Ratings reiterated a “sell (e+)” rating on shares of OneStream in a report on Wednesday, October 8th. Sixteen investment analysts have rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $29.53.

Insider Activity

In other news, CFO William A. Koefoed sold 8,943 shares of the firm’s stock in a transaction that occurred on Monday, September 15th. The shares were sold at an average price of $19.03, for a total value of $170,185.29. Following the sale, the chief financial officer directly owned 221,983 shares in the company, valued at approximately $4,224,336.49. This trade represents a 3.87% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CRO Ken Hohenstein sold 40,000 shares of the firm’s stock in a transaction that occurred on Thursday, October 16th. The shares were sold at an average price of $16.85, for a total transaction of $674,000.00. Following the completion of the transaction, the executive owned 997,062 shares of the company’s stock, valued at approximately $16,800,494.70. This trade represents a 3.86% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 138,943 shares of company stock worth $2,622,985. Corporate insiders own 12.77% of the company’s stock.

Institutional Trading of OneStream

Several hedge funds have recently modified their holdings of the stock. BNP Paribas Financial Markets grew its position in OneStream by 264.7% in the 2nd quarter. BNP Paribas Financial Markets now owns 489,943 shares of the company’s stock valued at $13,865,000 after purchasing an additional 355,586 shares during the period. Sei Investments Co. raised its stake in shares of OneStream by 136.5% during the 2nd quarter. Sei Investments Co. now owns 334,322 shares of the company’s stock worth $9,461,000 after purchasing an additional 192,963 shares during the period. Boothbay Fund Management LLC raised its stake in shares of OneStream by 72.7% during the 2nd quarter. Boothbay Fund Management LLC now owns 120,905 shares of the company’s stock worth $3,422,000 after purchasing an additional 50,905 shares during the period. Royal Bank of Canada raised its stake in shares of OneStream by 588.4% during the 1st 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 period. Finally, Engineers Gate Manager LP bought a new stake in shares of OneStream during the 2nd quarter worth $828,000.

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.