OneStream (NASDAQ:OS) Cut to Hold at Baird R W

Baird R W downgraded shares of OneStream (NASDAQ:OS) from a strong-buy rating to a hold rating in a research report report published on Tuesday,Zacks.com reports.

Other research analysts have also issued research reports about the company. Capital One Financial set a $24.00 price objective on OneStream in a research report on Wednesday. BMO Capital Markets cut OneStream from an “outperform” rating to a “market perform” rating and cut their target price for the company from $25.00 to $24.00 in a research note on Wednesday. William Blair lowered shares of OneStream from an “outperform” rating to a “hold” rating in a research report on Tuesday. Piper Sandler cut shares of OneStream from an “overweight” rating to a “neutral” rating and dropped their price objective for the stock from $28.00 to $24.00 in a report on Tuesday. Finally, Truist Financial set a $24.00 target price on shares of OneStream in a research note on Tuesday. One research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, eighteen have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $26.82.

OneStream Stock Performance

NASDAQ OS opened at $23.60 on Tuesday. OneStream has a one year low of $16.51 and a one year high of $30.93. The company has a 50-day simple moving average of $19.75 and a 200-day simple moving average of $20.84. The firm has a market capitalization of $5.75 billion, a PE ratio of -49.17 and a beta of 2.04.

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

Insider Transactions at OneStream

In related news, CRO Ken Hohenstein sold 40,000 shares of the company’s stock in a transaction dated Tuesday, December 16th. The shares were sold at an average price of $17.21, for a total value of $688,400.00. Following the completion of the sale, the executive owned 990,961 shares of the company’s stock, valued at $17,054,438.81. This represents a 3.88% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CFO William A. Koefoed sold 9,571 shares of the stock in a transaction dated Monday, December 15th. The shares were 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 owned 206,127 shares of the company’s stock, valued at $3,654,631.71. This represents a 4.44% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 89,571 shares of company stock worth $1,532,094. Company insiders own 12.77% of the company’s stock.

Institutional Investors Weigh In On OneStream

Several hedge funds and other institutional investors have recently added to or reduced their stakes in OS. Advisors Asset Management Inc. lifted its position in OneStream by 68.3% in the second quarter. Advisors Asset Management Inc. now owns 1,442 shares of the company’s stock worth $41,000 after purchasing an additional 585 shares during the period. Advisory Services Network LLC bought a new stake in shares of OneStream in the 3rd quarter worth $27,000. First Horizon Advisors Inc. lifted its holdings in shares of OneStream by 44.9% in the second quarter. First Horizon Advisors Inc. now owns 1,610 shares of the company’s stock valued at $46,000 after buying an additional 499 shares during the period. Rhumbline Advisers bought a new position in OneStream during the first quarter valued at about $35,000. Finally, KBC Group NV bought a new position in OneStream during the second quarter valued at about $58,000.

Key Stories Impacting OneStream

Here are the key news stories impacting OneStream this week:

• Positive Sentiment: Hg Capital agreed to acquire OneStream in a $6.4 billion take‑private deal, driving a large intraday rally as investors priced the buyout premium. Article Title
• Positive Sentiment: Coverage and mainstream outlets flagged the Hg bid and the resulting spike in shares, amplifying retail and momentum interest. Article Title
• Neutral Sentiment: Aggregated analyst coverage pieces summarize recent rating changes and the buyout — useful for context but unlikely to move price beyond the buyout premium itself. Article Title
• Negative Sentiment: Several brokerages (Truist, Mizuho, Baird, Needham, Rosenblatt, TD Cowen and Guggenheim) moved ratings toward “hold” and trimmed price targets, signaling reduced incremental upside from here absent a higher competing bid. Article Title
• Negative Sentiment: OneStream’s CRO exercised options and sold roughly $688k of shares in the weeks before the buyout announcement, which may attract regulatory scrutiny or raise governance questions among investors. Article Title

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.