OneStream (NASDAQ:OS) Cut to “Hold” at Truist Financial

Truist Financial downgraded shares of OneStream (NASDAQ:OS) from a strong-buy rating to a hold rating in a research report released on Tuesday morning,Zacks.com reports.

A number of other analysts have also issued reports on OS. Piper Sandler lowered OneStream from an “overweight” rating to a “neutral” rating and lowered their price target for the stock from $28.00 to $24.00 in a research note on Tuesday. Baird R W cut shares of OneStream from a “strong-buy” rating to a “hold” rating in a research note on Tuesday. BTIG Research started coverage on shares of OneStream in a report on Tuesday, December 16th. They set a “buy” rating and a $25.00 target price for the company. Morgan Stanley reissued an “equal weight” rating and issued a $24.00 price target (down from $27.00) on shares of OneStream in a research note on Wednesday. Finally, Robert W. Baird set a $24.00 price target on shares of OneStream in a research report on Tuesday. One research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, eighteen have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $26.82.

OneStream Trading Up 0.1%

Shares of NASDAQ:OS opened at $23.60 on Tuesday. OneStream has a 12-month low of $16.51 and a 12-month high of $30.93. The business has a 50 day moving average of $19.75 and a two-hundred day moving average of $20.84. The company has a market capitalization of $5.75 billion, a PE ratio of -49.17 and a beta of 2.04.

OneStream (NASDAQ:OS) last posted its earnings results on Thursday, November 6th. The company reported $0.08 earnings per share for the quarter, beating the consensus estimate 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 during the quarter, compared to analyst estimates of $148.16 million. During the same period in the previous year, the firm earned ($1.06) EPS. The business’s quarterly 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 research analysts predict that OneStream will post 0.05 earnings per share for the current fiscal year.

Insider Transactions at OneStream

In other OneStream news, CRO Ken Hohenstein sold 40,000 shares of the business’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 transaction, the executive directly owned 990,961 shares in the company, valued at $17,054,438.81. The trade was a 3.88% decrease in their position. 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 firm’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 transaction of $169,693.83. Following the sale, 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. Insiders sold 89,571 shares of company stock valued at $1,532,094 in the last three months. 12.77% of the stock is currently owned by insiders.

Hedge Funds Weigh In On OneStream

Several large investors have recently made changes to their positions in the stock. Royal Bank of Canada boosted its position 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. Goldman Sachs Group Inc. lifted its stake in OneStream by 50.8% during the first quarter. Goldman Sachs Group Inc. now owns 1,102,637 shares of the company’s stock worth $23,530,000 after purchasing an additional 371,520 shares in the last quarter. Rhumbline Advisers purchased a new position in shares of OneStream during the first quarter worth $35,000. Moody National Bank Trust Division acquired a new stake in shares of OneStream in the second quarter valued at $237,000. Finally, Mechanics Bank Trust Department purchased a new stake in shares of OneStream in the 2nd quarter valued at $245,000.

Trending Headlines about 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.