OneStream (NASDAQ:OS) Stock Rating Lowered by BTIG Research

OneStream (NASDAQ:OS) was downgraded by equities research analysts at BTIG Research from a “buy” rating to a “hold” rating in a report issued on Friday, MarketBeat Ratings reports.

OS has been the subject of a number of other research reports. Capital One Financial set a $24.00 target price on shares of OneStream in a research note on Wednesday, January 7th. Morgan Stanley reaffirmed an “equal weight” rating and set a $24.00 price target (down from $27.00) on shares of OneStream in a report on Wednesday, January 7th. Piper Sandler set a $24.00 price objective on OneStream in a report on Monday, February 2nd. Loop Capital lowered OneStream from a “buy” rating to a “hold” rating and cut their target price for the stock from $25.00 to $24.00 in a research report on Wednesday, January 7th. Finally, Wolfe Research downgraded OneStream from an “outperform” rating to a “peer perform” rating in a report on Wednesday, January 7th. Four research analysts have rated the stock with a Buy rating, seventeen have given a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $25.38.

OneStream Stock Performance

OS stock opened at $23.59 on Friday. The company’s 50 day moving average price is $22.48 and its 200 day moving average price is $20.46. OneStream has a fifty-two week low of $16.51 and a fifty-two week high of $29.66. The firm has a market capitalization of $5.75 billion, a price-to-earnings ratio of -84.25 and a beta of 2.05.

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

Insider Buying and Selling

In other 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 sale, the chief accounting officer owned 58,847 shares in the company, valued at $1,387,612.26. This trade represents a 9.95% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CFO William A. Koefoed sold 9,571 shares of the company’s stock in a transaction on 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 trade represents a 4.44% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 236,076 shares of company stock valued at $5,254,682. Corporate insiders own 12.77% of the company’s stock.

Hedge Funds Weigh In On OneStream

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. EFG Asset Management North America Corp. purchased a new position in OneStream in the second quarter valued at about $1,408,000. Counterpoint Mutual Funds LLC acquired a new position in shares of OneStream in the 3rd quarter valued at approximately $480,000. Fortress Investment Group LLC raised its position in shares of OneStream by 1,888.5% in the 2nd quarter. Fortress Investment Group LLC now owns 198,846 shares of the company’s stock valued at $5,627,000 after purchasing an additional 188,846 shares in the last quarter. Evergreen Capital Management LLC purchased a new position in shares of OneStream during the 3rd quarter valued at approximately $6,392,000. Finally, Kornitzer Capital Management Inc. KS acquired a new stake in shares of OneStream during the third quarter worth approximately $4,526,000.

More 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.