OneStream (NASDAQ:OS) Cut to “Hold” at BTIG Research

BTIG Research cut shares of OneStream (NASDAQ:OS) from a buy rating to a hold rating in a research note released on Friday, MarketBeat Ratings reports.

OS has been the topic of several other research reports. TD Cowen lowered OneStream from a “buy” rating to a “hold” rating and cut their price target for the company from $27.00 to $24.00 in a research note on Wednesday, January 7th. William Blair cut shares of OneStream from an “outperform” rating to a “hold” rating in a report on Tuesday, January 6th. Guggenheim lowered shares of OneStream from a “buy” rating to a “neutral” rating in a report on Wednesday, January 7th. BMO Capital Markets cut shares of OneStream from an “outperform” rating to a “market perform” rating and lowered their price target for the stock from $25.00 to $24.00 in a research report on Wednesday, January 7th. Finally, Raymond James Financial downgraded shares of OneStream from an “outperform” rating to a “market perform” rating in a research note on Thursday, January 8th. Four analysts have rated the stock with a Buy rating, seventeen have issued a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $25.38.

OneStream Price Performance

NASDAQ:OS opened at $23.59 on Friday. The firm has a market capitalization of $5.75 billion, a price-to-earnings ratio of -84.25 and a beta of 1.98. The business has a 50 day simple moving average of $22.48 and a 200-day simple moving average of $20.45. OneStream has a 1 year low of $16.51 and a 1 year high of $29.66.

OneStream (NASDAQ:OS) last released its earnings results on Thursday, February 26th. The company reported $0.12 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.05 by $0.07. The firm had revenue of $163.73 million during the quarter, compared to analyst estimates of $157.28 million. OneStream had a negative net margin of 8.36% and a positive return on equity of 11.28%. The business’s revenue was up 23.6% on a year-over-year basis. During the same quarter last year, the business earned $0.07 EPS. As a group, analysts expect that OneStream will post 0.05 earnings per share for the current fiscal year.

Insider Buying and Selling at OneStream

In other OneStream news, CRO Ken Hohenstein sold 60,000 shares of the stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $23.46, for a total value of $1,407,600.00. Following the transaction, the executive directly owned 990,961 shares in the company, valued at $23,247,945.06. This represents a 5.71% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CAO Pamela Mcintyre sold 6,505 shares of OneStream stock in a transaction dated Thursday, January 8th. The stock was sold at an average price of $23.58, for a total value 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 position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 236,076 shares of company stock valued at $5,254,682 over the last quarter. 12.77% of the stock is owned by company insiders.

Institutional Trading of OneStream

Hedge funds and other institutional investors have recently made changes to their positions in the company. Advisory Services Network LLC purchased a new position in OneStream in the 3rd quarter valued at about $27,000. Rhumbline Advisers acquired a new stake in shares of OneStream in the first quarter worth $35,000. Advisors Asset Management Inc. raised its stake in shares of OneStream by 68.3% in the 2nd quarter. Advisors Asset Management Inc. now owns 1,442 shares of the company’s stock valued at $41,000 after acquiring an additional 585 shares during the period. First Horizon Advisors Inc. raised its stake in shares of OneStream by 44.9% in the 2nd quarter. First Horizon Advisors Inc. now owns 1,610 shares of the company’s stock valued at $46,000 after acquiring an additional 499 shares during the period. Finally, EverSource Wealth Advisors LLC lifted its holdings in shares of OneStream by 1,795.7% during the 4th quarter. EverSource Wealth Advisors LLC now owns 2,673 shares of the company’s stock valued at $49,000 after acquiring an additional 2,532 shares in the last quarter.

OneStream News Roundup

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

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.