OneStream (NASDAQ:OS) Cut to Hold at TD Cowen

TD Cowen cut shares of OneStream (NASDAQ:OS) from a buy rating to a hold rating in a report published on Wednesday, Marketbeat.com reports. They currently have $24.00 target price on the stock, down from their prior target price of $27.00.

A number of other research analysts also recently commented on OS. Morgan Stanley restated an “equal weight” rating and issued a $24.00 target price (down previously from $27.00) on shares of OneStream in a research note on Wednesday. Robert W. Baird set a $24.00 price target on OneStream in a research note on Tuesday. Needham & Company LLC lowered shares of OneStream from a “buy” rating to a “hold” rating in a research report on Wednesday. Piper Sandler cut shares of OneStream from an “overweight” rating to a “neutral” rating and reduced their target price for the company from $28.00 to $24.00 in a research note on Tuesday. Finally, BMO Capital Markets lowered shares of OneStream from an “outperform” rating to a “market perform” rating and dropped their price target for the stock from $25.00 to $24.00 in a research note on Wednesday. One research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, eighteen have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $26.82.

OneStream Price Performance

NASDAQ OS opened at $23.62 on Wednesday. The firm has a market capitalization of $5.76 billion, a price-to-earnings ratio of -49.21 and a beta of 2.04. The company has a 50 day simple moving average of $19.85 and a 200-day simple moving average of $20.82. OneStream has a 52-week low of $16.51 and a 52-week high of $30.93.

OneStream (NASDAQ:OS) last released its quarterly earnings data 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 for the quarter, compared to analyst estimates of $148.16 million. During the same quarter in the prior year, the business earned ($1.06) EPS. The company’s revenue for the quarter was up 19.5% compared to the same quarter last year. OneStream has set its FY 2025 guidance at 0.150-0.190 EPS and its Q4 2025 guidance at 0.040-0.070 EPS. On average, analysts predict that OneStream will post 0.05 EPS for the current year.

Insider Buying and Selling at OneStream

In related news, CAO Pamela Mcintyre sold 6,505 shares of the stock in a transaction that occurred on Thursday, January 8th. The stock was sold at an average price of $23.58, for a total transaction of $153,387.90. Following the completion of the sale, the chief accounting officer owned 58,847 shares in the company, valued at $1,387,612.26. This represents a 9.95% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CRO Ken Hohenstein sold 40,000 shares of the firm’s stock in a transaction that occurred on 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 directly owned 990,961 shares in the company, valued at $17,054,438.81. This trade represents a 3.88% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 96,076 shares of company stock worth $1,685,482 over the last ninety days. Company insiders own 12.77% of the company’s stock.

Institutional Investors Weigh In On OneStream

Hedge funds and other institutional investors have recently modified their holdings of the stock. SG Americas Securities LLC bought a new position in OneStream during the fourth quarter worth $5,051,000. Diversified Trust Co. boosted its holdings in OneStream by 38.6% in the 4th quarter. Diversified Trust Co. now owns 45,036 shares of the company’s stock valued at $828,000 after purchasing an additional 12,549 shares during the period. JPMorgan Chase & Co. grew its position in OneStream by 299.2% in the 3rd quarter. JPMorgan Chase & Co. now owns 109,843 shares of the company’s stock worth $2,024,000 after purchasing an additional 82,329 shares during the last quarter. CIBC Bancorp USA Inc. bought a new position in shares of OneStream during the 3rd quarter worth about $3,467,000. Finally, Advisory Services Network LLC acquired a new position in shares of OneStream during the third quarter valued at about $27,000.

Key Stories Impacting OneStream

Here are the key news stories impacting OneStream this week:

• Neutral Sentiment: Aggregated coverage summarizing multiple recent analyst actions and context on the ratings shift. What 6 Analyst Ratings Have To Say About OneStream
• Negative Sentiment: TD Cowen downgraded OneStream to a Hold, signaling less near‑term enthusiasm from a previously more positive stance; that adds selling pressure given the number of shops trimming ratings today. TD Cowen Downgrades OneStream (NASDAQ:OS) to Hold
• Negative Sentiment: Rosenblatt Securities lowered its rating to Hold, joining peers in pulling back expectations and reducing buy‑side momentum. OneStream (NASDAQ:OS) Rating Lowered to Hold at Rosenblatt Securities
• Negative Sentiment: Needham & Company cut its rating on OneStream, another independent downgrade contributing to today’s consensus cooling. OneStream (NASDAQ:OS) Stock Rating Lowered by Needham & Company LLC
• Negative Sentiment: Truist moved OneStream from Strong‑Buy to Hold, reflecting reduced upside expectations from a previously bullish stance. Truist Downgrade (via Zacks)
• Negative Sentiment: Mizuho also downgraded the shares from Strong‑Buy to Hold, adding to the cluster of mid‑January analyst downgrades. Mizuho Downgrade (via TickerReport)
• Negative Sentiment: Baird trimmed its rating to Hold, repeating the pattern of firms reducing appetite for the stock at current levels. Baird Downgrade (via TickerReport)
• Negative Sentiment: Guggenheim issued a downgrade, contributing further to analyst pessimism that is weighing on the share price. Guggenheim Downgrades OneStream

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.