OS Stock Recent News

BIRMINGHAM, Mich. , Feb. 18, 2025 /PRNewswire/ -- OneStream, Inc. (Nasdaq: OS), the leading enterprise Finance management platform that modernizes the Office of the CFO by unifying core finance and operational functions -- including financial close, consolidation, reporting, planning and forecasting -- today announced that it will be presenting at the Morgan Stanley Technology, Media & Telecom Conference on Tuesday, March 4, at 11:30 a.m.

I maintain a buy rating for OneStream, citing strong 4Q24 earnings, despite ARR growth slowing to 23% y/y due to FX headwinds and deal delays. OneStream's 4Q24 revenue grew 29.1% y/y to $132.5 million, with SaaS ARR up 39% y/y, reflecting robust demand and customer retention. AI solutions, especially SensibleML, are driving significant growth, with Finance AI bookings quadrupling y/y, enhancing forecast accuracy and productivity.

Shares of OneStream dropped ~20% after reporting Q4 results, creating a great entry point. Investors reacted negatively to OneStream's guidance, which calls for FY25 revenue to decelerate to 19-20%. The company's 24% TTM billings growth rate, however, suggests that OneStream has plenty of room to raise its estimates this year.

OneStream, Inc. (NASDAQ:OS ) Q4 2024 Earnings Conference Call February 11, 2025 4:30 PM ET Company Participants Annie Leschin - Vice President, Investor Relations and Strategic Finance Tom Shea - Co-Founder and CEO Bill Koefoed - Chief Financial Officer Conference Call Participants John DiFucci - Guggenheim Securities Adam Hotchkiss - Goldman Sachs Chris Quintero - Morgan Stanley Mark Murphy - JPMorgan Koji Ikeda - Bank of America Ian Black - Needham & Company Ivan Yi - Wolfe Research Terry Tillman - Truist Securities Steve Enders - Citi Brian Peterson - Raymond James Brent Bracelin - Piper Sandler Mark Schappel - Loop Capital Markets Jared Jungjohann - TD Cowen Operator Welcome to the OneStream's Fourth Quarter Fiscal Year 2024 Earnings Conference Call. At this time, all participants are in listen-only mode.

BIRMINGHAM, Mich. , Feb. 11, 2025 /PRNewswire/ -- OneStream, Inc. (Nasdaq: OS), the leading enterprise Finance management platform that modernizes the Office of the CFO by unifying core finance and operational functions -- including financial close, consolidation, reporting, planning and forecasting -- today announced financial results for its fourth quarter and fiscal year ended December 31, 2024.

MoneyShow presents top investment ideas for 2025 from their contributors. This year's edition presents a broad mix of theme-based stock picks, momentum-driven high-flyers and beaten-up stocks with turnaround potential, along with some speculative plays and ETFs. Part 6 includes Medpace Holdings, Ally Financial, OneStream, Vertiv Holdings and Peloton Interactive, among others.

BIRMINGHAM, Mich., Jan. 8, 2025 /PRNewswire/ -- OneStream, Inc. (NASDAQ: OS), the leading enterprise Finance management platform that modernizes the Office of the CFO by unifying core finance and operational functions -- including financial close, consolidation, reporting, planning and forecasting, will report financial results for its fourth quarter ended December 31, 2024 and full-year 2024, after the market close on Tuesday, February 11, 2025.

I rate OneStream a buy, expecting sustained rapid growth and premium trading relative to enterprise software peers. OS's core product consolidates financial tools and data, modernizing CFO operations and decision-making. OS's large TAM and under-digitalized CFO offices present significant growth opportunities, with potential market share gains driving >20% growth.