OneStream, Inc. (OS)
NASDAQ (NGS) NASDAQ (NGS) Primary 
OneStream, Inc. (OS) Presents At Citi's 2025 Global Technology, Media And Telecommunications Conference (Transcript)
OneStream, Inc. (NASDAQ:OS ) Citi's 2025 Global Technology, Media and Telecommunications Conference September 4, 2025 8:50 AM EDT Company Participants William Koefoed - Chief Financial Officer Conference Call Participants Steven Enders - Citigroup Inc., Research Division Presentation Steven Enders Research Analyst Thanks, everybody, for joining us today for day 2 of the Citi Global TMT Conference. I'm Steve Enders, part of the software research team here.
OneStream: A Compelling Buy Opportunity As Company Releases Agentic AI Tools (Upgrade)
Investors are crowding into large-cap AI stocks, leaving value in overlooked small/mid-cap names like OneStream, which just posted strong Q2 results. OneStream offers a massive $50B TAM, accelerating mid-20s revenue growth, early AI innovation, and robust free cash flow margins. The company's Sensible AI studio released into general availability in June, with agentic AI products on the way (currently in beta with select customers).
OneStream, Inc. (OS) Q2 2025 Earnings Call Transcript
OneStream, Inc. (NASDAQ:OS ) Q2 2025 Earnings Conference Call August 7, 2025 4:30 PM ET Company Participants Anne M. Leschin - Vice President of Investor Relations & Strategic Finance Thomas Shea - Co-Founder, Chairman, CEO & President William A.
Onestream (OS) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
While the top- and bottom-line numbers for Onestream (OS) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
OneStream Is Back To Its IPO Price
OneStream is a mission-critical financial automation platform for enterprises, showing strong revenue and customer growth despite recent market volatility. The launch of SensibleAI financial agents positions OneStream for operational advantage and further market share gains among blue-chip clients. AI is both an opportunity and a risk for OneStream; its success depends on delivering superior financial workflow automation versus potential in-house solutions.
Onestream (OS) Upgraded to Buy: Here's What You Should Know
Onestream (OS) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
OneStream: Fairly Priced In A Challenging Environment (Rating Downgrade)
Shares of OneStream have enjoyed a rebound rally from April lows, driven by a Q1 earnings beat. Investors were relieved that the company maintained its full-year growth expectations, but this was largely driven by a weaker U.S. dollar offsetting potential macro headwinds. OneStream trades at a ~10x revenue multiple, which is rich compared to other ~20% growth peers that have much better operating margin profiles.
OneStream, Inc. (OS) Q1 2025 Earnings Call Transcript
OneStream, Inc. (NASDAQ:OS ) Q1 2025 Earnings Conference Call May 8, 2025 4:30 PM ET Company Participants Annie Leschin - Vice President of Investor Relations, and Strategic Finance Tom Shea - Co-Founder and Chief Executive Officer Bill Koefoed - Chief Financial Officer Conference Call Participants John DiFucci - Guggenheim Securities Adam Hotchkiss - Goldman Sachs Koji Ikeda - Bank of America Ryan Krieger - Wolfe Research Brent Bracelin - Piper Sandler Sonak Kolar - J.P. Morgan Terry Tillman - Truist Securities Siti Panigrahi - Mizuho Securities Scott Berg - Needham & Company Chris Quatrochi - Morgan Stanley Brian Peterson - Raymond James Nick Goldman - Scotiabank Patrick Scholes - Robert W.
OneStream: Guidance Has Plenty Of Conservatism Baked In (Rating Upgrade)
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. (OS) Q4 2024 Earnings Call Transcript
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.
OneStream: Long-Term Growth Runway Ahead
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.
OneStream's Extensible Platform Earns Goldman's Confidence, Highlights Revenue Growth and Innovation
Goldman Sachs analyst Adam Hotchkiss initiated coverage on OneStream, Inc. OS with a Buy rating and a price target of $37.
