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

OneStream (NASDAQ:OS) was downgraded by analysts at Mizuho from a “strong-buy” rating to a “hold” rating in a research note issued to investors on Tuesday,Zacks.com reports.

OS has been the topic of several other research reports. Weiss Ratings restated a “sell (e+)” rating on shares of OneStream in a report on Wednesday, October 8th. Needham & Company LLC downgraded shares of OneStream from a “buy” rating to a “hold” rating in a research report on Wednesday. Robert W. Baird set a $24.00 price target on shares of OneStream in a research report on Tuesday. Wedbush cut shares of OneStream from an “outperform” rating to a “hold” rating and set a $24.00 price objective on the stock. in a research report on Tuesday. Finally, Morgan Stanley reissued an “equal weight” rating and set a $24.00 target price (down from $27.00) on shares of OneStream in a research note on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, seventeen have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, OneStream currently has an average rating of “Hold” and an average target price of $26.82.

OneStream Stock Performance

NASDAQ OS opened at $23.58 on Tuesday. OneStream has a 1 year low of $16.51 and a 1 year high of $30.93. The business’s fifty day moving average is $19.64 and its two-hundred day moving average is $20.82. The stock has a market capitalization of $5.75 billion, a P/E ratio of -49.11 and a beta of 2.04.

OneStream (NASDAQ:OS) last released its quarterly earnings data on Thursday, November 6th. The company reported $0.08 earnings per share for the quarter, topping the consensus estimate of $0.02 by $0.06. The business had revenue of $154.30 million during the quarter, compared to analyst estimates of $148.16 million. OneStream had a positive return on equity of 9.65% and a negative net margin of 14.50%.The company’s revenue was up 19.5% compared to the same quarter last year. During the same period last year, the company posted ($1.06) EPS. 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, research analysts forecast that OneStream will post 0.05 earnings per share for the current year.

Insider Buying and Selling

In other OneStream news, CFO William A. Koefoed sold 9,571 shares of OneStream 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 sale, 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 position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, CRO Ken Hohenstein sold 40,000 shares of the business’s stock in a transaction on Thursday, October 16th. The shares were sold at an average price of $16.85, for a total transaction of $674,000.00. Following the transaction, the executive owned 997,062 shares in the company, valued at approximately $16,800,494.70. This represents a 3.86% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 89,571 shares of company stock worth $1,532,094 over the last ninety days. 12.77% of the stock is currently owned by insiders.

Institutional Trading of OneStream

A number of institutional investors have recently bought and sold shares of the company. EFG Asset Management North America Corp. acquired a new position in OneStream in the 2nd quarter worth about $1,408,000. Fortress Investment Group LLC grew its stake 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 buying an additional 188,846 shares in the last quarter. Handelsbanken Fonder AB acquired a new position in OneStream in the second quarter worth approximately $464,000. Callan Family Office LLC bought a new position in OneStream during the second quarter valued at approximately $715,000. Finally, Capital Fund Management S.A. acquired a new stake in OneStream in the second quarter valued at approximately $880,000.

Trending Headlines about OneStream

Here are the key news stories impacting OneStream this week:

• Positive Sentiment: Definitive acquisition agreement — Hg to buy OneStream for $6.4B at $24.00/share (all cash), a material premium that explains the sharp rally and provides a clear near‑term cash outcome for public shareholders. OneStream Enters into Definitive Agreement to be Acquired by Hg for $6.4 Billion
• Positive Sentiment: Market reaction — shares spiked roughly 24–28% on the buyout announcement as investors chased the takeover premium and heavy volume confirmed strong market interest. OneStream (OS) Skyrockets 28% on $6.4-Billion Merger With Hg
• Neutral Sentiment: Trading pause/market mechanics — trading was temporarily halted around the announcement (news pending), a routine move that amplified volatility and concentrated volume into a short time window.
• Neutral Sentiment: Momentum sustainability questions — some outlets note the move was large on volume but raise caution that recent earnings-estimate revision trends may limit further upside absent new fundamental catalysts. Onestream (OS) Moves 28.4% Higher: Will This Strength Last?
• Negative Sentiment: Analyst downgrades/target cuts — Needham cut OS from Buy to Hold; TD Cowen and Rosenblatt reaffirmed Hold/Neutral but trimmed price targets to $24 (from $27/$26), reflecting the deal price and removing upside for public trading. These actions can temper post‑deal trading interest. TD Cowen hold rating, price target cut
• Negative Sentiment: Shareholder scrutiny / legal inquiry — a shareholder law firm (Ademi LLP) announced an investigation into whether public shareholders are getting a fair price, which could lead to litigation or push for a higher offer and adds deal uncertainty. Shareholder Alert: The Ademi Firm investigates whether OneStream Inc. is obtaining a Fair Price for its Public Shareholders
• Negative Sentiment: Insider option exercise and sale — reports that OneStream’s CRO exercised options and sold roughly $688k of shares shortly before the buyout announcement raise governance and optics concerns that may attract further scrutiny. OneStream CRO Exercises Options, Sells $688,000 Weeks Before $6.4 Billion Buyout Deal

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.