OneStream, Inc. Class A Common Stock (OS)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
OneStream, Inc. Class A Common Stock (OS) trades at $24.00 with AI Score 67/100 (Grade B+). OneStream, Inc. delivers a unified, AI-enabled software platform. Market cap: $2.40B, Sector: Technology.
Last analyzed: May 10, 2026OS stock analysis for 2026: Analysts have set a consensus price target of $24.00 for OneStream, Inc. Class A Common Stock, suggesting 0.0% upside from the current price of $24.00. The AI MoonshotScore is 67/100, indicating a bullish outlook. Key factors: analyst coverage, AI-driven quantitative scoring.
OS: 2/3 perspectives are bullish. Dominant signal: Ray Dalio bullish.
OneStream, Inc. Class A Common Stock (OS) Technology Profile & Competitive Position
OneStream, Inc. provides a unified, AI-enabled software platform, the Digital Finance Cloud, serving enterprises, mid-market organizations, and government entities. Its solutions streamline financial processes, enhance planning and analysis, and improve financial reporting. Founded in 2012, OneStream competes in the application software sector, offering comprehensive financial management tools.
What Is the Investment Thesis for OS?
OneStream, Inc. presents a compelling investment case based on its unified Digital Finance Cloud platform and its ability to streamline financial processes for a diverse range of clients. The company's AI-enabled solutions for financial close, planning, and reporting are key value drivers. With a gross margin of 68.7%, OneStream demonstrates strong profitability potential. Upcoming catalysts include further platform enhancements and expansion into new geographic markets. However, the company's negative profit margin of -8.4% and high beta of 1.99 indicate potential risks related to market volatility and profitability challenges. Continued growth in its customer base and effective cost management are crucial for long-term success.
Based on FMP financials and quantitative analysis
OS Key Highlights
- Market capitalization of $2.40 billion reflects investor confidence in OneStream's growth potential.
- Gross margin of 68.7% indicates a strong ability to control costs and generate profit from its software platform.
- The company's Digital Finance Cloud platform provides solutions for financial close and consolidation, planning and analysis, and financial and operational reporting.
- OneStream serves a diverse customer base, including enterprises, mid-market organizations, and government entities.
- Founded in 2012, OneStream has quickly established itself as a key player in the corporate performance management (CPM) software market.
Who Are OS's Competitors?
OS is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| CWAN Clearwater Analytics Holdings, Inc. | $24.34 | -0.18% | $7.24B | 66 |
| NAVN Navan, Inc. | $20.57 | -4.06% | $4.88B | 52 |
| CLSK CleanSpark, Inc. | $15.89 | -3.78% | $4.08B | 65 |
| NOW ServiceNow, Inc. | $112.45 | +2.45% | $115.97B | 71 |
| PDFS PDF Solutions, Inc. | $46.09 | +6.70% | $1.84B | 68 |
| CSAI Cloudastructure Inc. | $0.33 | -10.32% | $6.23M | 68 |
| WONDF WonderFi Technologies Inc. | $0.26 | +0.43% | $171.61M | 67 |
| ALKT Alkami Technology, Inc. | $15.42 | -2.71% | $1.65B | 66 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are OS's Key Strengths?
- Unified Digital Finance Cloud platform.
- AI-enabled features for automation and insights.
- Strong customer base across various sectors.
- High gross margin indicating profitability potential.
What Are OS's Weaknesses?
- Negative profit margin indicating profitability challenges.
- High beta suggesting market volatility sensitivity.
- Reliance on subscription revenue model.
- Limited brand recognition compared to larger competitors.
What Could Drive OS Stock Higher?
- Continued development and integration of AI capabilities within the Digital Finance Cloud platform.
- Expansion into new geographic markets to broaden customer base.
- Strategic partnerships with complementary technology providers to enhance product offerings.
- Launch of new features and updates to the Digital Finance Cloud platform in Q3 2026.
- Industry conferences and events showcasing OneStream's solutions in Q4 2026.
What Are the Key Risks for OS?
- Intense competition in the application software industry affecting market share.
- Economic downturn impacting IT spending and subscription renewals.
- Cybersecurity threats and data breaches compromising customer data.
- Negative profit margin indicating profitability challenges.
- High beta suggesting sensitivity to market volatility.
What Are the Growth Opportunities for OS?
- Expansion into new geographic markets represents a significant growth opportunity for OneStream. By targeting regions with increasing demand for advanced financial software solutions, OneStream can broaden its customer base and increase revenue streams. The global corporate performance management market is projected to reach $12.7 billion by 2027, providing ample opportunity for expansion. Timeline: Ongoing.
- Further development and integration of AI capabilities within the Digital Finance Cloud platform can enhance its functionality and attract new customers. AI-powered features can automate tasks, improve forecasting accuracy, and provide deeper insights into financial data. The AI in accounting market is expected to grow to $3.9 billion by 2024, presenting a substantial market for AI-driven financial solutions. Timeline: Ongoing.
- Strategic partnerships with complementary technology providers can expand OneStream's reach and enhance its product offerings. Collaborating with companies specializing in data analytics, cloud infrastructure, or cybersecurity can create synergistic solutions that appeal to a wider range of customers. The cloud services market is projected to reach $623.3 billion by 2025, highlighting the potential for partnerships in this space. Timeline: Ongoing.
- Targeting mid-market organizations represents a significant growth opportunity for OneStream. These companies often lack the resources and expertise to implement complex financial systems, making them ideal candidates for OneStream's user-friendly Digital Finance Cloud platform. The mid-market segment is increasingly adopting cloud-based solutions, creating a favorable environment for OneStream's growth. Timeline: Ongoing.
- Increasing focus on government entities can provide a stable and recurring revenue stream for OneStream. Government organizations require robust financial management systems to ensure compliance and accountability. OneStream's platform can be tailored to meet the specific needs of government agencies, offering a secure and reliable solution. The government software market is expected to grow to $40.8 billion by 2027, presenting a significant opportunity for OneStream. Timeline: Ongoing.
What Opportunities Does OS Have?
- Expansion into new geographic markets.
- Further development of AI capabilities.
- Strategic partnerships with complementary technology providers.
- Targeting mid-market organizations and government entities.
What Threats Does OS Face?
- Intense competition in the application software industry.
- Economic downturn affecting IT spending.
- Cybersecurity threats and data breaches.
- Changes in regulatory requirements.
What Are OS's Competitive Advantages?
- Unified platform offering comprehensive financial solutions.
- AI-enabled features enhancing automation and insights.
- Extensible architecture allowing for customization and integration.
- Strong customer relationships and high retention rates.
What Does OS Do?
Founded in 2012 and headquartered in Birmingham, Michigan, OneStream, Inc. has rapidly evolved into a significant player in the corporate performance management (CPM) software market. The company delivers a unified, AI-enabled, and extensible software platform known as the Digital Finance Cloud, designed to streamline and enhance various financial processes for enterprises, mid-market organizations, and government entities. OneStream's platform offers solutions for financial close and consolidation, automating tasks and managing the complexities of financial reporting and consolidation standards. It also provides robust financial and operational planning and analysis capabilities, enabling budgeting, forecasting, and results analysis across different business functions, synchronizing plans throughout the organization. Furthermore, the platform delivers comprehensive financial and operational reporting, offering end-to-end visibility of analytics and key metrics to stakeholders, including executives, finance professionals, and line-of-business leaders. OneStream's commitment to innovation and customer satisfaction has fueled its growth, positioning it as a key provider of modern financial solutions.
What Products and Services Does OS Offer?
- Provides a unified, AI-enabled software platform.
- Offers the Digital Finance Cloud platform.
- Streamlines financial processes for enterprises.
- Automates tasks related to financial reporting and consolidation.
- Enables financial and operational planning and analysis.
- Provides end-to-end visibility of analytics and key metrics.
How Does OS Make Money?
- Software as a Service (SaaS) subscription model.
- Recurring revenue through platform usage fees.
- Customized solutions for enterprises, mid-market organizations, and government entities.
What Industry Does OS Operate In?
OneStream, Inc. operates in the competitive application software industry, which is experiencing rapid growth driven by the increasing demand for cloud-based financial solutions and AI-driven analytics. The market is characterized by intense competition among established players and emerging startups. OneStream differentiates itself through its unified Digital Finance Cloud platform, offering a comprehensive suite of financial management tools. The company competes with firms like Clearwater Analytics Holdings, Inc., Navan, Inc., and CleanSpark, Inc., all vying for market share in the evolving landscape of corporate performance management.
Who Are OS's Key Customers?
- Enterprises seeking to streamline financial processes.
- Mid-market organizations looking for scalable financial solutions.
- Government entities requiring robust financial management systems.
OS Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
OS Latest News
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Zai Lab Receives China NMPA Approval of TIVDAK® (tisotumab vedotin for injection) for the Treatment of Adult Patients with Recurrent or Metastatic Cervical Cancer
gurufocus.com · Jun 8, 2026
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Camizestrant Combination Delayed Time to First Progression by 55% and to Second Progression by 37% in Patients With Advanced HR-positive Breast Cancer With an Emergent ESR1 Tumor Mutation in SERENA-6
gurufocus.com · Jun 2, 2026
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IDEAYA Biosciences and Servier Provide Complete Data from Phase 2/3 Registrational OptimUM-02 Trial of the Darovasertib Combination in First Line HLA*A2:01 Negative Metastatic Uveal Melanoma in a Late
gurufocus.com · Jun 1, 2026
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Ivonescimab with Chemotherapy Demonstrated a Statistically Significant Overall Survival Benefit Compared to Tislelizumab Plus Chemotherapy in 1L Treatment of Patients with Squamous NSCLC in the HARMON
gurufocus.com · May 31, 2026
OS Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for OS.
Price Targets
Consensus target: $24.00
OS MoonshotScore
What does this score mean?
The MoonshotScore rates OS's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Latest News
Zai Lab Receives China NMPA Approval of TIVDAK® (tisotumab vedotin for injection) for the Treatment of Adult Patients with Recurrent or Metastatic Cervical Cancer
Camizestrant Combination Delayed Time to First Progression by 55% and to Second Progression by 37% in Patients With Advanced HR-positive Breast Cancer With an Emergent ESR1 Tumor Mutation in SERENA-6
IDEAYA Biosciences and Servier Provide Complete Data from Phase 2/3 Registrational OptimUM-02 Trial of the Darovasertib Combination in First Line HLA*A2:01 Negative Metastatic Uveal Melanoma in a Late
Ivonescimab with Chemotherapy Demonstrated a Statistically Significant Overall Survival Benefit Compared to Tislelizumab Plus Chemotherapy in 1L Treatment of Patients with Squamous NSCLC in the HARMON
Leadership: Thomas Shea
CEO
Thomas Shea is the CEO of OneStream, Inc., leading a team of 1500 employees. He has a strong background in technology and business management, with extensive experience in the software industry. Prior to joining OneStream, Shea held leadership positions at various technology companies, where he focused on driving innovation and growth. His expertise includes strategic planning, product development, and customer relationship management. Shea is known for his ability to build high-performing teams and foster a culture of innovation.
Track Record: Under Thomas Shea's leadership, OneStream, Inc. has experienced significant growth and expansion. He has overseen the development and launch of the Digital Finance Cloud platform, which has become a key differentiator for the company. Shea has also been instrumental in securing strategic partnerships and expanding OneStream's customer base. His focus on innovation and customer satisfaction has contributed to the company's success in the competitive application software market.
OS Technology Stock FAQ
What does OneStream, Inc. Class A Common Stock do?
OneStream, Inc. delivers a unified, AI-enabled software platform known as the Digital Finance Cloud, which provides solutions for financial close and consolidation, financial and operational planning and analysis, and financial and operational reporting. The company's platform streamlines financial processes, automates tasks, and provides end-to-end visibility of analytics and key metrics to various stakeholders. OneStream serves enterprises, mid-market organizations, and government entities, offering customized solutions to meet their specific financial management needs. The company operates on a Software as a Service (SaaS) subscription model, generating recurring revenue through platform usage fees.
What do analysts say about OS stock?
Analyst consensus on OneStream, Inc. Class A Common Stock is generally positive, reflecting the company's strong growth potential and innovative Digital Finance Cloud platform. Key valuation metrics include market capitalization and gross margin, which indicate investor confidence and profitability potential. Growth considerations include the company's ability to expand into new geographic markets, further develop AI capabilities, and secure strategic partnerships. However, analysts also note the company's negative profit margin and high beta as potential risks that need to be addressed for long-term success. The company's financial performance and strategic initiatives will be closely monitored by analysts in the coming quarters.
What are the main risks for OS?
The main risks for OneStream, Inc. Class A Common Stock include intense competition in the application software industry, which could affect market share and pricing power. Economic downturns could impact IT spending and subscription renewals, leading to revenue declines. Cybersecurity threats and data breaches pose a significant risk to customer data and the company's reputation. Additionally, OneStream's negative profit margin indicates profitability challenges that need to be addressed through effective cost management and revenue growth. The company's high beta suggests sensitivity to market volatility, which could impact stock performance during periods of market uncertainty. Effective risk management strategies are crucial for mitigating these potential threats.
What are the key factors to evaluate for OS?
OneStream, Inc. Class A Common Stock (OS) currently holds an AI score of 67/100, indicating moderate score. Analysts target $24.00 (0% from $24.00). Key strength: Unified Digital Finance Cloud platform. Primary risk to monitor: Intense competition in the application software industry affecting market share. This is not financial advice.
How frequently does OS data refresh on this page?
OS prices update in real time during U.S. market hours (9:30 AM-4:00 PM ET, weekdays). Fundamentals refresh after quarterly or annual filings. Analyst ratings and AI insights update daily. News is aggregated continuously from financial sources.
What has driven OS's recent stock price performance?
Recent price movement in OneStream, Inc. Class A Common Stock (OS) can be influenced by earnings results, analyst revisions, sector rotation, and broader market sentiment. The current analyst target of $24.00 implies 0% downside from here. Notable catalyst: Unified Digital Finance Cloud platform. Check the News and Technical Analysis tabs for the latest drivers. Past performance does not predict future results.
Should investors consider OS overvalued or undervalued right now?
Determining whether OneStream, Inc. Class A Common Stock (OS) is overvalued or undervalued requires examining multiple metrics. Analysts target $24.00 (0% from current price), suggesting analysts see the stock near fair value. Compare valuation ratios (P/E, P/S, EV/EBITDA) against sector peers for a comprehensive view.
What research should beginners do before buying OS?
Before investing in OneStream, Inc. Class A Common Stock (OS), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Financial data is based on available information and may be subject to change.
- Market projections are based on industry reports and analyst estimates.
- Competitive landscape analysis is based on publicly available information.