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OS: Share Price Recovery Will Follow Exploration Of Sale Possibilities

Update shared on 07 Nov 2025

Fair value Decreased 1.62%
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AnalystConsensusTarget's Fair Value
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1Y
-28.0%
7D
-4.7%

Analysts have slightly lowered their price target for OneStream from $29.26 to $28.79. This change reflects adjustments for more conservative profit margin forecasts, a modestly higher discount rate, and updated revenue growth expectations.

What's in the News

  • OneStream has provided earnings guidance for the fourth quarter, expecting total revenue between $156 million and $158 million.
  • For fiscal year 2025, the company anticipates total revenue will range from $594 million to $596 million.
  • OneStream is exploring strategic options, including a possible sale, less than 18 months after going public. The company is reportedly working with JPMorgan Chase while private equity firms such as Blackstone and Hg are considering bids. There is no guarantee of a transaction as discussions are still at an early stage. (Reuters)
  • As of November 5, 2025, OneStream shares were trading at about $18.87, representing a market value of $4.6 billion. This is approximately 45% lower than its peak valuation in November 2024. (LSEG data)

Valuation Changes

  • Consensus Analyst Price Target: Lowered slightly from $29.26 to $28.79 per share.
  • Discount Rate: Increased marginally from 8.41% to 8.46%.
  • Revenue Growth: Projected to rise modestly from 19.76% to 19.86%.
  • Net Profit Margin: Expected to decline slightly from 13.09% to 12.79%.
  • Future P/E: Reduced significantly from 90.28x to 69.68x.

Disclaimer

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