Update shared on 09 Dec 2025
Fair value Decreased 0.40%Analysts have modestly trimmed their price target on OneStream by approximately 0.4 percent to about 28.15 dollars, citing slightly higher discount rate assumptions, offset by improving profit margin forecasts and a marginally lower future price to earnings multiple.
What's in the News
- Chief financial officer William Koefoed will resign effective December 31, 2025, with board member John Kinzer stepping in as interim CFO and principal financial officer starting January 1, 2026, while continuing to serve as a director (company filing).
- OneStream formed a strategic alliance with Microsoft to integrate its SensibleAI Agent technology across Microsoft 365, Teams, Excel, and Microsoft 365 Copilot, aiming to embed AI driven financial insights directly into everyday productivity tools (Microsoft Ignite 2025 announcement).
- The company plans to make its SensibleAI Agents available through the Microsoft Azure Marketplace and eligible under Microsoft Azure consumption Commitment, streamlining procurement and scaling for enterprise finance customers (Microsoft Ignite 2025 announcement).
- OneStream issued guidance for the fourth quarter of 2025, expecting revenue of 156 million dollars to 158 million dollars, and for full year 2025, expecting revenue of 594 million dollars to 596 million dollars (company guidance).
- OneStream is reportedly exploring strategic options including a potential sale, working with JPMorgan, with private equity firms such as Blackstone and Hg evaluating possible bids amid a share price that is around 45 percent below its November 2024 peak (media reports).
Valuation Changes
- Fair Value Estimate: edged down slightly from 28.26 dollars to 28.15 dollars per share, reflecting a modest 0.4 percent reduction.
- Discount Rate: risen slightly from 8.40 percent to about 8.47 percent, implying a marginally higher perceived risk or required return.
- Revenue Growth: eased fractionally from approximately 18.92 percent to about 18.84 percent, indicating a very small tempering of top line expectations.
- Net Profit Margin: improved modestly from roughly 12.35 percent to about 12.69 percent, signaling slightly stronger long term profitability assumptions.
- Future P/E Multiple: fallen slightly from about 69.88 times to roughly 67.98 times, pointing to a small compression in expected valuation multiples.
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