Are CFOs’ Expanding Roles in AI a Turning Point for OneStream’s (OS) Competitive Edge?

• In late October 2025, OneStream released a study revealing that 75% of CFOs now lead their organizations’ AI strategies, yet only 33% have deployed AI at scale.
• The report highlights that while CFOs anticipate increased enterprise-wide investment in AI next year, challenges such as talent shortages and data integration remain widespread.
• To understand how CFOs’ growing leadership in AI strategy may impact OneStream’s outlook, we’ll explore the implications for its investment narrative.

Find companies with promising cash flow potential yet trading below their fair value.

OneStream Investment Narrative Recap

To invest in OneStream, you need to believe in its ability to capitalize on the digital transformation trend among enterprises, particularly as CFOs take on larger roles in AI adoption. The recent study highlighting strong CFO-led AI momentum is certainly encouraging, but it does not materially alter the short-term outlook, where the major catalyst remains the upcoming Q3 earnings report and the largest risk is ongoing unprofitability and pressured margins due to high investments in AI and international growth.

Among recent announcements, the upcoming Q3 2025 earnings results on November 6 are particularly relevant, as market expectations are centered on revenue growth outpacing the industry, even as net losses persist. The intersection of anticipated AI-driven spending uplift, as seen in the new survey, with the company’s ongoing investment cycle will be critical for gauging whether near-term revenue acceleration can offset operational cost pressures in the quarters ahead.

By contrast, investors should be aware that persistent net losses and slow progress toward profitability could present...

Read the full narrative on OneStream (it's free!)

OneStream's narrative projects $937.1 million revenue and $122.7 million earnings by 2028. This requires 19.8% yearly revenue growth and a $353.9 million increase in earnings from -$231.2 million.

Uncover how OneStream's forecasts yield a $29.26 fair value, a 55% upside to its current price.

Exploring Other Perspectives

Four fair value estimates from the Simply Wall St Community for OneStream range from US$8.97 to US$29.26 per share. While investor opinions vary widely, many are watching how continued margin pressures from AI investment may influence both future returns and sentiment.

Explore 4 other fair value estimates on OneStream - why the stock might be worth as much as 55% more than the current price!

Build Your Own OneStream Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your OneStream research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.
• Our free OneStream research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate OneStream's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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