OneStream customers achieve on average 27% improved forecast accuracy and 86% faster planning with AI purpose-built for Finance The IDC MarketScape also noted OneStream's key strengths including: BIRMINGHAM, Mich., Feb. 5, 2026 /PRNewswire/ -- OneStream (Nasdaq: OS), the leading enterprise Finance management platform that modernizes the Office of the CFO by unifying core Finance and operational functions – including financial close, consolidation, reporting, planning and forecasting – has been recognized as ...

Core Viewpoint - Piper Sandler has set a price target of $24 for OneStream, Inc. (NASDAQ: OS), indicating a potential upside from its current trading price of $23.57, which reflects a small gap of about 1.82% from the target [1][5]. Company Overview - OneStream is a significant player in enterprise finance management, providing solutions that help businesses streamline their financial processes [1]. - The company's market capitalization is approximately $6.21 billion, indicating its substantial presence in the market [4][5]. - OneStream's trading volume is 9.46 million shares, suggesting active investor interest [4][5]. Upcoming Financial Results - OneStream is preparing to release its financial results for the fourth quarter and full-year 2025 on February 26, 2026, after the market closes [2][5]. - The company plans to issue a press release regarding the financial results without a conference call or webcast [2]. Stock Performance - Currently, OS is priced at $23.57, with a slight decrease of $0.04, or -0.17%, today [3]. - The stock's trading range for the day has been between $23.54 and $23.65 [3]. - Over the past year, OS has experienced a high of $30.32 and a low of $16.51, reflecting some volatility in its trading pattern [3].

Core Insights - A top executive at OneStream exercised stock options and sold over 100,000 shares, valued at approximately $2.8 million, during a period of strong stock performance [1] Transaction Summary - Shares sold directly: 120,000 [2] - Transaction value: ~$2.8 million [2] - Post-transaction shares held directly: 990,961 [2] - Post-transaction value of direct ownership: ~$23.4 million [2] - Weighted average purchase price: $23.63, equal to the closing price on Jan. 16, 2026 [2] Company Overview - Current stock price (as of Jan. 31, 2026): $23.61 [4] - Market capitalization: $5.79 billion [4] - Revenue (TTM): $570.68 million [4] - Net income (TTM): -$82.75 million [4] - OneStream specializes in cloud solutions for the financial sector, automating and managing financial processes for various clients [5] Implications for Investors - The stock sale was part of a Rule 10b5-1 plan, indicating it was pre-scheduled and not a discretionary sale [6] - Hohenstein's indirect holdings remain unchanged at 790,279 shares, valued at approximately $18.66 million as of Jan. 31 [6] - The recent sale of 120,000 shares is significantly larger than Hohenstein's median sale size of 40,000 shares [7] - The transaction represented 6.31% of Hohenstein's direct shares outstanding post-sale [7] Acquisition Context - OneStream is set to go private in the first half of 2026 following an acquisition by Hg Capital [8] - The acquisition was announced shortly before the stock sale, occurring 17 months after OneStream's IPO [8] - Ongoing investigations regarding the acquisition raise concerns about fairness and fiduciary duties [8]

Core Insights - OneStream, Inc. will report its fourth quarter and full-year 2025 financial results on February 26, 2026, after market close [1] - The company has entered into a definitive agreement to be acquired by Hg, which was announced on January 6, 2026 [2] - OneStream's platform modernizes the Office of the CFO by unifying financial and operational functions, enhancing decision-making through AI [2][3] Company Overview - OneStream provides a cloud-based platform that integrates core financial and operational data, facilitating better planning and forecasting [3] - The company serves over 1,700 customers, including 18% of the Fortune 500, and has a strong network of partners [4] - OneStream aims to be the operating system for modern finance, with a workforce of over 1,600 employees [4]

Core Viewpoint - Johnson Fistel, PLLP has initiated an investigation into OneStream, Inc. regarding potential breaches of fiduciary duties by its board members in relation to a proposed take-private transaction valued at approximately $6.4 billion [1][2]. Group 1: Transaction Details - OneStream has approved a take-private transaction in an all-cash deal valued at around $6.4 billion, with public shareholders set to receive $24.00 per share [2]. - The transaction will involve the monetization of existing ownership interests, including those held by certain large stockholders [2]. Group 2: Investigation Focus - The investigation by Johnson Fistel aims to determine if the process leading to the transaction was fair to public shareholders [2]. - It will also assess whether any officers, directors, or affiliated parties may receive benefits that are not proportionately shared with other investors [2]. Group 3: Shareholder Participation - Shareholders of OneStream who believe the proposed transaction may not fully reflect the company's value are encouraged to participate in the investigation [3].

Core Viewpoint - OneStream is under scrutiny following a downgrade by Exane BNP Paribas and an investigation into a take-private transaction that may affect shareholder interests [1][2] Group 1: Rating Change - Exane BNP Paribas downgraded OneStream from "Outperform" to "Neutral" on January 15, 2026 [1] - This downgrade coincides with significant events surrounding a take-private transaction [1] Group 2: Take-Private Transaction - OneStream is set to be acquired by Hg Capital for approximately $6.4 billion in cash, with shareholders receiving $24 per share [2] - The acquisition involves minority investors General Atlantic and Tidemark, while KKR plans to liquidate its stake [2] - An investigation by Berman Tabacco is focused on the fairness of the transaction and potential insider benefits [2] Group 3: Stock Performance - OneStream's stock is currently trading at $23.64, with a daily fluctuation between $23.62 and $23.69 [3] - Over the past year, the stock reached a high of $30.93 and a low of $16.51 [3] - The company's market capitalization is approximately $6.23 billion, with a trading volume of 2,511,452 shares [3]

Core Viewpoint - Berman Tabacco is investigating potential stockholder claims regarding OneStream's take-private transaction by Hg Capital, General Atlantic, and Tidemark, focusing on the fairness of the deal for shareholders [1][2]. Group 1: Transaction Details - On January 6, 2026, OneStream announced a take-private transaction to be acquired by Hg for approximately $6.4 billion in cash, with shareholders receiving $24.00 per share [2]. - Hg is collaborating with minority investors General Atlantic and Tidemark, while majority stockholder Kohlberg Kravis Roberts & Co. LP (KKR) will liquidate its stake in OneStream [2]. Group 2: Investigation Focus - Berman Tabacco is examining whether certain insiders at OneStream may benefit disproportionately compared to average shareholders through this transaction [2]. - The investigation will also assess if the board of directors or officers breached their fiduciary duties in pursuing this transaction [3].

Core Insights - OneStream, an enterprise finance software provider, experienced a significant insider sale by director Jonathan Mariner, who sold 7,956 shares, reducing his direct ownership by over half [1][7]. Transaction Summary - The transaction value was $185,436.09, based on a weighted average purchase price of $23.31 per share [2]. - Post-transaction, Mariner holds 7,130 shares, valued at $168,339.30 [2]. Company Overview - OneStream specializes in enterprise financial software, focusing on unified, cloud-based solutions that leverage AI-driven automation [4]. - The company's market capitalization is $6 billion, with a revenue of $570.68 million for the trailing twelve months (TTM) [4]. - OneStream's stock price as of Tuesday was $23.31, reflecting a 10.47% decline over the past year [4]. Financial Performance - In the third quarter, OneStream reported a 19% year-over-year revenue increase to $154.3 million, driven by a 27% rise in subscription revenue to $140.9 million [9]. - The company achieved non-GAAP operating income of $9.3 million, up from $5.5 million a year earlier, and generated positive free cash flow of $4.8 million [9]. Insider Trading Context - Mariner's sale accounted for 52.74% of his direct ownership, indicating a significant reduction in his stake [5]. - The sale was executed under a pre-arranged Rule 10b5-1 plan, suggesting it was procedural rather than indicative of a loss of confidence in the company [7]. - Despite the insider sale, OneStream's improving financial trajectory remains intact, with strong subscription growth and narrowing losses [10].

Group 1: Onestream (OS) - Onestream shares increased by 28.4% to close at $23.61, following a notable volume of shares traded, contrasting with a 2.2% loss over the past four weeks [1] - The stock's surge is attributed to the announcement of its acquisition by Hg, valuing Onestream at approximately $6.4 billion in equity [1] - The consensus EPS estimate for Onestream has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [3] Group 2: Elastic (ESTC) - Elastic's consensus EPS estimate for the upcoming report is $0.64, reflecting a year-over-year change of +1.6% [4] - Elastic's stock closed 1.8% higher at $75.61, with a return of -1.6% over the past month [3] - Both Onestream and Elastic hold a Zacks Rank of 3 (Hold), indicating a neutral outlook for these stocks [3][4]

Group 1 - OneStream, Inc. is set to be acquired by Hg for $6.4 billion, leading to a significant increase in its stock price by 28.38% to $23.61 [1][2] - The acquisition agreement stipulates a purchase price of $24 per share, representing a 31% premium over OneStream's closing price prior to the announcement [2] - The transaction will be fully paid in cash and is expected to close in the first half of the year, pending regulatory approvals [3] Group 2 - OneStream's CEO, Tom Shea, emphasized the company's strong position in the AI sector and the benefits of the partnership with Hg, General Atlantic, and Tidemark to enhance its AI capabilities [4] - The acquisition is viewed as delivering immediate value to shareholders and reflects confidence in OneStream's strategy and workforce [5]