Brown Advisory, an investment management company, released its “Brown Advisory Mid-Cap Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The strategy underperformed its benchmark, the Russell Midcap® Growth Index, in the third quarter of 2025, which increased approximately 3%.  In addition, please check the fund’s top five holdings to know its best picks in 2025. In its third-quarter 2025 investor letter, Brown Advisory Mid-Cap Growth Strategy highlighted st ...

OneStream Inc. (NASDAQ:OS) is one of the best new tech stocks to buy right now. On December 3, Guggenheim analyst maintained a Buy rating on Onestream with a price target of $35. Just a day prior, Rosenblatt initiated coverage of OneStream with a Buy rating and $26 price target. The firm noted that OneStream is successfully gaining market share from a large existing base of legacy systems. Rosenblatt believes that the company is positioned to deliver total revenue growth of close to 20% annually over the ...

Core Insights - OneStream has been recognized as a Leader in the 2025 Gartner Magic Quadrant for Financial Planning Software, evaluated on its Ability to Execute and Completeness of Vision [1][3] - The company emphasizes the importance of a unified, AI-powered platform for finance teams to manage risk and drive business outcomes, moving away from fragmented solutions [2][6] - OneStream's recent innovations include AI capabilities integrated into its ESG Planning & Reporting solution, enhancing forecasting and aligning ESG initiatives with financial performance [3][8] Company Overview - OneStream is a leading enterprise finance management platform that modernizes the Office of the CFO by unifying financial and operational functions [1][6] - The platform aims to empower finance teams to navigate market complexities by embedding AI and unifying data, thus enhancing decision-making and productivity [2][6] - With over 1,700 customers, including 18% of the Fortune 500, OneStream seeks to be the operating system for modern finance [9]

Core Insights - OneStream has formed a strategic alliance with Microsoft to enhance the integration of artificial intelligence (AI) in enterprise finance teams, aiming to modernize the Office of the CFO [1][5][8] Integration and Technology - The integration combines OneStream's SensibleAI technology with Microsoft 365 and Azure, allowing finance professionals to analyze data, run forecasts, generate reports, and automate tasks within familiar Microsoft tools [2][3][4] - OneStream's platform is built entirely on the Microsoft technology stack and operates fully on Azure, ensuring secure and scalable deployment for global organizations [4][7] Key Features of the Alliance - The alliance will introduce several extensions of OneStream's SensibleAI Agents within Microsoft products, including: - SensibleAI Agent extensions in Microsoft 365 Copilot for deep operational and financial analysis [6] - SensibleAI Search Agent in Teams for quick insights retrieval from various documents [6] - SensibleAI Finance Analyst Agent in Teams for natural language queries and real-time analysis [6] - SensibleAI Finance Analyst extensions in Excel for enhanced reporting and predictive analytics [6] Strategic Goals - The collaboration focuses on deep technical integration, innovation in finance solutions, go-to-market strategies, and making OneStream's solutions available on the Microsoft Marketplace [7][8] - The partnership aims to empower CFOs and finance teams to leverage AI for improved productivity, forecasting accuracy, and overall business outcomes [8] Company Overview - OneStream serves over 1,700 customers, including 18% of the Fortune 500, and aims to be the operating system for modern finance by unifying financial and operational data [9][11]

Core Viewpoint - OneStream, Inc. (NASDAQ:OS) is recognized as a promising investment opportunity due to its strong performance and demand for its AI-driven finance solutions [2][3]. Financial Performance - OneStream reported a 19% year-over-year increase in total revenue for Q3 2025, reaching $154.3 million, driven by a 27% growth in subscription revenue and a significant rise in AI bookings [4]. - The company achieved a non-GAAP net income per share of $0.08 for the same quarter [5]. Analyst Ratings - Bank of America Securities analyst Koji Ikeda maintained a "Buy" rating on OneStream with a price target of $33, citing strong execution and sustained demand for AI-powered finance solutions [2]. - William Blair's analyst Jake Roberge also upheld a "Buy" rating, highlighting a 60% growth in AI bookings and the company's expansion in the EMEA region [3]. Innovations and Market Position - OneStream has enhanced its leadership in finance modernization through innovations like Modern Financial Close and AI-powered ESG Planning & Reporting [5]. - The company integrates financial and operational data with AI to assist CFOs in making strategic business decisions [6].

Core Viewpoint - Onestream (OS) shows a promising earnings outlook, with analysts raising earnings estimates, which may positively impact the stock price [1][2]. Earnings Estimates - The current quarter's earnings estimate is $0.04 per share, reflecting a year-over-year decline of 42.9%. However, the Zacks Consensus Estimate has increased by 13.64% over the last 30 days due to one upward revision and no negative changes [7]. - For the full year, Onestream is expected to earn $0.14 per share, indicating no year-over-year change. There has been a positive trend in estimate revisions, with two estimates moving up and no negative revisions in the past month [8]. Zacks Rank - Onestream has achieved a Zacks Rank of 2 (Buy), supported by favorable estimate revisions. The Zacks Rank system has a strong track record, with Zacks 1 (Strong Buy) stocks averaging a 25% annual return since 2008 [3][9]. - Stocks with Zacks Rank 1 and 2 are shown to significantly outperform the S&P 500 [9]. Stock Performance - Onestream's stock has gained 28.3% over the past four weeks, driven by solid estimate revisions and positive earnings growth prospects [10].

Core Viewpoint - Onestream (OS) shares have increased by 28.3% in the past four weeks, closing at $22.74, with a potential upside of 25.9% based on Wall Street analysts' mean price target of $28.63 [1] Price Targets and Analyst Estimates - The mean estimate consists of 19 short-term price targets with a standard deviation of $3.98, indicating variability among analysts; the lowest estimate is $22.00 (3.3% decline), while the highest is $38.00 (67.1% increase) [2] - Analysts' price targets can often mislead investors, as empirical research shows they rarely indicate actual stock price movements [7] - A low standard deviation in price targets suggests a high degree of agreement among analysts regarding the stock's price direction, which can serve as a starting point for further research [9] Earnings Estimates and Analyst Sentiment - Analysts have shown increasing optimism about OS's earnings prospects, with a strong consensus in revising EPS estimates higher, which correlates with potential stock price increases [11] - Over the last 30 days, two earnings estimates for the current year have been revised upward, leading to a 12.2% increase in the Zacks Consensus Estimate [12] - OS holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate factors, indicating strong potential for near-term upside [13] Conclusion on Price Movement - While consensus price targets may not reliably indicate the extent of potential gains for OS, the implied direction of price movement appears to be a useful guide [14]

Core Insights - OneStream, Inc. (NASDAQ:OS) experienced a significant share price increase of 20.38% week-on-week, driven by strong earnings and positive analyst coverage [1][4]. Financial Performance - The company reported a substantial reduction in its attributable net loss for Q3, decreasing by 95% to $8.85 million from $171.94 million year-on-year [2]. - Revenues for the third quarter rose by 19% to $154 million, up from $129 million in the same period last year, with international business contributing 34% of total revenue, particularly from strong legacy replacement momentum in Europe [2]. - OneStream raised its full-year revenue growth outlook to a range of $594 million to $596 million, an increase from the previous expectation of $586 million to $590 million [3]. Earnings Projections - The expected net income per share (EPS) for the upcoming period is projected to be between $0.15 and $0.19, surpassing the earlier forecast of $0.07 to $0.15 [4]. - For Q4, OneStream targets revenues between $156 million and $158 million, with an EPS forecast of $0.04 to $0.07 [4]. Analyst Recommendations - The company received a "buy" recommendation from Needham & Company, with a price target of $38, indicating a potential upside of 67% from its latest closing price [5].

Core Insights - BioAtla, Inc. presented clinical data showing that Mecbotamab Vedotin (Mec-V) achieved a median overall survival (OS) of 21.5 months in patients with treatment-refractory leiomyosarcoma, liposarcoma, and undifferentiated pleomorphic sarcoma, compared to approximately 12 months with approved agents [1][4][7] - The safety profile of Mec-V, both as a monotherapy and in combination with anti-PD-1 antibody, was manageable and consistent with its mechanism of selectively targeting the tumor microenvironment [1][2][4] Clinical Trial Details - In a Phase 2 clinical trial, 79 patients with advanced soft tissue sarcomas were treated with Mec-V, either as monotherapy (n=54) or in combination with anti-PD-1 antibody (n=25) [3] - A focused efficacy analysis was conducted on a subset of 44 patients who had treatment-refractory leiomyosarcoma, liposarcoma, or undifferentiated pleomorphic sarcoma [3] Efficacy and Safety Data - The median OS was 21.5 months across all patients, with 22.9 months in the combination arm and 18.4 months in the monotherapy arm [7] - The 12-month OS rate was 73%, significantly higher than the approximately 50% historically reported for approved agents in similar populations [7] - The disease control rate (DCR) was 52% across all patients, with two patients achieving partial responses [7] - Adverse events were generally low-grade and manageable, with no treatment-related deaths reported [7] Presentation Information - The data was presented at the Society for Immunotherapy of Cancer (SITC) 2025 Annual Meeting, highlighting the potential of Mec-V to extend survival in patients with limited treatment options [1][6]

Core Insights - Onestream reported quarterly earnings of $0.08 per share, exceeding the Zacks Consensus Estimate of $0.02 per share, compared to a loss of $1.06 per share a year ago, representing an earnings surprise of +300.00% [1] - The company achieved revenues of $154.3 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 4.26% and showing an increase from $129.14 million year-over-year [2] - Onestream has consistently surpassed consensus EPS estimates over the last four quarters [2] Financial Performance - The earnings surprise of +400% was noted in the previous quarter when the company reported earnings of $0.05 against an expectation of $0.01 [1] - The current consensus EPS estimate for the upcoming quarter is $0.03 on revenues of $155.66 million, and for the current fiscal year, it is $0.12 on revenues of $587.72 million [7] Market Position - Onestream shares have underperformed the market, losing about 29.5% since the beginning of the year, while the S&P 500 has gained 15.6% [3] - The Zacks Industry Rank places the Internet - Software sector in the top 35% of over 250 Zacks industries, indicating a favorable outlook for the industry [8] Future Outlook - The sustainability of Onestream's stock price movement will depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] - The current Zacks Rank for Onestream is 3 (Hold), suggesting that the shares are expected to perform in line with the market in the near future [6]