Core Insights - The study reveals that 97% of CFOs report their boards expect regular updates on AI investments, while 32% express concerns about the ROI uncertainty of AI projects [1][7][8] AI Investment Trends - AI spending is projected to increase significantly in 2026, with 83% of CFOs expecting a rise in AI investment across their organizations, and 80% anticipating increased spending specifically within finance [2] - Nearly 78% of CFOs forecast budget increases of up to 50% across their organizations, while 22% expect increases of more than 50% [3] CFO Leadership in AI Strategy - 75% of CFOs now lead their organization's AI strategy, compared to only 42% of CTOs/CIOs and 27% of CEOs [4] - While 67% of CFOs believe their AI strategy is ahead of the curve, only 35% report an excellent understanding of AI [4] Collaboration and Integration - 50% of CFOs report a more strategic relationship with the CTO/CIO, and 33% describe it as more collaborative, indicating deeper collaboration across the C-suite [5] - 57% of CFOs anticipate greater cross-functional collaboration as AI adoption within finance accelerates [5] Board Expectations and ROI Measurement - 54% of boards strongly support AI initiatives, with 40% being cautiously optimistic, emphasizing the importance of ROI [6][8] - 93% of CFOs believe their organization understands the ROI of current AI investments, but there is a split in their own views on the value of these investments [8] Current AI Application and Future Ambitions - Current AI applications are fragmented, primarily focused on financial close (66%), forecasting and planning (62%), compliance (54%), and reporting (45%) [10] - 61% of CFOs plan to apply AI to advanced decision-making tools for scenario modeling and financial forecasting, indicating a strategic vision for the future [13]

OneStream Inc. (NASDAQ:OS) is one of the Reddit stocks that will go to the moon. On October 14, OneStream announced significant extensions to its Finance AI leadership. These launches include Modern Financial Close, an AI-Powered OneStream ESG Planning & Reporting solution, and a new suite of SensibleAI capabilities. The goal of these innovations is to advance the path toward a Touchless Close by automating key processes, allowing Finance leaders to close the books faster, maintain compliance, and gain de ...

Core Insights - Merck announced that the Phase 3 KEYNOTE-B96 trial met its secondary endpoint of overall survival for patients with platinum-resistant recurrent ovarian cancer [1] Group 1: Trial Details - The KEYNOTE-B96 trial, also known as ENGOT-ov65, studied the efficacy of KEYTRUDA® (pembrolizumab) in combination with chemotherapy (paclitaxel) with or without bevacizumab [1]

Modern Financial Close and new SensibleAI™ capabilities advance the path to a Touchless Close – automating key processes to help Finance navigate volatility, maintain compliance, and deliver real-time insight. LONDON , Oct. 14, 2025 /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, today announced at ...

Core Insights - OneStream, Inc. will report its financial results for the third quarter ended September 30, 2025, on November 6, 2025, after market close [1] - A conference call and webcast will be held on the same day at 4:30 p.m. ET / 1:30 p.m. PT to discuss these results [2] Company Overview - OneStream is a 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 [1][3] - The platform integrates AI to enhance decision-making and productivity, positioning the CFO as a key driver of business strategy [2][3] - OneStream serves over 1,600 customers, including 17% of the Fortune 500, and has a robust ecosystem of partners and over 1,500 employees [4]

Group 1 - OneStream, Inc. (NASDAQ:OS) is considered an oversold growth stock with a Buy rating from analysts, including a price target of $27 from Morgan Stanley [1] - The company reported fiscal second quarter 2025 revenue of $147.59 million, a 25.61% year-over-year growth, exceeding expectations by $6.49 million [2] - The earnings per share (EPS) of $0.05 also surpassed estimates by $0.04, indicating strong financial performance [2] Group 2 - OneStream provides a Digital Finance Cloud, an AI-enabled software platform tailored for CFOs [3] - Analysts suggest that while OneStream has investment potential, other AI stocks may offer greater upside with less risk [3]

Core Insights - OneStream Inc. is currently viewed as a promising low-priced technology stock despite facing a 30% decline in share price year-to-date in 2025, while reporting strong fundamental results [1] - The company reported Q2 revenue of $148 million, reflecting a 26% year-over-year increase, primarily driven by a 30% rise in subscription revenue [1] - Management has modestly raised full-year revenue guidance to a range of $586-$590 million, although Q3 growth may slow due to uncertainties in U.S. public-sector spending [2] Growth Strategy - At the Goldman Sachs Communacopia + Technology Conference, the CEO emphasized the launch of CPM Express, a pre-configured version of OneStream's platform aimed at expediting deployments and reducing costs [3] - This initiative targets mid-sized companies and serves as a gateway for larger enterprises, potentially broadening the company's addressable market and accelerating growth beyond its traditional focus on Fortune 500 clients [4] Future Outlook - OneStream aims to maintain subscription growth above 20% and leverage its unique platform to unify financial and operational data [5] - The company is investing in embedded AI tools to enhance forecasting and planning capabilities, alongside developing vertical solutions such as ESG reporting [5] - OneStream offers a unified Corporate Performance Management (CPM) platform that integrates financial and operational data, supporting planning, consolidation, reporting, and analytics [6]

Core Viewpoint - Analysts project a 12.25% upside for the Vanguard Small-Cap Growth ETF (VBK) based on its underlying holdings, with an implied target price of $335.05 per unit compared to its recent trading price of $298.49 [1][2]. Summary by Category ETF Overview - The Vanguard Small-Cap Growth ETF (VBK) has a recent trading price of $298.49 and an implied analyst target price of $335.05, indicating a potential upside of 12.25% [1][3]. Underlying Holdings Analysis - Notable underlying holdings with significant upside potential include: - Wolfspeed Inc (WOLF): Recent price of $2.33, average analyst target of $4.62, representing a 98.50% upside [2][3]. - Chime Financial Inc (CHYM): Recent price of $23.66, average analyst target of $37.23, indicating a 57.35% upside [2][3]. - Onestream Inc (OS): Recent price of $18.97, average analyst target of $29.35, showing a 54.72% upside [2][3]. Analyst Target Justification - Questions arise regarding whether analysts' targets are justified or overly optimistic, considering recent company and industry developments. A high target relative to current trading prices may indicate optimism but could also lead to potential downgrades if targets are outdated [3].

Company Background - OneStream was founded by individuals with extensive experience in corporate finance and software development, particularly in the Corporate Performance Management (CPM) space [2] - The company was influenced by the legacy of Hyperion, a dominant product in financial close, planning, and consolidation, which was previously owned by Oracle [2] Industry Context - Hyperion was recognized as a leading solution for large corporations in managing financial processes, indicating a strong market presence and demand for CPM solutions [2]

OneStream Conference Call Summary Company Overview - **Company**: OneStream (NasdaqGS:OS) - **Industry**: Corporate Performance Management (CPM) Software Key Points and Arguments Company Background and Founding - OneStream was founded to address the technical debt and complexity associated with multiple legacy financial reporting products, particularly those from Oracle, SAP, and IBM [4][5][6] - The founding thesis was to create a unified platform that rationalizes various financial processes into a single system, allowing for extensibility and integration of new functionalities [7][9] Platform Extensibility - The OneStream platform is likened to a smartphone, where core functionalities (e.g., consolidation, planning) are built-in, and additional applications can be developed without third-party technology [9][10] - The introduction of applications like Account Reconciliation and ESG reporting demonstrates the platform's ability to adapt to customer needs and market trends [12][10] Market Position and Competitive Advantage - OneStream targets large, sophisticated businesses, leveraging its history with Hyperion to establish credibility in complex financial environments [14][15] - The company has grown to 1,700 customers, including major brands like Costco and General Motors, by consolidating multiple systems into a single financial processing engine [15] - The introduction of CPM Express aims to accelerate implementation times and provide best practice solutions for new customers, enhancing scalability [16][51] AI Integration and Future Strategy - OneStream is focused on integrating AI into its platform, with products like SensibleAI Forecast and AI Studio gaining traction among customers [46][47] - The company emphasizes the importance of connecting AI capabilities to its financial data backbone, ensuring reliable and actionable insights [24][25] - The competitive landscape includes potential threats from AI-native companies, but OneStream believes its established workflows and data integrity provide a significant moat [18][19][24] Financial Performance and Guidance - OneStream has consistently achieved over 20% growth in subscription revenue, with a positive outlook for future growth driven by AI adoption and market conditions [45][46] - The company acknowledges short-term headwinds in government contracts due to regulatory changes but remains confident in its long-term strategy [49][50] Customer Profile and Product Usage - Most customers begin with core functionalities like planning or consolidation, with many moving towards AI solutions as they recognize the operational benefits [58][59] - The company aims to educate the market on AI's potential, which is seen as a barrier to faster adoption [48] Future Priorities - The CEO expresses excitement about the productization strategy and the integration of AI, viewing these as transformative for the company's growth and customer satisfaction [61] Additional Important Insights - The company is developing a plug-and-play architecture to streamline implementations, which is expected to enhance customer onboarding and satisfaction [15][16] - OneStream's ability to handle complex financial calculations, such as intercompany transactions and joint ventures, sets it apart from generic analytic tools [39][40] This summary encapsulates the key discussions and insights from the OneStream conference call, highlighting the company's strategic direction, market positioning, and future growth opportunities.