智通财经APP获悉，周二，OneStream(OS.US)盘前暴涨超27%，现报23.44美元。消息面上，据报道，收 购公司Hg Capital据称接近达成将金融软件制造商OneStream私有化的交易，交易最早可能在未来几天宣 布。OneStream主营人工智能赋能的统一财务软件平台，提供核心财务功能解决方案，客户包括丰田汽 车、联合包裹等知名企业，业务聚焦金融软件领域。 ...

Core Insights - Hg Capital is in advanced discussions to acquire OneStream, a financial software maker, as reported by Bloomberg News [1] Group 1 - Hg Capital is a buyout firm that specializes in acquiring companies in the technology sector [1] - OneStream is known for its financial software solutions, which are likely to enhance Hg Capital's portfolio [1]

Group 1 - OneStream Inc. is considered one of the best low-priced technology stocks to buy, with analysts providing mixed ratings and price targets [1][2][3] - Citi analyst lowered the price target on OneStream to $24 from $25 while maintaining a Neutral rating, citing uncertain demand but noting the reopening of the US government as a positive factor [1] - BTIG analyst initiated coverage with a Buy rating and a $25 price target, forecasting over 20% growth by 2025, supported by a large market for modernization of legacy systems [2] Group 2 - Mizuho cut its price target on OneStream to $25 from $30 while maintaining an Outperform rating, identifying AI and data modernization as key growth drivers for the software sector [3] - The projected median revenue growth for the software sector in 2026 is in the low teens, which is seen as conservative and potentially beatable, presenting an attractive risk-reward profile [3] - OneStream delivers a unified, AI-enabled software platform, but there are concerns that other AI stocks may offer greater upside potential with less downside risk [4]

Company Overview - OneStream is a Michigan-based enterprise software firm focused on the financial services sector, offering a cloud-based AI platform that helps users reconcile data and manage workflows, enhancing efficiency in business functions [1][6] - The company claims its platform provides significant advantages, including a 54% reduction in closing books time, a 72% reduction in data management cycles, and a 75% improvement in reporting cycles [6] Financial Performance - OneStream reported revenue of $154.3 million for Q3 2025, marking a 19% year-over-year increase and exceeding expectations by nearly $6 million [9] - The non-GAAP EPS for the same quarter was 8 cents, beating forecasts by 6 cents per share, while free cash flow increased from $1.3 million to $4.8 million year-over-year [9] Market Position and Growth Potential - Despite a 36% decline in stock price year-to-date, OneStream is projected to grow over 20% in FY25E, supported by a large under-digitized total addressable market (TAM) of approximately $50 billion [10] - The company has over 1,700 customers and operates in more than 45 countries, indicating a broad market presence [7] Analyst Insights - Analyst Nick Altmann from BTIG sees potential for OneStream to capture market share, particularly with its new CPM Express product aimed at addressing down-market pain points [11] - Altmann maintains a Buy rating on OneStream with a price target of $25, suggesting a potential one-year gain of 37.5% [11] GitLab Overview - GitLab is recognized for its open-source DevSecOps platform, which integrates software development, security, and operations, and has over 50 million registered users [12][14] - The platform's AI capabilities enhance user experience by providing automation tools and in-platform software assistants [13] Financial Performance of GitLab - GitLab reported $244.4 million in revenue for Q3 2026, a 25% year-over-year increase, and exceeded forecasts by over $5 million [15] - The non-GAAP EPS was 25 cents, surpassing expectations by 2 cents, with adjusted free cash flow of $27.2 million for the quarter [15] Analyst Insights on GitLab - Altmann notes that GitLab's cohesive approach to AI and its new Duo Agent Platform offering are promising, despite mixed results in Q3 2026 [16] - He rates GitLab as a Buy with a price target of $52, indicating a potential upside of 37% [16] monday.com Overview - monday.com provides cloud-based work management software that is customizable and widely used by enterprise customers, including 60% of Fortune 500 companies [18][20] - The platform incorporates AI to automate various workflow management tasks, enhancing efficiency [19] Financial Performance of monday.com - The company reported Q3 revenue of $316.9 million, a 26% year-over-year increase, and exceeded expectations by $4.59 million [22] - The non-GAAP diluted net income per share was $1.16, beating forecasts by 28 cents, with strong growth in annual recurring revenue (ARR) [22] Analyst Insights on monday.com - Analyst Allan Verkhovski rates monday.com as a Buy with a price target of $210, suggesting a potential upside of 44% by the end of 2026 [23] - The stock has a Strong Buy consensus rating based on 20 analyst ratings, with 18 Buys and 2 Holds [23]

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Core Viewpoint - OneStream Inc. is recognized as a promising tech stock with strong growth potential, particularly in revenue and market share expansion [1][2]. Group 1: Analyst Ratings and Price Targets - Guggenheim analyst maintains a Buy rating on OneStream with a price target of $35 [1]. - Rosenblatt initiates coverage with a Buy rating and a price target of $26, highlighting OneStream's market share gains from legacy systems [2]. Group 2: Revenue Growth and Performance - OneStream reported a 27% year-over-year increase in subscription revenue, reaching $141 million [3]. - The company experienced a 37% growth in international revenue, driven by strong international demand [3]. - OneStream is projected to achieve close to 20% annual revenue growth over the next several years [2]. Group 3: Technological Advancements - OneStream's Sensible AI forecasts have significantly improved forecast accuracy and reduced forecast generation time by 94%, resulting in annual savings of over 13,000 labor hours [4]. - The company offers a unified, AI-enabled, and extensible software platform both in the US and internationally [4].

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].