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]