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OS: Citi Cautiously Optimistic on Application Software as US Government Reopening Offsets Uncertain Demand
Yahoo Finance· 2025-12-31 16:33
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]
OneStream (OS) Poised for 20% Annual Revenue Growth as it Gains Market Share from Legacy Systems
Yahoo Finance· 2025-12-09 16:19
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].