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Investing.com - TD Cowen has lowered its price target on OneStream Inc. (NASDAQ:OS) to $28.00 from $31.00 while maintaining a Buy rating on the financial software company’s stock. The new target sits within the broader analyst range of $26-$38, with InvestingPro data showing strong analyst consensus maintaining a Buy recommendation.
The price target reduction follows OneStream’s second-quarter results, which showed revenue exceeding analyst expectations by approximately 4.5%, compared to a 4% beat in the previous quarter. The company maintains robust revenue growth of 26.8% year-over-year, with a healthy gross profit margin of 63.4%.
Despite the solid performance, OneStream provided third-quarter revenue guidance approximately 2 percentage points below Street estimates, citing increased uncertainty around the U.S. Federal Reserve’s actions.
TD Cowen noted that OneStream expects a sharp rebound in billings growth during the fourth quarter, supported by what the company describes as a strong commercial pipeline, leading the firm to raise its fourth-quarter subscription revenue growth estimates.
The research firm also highlighted OneStream’s evolving artificial intelligence strategy, which includes Genesis, AFA, and SensibleAI solutions.
In other recent news, OneStream Inc. reported a 26% year-over-year increase in revenue for the second quarter of 2025, reaching $148 million. This result exceeded the company’s forecast and highlighted strong financial performance. Despite the positive revenue figures, Piper Sandler adjusted its price target for OneStream to $28 from $34, while maintaining an Overweight rating. The adjustment followed the company’s second-quarter performance, with U.S. sales contributing 67% of total revenue and showing a 22% growth. The stock experienced a decline in aftermarket trading, closing at $22.22, which may reflect broader industry trends and specific challenges faced by the company. These recent developments provide insights into OneStream’s financial health and market position.
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