ON24, Inc. (ONTF)

In May 2025, ON24 announced its first-quarter financial results, reporting progress towards profitable growth and authorized a $50 million share repurchase program. In August 2025, ON24 reported its Q2 earnings, beating analysts' expectations, and launched new multi-lingual translation capabilities. In September 2025, company insiders sold shares. As of October 23, 2025, analysts had a consensus "Reduce" rating on the stock, with an average 12-month price target of $5.33. Over the last 12 months, the stock's price decreased by 16.24%, with a year-to-date return of -19.35%.

The shift to a digital-first world accelerated the adoption of digital channels for customer engagement. A growing preference for in-person events and intense competition from tech giants can limit ON24's growth prospects. Continued pressure on marketing budgets leads to caution from customers regarding their marketing investments. New AI-driven features are expected to accelerate adoption and support revenue expansion. ON24 has seen signs of stability in its customer base, with positive trends in gross retention rates and new business acquisition.

ON24, Inc. provides a cloud-based intelligent engagement platform for the B2B market, operating in the software sector and digital engagement platform industry. It offers interactive and personalized digital experience products to capture data from professionals, providing businesses with buying signals and behavioral insights to convert prospects into customers worldwide. Its major products and services include ON24 Elite, ON24 Engagement Hub, ON24 Target, ON24 Intelligence, ON24 AI-powered ACE, ON24 Connect, ON24 Services and Platform Support, and ON24 Virtual Environment. ON24 serves various industries, including technology, financial services, healthcare, industrial and manufacturing, and professional services.

Headquartered in San Francisco, California, ON24, Inc. has a global presence with offices in North America, EMEA, and APAC. The company serves over 1,900 customers in more than 40 countries. The United States is a significant contributor to its revenue, accounting for $113.76 million in the last year.

ON24 has maintained a positive brand reputation, particularly in the enterprise digital engagement platform space. In 2024, ON24 was named a winner of the TrustRadius "Most Loved" award and has been ranked as a top enterprise digital engagement platform for five consecutive years on G2. The company has been actively innovating, launching its next-generation ON24 Intelligent Engagement Platform and AI-powered ACE in January 2024. ON24 strengthened its APAC presence by partnering with Performars in July 2025 and achieved Silver Certification in the Veeva Technology Partner Program.

Insiders currently own 33% of ON24's outstanding stock.