Onestream, Inc. Class A (OS)

In the past six months, OneStream's stock has been impacted by an acquisition agreement with Tidemark Capital, Inc., General Atlantic Service Company, L.P., and HgCapital LLP, leading to a price target adjustment and an analyst rating change. The company reported strong Q3 earnings, surpassing estimates, but has also experienced significant insider selling. Market volatility, particularly in the software sector, has negatively affected OneStream's share price.

Demand seasonality for OneStream, Inc.'s products and services is most apparent in the third and fourth quarters of the fiscal year. The company experiences strong demand for unified, cloud-based financial platforms and advanced compliance tools. AI-driven innovations and international expansion are also key factors driving ongoing growth. The company's transition to a SaaS-centric approach indicates predictable cash flows and deeper customer retention.

OneStream, Inc. specializes in unified Corporate Performance Management (CPM) solutions, offering its Digital Finance Cloud platform. The platform provides solutions for financial close and consolidation, financial and operational planning and analysis, and financial and operational reporting. OneStream serves enterprises, mid-market organizations, and government entities.

OneStream, Inc. has a global presence, with a primary market in North America, accounting for approximately 60% of its customer base and revenue. Europe is the second-largest region, contributing roughly 25% of total sales. The Asia-Pacific region is identified as the company's primary growth engine. OneStream has customers in over 45 countries and maintains offices in the United States, Australia, Europe, and Singapore.

OneStream has maintained a strong brand reputation, recognized as a leader by Gartner and IDC, included in the Inc. 5000 List, and deepening its partnership with Microsoft. Customer reviews praise its ease of use, flexibility, and customer service. However, some users find the platform complex, costly, and with a dated user interface, and there are potential risks of defects.

OneStream, Inc. Class A stock is owned by a mix of institutional, retail, and individual investors. Approximately 42.72% of the company's stock is owned by Institutional Investors, 3.41% by Insiders, and 53.87% by Public Companies and Individual Investors. Major institutional owners include T. Rowe Price Investment Management, Inc., Vanguard Group Inc, Kayne Anderson Rudnick Investment Management Llc, Temasek Holdings (Private) Ltd, and Darlington Partners Capital Management, Lp. KKR & Co. Inc. is also a major shareholder and holds significant influence over the company.