OneStream Q3 Revenue Up 19.5% to $154.3M, Raises FY25 EPS Guidance
OneStream reported Q3 revenue of $154.3M, beating estimates by $6.14M and growing 19.5% year-over-year, while EPS of $0.08 exceeded consensus by $0.06. The company set FY2025 EPS guidance at $0.150–$0.190 and Q4 guidance at $0.040–$0.070, reflecting management’s confidence in continued growth.
1. Insider Transaction Details
On January 8, OneStream’s Chief Accounting Officer Pamela McIntyre sold 6,505 shares of company stock in a single transaction valued at approximately $153,388. Following this sale, McIntyre’s remaining holding stands at 58,847 shares, representing a 9.95% reduction in her position. The transaction was disclosed in an SEC filing.
2. Quarterly Earnings Performance
In its November 6 release, OneStream reported third-quarter revenue of $154.3 million, up 19.5% year-over-year and ahead of the $148.2 million consensus estimate. Earnings per share came in at $0.08, exceeding the $0.02 consensus by $0.06, driven by a positive return on equity of 9.65% despite a net margin of -14.50%.
3. Balance Sheet and Valuation Metrics
The company carries a market capitalization of $5.76 billion and reports a negative price-to-earnings ratio of 49.21, reflecting its current net loss position. OneStream’s beta stands at 2.04, indicating elevated volatility relative to the broader market.
4. Analyst Ratings and Outlook
Recent research notes include Wolfe Research and Needham & Company each downgrading OneStream from outperform/buy to peer perform/hold, respectively, while Robert W. Baird and Mizuho have maintained neutral stances with price objectives. Among 25 covering analysts, one holds a Strong Buy, five a Buy, eighteen a Hold and one a Sell, resulting in an average consensus rating of Hold.