New: Evolving the Heatmap: Dow Jones, Nasdaq 100, Russell 2000, and More

Learn More

OneStream (OS) Growth Outlook Resilient as Subscription Momentum Offsets Market Pressures

By Rizwan Siddiqui | September 19, 2025, 2:49 PM

OneStream Inc. (NASDAQ:OS) is one of the best low-priced technology stocks to buy right now. The company has come under pressure in 2025, with shares down more than 30% year-to-date, despite delivering fundamentally robust results. In its second-quarter results, the company reported revenue of $148 million, up 26% from the prior year, driven by a 30% increase in subscription revenue. The free cash flow margin came in at 20%, underscoring strong execution.

Management modestly raised full-year revenue guidance to $586-$590 million but cautioned that Q3 could see slower growth due to uncertainty in U.S. public-sector spending, a key contributor to quarterly performance.

OneStream (OS) Growth Outlook Resilient as Subscription Momentum Offsets Market Pressures

At the Goldman Sachs Communacopia + Technology Conference on September 10, CEO Tom Shea highlighted CPM Express, a pre-configured version of OneStream’s core platform aimed at speeding deployments and lowering costs.

This initiative is designed to expand adoption among mid-sized companies while also acting as a gateway product for larger enterprises. Early feedback suggests the strategy could broaden the company’s addressable market and accelerate growth beyond its historical focus on Fortune 500 customers.

For the coming years, OneStream remains focused on sustaining subscription growth above 20% and leveraging its differentiated platform to unify financial and operational data. The company continues to invest in embedded AI tools that support forecasting and planning, while also rolling out vertical solutions such as ESG reporting.

OneStream Inc. (NASDAQ:OS) offers a unified Corporate Performance Management (CPM) platform that integrates financial and operational data into a single system. The platform supports planning, consolidation, reporting, and analytics, with embedded AI tools to improve forecasting and decision-making.

While we acknowledge the potential of OS as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: 11 Best Emerging Technology Stocks to Buy Right Now and 12 Best ESG Stocks to Buy Now According to Hedge Funds.

Disclosure: None. This article is originally published at Insider Monkey.

Mentioned In This Article

Latest News