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FIVN

Five9 Inc

Jan 17 • 04:00PM ET

37.39

Dollar change +0.79
Percentage change 2.16	%

Technology • Software - Infrastructure • USA • NASD

Peers: CRM RNG TWLO CSCO HUBS ZM ADBE TEAM EGHT NICE

| Held by: VTI VB VGT SKYY VXF VBK IWP SCHA IWF IWR

Index	-	P/E	-	EPS (ttm)	-0.50	Insider Own	1.47%	Shs Outstand	75.21M	Perf Week	-0.51%
Market Cap	2.81B	Forward P/E	14.59	EPS next Y	2.56	Insider Trans	-6.30%	Shs Float	74.10M	Perf Month	-12.25%
Income	-36.73M	PEG	-	EPS next Q	0.70	Inst Own	109.56%	Short Float	7.17%	Perf Quarter	25.18%
Sales	1.00B	P/S	2.81	EPS this Y	15.81%	Inst Trans	4.83%	Short Ratio	3.55	Perf Half Y	-14.63%
Book/sh	7.52	P/B	4.97	EPS next Y	7.94%	ROA	-2.12%	Short Interest	5.32M	Perf Year	-50.19%
Cash/sh	12.85	P/C	2.91	EPS next 5Y	15.74%	ROE	-6.93%	52W Range	26.60 - 81.24	Perf YTD	-8.00%
Dividend Est.	-	P/FCF	32.89	EPS past 5Y	-212.63%	ROI	-2.72%	52W High	-53.98%	Beta	0.93
Dividend TTM	-	Quick Ratio	1.74	Sales past 5Y	29.36%	Gross Margin	50.58%	52W Low	40.56%	ATR (14)	1.46
Dividend Ex-Date	-	Current Ratio	1.74	EPS Y/Y TTM	57.09%	Oper. Margin	-6.06%	RSI (14)	37.33	Volatility	3.25% 3.57%
Employees	2684	Debt/Eq	2.19	Sales Y/Y TTM	13.93%	Profit Margin	-3.66%	Recom	1.54	Target Price	52.05
Option/Short	Yes / Yes	LT Debt/Eq	1.39	EPS Q/Q	78.81%	Payout	-	Rel Volume	1.36	Prev Close	36.60
Sales Surprise	3.51%	EPS Surprise	14.39%	Sales Q/Q	14.81%	Earnings	Nov 07 AMC	Avg Volume	1.50M	Price	37.39
SMA20	-6.55%	SMA50	-6.16%	SMA200	-8.74%	Trades		Volume	2,032,988	Change	2.16%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-17-25	Initiated	Cantor Fitzgerald	Overweight	$46
Nov-12-24	Downgrade	Wells Fargo	Overweight → Equal Weight	$55 → $40
Aug-09-24	Downgrade	Robert W. Baird	Outperform → Neutral	$90 → $40
Aug-05-24	Upgrade	BofA Securities	Underperform → Buy	$63
Mar-15-24	Initiated	RBC Capital Mkts	Outperform	$80
Sep-21-23	Upgrade	Deutsche Bank	Hold → Buy	$75 → $80
Jun-08-23	Initiated	DA Davidson	Neutral	$75
May-31-23	Initiated	Mizuho	Buy	$100
May-23-23	Resumed	ROTH MKM	Buy	$80
Mar-24-23	Initiated	Rosenblatt	Buy	$85
Jan-05-23	Downgrade	Jefferies	Buy → Hold	$65
Oct-10-22	Downgrade	Morgan Stanley	Overweight → Equal-Weight
Sep-23-22	Initiated	Credit Suisse	Neutral	$90
Sep-22-22	Initiated	MoffettNathanson	Hold	$103
Sep-13-22	Initiated	KeyBanc Capital Markets	Overweight	$124
Aug-15-22	Initiated	Deutsche Bank	Hold	$120
Aug-04-22	Initiated	MKM Partners	Buy	$135
May-18-22	Resumed	ROTH Capital	Buy	$129
Feb-24-22	Reiterated	Wells Fargo	Overweight	$210 → $160
Feb-24-22	Reiterated	Truist	Buy	$210 → $150

Show Previous Ratings

Jan-16-25 01:13PM	Five9, Inc. (FIVN): Transforming Customer Service with AI-Driven Cloud Solutions and Strong Growth Potential (Insider Monkey)
Jan-15-25 12:00PM	Five9 (FIVN) Upgraded to Buy: What Does It Mean for the Stock? (Zacks)
Jan-08-25 04:02AM	Spotting Winners: Dropbox (NASDAQ:DBX) And Productivity Software Stocks In Q3 (StockStory)
Jan-07-25 04:05PM	Five9 Announces Upcoming Conference Participation (Business Wire)
05:45AM	Shareholders of Five9, Inc. Should Contact Levi and Korsinsky Before February 3, 2025 to Discuss Your Rights - FIVN (PR Newswire)
03:58PM	Loading…
Jan-06-25 03:58PM	Five9 Inc. (NASDAQ:FIVN): Redefining Customer Engagement with AI-Powered Cloud Contact Center Solutions (Insider Monkey)
Jan-02-25 04:08AM	Q3 Earnings Highs And Lows: DocuSign (NASDAQ:DOCU) Vs The Rest Of The Productivity Software Stocks (StockStory)
Dec-31-24 05:45AM	Five9, Inc. Sued for Securities Law Violations - Investors Should Contact Levi and Korsinsky for More Information - FIVN (PR Newswire)
Dec-30-24 04:01AM	Winners And Losers Of Q3: Zoom (NASDAQ:ZM) Vs The Rest Of The Video Conferencing Stocks (StockStory)
Dec-27-24 05:45AM	Shareholders of Five9, Inc. Should Contact Levi and Korsinsky Before February 3, 2025 to Discuss Your Rights - FIVN (PR Newswire)
04:06AM	Q3 Earnings Outperformers: Box (NYSE:BOX) And The Rest Of The Productivity Software Stocks (StockStory)
Dec-26-24 09:00PM	The Celebrity Activist Investor Is Going Extinct (The Wall Street Journal)
Dec-25-24 04:07AM	Q3 Earnings Roundup: RingCentral (NYSE:RNG) And The Rest Of The Video Conferencing Segment (StockStory)
Dec-22-24 05:32AM	Five9's (FIVN) Strong Q3 Results: Is the Stock Positioned for a Comeback? (Insider Monkey)
Dec-20-24 04:04AM	Q3 Video Conferencing Earnings: Five9 (NASDAQ:FIVN) Earns Top Marks (StockStory)
12:59PM	Loading…
Dec-19-24 12:59PM	Five9, Inc. (FIVN) Receives Price Target Increase from Needham Following AI Agent Expansion (Insider Monkey)
12:21PM	Five9, Inc. Sued for Securities Law Violations - Contact Levi and Korsinsky Before February 3, 2025 to Discuss Your Rights FIVN (GlobeNewswire)
07:37AM	Five9 price target raised to $46 from $40 at Morgan Stanley (TipRanks)
Dec-18-24 11:48AM	Five9 (FIVN) Gains Buy Rating on AI Innovations in Customer Service (Insider Monkey)
Dec-17-24 07:30AM	Five9 price target raised to $52 from $48 at Needham (TipRanks)
Dec-15-24 02:52PM	Five9 (FIVN) Wins 2024 Innovation Award: Leading the AI Revolution in Contact Centers (Insider Monkey)
Dec-13-24 05:45AM	Five9, Inc. Sued for Securities Law Violations - Investors Should Contact Levi and Korsinsky for More Information - FIVN (PR Newswire)
Dec-12-24 03:15PM	Five9 (FIVN) and Microsoft Teams: A Game-Changer for Contact Center Efficiency (Insider Monkey)
Dec-11-24 11:30AM	Five9 Wins 2024 Aragon Research Innovation Award for AI Contact Centers (Business Wire)
Dec-10-24 09:00AM	Five9 Named to Computerworlds 2025 List of Best Places to Work in IT (Business Wire)
08:00AM	Five9 Launches Industrys First Pre-Built Bi-Directional Presence Feature for Microsoft Teams (Business Wire)
05:24AM	Five9, Inc. Sued for Securities Law Violations - Investors Should Contact Levi and Korsinsky for More Information - FIVN (PR Newswire)
Dec-09-24 08:00AM	Five9 Appoints Sagar Gupta to Board of Directors, with Backing from Anson Funds and Scalar Gauge Fund (Business Wire)
01:49AM	A Look Back at Video Conferencing Stocks Q3 Earnings: 8x8 (NASDAQ:EGHT) Vs The Rest Of The Pack (StockStory)
Dec-05-24 10:52AM	PerfectServe and Five9 partner to improve healthcare contact centre operations (Hospital Management)
05:44PM	Loading…
Dec-02-24 05:44PM	Does Five9 (FIVN) Have the Potential to Rally 25.17% as Wall Street Analysts Expect? (Zacks)
Nov-27-24 03:23AM	Three Reasons Why FIVN is Risky and One Stock to Buy Instead (StockStory)
Nov-24-24 02:00AM	Zoom (ZM) Q3 Earnings: What To Expect (StockStory)
Nov-21-24 06:02PM	Mizuho Securities Reiterates Buy Rating on Five9, Inc. (FIVN) with $55 Target, Citing AI Momentum and Strategic Growth (Insider Monkey)
06:02PM	Mizuho Securities Reiterates and#8216;Buy' Rating on Five9, Inc. (FIVN) with $55 Target, Citing AI Momentum and Strategic Growth (Insider Monkey)
12:36PM	Gen Z Embraces AI for Customer Service, Yet Yearns for Human Touch in Complex Situations, Survey Reveals (WWD)
09:00AM	Gen Z Wants Brands to Level Up Their AI Customer Service Game (Business Wire)
Nov-20-24 12:52PM	Five9, Inc (FIVN) Expands AI Suite: Next-Gen AI Agents Revolutionize Customer Experience (Insider Monkey)
09:00AM	Five9s GenAI Studio Named as a Best New Product of 2024 for Industry Excellence (Business Wire)
Nov-19-24 06:40AM	Five9, Inc (FIVN)s AI Struggles: Downgrade Highlights Innovation Gaps (Insider Monkey)
Nov-17-24 09:46AM	ServiceNow, Inc (NOW) and Five9 Partner to Revolutionize Customer Experience with AI (Insider Monkey)
Nov-13-24 12:00PM	What Makes Five9 (FIVN) a New Strong Buy Stock (Zacks)
09:55AM	Wall Street Analysts Predict a 33.41% Upside in Five9 (FIVN): Here's What You Should Know (Zacks)
09:00AM	ServiceNow and Five9 Expand Partnership With Turnkey AI-Powered Solution for Unified Employee and Customer Experiences (Business Wire)
08:00AM	Five9 Unveils AI Agents to Redefine Hyper-Personalized Self-Service CX (Business Wire)
Nov-12-24 04:05PM	Five9 Announces Upcoming Conference Participation (Business Wire)
06:55AM	Five9 price target raised to $43 from $40 at Baird (TipRanks)
Nov-08-24 01:16PM	Why Five9 (FIVN) Stock Is Up Today (StockStory) +12.22%
12:21PM	Q3 2024 Five9 Inc Earnings Call (Thomson Reuters StreetEvents)
10:58AM	Analyst Report: Five9, Inc. (Morningstar Research)
02:28AM	Five9 Inc (FIVN) Q3 2024 Earnings Call Highlights: Strong AI Growth and Record Cash Flow Propel ... (GuruFocus.com)
Nov-07-24 07:10PM	Five9 (FIVN) Q3 Earnings and Revenues Beat Estimates (Zacks)
06:07PM	Five9: Q3 Earnings Snapshot (Associated Press Finance)
05:25PM	Five9 (NASDAQ:FIVN) Reports Strong Q3, Stock Jumps 23.3% (StockStory)
04:05PM	Five9 Reports Third Quarter 2024 Accelerated Revenue Growth of 15% to $264 Million (Business Wire)
Nov-06-24 02:06AM	Five9 (FIVN) Reports Q3: Everything You Need To Know Ahead Of Earnings (StockStory)
Nov-03-24 11:25AM	Is Five9, Inc. (FIVN) an Oversold NASDAQ Stock to Invest In Now? (Insider Monkey)
Nov-01-24 04:58PM	Analyst Report: Five9, Inc. (Morningstar Research)
Oct-31-24 01:48PM	Five9, Inc. (FIVN): Worst-Performing Growth Stock in 2024 (Insider Monkey)
09:00AM	Five9 Appoints Ajay Awatramani as Chief Product Officer to Drive Innovation and Growth (Business Wire)
Oct-30-24 05:15PM	Five9 Named a Leader Again in the 2024 Gartner Magic Quadrant for Contact Center as a Service (Business Wire)
Oct-28-24 11:19AM	Is Five9, Inc. (FIVN) the Best Oversold Tech Stock to Buy Right Now? (Insider Monkey)
Oct-25-24 08:30AM	Five9 to Report Third Quarter 2024 Financial Results on November 7, 2024 (Business Wire)
Oct-24-24 02:12PM	Five9, Inc. (FIVN): Worst Performing Tech Stock in 2024 (Insider Monkey)
Oct-23-24 09:00AM	New Five9 Study Finds 75% of Consumers Prefer Talking to a Human for Customer Service (Business Wire)
07:41AM	Conestoga Capital Lost Confidence in Five9 (FIVN) and Exited the Position (Insider Monkey)
Oct-22-24 12:38PM	Exclusive-Five9 faces pressure from activist Legion on costs, board seat, sources say (Reuters)
Oct-21-24 06:19PM	Analyst Report: Five9, Inc. (Morningstar Research)
Oct-15-24 09:00AM	Five9 Announces CX Summit Barcelona 2024 (Business Wire)
03:57AM	Video Conferencing Stocks Q2 Highlights: Zoom (NASDAQ:ZM) (StockStory)
Oct-13-24 12:00PM	3 Small-Cap AI Stocks to Snap Up for 2025 (InvestorPlace)
Oct-10-24 11:00AM	RNL Partners with Five9 and Acqueon to Elevate Outreach to Students and Donors (PR Newswire) +6.06%
09:00AM	Five9 Expands Global Footprint with New Data Centers in India (Business Wire)
03:59AM	Video Conferencing Stocks Q2 Recap: Benchmarking RingCentral (NYSE:RNG) (StockStory)
Oct-09-24 05:57PM	Five9 Inc (FIVN) Q2 2024 Earnings Call Highlights: Record Revenue and Strategic AI Expansion ... (GuruFocus.com)
Oct-06-24 02:05PM	Five9 (FIVN): A Cheap Software Stock To Invest In Right Now (Insider Monkey)
Sep-29-24 08:01AM	Five9, Inc. (FIVN): Worst 52-Week Low Stock to Buy Now (Insider Monkey)
02:07AM	Is Five9, Inc. (FIVN) the Best Cheap Growth Stock to Buy According to Analysts? (Insider Monkey)
Sep-25-24 11:35AM	Five9, Inc. (FIVN) Sees Revenue Growth Slow to 13%, But AI Initiatives Provide Hope (Insider Monkey)
Sep-24-24 09:00AM	Five9 Named Americas CCaaS Vendor Partner of the Year at 2024 Verint Engage Customer Conference (Business Wire)
Sep-23-24 08:30AM	Verint and Five9 Deepen Partnership to Deliver AI-Driven Customer Experiences (Business Wire)
03:55AM	Five9, Inc. (FIVN): Hedge Funds Are Bearish On This Affordable Stock Under $40 (Insider Monkey)
Sep-11-24 07:22AM	Five9 Named to 2024 Fortune Best Workplaces in Technology List (Business Wire)
03:37AM	A Look Back at Video Conferencing Stocks Q2 Earnings: Five9 (NASDAQ:FIVN) Vs The Rest Of The Pack (StockStory)
Sep-10-24 06:31PM	Analyst Report: Five9, Inc. (Morningstar Research)
Sep-07-24 01:40AM	Heres Why Five9 (FIVN) Fell in Q2 (Insider Monkey)
Aug-23-24 04:13AM	A Look Back at Video Conferencing Stocks Q2 Earnings: 8x8 (NASDAQ:EGHT) Vs The Rest Of The Pack (StockStory)
Aug-10-24 08:18AM	Telos Corporation (NASDAQ:TLS) Q2 2024 Earnings Call Transcript (Insider Monkey)
Aug-09-24 04:05PM	Five9 Announces Upcoming Conference Participation (Business Wire) -26.49%
01:03PM	Trade Desk, Expedia rise; Capri Holdings, Five9 fall, Friday, 8/9/2024 (Associated Press Finance)
12:53PM	Analyst Report: Five9, Inc. (Morningstar Research)
Aug-08-24 05:30PM	Five9 (FIVN) Beats Q2 Earnings and Revenue Estimates (Zacks)
05:12PM	Five9 Announces an End-to-End AI Suite and New Approach to Transform Enterprise CX (Business Wire)
05:08PM	Five9 to Acquire Acqueon to Expand its Industry-Leading Omnichannel Outreach and Journey Orchestration for the Enterprise (Business Wire)
04:54PM	Five9 (NASDAQ:FIVN) Beats Q2 Sales Targets But Stock Drops (StockStory)
04:24PM	Five9: Q2 Earnings Snapshot (Associated Press Finance)
04:05PM	Five9 Surpasses $1 Billion in Annual Revenue Run Rate (Business Wire)
Aug-07-24 03:11AM	What To Expect From Five9's (FIVN) Q2 Earnings (StockStory)
Aug-01-24 10:01AM	Analysts Estimate Five9 (FIVN) to Report a Decline in Earnings: What to Look Out for (Zacks)
Jul-26-24 04:02AM	Winners And Losers Of Q1: 8x8 (NASDAQ:EGHT) Vs The Rest Of The Video Conferencing Stocks (StockStory)

Five9, Inc. engages in the provision of cloud software for contact centers. It specializes in omnichannel routing, analytics, workforce organization, and reporting. The company was founded in December 2001 and is headquartered in San Ramon, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
ZWARENSTEIN BARRY	Chief Financial Officer	Dec 04 '24	Sale	41.85	3,336	139,612	98,396	Dec 06 05:19 PM
Mansharamani Leena	SVP, Chief Accounting Officer	Dec 04 '24	Sale	41.33	1,346	55,632	35,526	Dec 06 05:18 PM
Kozanian Panos	EVP, Product Engineering	Dec 04 '24	Sale	42.09	7,619	320,698	69,009	Dec 06 05:16 PM
Dignan Andy	CHIEF OPERATING OFFICER	Dec 04 '24	Sale	41.85	4,109	171,962	115,818	Dec 06 05:15 PM
Burkland Michael	Chief Executive Officer	Dec 03 '24	Sale	41.40	12,594	521,392	240,894	Dec 05 07:34 PM
Barry Zwarenstein	Officer	Dec 04 '24	Proposed Sale	41.84	3,336	139,578		Dec 04 08:16 PM
Leena Mansharamani	Officer	Dec 04 '24	Proposed Sale	41.99	271	11,380		Dec 04 08:07 PM
Andrew Dignan	Officer	Dec 04 '24	Proposed Sale	41.85	4,098	171,481		Dec 04 08:00 PM
LEENA K MANSHARAMANI	Officer	Dec 04 '24	Proposed Sale	41.46	1,074	44,528		Dec 04 04:39 PM
DANIEL BURKLAND	Officer	Dec 04 '24	Proposed Sale	41.46	3,593	148,966		Dec 04 04:38 PM
PANOS KOZANIAN	Officer	Dec 04 '24	Proposed Sale	41.46	7,619	315,884		Dec 04 04:36 PM
Burkland Michael	Officer	Dec 03 '24	Proposed Sale	41.20	12,594	518,872		Dec 03 04:30 PM
ZWARENSTEIN BARRY	Chief Financial Officer	Sep 10 '24	Sale	26.97	4,408	118,893	101,732	Sep 12 05:50 PM
Barry Zwarenstein	Officer	Sep 10 '24	Proposed Sale	27.85	4,408	122,763		Sep 10 04:22 PM
Mansharamani Leena	SVP, Chief Accounting Officer	Sep 04 '24	Sale	30.51	1,395	42,558	36,872	Sep 06 06:06 PM
Burkland Michael	Chief Executive Officer	Sep 04 '24	Sale	30.27	12,595	381,251	253,488	Sep 06 05:47 PM
Dignan Andy	CHIEF OPERATING OFFICER	Sep 04 '24	Sale	30.26	4,245	128,454	119,927	Sep 06 05:12 PM
Burkland Daniel P.	Pres. & Chief Revenue Officer	Sep 04 '24	Sale	30.57	3,628	110,908	128,926	Sep 06 05:09 PM
Kozanian Panos	EVP, Product Engineering	Sep 04 '24	Sale	30.02	7,617	228,696	76,628	Sep 06 05:00 PM
Leena Mansharamani	Officer	Sep 04 '24	Proposed Sale	30.26	282	8,534		Sep 04 07:52 PM
Andrew Dignan	Officer	Sep 04 '24	Proposed Sale	30.26	4,245	128,470		Sep 04 07:07 PM
DANIEL BURKLAND	Officer	Sep 04 '24	Proposed Sale	31.05	1	31		Sep 04 04:48 PM
LEENA K MANSHARAMANI	Officer	Sep 04 '24	Proposed Sale	31.05	2	62		Sep 04 04:47 PM
LEENA K MANSHARAMANI	Officer	Sep 04 '24	Proposed Sale	31.05	1,111	34,497		Sep 04 04:18 PM
DANIEL BURKLAND	Officer	Sep 04 '24	Proposed Sale	31.05	3,627	112,618		Sep 04 04:18 PM
Burkland Michael	Officer	Sep 04 '24	Proposed Sale	30.83	12,595	388,304		Sep 04 04:05 PM
Burkland Daniel P.	Pres. & Chief Revenue Officer	Aug 26 '24	Sale	33.41	2,605	87,033	132,554	Aug 28 04:43 PM
Daniel Burkland	Officer	Aug 26 '24	Proposed Sale	33.41	2,605	87,033		Aug 26 05:45 PM
Burkland Daniel P.	Pres. & Chief Revenue Officer	Aug 01 '24	Sale	43.55	2,637	114,841	130,079	Aug 05 05:26 PM
Daniel Burkland	Officer	Aug 01 '24	Proposed Sale	43.55	2,637	114,834		Aug 01 09:59 PM
ZWARENSTEIN BARRY	Chief Financial Officer	Jul 16 '24	Sale	45.01	6,207	279,377	85,121	Jul 18 04:18 PM
Kozanian Panos	EVP, Product Engineering	Jun 12 '24	Sale	44.61	10,232	456,446	84,245	Jun 14 04:20 PM
ZWARENSTEIN BARRY	Chief Financial Officer	Jun 12 '24	Sale	45.04	4,241	191,015	91,328	Jun 14 04:19 PM
ZWARENSTEIN BARRY	Chief Financial Officer	Jun 12 '24	Sale	45.04	1,115	50,220	106,140	Jun 14 04:19 PM
ZWARENSTEIN BARRY	Chief Financial Officer	Jun 10 '24	Sale	42.64	10,291	438,821	107,255	Jun 12 05:07 PM
Burkland Daniel P.	Pres. & Chief Revenue Officer	Jun 04 '24	Sale	46.30	7,698	356,417	127,635	Jun 06 04:34 PM
Burkland Michael	Chief Executive Officer	Jun 04 '24	Sale	46.30	12,386	573,472	266,083	Jun 06 04:33 PM
Mansharamani Leena	SVP, Chief Accounting Officer	Jun 04 '24	Sale	46.27	1,542	71,344	38,267	Jun 06 04:32 PM
Dignan Andy	CHIEF OPERATING OFFICER	Jun 04 '24	Sale	46.30	5,731	265,345	124,172	Jun 06 04:30 PM
Kozanian Panos	EVP, Product Engineering	Jun 04 '24	Sale	46.30	6,893	319,146	94,477	Jun 06 04:27 PM
Dignan Andy	CHIEF OPERATING OFFICER	Mar 06 '24	Sale	57.28	7,340	420,417	129,559	Mar 08 06:13 PM
ZWARENSTEIN BARRY	Chief Financial Officer	Mar 05 '24	Sale	58.78	7,045	414,082	117,202	Mar 06 05:06 PM
Burkland Daniel P.	Pres. & Chief Revenue Officer	Mar 05 '24	Sale	58.30	11,576	674,930	134,989	Mar 06 05:05 PM
Dignan Andy	CHIEF OPERATING OFFICER	Mar 05 '24	Sale	59.06	3,670	216,750	136,899	Mar 06 05:03 PM
Kozanian Panos	EVP, Product Engineering	Mar 04 '24	Sale	58.42	8,994	525,399	99,625	Mar 06 05:02 PM
Kozanian Panos	EVP, Product Engineering	Mar 05 '24	Sale	59.17	2,298	135,974	101,026	Mar 06 05:02 PM
Mansharamani Leena	SVP, Chief Accounting Officer	Mar 04 '24	Sale	59.66	1,481	88,361	39,465	Mar 06 05:00 PM
Burkland Michael	Chief Executive Officer	Mar 05 '24	Sale	57.93	36,702	2,126,205	278,469	Mar 06 04:58 PM
Burkland Michael	Chief Executive Officer	Mar 04 '24	Sale	60.49	9,745	589,475	245,828	Mar 06 04:58 PM

Dollar change -0.15
Percentage change -0.52	%

Peers: MSFT ORCL ADBE CRM TEAM WDAY NOW SAP IBM DOCU

| Held by: VTI VB VXF VBK SCHA XSW IPO FPX ITOT XITK

Index	-	P/E	-	EPS (ttm)	-0.78	Insider Own	89.69%	Shs Outstand	28.30M	Perf Week	5.53%
Market Cap	6.72B	Forward P/E	-	EPS next Y	-	Insider Trans	-17.12%	Shs Float	24.18M	Perf Month	-2.35%
Income	-182.00M	PEG	-	EPS next Q	0.02	Inst Own	14.01%	Short Float	9.08%	Perf Quarter	-2.92%
Sales	459.53M	P/S	14.62	EPS this Y	-	Inst Trans	125.76%	Short Ratio	1.89	Perf Half Y	-
Book/sh	1.41	P/B	20.35	EPS next Y	-	ROA	-8.49%	Short Interest	2.20M	Perf Year	-
Cash/sh	2.11	P/C	13.56	EPS next 5Y	51.83%	ROE	-24.76%	52W Range	24.50 - 35.39	Perf YTD	0.42%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-	ROI	-52.51%	52W High	-19.07%	Beta	-
Dividend TTM	-	Quick Ratio	2.38	Sales past 5Y	34.22%	Gross Margin	64.46%	52W Low	16.90%	ATR (14)	1.40
Dividend Ex-Date	-	Current Ratio	2.38	EPS Y/Y TTM	-364.23%	Oper. Margin	-59.17%	RSI (14)	49.95	Volatility	5.02% 4.54%
Employees	1300	Debt/Eq	0.06	Sales Y/Y TTM	31.37%	Profit Margin	-39.61%	Recom	1.24	Target Price	36.18
Option/Short	Yes / Yes	LT Debt/Eq	0.05	EPS Q/Q	-2602.39%	Payout	-	Rel Volume	0.85	Prev Close	28.79
Sales Surprise	4.07%	EPS Surprise	5166.67%	Sales Q/Q	20.69%	Earnings	Nov 07 AMC	Avg Volume	1.16M	Price	28.64
SMA20	1.16%	SMA50	-4.83%	SMA200	-4.31%	Trades		Volume	984,248	Change	-0.52%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-16-25	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$37
Dec-19-24	Initiated	Wedbush	Outperform	$40
Dec-11-24	Initiated	Goldman	Buy	$37
Sep-23-24	Initiated	BMO Capital Markets	Outperform	$38
Aug-19-24	Initiated	Wolfe Research	Outperform	$32
Aug-19-24	Initiated	Truist	Buy	$35
Aug-19-24	Initiated	TD Cowen	Buy	$34
Aug-19-24	Initiated	Scotiabank	Sector Outperform	$34
Aug-19-24	Initiated	Raymond James	Outperform	$32
Aug-19-24	Initiated	Needham	Buy	$33
Aug-19-24	Initiated	Morgan Stanley	Equal-Weight	$29
Aug-19-24	Initiated	Loop Capital	Buy	$35
Aug-19-24	Initiated	JP Morgan	Overweight	$30
Aug-19-24	Initiated	Guggenheim	Buy
Aug-19-24	Initiated	Citigroup	Neutral	$34
Aug-19-24	Initiated	BTIG Research	Buy	$37
Aug-19-24	Initiated	BofA Securities	Buy	$35
Aug-01-24	Initiated	Robert W. Baird	Outperform	$32

Show Previous Ratings

Jan-08-25 04:30PM	OneStream Announces Timing of its Fourth Quarter and Full-Year 2024 Financial Results Conference Call (PR Newswire)
Nov-28-24 05:10PM	OneStream exercises option to purchase additional shares in secondary offering (TipRanks)
Nov-27-24 05:03PM	OneStream Announces Full Exercise of Underwriters' Option to Purchase Additional Shares in Secondary Offering of Class A Common Stock (PR Newswire) -5.10%
Nov-20-24 11:44AM	OneStream Recognized as a Leader for Third Year in 2024 Gartner Magic Quadrant for Financial Planning Software (PR Newswire)
Nov-14-24 09:27PM	OneStream Announces Pricing of Secondary Offering of Class A Common Stock (PR Newswire) -10.14%
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Nov-12-24 04:57PM	OneStream Announces Launch of Secondary Offering of Class A Common Stock (PR Newswire)
01:49PM	OneStream Sensible AI Library and OneStream Genesis to Improve the Strategic Impact of the Office of the CFO (PR Newswire)
Nov-07-24 04:05PM	OneStream Announces Third Quarter 2024 Financial Results (PR Newswire) +5.19%
Oct-16-24 09:00AM	New Research from OneStream Finds Broader, More Strategic CFO Remit Crucial to Business Growth and Investor Attention, Overshadowing Even the CEO (PR Newswire)
Sep-18-24 03:00AM	OneStream Builds on Applied Finance AI Solutions, Expands Innovations to Core Finance with OneStream Navigation Center and more (PR Newswire)
Sep-16-24 05:57PM	OneStream Announces Timing of its Third Quarter Fiscal Year 2024 Financial Results Conference Call (PR Newswire)
Sep-03-24 04:05PM	OneStream Announces Second Quarter 2024 Financial Results (PR Newswire)
Aug-27-24 11:43AM	OneStream to Participate in Upcoming Investor Conferences (PR Newswire)
Aug-08-24 04:38PM	OneStream Announces Timing of its Second Quarter Fiscal Year 2024 Financial Results Conference Call (PR Newswire)
Jul-26-24 11:40PM	OneStream Inc CFO William Koefoed Sells 20,000 Shares (GuruFocus.com)
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Jul-23-24 09:06PM	OneStream Announces Pricing of Initial Public Offering (PR Newswire)

OneStream, Inc. is a holding company, which engages in the development of artificial intelligence (AI) based enterprise finance platform. The firm offers Digital Finance Cloud, an AI-enabled and extensible software platform that unifies core financial functions and operational data and processes. Its platform focuses on forming a comprehensive, dynamic, and predictive view of the entire enterprise, providing corporate leaders with the control, visibility, and agility required to proactively adjust business strategy and day-to-day execution. The company was founded by Craig Colby and Thomas Shea on October 15, 2021 and is headquartered in Birmingham, MI.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Koefoed William A	Chief Financial Officer	Jan 15 '25	Option Exercise	10.65	10,000	106,500	10,000	Jan 17 04:16 PM
Koefoed William A	Chief Financial Officer	Jan 15 '25	Sale	26.57	10,000	265,700	0	Jan 17 04:16 PM
Koefoed William A	Officer	Jan 15 '25	Proposed Sale	26.57	10,000	265,700		Jan 15 10:31 AM
Colby Craig	President	Dec 13 '24	Option Exercise	10.65	280,000	2,982,000	280,000	Dec 17 08:46 PM
Colby Craig	President	Dec 13 '24	Sale	29.71	280,000	8,318,380	0	Dec 17 08:46 PM
Koefoed William A	Chief Financial Officer	Dec 13 '24	Option Exercise	10.65	13,765	146,597	13,765	Dec 17 08:45 PM
Koefoed William A	Chief Financial Officer	Dec 13 '24	Sale	30.00	13,765	412,917	0	Dec 17 08:45 PM
Koefoed William A	Officer	Dec 13 '24	Proposed Sale	30.00	13,765	412,901		Dec 13 04:41 PM
Colby Craig	Officer	Dec 13 '24	Proposed Sale	29.71	280,000	8,318,500		Dec 13 04:22 PM
KKR Group Partnership L.P.	10% Owner	Nov 27 '24	Sale	29.99	956,462	28,686,687	0	Nov 29 01:33 PM
KKR NGT (Dream) Blocker Parent	10% Owner	Nov 27 '24	Sale	29.99	956,462	28,686,687	0	Nov 29 01:32 PM
KKR TFO Partners L.P.	10% Owner	Nov 27 '24	Sale	29.99	956,462	28,686,687	0	Nov 29 01:31 PM
KKR Dream Holdings LLC	10% Owner	Nov 27 '24	Sale	29.99	956,462	28,686,687	0	Nov 29 01:30 PM
Burkland Michael	Director	Nov 27 '24	Sale	31.00	9,541	295,771	0	Nov 27 05:52 PM
WILSON KARA	Director	Nov 27 '24	Sale	31.00	5,760	178,560	0	Nov 27 05:51 PM
MARINER JONATHAN D	Director	Nov 27 '24	Sale	31.00	4,973	154,163	0	Nov 27 05:50 PM
MARINER JONATHAN D	Director	Nov 27 '24	Sale	31.00	787	24,397	0	Nov 27 05:50 PM
KKR Group Partnership L.P.	10% Owner	Nov 18 '24	Sale	29.99	6,376,411	191,244,507	0	Nov 18 09:22 PM
KKR TFO Partners L.P.	10% Owner	Nov 18 '24	Sale	29.99	6,376,411	191,244,507	0	Nov 18 09:22 PM
KKR NGT (Dream) Blocker Parent	10% Owner	Nov 18 '24	Sale	29.99	6,376,411	191,244,507	0	Nov 18 09:22 PM
KKR Dream Holdings LLC	10% Owner	Nov 18 '24	Sale	29.99	6,376,411	191,244,507	0	Nov 18 09:22 PM
MARINER JONATHAN D	Director	Nov 18 '24	Sale	31.00	33,156	1,027,836	0	Nov 18 07:49 PM
MARINER JONATHAN D	Director	Nov 18 '24	Sale	31.00	5,241	162,471	0	Nov 18 07:49 PM
Burkland Michael	Director	Nov 18 '24	Sale	31.00	63,608	1,971,848	0	Nov 18 07:42 PM
WILSON KARA	Director	Nov 18 '24	Sale	31.00	38,397	1,190,307	0	Nov 18 07:36 PM
Fugere Peter	10% Owner	Jul 25 '24	Sale	18.85	175,831	3,314,414	0	Jul 29 08:46 PM
Fugere Peter	10% Owner	Jul 25 '24	Sale	18.85	77,283	1,456,785	0	Jul 29 08:46 PM
Powers Robert Allan Jr.	10% Owner	Jul 25 '24	Sale	18.85	1,700,000	32,045,000	0	Jul 29 08:45 PM
Davidson Eric	10% Owner	Jul 25 '24	Sale	18.85	619,100	11,670,035	0	Jul 29 08:44 PM
Shea Terrance	10% Owner	Jul 25 '24	Sale	18.85	484,830	9,139,046	0	Jul 29 08:43 PM
Von Allmen John	10% Owner	Jul 25 '24	Sale	18.85	102,975	1,941,079	0	Jul 29 08:41 PM
Von Allmen John	10% Owner	Jul 25 '24	Sale	18.85	36,652	690,890	0	Jul 29 08:41 PM
Hohenstein Ken	10% Owner	Jul 25 '24	Sale	18.85	17,402	328,028	0	Jul 29 08:40 PM
KKR Group Partnership L.P.	10% Owner	Jul 25 '24	Sale	18.85	2,554,644	48,155,039	0	Jul 29 06:33 PM
KKR NGT (Dream) Blocker Parent	10% Owner	Jul 25 '24	Sale	18.85	2,554,644	48,155,039	0	Jul 29 06:25 PM
KKR TFO Partners L.P.	10% Owner	Jul 25 '24	Sale	18.85	2,554,644	48,155,039	0	Jul 29 06:18 PM
KKR Dream Holdings LLC	10% Owner	Jul 25 '24	Sale	18.85	2,554,644	48,155,039	0	Jul 29 06:08 PM
Koefoed William A	Chief Financial Officer	Jul 25 '24	Sale	18.85	20,000	377,000	0	Jul 26 06:16 PM
Colby Craig	President	Jul 25 '24	Sale	18.85	200,502	3,779,463	0	Jul 26 06:14 PM

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OneStream Inc

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