Index - P/E - EPS (ttm) -0.78 Insider Own 87.93% Shs Outstand 234.52M Perf Week 4.45%
Market Cap 7.38B Forward P/E - EPS next Y - Insider Trans -16.01% Shs Float 28.30M Perf Month 1.19%
Income -182.00M PEG - EPS next Q 0.02 Inst Own 13.97% Short Float 7.62% Perf Quarter 5.22%
Sales 459.53M P/S 16.06 EPS this Y - Inst Trans - Short Ratio 2.45 Perf Half Y -
Book/sh 1.41 P/B 22.36 EPS next Y - ROA -8.49% Short Interest 2.16M Perf Year -
Cash/sh 2.11 P/C 14.90 EPS next 5Y 51.83% ROE -24.76% 52W Range 24.50 - 35.39 Perf YTD 17.21%
Dividend Est. - P/FCF - EPS past 5Y - ROI -52.51% 52W High -11.08% Beta -
Dividend TTM - Quick Ratio 2.38 Sales past 5Y 34.22% Gross Margin 64.46% 52W Low 28.45% ATR (14) 1.66
Dividend Ex-Date - Current Ratio 2.38 EPS Y/Y TTM -364.23% Oper. Margin -59.17% RSI (14) 50.72 Volatility 2.89% 5.53%
Employees 1300 Debt/Eq 0.06 Sales Y/Y TTM 31.37% Profit Margin -39.61% Recom 1.40 Target Price 36.13
Option/Short Yes / Yes LT Debt/Eq 0.05 EPS Q/Q -2602.39% Payout - Rel Volume 0.94 Prev Close 31.05
Sales Surprise 4.07% EPS Surprise 5166.67% Sales Q/Q 20.69% Earnings Nov 07 AMC Avg Volume 879.78K Price 31.47
SMA20 -0.23% SMA50 0.40% SMA200 4.35% Trades
Volume 825,045 Change 1.35%
Date
Action
Analyst
Rating Change
Price Target Change
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
$32
Show Previous Ratings
Nov-20-24 11:44AM
Nov-14-24 09:27PM
Nov-12-24 04:57PM
01:49PM
Nov-07-24 04:05PM
09:00AM
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Oct-16-24 09:00AM
Sep-18-24 03:00AM
Sep-16-24 05:57PM
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Aug-27-24 11:43AM
Aug-08-24 04:38PM
Jul-26-24 11:40PM
Jul-23-24 09:06PM
OneStream, Inc. is a holding company, which engages in the development of artificial intelligence (AI) based enterprise finance platform. The firm offers Digital Finance Cloud, an AI-enabled and extensible software platform that unifies core financial functions and operational data and processes. Its platform focuses on forming a comprehensive, dynamic, and predictive view of the entire enterprise, providing corporate leaders with the control, visibility, and agility required to proactively adjust business strategy and day-to-day execution. The company was founded by Craig Colby and Thomas Shea on October 15, 2021 and is headquartered in Birmingham, MI.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
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
Index - P/E - EPS (ttm) -0.50 Insider Own 1.79% Shs Outstand 75.21M Perf Week 5.91%
Market Cap 3.18B Forward P/E 15.75 EPS next Y 2.56 Insider Trans -6.95% Shs Float 73.86M Perf Month 30.91%
Income -36.73M PEG - EPS next Q 0.70 Inst Own 108.97% Short Float 11.61% Perf Quarter 19.86%
Sales 1.00B P/S 3.17 EPS this Y 15.79% Inst Trans 3.39% Short Ratio 4.67 Perf Half Y -19.42%
Book/sh 7.52 P/B 5.36 EPS next Y 7.88% ROA -2.12% Short Interest 8.57M Perf Year -46.05%
Cash/sh 12.26 P/C 3.29 EPS next 5Y 15.74% ROE -6.93% 52W Range 26.60 - 92.40 Perf YTD -48.76%
Dividend Est. - P/FCF 37.18 EPS past 5Y -212.63% ROI -2.72% 52W High -56.36% Beta 0.87
Dividend TTM - Quick Ratio 1.74 Sales past 5Y 28.94% Gross Margin 50.58% 52W Low 51.58% ATR (14) 1.68
Dividend Ex-Date - Current Ratio 1.74 EPS Y/Y TTM 57.09% Oper. Margin -6.06% RSI (14) 71.44 Volatility 3.59% 4.72%
Employees 2684 Debt/Eq 2.19 Sales Y/Y TTM 13.93% Profit Margin -3.66% Recom 1.57 Target Price 51.84
Option/Short Yes / Yes LT Debt/Eq 1.39 EPS Q/Q 78.81% Payout - Rel Volume 0.81 Prev Close 38.46
Sales Surprise 3.51% EPS Surprise 14.39% Sales Q/Q 14.81% Earnings Nov 07 AMC Avg Volume 1.84M Price 40.32
SMA20 15.24% SMA50 28.30% SMA200 -10.65% Trades
Volume 1,482,530 Change 4.84%
Date
Action
Analyst
Rating Change
Price Target Change
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
Feb-24-22 Reiterated Robert W. Baird
Outperform
$175 → $125
Show Previous Ratings
Nov-21-24 06:02PM
06:02PM
12:36PM
09:00AM
Nov-20-24 12:52PM
09:00AM
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Nov-19-24 06:40AM
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09:55AM
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12:21PM
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12:21PM
(Thomson Reuters StreetEvents)
10:58AM
02:28AM
Nov-07-24 07:10PM
06:07PM
(Associated Press Finance)
05:25PM
04:05PM
Nov-06-24 02:06AM
Nov-03-24 11:25AM
Nov-01-24 04:58PM
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Oct-28-24 11:19AM
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02:12PM
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Oct-24-24 02:12PM
Oct-23-24 09:00AM
07:41AM
Oct-22-24 12:38PM
Oct-21-24 06:19PM
Oct-15-24 09:00AM
03:57AM
Oct-13-24 12:00PM
Oct-10-24 11:00AM
09:00AM
03:59AM
Oct-09-24 05:57PM
Oct-06-24 02:05PM
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02:07AM
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03:55AM
Sep-11-24 07:22AM
03:37AM
Sep-10-24 06:31PM
Sep-07-24 01:40AM
Aug-23-24 04:13AM
Aug-10-24 08:18AM
Aug-09-24 04:05PM
01:03PM
(Associated Press Finance)
12:53PM
Aug-08-24 05:30PM
05:12PM
05:08PM
04:54PM
04:24PM
(Associated Press Finance)
04:05PM
Aug-07-24 03:11AM
Aug-01-24 10:01AM
Jul-26-24 04:02AM
Jul-24-24 04:29PM
Jul-18-24 04:05PM
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09:04AM
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03:22AM
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Jul-05-24 12:10PM
Jul-02-24 12:57PM
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Jun-25-24 10:42AM
Jun-14-24 07:00PM
Jun-12-24 06:49AM
Jun-10-24 07:15AM
Jun-08-24 09:00AM
Jun-06-24 03:30PM
Jun-05-24 09:00AM
May-31-24 06:20AM
May-29-24 06:22PM
08:14AM
04:00AM
May-23-24 09:48AM
May-21-24 04:05PM
May-08-24 11:00AM
May-03-24 11:31AM
10:59AM
May-02-24 10:27PM
08:57PM
05:48PM
04:28PM
04:18PM
(Associated Press Finance)
04:05PM
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 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 Dignan Andy CHIEF OPERATING OFFICER Dec 07 '23 Sale 79.12 4,815 380,963 104,777 Dec 08 04:42 PM Mansharamani Leena SVP, Chief Accounting Officer Dec 04 '23 Sale 78.36 1,590 124,592 32,243 Dec 06 04:22 PM Kozanian Panos EVP, Product Engineering Dec 04 '23 Sale 81.63 9,860 804,908 74,051 Dec 06 04:19 PM Burkland Michael Chief Executive Officer Dec 04 '23 Sale 80.31 9,746 782,703 167,925 Dec 06 04:17 PM
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