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Stock impact report

Why BTIG Downgraded OneStream (OS) After Its $24-Per-Share Buyout Agreement [Yahoo! Finance]

OneStream, Inc. - Class A (OS) 
Company Research Source: Yahoo! Finance
OneStream, Inc. (NASDAQ:OS) is one of the best rising AI stocks to buy now . On March 6, 2026, BTIG downgraded OneStream to Neutral from Buy without a price target after the company agreed to be acquired (by PE firm Hg Capital) for $24 per share, with the transaction expected to close in the first half of 2026. The analyst said the pending takeover was the reason for the downgrade, not a change in the company's underlying operating performance. For context, OneStream reported fourth-quarter 2025 revenue of $163.7 million, up 24% year over year, while subscription revenue rose 27% to $150.3 million. GAAP operating loss narrowed to $5.2 million from $47.4 million a year earlier, while non-GAAP operating income increased to $16.7 million from $8.7 million. Non-GAAP EPS improved to $0.12 from $0.07. For full-year 2025, revenue increased 23% to $601.9 million, and subscription revenue rose 28% to $550.0 million. CEO Tom Shea said 2025 showed strong momentum in Finance AI, with AI bookin Show less Read more
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