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OneStream price target raised to $28 from $27 at TD Cowen

TD Cowen raised the firm’s price target on OneStream (OS) to $28 from $27 and keeps a Buy rating on the shares. The firm says OneStream delivered a rebound quarter as it sharpened sales execution on the heels of slipped deals last quarter. While management flagged elevated budget scrutiny, leading indicators remain stable and newer growth vectors around international, commercial and its AI offering are trending well. Despite the strong beat, TD Cowen adjusted FY25 cc growth from 22% to 21%, which it thinks helps derisk the second half of the year’s assumptions.

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