Financial PerformanceA rapidly improving free cash flow profile should provide valuation support, creating a compelling risk vs. reward profile in both the near term and the medium term.
Market OpportunityOneStream's ~$50B TAM opportunity is attractive given the low-hanging replacement opportunity from legacy incumbents.
Platform And GrowthOneStream's differentiated platform and a broadening suite of AI add-ons elevate its positioning in driving digitization and ultimately help create a more durable growth trajectory.