OneStream, Inc. - Class A Common Stock (OS)

Bank of America Securities analyst believes industry analysts are underestimating the potential of AI agents, predicting $155B in spending by 2030.

Microsoft stock on Tuesday hit its fourth all-time high in as many trading sessions. The software giant is a leader in agentic AI.

The BofA Securities software research team hosted 18 public and 10 private companies at a tech conference. Key takeaways included Microsoft's Azure momentum and Datadog's AI growth potential. Salesforce and ServiceNow also noted healthy pilot activity for agentic applications.

After a rough start to the year, small- and mid-cap software stocks may be finding their footing. Goldman Sachs analyst Adam Hotchkiss says first-quarter results across his coverage were better than feared, suggesting the worst of the downturn could be behind the sector.

Goldman Sachs analyst initiated coverage on OneStream, Inc. with a Buy rating and $37 price target. OneStream's strong CPM platform and growth potential make it a promising investment.

SAP's Q3 results beat expectations, with strong cloud ERP growth. The company reaffirmed Ambition 2025 targets. Analysts have positive outlook with higher price targets.

BMO Capital Markets has initiated coverage on OneStream highlighting its strong position in enterprise finance management with a focus on data management and AI/ML capabilities. The firm sees potential for OneStream to outperform in a competitive landscape, projecting double-digit growth.

And CEO Tom Shea from the newly public OneStream joins us to talk about what the company can do for customers.

Analysts initiate coverage on OneStream (NASDAQ: OS) with Buy ratings and price targets of $35, expecting impressive long-term growth, profitability and positive free cash flow.