Strong Market Opportunities For OneStream Amid Rising Demand for AI-Driven Financial Solutions, Analyst Says
Strong Market Opportunities For OneStream Amid Rising Demand for AI-Driven Financial Solutions, Analyst Says
In a mixed landscape for "back-office" software spending, BMO Capital identifies a promising opportunity to exceed forecasts through new client acquisitions.BMO Capital Markets initiated coverage on OneStream Inc. (NASDAQ:OS), an enterprise Finance management platform provider.
蒙特利尔银行资本市场对OneStream Inc.（纳斯达克：OS）展开了覆盖，这是一家企业财务管理平台提供商。
"We see OneStream positioned to gain share thanks to strength in data management, consolidation, and Artificial Intelligence/Machine Learning (AI/ML), which help differentiate it against a crowded field of both legacy and modern competitors, with broader ERP and financial application cloud migrations a tailwind."
“我们认为OneStream有望在数据管理、合并以及人工智能/机器学习（AI/ML）方面处于有利位置，这有助于使其在庞大的传统和现代竞争对手中脱颖而出，更广泛的ERP和财务应用云迁移也是一大助力。”
Also Read: OneStream's AI Integration, Expanding CFO Platform, and High Retention Rate Poised to Fuel Strong Market Growth, Analysts Say.
此外阅读：分析师表示，OneStream的人工智能集成、扩展CFO平台和高保留率有望推动市场强劲增长。
In a mixed landscape for "back-office" software spending, BMO Capital identifies a promising opportunity to exceed forecasts through new client acquisitions.
在“后台”软件开支的复杂局面中，蒙特利尔银行资本识别出一个有希望通过新客户获取而超额预期的机会。
Additionally, recent discussions with several OneStream customers indicate significant potential to expand usage with new applications, which could maintain an NRR of around 110%. Together, these factors point to a compelling "beat and raise" scenario for both revenue and profit in the short term.
此外，最近与几家OneStream客户进行的讨论显示，有巨大潜力通过新应用扩大使用，这有望维持大约110%的净留存率。这些因素共同指出短期内收入和利润都存在引人注目的“预期失控”情况。
The analyst writes that the companies in the back-office sector are rapidly integrating new AI tools, but OneStream is already delivering value to its clients. Its Sensible ML product, while still in the early stages of adoption, is proving to be a powerful resource for enhancing business forecasting.
分析师写道，后台行业中的公司正在迅速整合新的人工智能工具，但OneStream已经为其客户创造了价值。其Sensible ML产品，虽然仍处于早期采用阶段，但已被证明是增强业务预测的强大资源。
The analyst has initiated coverage on OneStream with an Outperform rating and price target of $38.
分析师对OneStream的覆盖开始给予超越市场评级，并设定目标价为38美元。
BMO Capital projects double-digit growth in the enterprise performance management software market, currently valued at around $7 billion. This growth is driven by the shift of ERP systems to the cloud, ongoing potential to capture market share from Excel-based workflows, and the opportunity to broaden use cases both within and outside the finance suite.
蒙特利尔银行资本预计企业绩效管理软件市场将实现两位数增长，目前市值约为70亿美元。这一增长是由ERP系统向云端的转变、持续从基于Excel的工作流中获取市场份额的潜力以及在金融套件内外扩展用例的机会推动的。
The analyst notes that the company's estimate of a roughly $50 billion global market opportunity is credible, backed by their seat-based, bottom-up analysis. With less than 2% market share currently, this suggests a strong long-term growth potential, though the company will need to broaden its use cases over time steadily.
该分析师指出，公司对大约500亿美元的全球市场机遇的估计是可信的，得到了基于座位的自下而上的分析支持。目前市场份额不到2％，这表明具有强劲的长期增长潜力，尽管公司需要随着时间稳步扩大其用例。
Price Action: OS stock is up 4.31% at $33.96 at last check Monday.
价格走势：OS股票在上周一的最后交易时上涨4.31％，报33.96美元。
- GE Aerospace Takes Flight With AI Wingmate: Boosts Innovation, Employee Productivity With Microsoft's Azure AI.
- GE宇航业携AI合作伙伴起航：借助Microsoft的Azure AI推动创新，提高员工生产力。
