OneStream Named a 5x Leader in the 2025 Gartner Magic Quadrant for Financial Planning Software
Rhea-AI Summary
OneStream (NASDAQ: OS) was named a Leader in the 2025 Gartner Magic Quadrant for Financial Planning Software, evaluated on Ability to Execute and Completeness of Vision.
The company highlights its unified finance platform that combines financial close, consolidation, reporting, planning and forecasting, and notes October 2025 AI enhancements to its ESG Planning & Reporting using SensibleAI Forecast and SensibleAI Agents.
This recognition and the platform updates are presented as validating OneStream's AI-driven, unified approach for finance teams navigating complex, decentralized operations.
Positive
- Placed in Gartner Leaders' Quadrant (Magic Quadrant for Financial Planning Software, Dec 1, 2025)
- Announced AI integration for ESG Planning in October 2025
- Unified platform covering close, consolidation, reporting, planning and forecasting
Negative
- None.
Key Figures
Market Reality Check
Peers on Argus
OS was down 10.39% while peers were mixed: BOX up 10.13%, ZETA up 4.25%, QLYS up 2.85%, STNE down 9.95%, CALX roughly flat. The move appears more company-specific than sector-wide.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 02 | Leadership changes | Neutral | +0.4% | CFO transition, new AI-focused President, and new Chief Accounting Officer. |
| Nov 18 | Strategic alliance | Positive | -0.7% | Deeper Microsoft alliance to embed SensibleAI Agents across Microsoft 365 and Azure. |
| Nov 06 | Q3 2025 earnings | Positive | -5.1% | Revenue growth, narrower GAAP loss, positive non-GAAP income and FY25 guidance. |
| Oct 30 | AI research study | Neutral | -0.3% | Survey on CFOs leading AI strategy and challenges deploying AI at scale. |
| Oct 14 | AI product launch | Positive | -0.4% | Launch of Modern Financial Close and SensibleAI-powered ESG Planning & Reporting. |
Recent history shows several positive strategic and AI-related announcements followed by flat-to-negative next-day moves, indicating a pattern of weak price alignment with upbeat news.
Over the last few months, OneStream has combined solid fundamentals with an aggressive AI and platform strategy. Q3 2025 results showed revenue of $154.3M and improving profitability, yet the stock fell about 5% the next day. Multiple AI-focused launches and research releases in October 2025, plus a deeper Microsoft alliance in November 2025, also saw muted or negative price reactions. Leadership changes announced on Dec 2, 2025 brought only a modest gain. Against this backdrop, recognition as a 5x Leader by Gartner arrives while the stock already traded well below its 52-week high.
Regulatory & Risk Context
Short interest at 3.76% of float with 3.69 days to cover indicates limited positioning pressure, suggesting recent volatility has not been driven by an unusually crowded short base.
Market Pulse Summary
This announcement underscores OneStream’s positioning in financial planning software, highlighted by a 5x Leader designation in the 2025 Gartner Magic Quadrant. It reinforces the strategy of unifying financial and operational data with embedded AI, including ESG Planning & Reporting that addresses Scope 1, 2 and 3 emissions. In context of prior AI launches, a Microsoft alliance, and improving Q3 2025 financials with revenue of $154.3M, key items to watch include customer adoption, competitive standing, and ongoing profitability trends.
Key Terms
Gartner Magic Quadrant technical
AI-generated analysis. Not financial advice.
OneStream recognized in Leaders' Quadrant for Ability to Execute and Completeness of Vision
"Finance teams today are expected to manage risk, map the future, and drive business outcomes," said Tom Shea, CEO at OneStream. "To meet that mandate, leaders need a unified, AI-powered platform built for the way Finance works – not a patchwork of modules. Our continued recognition by Gartner as a Leader in financial planning validates our belief that unifying data and AI in a single platform gives Finance a strategic advantage. OneStream empowers Finance teams to navigate market complexity by unifying financial and operational data, and embedding purpose-built AI, so teams can move faster, see further and operate with the precision today's environment demands."
A Recognized Leader in Financial Planning
The Gartner Magic Quadrant for Financial Planning Software is a market research report published by IT research and consulting firm Gartner. As Gartner states in the report, "The mandate for financial planning and analysis (FP&A) transformation continues, requiring the optimization of financial planning processes across complex operations and diverse, decentralized enterprise resource planning (ERP) and operational systems. Organizations are increasingly seeking agile, cloud-native platforms built for enterprise wide scale and high user concurrency, which can extract on-demand, value added insights crucial for driving financial value across the enterprise."
In October, OneStream announced a series of innovations to the OneStream platform, including the integration of AI capabilities within its ESG Planning & Reporting solution. Powered by SensibleAI Forecast and SensibleAI Agents, these capabilities are designed to enable finance teams to forecast consumptive activities, model Scope 1,2, and 3 emissions and align ESG initiatives with financial performance.
Read More About the 2025 Gartner Magic Quadrant for Financial Planning Software
- Download a complimentary copy of the 2025 Gartner Magic Quadrant for Financial Planning Software here.
- Read the blog post, "OneStream a 5X Leader in the Gartner® Magic Quadrant™ for Financial Planning Software" here.
Gartner Disclaimers
Gartner, Magic Quadrant for Financial Planning Software, By Regina Crowder, Sid Sahoo, Mike Lashinsky, 1 December 2025
Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.
GARTNER is a registered trademark and service mark of Gartner and Magic Quadrant is a registered trademark of Gartner, Inc. and/or its affiliates in the
About OneStream
OneStream is how today's Finance teams can go beyond just reporting on the past and Take Finance Further by steering the business to the future. It's the leading enterprise finance platform that unifies financial and operational data, embeds AI for better decisions and productivity, and empowers the CFO to become a critical driver of business strategy and execution.
We deliver a comprehensive cloud-based platform to modernize the Office of the CFO. Our Digital Finance Cloud unifies core financial and broader operational data and processes and embeds AI for better planning and forecasting, with an extensible architecture, so customers can adopt and develop new solutions, achieving greater value as their business needs evolve.
With over 1,700 customers, including
MEDIA CONTACT
Jaclyn Proctor
Media Relations Contact
OneStream
media@onestreamsoftware.com
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SOURCE OneStream, Inc.
FAQ
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