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.

News Market Reaction

+0.73%

1 alert

+0.73% News Effect

On the day this news was published, OS gained 0.73%, reflecting a mild positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Gartner MQ leadership streak: 5x Leader Vendors evaluated: 14 providers Scope categories: Scope 1, 2, 3 +1 more

4 metrics

Gartner MQ leadership streak 5x Leader Recognition in 2025 Gartner Magic Quadrant for Financial Planning Software

Vendors evaluated 14 providers Number of financial planning software providers assessed by Gartner

Scope categories Scope 1, 2, 3 Emissions modeled in ESG Planning & Reporting solution

AI components SensibleAI Forecast & Agents AI capabilities integrated into ESG Planning & Reporting

Market Reality Check

Price: $23.62 Vol: Volume 3.86M is about 71%...

high vol

$23.62 Last Close

Volume Volume 3.86M is about 71% above the 20-day average of 2.25M ahead of this news. high

Technical Trading about 17% below the $22.40 200-day MA, at $18.55 pre-news.

Peers on Argus

OS was down 10.39% while peers were mixed: BOX up 10.13%, ZETA up 4.25%, QLYS up...

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

5 past events · Latest: Dec 02 (Neutral)

Pattern 5 events

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.

Pattern Detected

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.

Recent Company History

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: 3.76%

Short Interest

3.76%

0% 15% 30%+

low

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...

Analysis

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, financial planning and analysis (FP&A), enterprise resource planning (ERP), cloud-native platforms, +4 more

8 terms

Gartner Magic Quadrant technical

"recognized as a Leader in the 2025 Gartner® Magic Quadrant™ for Financial Planning"

The Gartner Magic Quadrant is a visual tool that shows how different technology companies or products compare in terms of their ability to execute and their completeness of vision. It helps investors and decision-makers quickly identify which companies are leading, challenging, or emerging in a particular market, making it easier to evaluate potential opportunities or risks.

financial planning and analysis (FP&A) financial

"The mandate for financial planning and analysis (FP&A) transformation continues, requiring"

Financial planning and analysis (FP&A) involves examining and forecasting a company's financial performance to help guide decision-making. It’s like creating a detailed map that shows where a business is heading financially, enabling investors to understand its stability and growth potential. This process helps organizations allocate resources effectively and plan for future success.

enterprise resource planning (ERP) technical

"across complex operations and diverse, decentralized enterprise resource planning (ERP)"

Enterprise resource planning (ERP) is a type of software that helps a business organize and manage its core activities—such as finance, supply chain, manufacturing, and human resources—within a unified system. It acts like a central hub that brings together different parts of a company, making operations more efficient and providing better data for decision-making. For investors, ERP systems can signal how well a company integrates and manages its resources, impacting overall performance and growth prospects.

cloud-native platforms technical

"Organizations are increasingly seeking agile, cloud-native platforms built for enterprise wide"

Cloud-native platforms are modern software systems designed to run efficiently on cloud computing environments, allowing applications to be built, deployed, and scaled quickly and reliably. They enable businesses to adapt rapidly to changing market conditions, which can enhance operational agility and innovation. For investors, these platforms can signal a company's ability to stay competitive through flexible technology infrastructure.

Scope 1,2, and 3 emissions medical

"model Scope 1,2, and 3 emissions and align ESG initiatives with financial performance."

Scope 1, 2, and 3 emissions are categories used to measure the different sources of a company's greenhouse gas releases. Scope 1 includes direct emissions from owned or controlled sources, like company vehicles or factories. Scope 2 covers indirect emissions from purchased electricity or energy use. Scope 3 encompasses all other indirect emissions, such as those from suppliers, product use, or waste. Understanding these helps investors assess a company's overall environmental impact and sustainability risks.

ESG Planning & Reporting financial

"integration of AI capabilities within its ESG Planning & Reporting solution."

ESG planning and reporting involves companies setting goals and tracking their progress related to environmental responsibility, social impact, and good governance. It helps investors understand how a business manages risks and opportunities linked to sustainability and ethical practices, much like how a person might track health and lifestyle habits to ensure long-term well-being. This process encourages transparency and accountability, making it easier for investors to make informed decisions aligned with their values.

SensibleAI Forecast technical

"Powered by SensibleAI Forecast and SensibleAI Agents, these capabilities are designed"

A "sensibleai forecast" is a carefully made prediction about future trends or outcomes, based on thorough analysis and realistic assumptions. It helps investors understand potential risks and opportunities, much like a weather forecast guides plans by considering what’s likely to happen. This type of forecast aims to provide reliable guidance to support smarter decision-making.

SensibleAI Agents technical

"Powered by SensibleAI Forecast and SensibleAI Agents, these capabilities are designed"

SensibleAI agents are intelligent computer programs designed to analyze data and make decisions or recommendations in a safe and reliable way. They act like virtual advisors, helping investors understand complex information and choose actions that align with their goals. Their importance lies in offering consistent, well-informed guidance that can improve decision-making and reduce risks.

AI-generated analysis. Not financial advice.

OneStream recognized in Leaders' Quadrant for Ability to Execute and Completeness of Vision

BIRMINGHAM, Mich., Dec. 4, 2025 /PRNewswire/ -- OneStream (Nasdaq: OS), the leading enterprise Finance management platform that modernizes the Office of the CFO by unifying core finance and operational functions – including financial close, consolidation, reporting, planning and forecasting, has been recognized as a Leader in the 2025 Gartner^® Magic Quadrant™ for Financial Planning Software. Gartner evaluated 14 financial planning software providers based on their Ability to Execute and Completeness of Vision and placed OneStream in the Leaders' Quadrant.

"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

1. Download a complimentary copy of the 2025 Gartner Magic Quadrant for Financial Planning Software here.
2. 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 U.S. and internationally and are used herein with permission. All rights reserved.

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 18% of the Fortune 500, a strong ecosystem of go-to-market, implementation, and development partners and over 1,600 employees, our vision is to be the operating system for modern finance. To learn more, visit onestream.com.

MEDIA CONTACT

Jaclyn Proctor
Media Relations Contact
OneStream
media@onestreamsoftware.com 

View original content to download multimedia:https://www.prnewswire.com/news-releases/onestream-named-a-5x-leader-in-the-2025-gartner-magic-quadrant-for-financial-planning-software-302633448.html

SOURCE OneStream, Inc.

FAQ

What did OneStream (OS) announce about the 2025 Gartner Magic Quadrant?

OneStream was named a Leader in the 2025 Gartner Magic Quadrant for Financial Planning Software.

When did Gartner publish the Magic Quadrant that named OneStream a Leader?

The Gartner report cited is dated 1 December 2025.

What AI enhancements did OneStream add to its ESG Planning & Reporting in October 2025?

OneStream integrated SensibleAI Forecast and SensibleAI Agents into its ESG Planning & Reporting.

How does OneStream describe its platform for finance teams (OS)?

OneStream describes a unified, AI-powered finance platform that combines close, consolidation, reporting, planning and forecasting.

Where can investors download the 2025 Gartner Magic Quadrant referenced by OneStream (OS)?

A complimentary copy of the 2025 Gartner Magic Quadrant for Financial Planning Software is available for download as referenced in the announcement.