11:01 AM EDT, 09/19/2025 (MT Newswires) -- Onestream ( OS ) faces positive estimate revisions over the next two quarters and subsequent multiple expansion, Morgan Stanley said in a Friday research note.

The brokerage said fiscal 2025 guidance remains conservative, leaving room for upward revisions, and highlighted several drivers of upside to fiscal 2026 estimates, including artificial intelligence momentum, pricing and packaging changes, FX tailwinds, margin gains on easy comps, and SAP's Business Planning and Consolidation End of Life deadline.

The company is well-placed to drive AI adoption within its clientele, given the positive customer reception and the significant return on investment realized in automating back-office processes, according to the note.

The company is changing its pricing by moving to a solution-based model. It is also modifying the packaging front with CPM Express, expected to accelerate penetration of the mid-market, analysts wrote.

Morgan Stanley retained its overweight rating on the stock and elevated it to top pick with a price target of $27 per share.

Shares of Onestream ( OS ) were up 2% in recent trading.

Price: 19.81, Change: +0.38, Percent Change: +1.96