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.
蒙特利爾銀行資本市場對OneStream Inc.（納斯達克：OS）展開了覆蓋，這是一家企業財務管理平台提供商。
"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."
「我們認爲OneStream有望在數據管理、合併以及人工智能/機器學習（AI/ML）方面處於有利位置，這有助於使其在龐大的傳統和現代競爭對手中脫穎而出，更廣泛的ERP和財務應用雲遷移也是一大助力。」
Also Read: OneStream's AI Integration, Expanding CFO Platform, and High Retention Rate Poised to Fuel Strong Market Growth, Analysts Say.
此外閱讀：分析師表示，OneStream的人工智能集成、擴展CFO平台和高保留率有望推動市場強勁增長。
In a mixed landscape for "back-office" software spending, BMO Capital identifies a promising opportunity to exceed forecasts through new client acquisitions.
在「後臺」軟件開支的複雜局面中，蒙特利爾銀行資本識別出一個有希望通過新客戶獲取而超額預期的機會。
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，最近與幾家OneStream客戶進行的討論顯示，有巨大潛力通過新應用擴大使用，這有望維持大約110%的淨留存率。這些因素共同指出短期內收入和利潤都存在引人注目的「預期失控」情況。
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.
分析師寫道，後臺行業中的公司正在迅速整合新的人工智能工具，但OneStream已經爲其客戶創造了價值。其Sensible ML產品，雖然仍處於早期採用階段，但已被證明是增強業務預測的強大資源。
The analyst has initiated coverage on OneStream with an Outperform rating and price target of $38.
分析師對OneStream的覆蓋開始給予超越市場評級，並設定目標價爲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.
蒙特利爾銀行資本預計企業績效管理軟件市場將實現兩位數增長，目前市值約爲70億美元。這一增長是由ERP系統向雲端的轉變、持續從基於Excel的工作流中獲取市場份額的潛力以及在金融套件內外擴展用例的機會推動的。
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.
該分析師指出，公司對大約500億美元的全球市場機遇的估計是可信的，得到了基於座位的自下而上的分析支持。目前市場份額不到2％，這表明具有強勁的長期增長潛力，儘管公司需要隨着時間穩步擴大其用例。
Price Action: OS stock is up 4.31% at $33.96 at last check Monday.
價格走勢：OS股票在上週一的最後交易時上漲4.31％，報33.96美元。
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譯文內容由第三人軟體翻譯。
