OneStream (NASDAQ:OS) Stock

OneStream

OneStream Inc is an AI-enabled and extensible software platform that unifies core financial functions and broader operational data and processes within a single platform. The Digital Finance Cloud of the company provides a comprehensive, dynamic, and predictive view of the entire enterprise, providing corporate leaders the control, visibility, and agility required to proactively adjust business and day-to-day execution. Company platform unifies core financial and operational data and processes within a single platform, with solutions that maintain the integrity of corporate reporting standards for Finance while providing operationally insights for business users.

OneStream Inc

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HomeTrust Bancshares (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HTB#NYSE">HTB</a>) reported quarterly earnings of $0.84 per share which beat the analyst consensus estimate of $0.74 by 13.51 percent. This is a 1.2 percent increase over earnings of $0.83 per share from the same period last year. The company reported quarterly sales of $50.93 million which beat the analyst consensus estimate of $49.46 million by 2.98 percent. This is a 0.29 percent increase over sales of $50.79 million the same period last year.

Earnings

Earnings Beats

News

HomeTrust Bancshares Q1 EPS $0.84 Beats $0.74 Estimate, Sales $50.93M Beat $49.46M Estimate

Wells Fargo analyst Timur Braziler maintains Columbia Banking System (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COLB#NASDAQ">COLB</a>) with a Overweight and raises the price target from $26 to $29.

Price Target

Analyst Ratings

COLB

Wells Fargo Maintains Overweight on Columbia Banking System, Raises Price Target to $29

Hearing American Airlines CFO Says Company Anticipate Softness In Domestic Main Cabin To Continue

Baird analyst Wesley Golladay maintains Getty Realty (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GTY#NYSE">GTY</a>) with a Neutral and lowers the price target from $33 to $32.

Baird Maintains Neutral on Getty Realty, Lowers Price Target to $32

Wells Fargo analyst Praneeth Satish maintains Enphase Energy (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>) with a Overweight and lowers the price target from $75 to $65.

ENPH

Wells Fargo Maintains Overweight on Enphase Energy, Lowers Price Target to $65

Mobileye Global Inc&nbsp;(NASDAQ:&nbsp;MBLY)&nbsp;stock gained Thursday after it reported its <a target="_blank" href="https://www.benzinga.com/pressreleases/25/04/b44974988/mobileye-releases-first-quarter-2025-results-and-reaffirms-full-year-outlook" rel="noreferrer noopener">fiscal first-quarter</a> 2025 results.
The company reported a quarterly revenue growth of 83% year-on-year to $438 million, beating the analyst consensus estimate of $435.2 million. 
Adjusted EPS of 8 cents was in line with the&nbsp;<a target="_blank" href="https://www.benzinga.com/calendars/earnings" rel="noreferrer noopener">analyst consensus estimates</a>.&nbsp;
Also Read: <a href="https://www.benzinga.com/25/04/44769198/valens-gets-buy-rating-on-pro-av-dominance-auto-chip-wins-with-mercedes-and-mobileye" target="_blank" rel="noreferrer noopener">Semiconductor Firm Valens &#8216;Dominates&#8217; Pro-AV, Scores Wins With Mercedes And Mobileye: Analyst</a>
EyeQ and SuperVision revenue was $415 million versus $219 million a year ago.&nbsp;
The Average System Price was $49.00, down from $61.00 in the prior year. The number of systems shipped rose to 8.5 million from 3.6 million a year ago.
Gross margin climbed by 2,467 bps to 47%
Adjusted gross margin improved by 680 bps to 69% due to changes in the volume mix between EyeQ SoC and SuperVision. 
The adjusted operating margin was 13%, up from (27)% a year ago. 
Mobileye held $1.51 billion in cash and equivalents as of March 29, and generated a quarterly operating cash flow of $109 million.
Mobileye CEO Amnon Shashua said the first quarter was one of the largest quarters on record regarding projected future volumes.
Among the company&#8217;s milestones: 
<ul>
<li>An ADAS design win with a customer it had not had since 2016</li>
<li>The first Surround ADAS design win with Volkswagen (OTC:<a class="ticker" href="https://www.benzinga.com/stock/VWAGY#OTC">VWAGY</a>), and </li>
<li>Acceleration for its Mobileye Drive robotaxi solution.</li>
</ul>
Outlook: Mobileye <a target="_blank" href="https://www.benzinga.com/news/earnings/25/01/43337413/intel-owned-autonomous-driving-company-mobileye-beats-q4-estimates-revenue-drops-23" rel="noreferrer noopener">reiterated fiscal 2025</a> revenue of $1.69 billion-$1.81 billion versus the&nbsp;$1.76 billion&nbsp;analyst consensus estimate and adjusted operating income to $175 million-$260 million.
The company expects second-quarter revenue of $469.73 million compared to <a target="_blank" href="https://www.benzinga.com/calendars/guidance" rel="noreferrer noopener">analyst estimates of</a> $432.42 million.
Price Action:&nbsp;Mobileye stock is up 4.55% at $13.80 premarket at the last check Thursday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/price-target/25/03/44498506/mobileye-lands-vw-deal-for-advanced-driving-tech-paving-way-to-higher-margins-market-share-analyst" target="_blank" rel="noreferrer noopener">Mobileye Lands VW Deal For Advanced Driving Tech, Paving Way To Higher Margins, Market Share: Analyst</a></li>
</ul>
Image: Shutterstock

Guidance

MBLY

VWAGY

Intel Autonomous Driving Firm Mobileye Reaffirms 2025 Outlook After Record Q1 Growth

<ul>
<li>New ONE Controller device will provide German residential installers with a simple solution to the new and complex §14a EnWG regulatory challenge&#x2A;</li>
<li>Solution also enables integration of SolarEdge's residential solar systems with leading third-party EV chargers and heat pumps</li>
<li>Also on display at Intersolar will be solutions for a variety of rooftops, from large to small and more complex, as well as the Company's next generation residential inverter + storage portfolio</li>
</ul>
<a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.solaredge.com%2Fus%2F&amp;esheet=54243084&amp;newsitemid=20250424009890&amp;lan=en-US&amp;anchor=SolarEdge+Technologies&amp;index=1&amp;md5=92b7e20396be7d17e30f0608b9e2e7ca">SolarEdge Technologies</a>, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SEDG#NASDAQ">SEDG</a>), a global leader in smart energy technology, today announced the launch of its <a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.solaredge.com%2Fen%2Fproducts%2Fresidential%2Fsmart-energy%2Fsolaredge-one-controller&amp;esheet=54243084&amp;newsitemid=20250424009890&amp;lan=en-US&amp;anchor=ONE+Controller&amp;index=2&amp;md5=eaa3e251fa85776bcc35c0951ae65b10">ONE Controller</a> for the German residential solar market. Available for order now, the ONE Controller is set to comply&#x2A; with Germany's new <a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.bundesnetzagentur.de%2FDE%2FBeschlusskammern%2FBK06%2FBK6_83_Zug_Mess%2F841_SteuVE%2FBK6_SteuVE_node.html&amp;esheet=54243084&amp;newsitemid=20250424009890&amp;lan=en-US&amp;anchor=%26%23167%3B14a+EnWG+regulation&amp;index=3&amp;md5=1358cc0593eef6058424eda4060a2157">§14a EnWG regulation</a> – opening the market to smart integration of controllable loads by the utility.

SEDG

SolarEdge Launches New 14a Compliant Solution, Opening German Residential Solar Customers To Smart Integration Of Controllable Energy Loads

On CNBC's &#8220;<a href="https://www.cnbc.com/video/2025/04/23/final-trades-salesforce-unitedhealth-western-union-and-howmet-aerospace.html">Halftime Report Final Trades</a>,&#8221; Sarat Sethi, managing partner at DCLA, said he loves Salesforce, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>).
Supporting his view, Guggenheim analyst John Difucci upgraded Salesforce from Sell to Neutral on Monday.
Stephen L. Weiss of Short Hills Capital Partners chose UnitedHealth Group Incorporated (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>), saying the stock has bottomed.
On the earnings front, UnitedHealth reported first-quarter revenue of $109.58 billion on Monday, missing analyst estimates of $ 111.6 billion, according to Benzinga Pro. The company reported first-quarter adjusted earnings of $7.20 per share, missing estimates of $7.29 per share.
Don't forget to check out our <a href="https://www.benzinga.com/premarket/">premarket coverage here </a>
Jenny Van Leeuwen Harrington of Gilman Hill Asset Management, LLC, said The Western Union Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WU#NYSE">WU</a>) is being overly sold off due to irrational fears.
After the closing bell on Wednesday, Western Union posted first-quarter adjusted earnings of 41 cents per share, in line with market estimates. The company's sales came in at $983.60 million, missing expectations of $994.64 million.
Joseph M. Terranova of Virtus Investment Partners picked Howmet Aerospace Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HWM#NYSE">HWM</a>) as his final trade.
Lending support to his choice, Benchmark analyst Josh Sullivan, on Monday, maintained Howmet Aerospace with a Buy rating and raised the price target from $85 to $135.
Price Action:
<ul>
<li>Salesforce shares jumped 2.9% to close at $250.48 on Wednesday.</li>
<li>UnitedHealth gained 0.2% to close at $427.96 during Wednesday's session.</li>
<li>Western Union shares rose 1.1% to close at $10.11 on Wednesday.</li>
<li>Howmet Aerospace shares climbed 4.3% to settle at $129.70 during the session.</li>
</ul>
Check This Out:<a href="https://www.benzinga.com/trading-ideas/short-ideas/25/04/44948767/top-2-consumer-stocks-that-may-implode-this-month"> </a>
<ul>
<li><a href="https://www.benzinga.com/trading-ideas/short-ideas/25/04/44948767/top-2-consumer-stocks-that-may-implode-this-month">Top 2 Consumer Stocks That May Implode This Month</a></li>
</ul>
Photo: Shutterstock

Media

General

UnitedHealth, Salesforce, Howmet Aerospace And A Financial Stock: CNBC's 'Final Trades'

Baird analyst Michael Halloran maintains Zurn Elkay Water Solns (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ZWS#NYSE">ZWS</a>) with a Neutral and lowers the price target from $42 to $39.

Baird Maintains Neutral on Zurn Elkay Water Solns, Lowers Price Target to $39

Wells Fargo analyst Neil Kalton maintains NextEra Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEE#NYSE">NEE</a>) with a Overweight and lowers the price target from $102 to $97.

Wells Fargo Maintains Overweight on NextEra Energy, Lowers Price Target to $97

Wells Fargo analyst Colin Langan maintains Lithia Motors (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LAD#NYSE">LAD</a>) with a Equal-Weight and lowers the price target from $308 to $305.

Wells Fargo Maintains Equal-Weight on Lithia Motors, Lowers Price Target to $305

LKQ Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LKQ#NASDAQ">LKQ</a>) shares were trading higher in the premarket session on Thursday after the <a target="_blank" href="https://www.benzinga.com/pressreleases/25/04/g44973608/lkq-corporation-announces-results-for-first-quarter-2025" rel="noreferrer noopener">company released its first-quarter results.</a>
The company reported quarterly adjusted earnings per share of 79 cents, beating the analyst consensus estimate of 78 cents.
Revenues of $3.46 billion (down 6.5%&nbsp;year over year) missed the street view of $3.56 billion.
&#8220;We have formed a dedicated tariff task force comprised of leaders from across our global enterprise to proactively prepare for and navigate the potential opportunities or disruptions that could be caused by the ever-changing tariff landscape,&#8221; stated Justin Jude, President and Chief Executive Officer.
Also Read:<a target="_blank" href="https://www.benzinga.com/25/04/44965915/northrop-grummans-strategic-edge-lies-in-classified-space-and-electronic-warfare-programs-but-market-focused-on-short-term-issues-analyst" rel="noreferrer noopener"> Northrop Grumman&#8217;s Flight Path Recalculated: Analyst Trims Forecast, Reiterates Buy</a>
Quarterly gross margin increased to 39.8% from 39.2% year over year. Adjusted EBITDA in the quarter under review totaled $392 million, compared with $390 million in the year-ago period.
The company exited the quarter with cash and equivalents worth $227 million. Inventories totaled $3.361 billion at quarter end.
Dividend: On April&nbsp;22, the company declared a quarterly cash dividend of 30 cents per share of common stock, payable on May&nbsp;29, to stockholders of record at the close of business on May&nbsp;15.
Outlook:
LKQ affirms FY25 adjusted EPS guidance of $3.40-$3.70 versus the $3.54 estimate.
The firm also maintained the GAAP EPS Guidance of $2.91-$3.21 versus $3.12 estimate.
&#8220;We will update our guidance as necessary in future quarters when there is greater clarity regarding the tariff situation,&#8221;  stated Rick Galloway, senior vice president and chief financial officer.
Price Action: LKQ shares are trading higher by 2.52% to $43.19 premarket at last check Thursday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/news/earnings/25/04/44957714/rogers-communications-q1-earnings-beat-expectations-reiterates-outlook" target="_blank" rel="noreferrer noopener">Rogers Communications Q1 Earnings Beat Expectations, Reiterates Outlook</a></li>
</ul>
Photo: Shutterstock

Equities

Markets

Movers

LKQ Edges Past Q1 EPS Estimates, Revenue Misses As Tariff Uncertainty Looms

Wells Fargo analyst Zachary Fadem maintains Chipotle Mexican Grill (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMG#NYSE">CMG</a>) with a Overweight and lowers the price target from $60 to $55.

Wells Fargo Maintains Overweight on Chipotle Mexican Grill, Lowers Price Target to $55

LOBO, a fast-growing electric mobility manufacturer, is pleased to announce its intent to initiate a strategic cooperation in Indonesia with Green Gold Asia to launch a new line of innovative electric bike and tricycle. This move is a key milestone in LOBO's mission to expand globally and deliver accessible, green mobility to communities around the world.
Indonesia is one of the most promising markets for electric mobility, driven by rapid urbanization, a growing middle class, and strong national commitments to sustainable development. With a population of over 270 million and increasing demand for environmentally friendly transportation, Indonesia's EV market is projected to surpass $5 billion USD by 2030, with two- and three-wheel electric vehicles expected to lead adoption.
In this partnership, LOBO and Green Gold Asia—a local leader in sustainable development and market entry strategy—will combine their strengths to deliver tailored, high-quality electric vehicles supported by a reliable network of charging stations developed by GGA. According to the strategic agreement, the cooperation is expected to exceed $ 5 million USD in value in its first year, with a phased rollout across key metropolitan regions.
"This cooperation represents a powerful alignment of technology and local insight," said Mr. Huajian Xu, CEO of LOBO. "We believe sustainable mobility should be inclusive, affordable, and relevant to real-life needs. By working with Green Gold Asia, we are laying the foundation for long-term impact in one of Asia's most important markets."
Mr. Leonard Ho, CEO of Green Gold Asia, added: "LOBO brings the kind of visionary product innovation and global experience that complements our deep understanding of the Indonesian market. Together, we aim to fast-track the adoption of electric mobility and empower communities with smarter, cleaner transportation options."
LOBO and GGA's comprehensive solution spans from innovative electric vehicles to intelligent battery management and integrated charging infrastructure. The initiative will help Indonesia reduce carbon emissions, ease urban congestion, and offer practical, modern transport options to individuals and families alike.
This partnership is part of LOBO's broader international strategy, with further expansions planned across Southeast Asia, Latin America, and Africa in the coming year.

Contracts

LOBO

LOBO Announces Strategic Cooperation With Green Gold Asia In Indonesia's $5B+ EV Market  To Accelerate Global Expansion

Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) is increasingly being viewed in <a href="https://www.benzinga.com/markets/cryptocurrency/25/04/44906897/bitcoin-spikes-but-gold-surges-whats-driving-the-underperformance">the same league as gold</a> when it comes to long-term inflation hedging, according to John D'Agostino, Head of Strategy for Coinbase (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>) Institutional.
What Happened: <a href="https://www.youtube.com/watch?v=ImJuCrL9p6g">Speaking</a> with CNBC as Bitcoin traded near $92,500 levels on Thursday morning, D'Agostino emphasized that Bitcoin has now earned a place next to gold in strategic asset allocations aimed at protecting capital during periods of financial stress.
"In every single one of their analysis, Bitcoin was top five," he said, referring to top global commodity traders who ran inflation hedge simulations. "Bitcoin and gold go side by side."
The statement comes amid heightened institutional interest in Bitcoin as a non-sovereign asset. 
D'Agostino noted that while retail investors have been exiting Bitcoin ETFs in April, institutional players, including sovereign wealth funds and insurance pools, were steadily accumulating directly. 
Also Read: <a href="https://www.benzinga.com/markets/cryptocurrency/25/04/44959727/trump-token-price-explodes-60-following-announcement-of-private-dinner-with-donald-trump">TRUMP Token Price Explodes 60% Following Announcement Of Private Dinner With Donald Trump</a>
This divergence in behavior coincided with a 13% rise in Bitcoin&#8217;s price, outpacing gold&#8217;s 10.5% during the same period.
"There's a very short list of assets that mirror the characteristics of gold," D'Agostino said, highlighting scarcity, immutability, portability, and non-sovereign status as core attributes shared by both assets.
He added that some investors, having missed the rally in gold, are now positioning in Bitcoin as a second inflation hedge. "You look at that rally and say, I missed the boat on that. What other assets could participate?"
What&#8217;s Next: While stressing that no asset is a perfect hedge, D'Agostino's comments reflect growing alignment in institutional strategy that views Bitcoin as a viable component of long-term inflation protection, especially as macro conditions like de-dollarization and geopolitical volatility evolve.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/markets/cryptocurrency/25/04/44959287/bitcoin-has-likely-bottomed-at-74500-200000-is-on-the-table-says-arthur-hayes">Bitcoin Has Likely Bottomed At $74,500, $200,000 Is On The Table, Says Arthur Hayes</a></li>
</ul>
Image: Shutterstock

Coverage of Bitcoin, Etherum, Ripple and all the latest digital currencies.

Cryptocurrency

$BTC

COIN

Bitcoin, Gold Are Top Inflation Hedges, Says Coinbase's John D'Agostino

The market may be moody, but bargain hunters are <a href="https://www.benzinga.com/tech">treating Big Tech</a> like it is Black Friday in July.
Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Alphabet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>), Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) and Meta Platforms Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) &#8211; the untouchables of the last bull run &#8211; have been hit by a cocktail of inflation worries, trade tension tantrums and AI-spending skepticism.
<h2 class="wp-block-heading">Big Tech Has Been Heavily Sold Off</h2>
But as Violeta Todorova, senior research analyst at Leverage Shares, notes, "Big technology companies with strong balance sheets and substantial cash reserves, such as Nvidia, Alphabet, Microsoft, Amazon, and Meta Platforms, have been heavily sold off, making them particularly attractive for those viewing the selloff as temporary and sentiment driven." Todorova shared her insights exclusively with Benzinga via email.
Read Also: <a href="https://www.benzinga.com/25/04/44921007/alphabets-75b-bet-too-significant-for-google-to-pull-back-now-says-jpmorgan">Alphabet&#8217;s $75 Billion Bet: &#8216;Too Significant For Google To Pull Back&#8217; Now, Says JPMorgan</a>
The culprits? Mounting "concerns around AI-related capital expenditure and escalating geopolitical tensions." But according to Todorova, that pain may be the price of opportunity. "The current price weakness presents an opportunity to start accumulating."
<a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0424">Benzinga Pro</a> data reveals Nvidia stock is down over 25% YTD, Alphabet about 18%, Microsoft over 10%, Amazon 18% and Meta is down over 13% YTD. Broad tech sector tracking ETFs such as the Invesco QQQ Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>) is down about 11% and the Technology Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLK#NYSE">XLK</a>) is down almost 15% YTD.
<h2 class="wp-block-heading">How Trump And China Are Affecting Big Tech</h2>
President Donald Trump's latest pivot on China is also turning heads. "The Trump administration&#8217;s softened stance on China and the temporary pause on sweeping tariffs have helped fuel a short-term rally in Big Tech stocks," Todorova told Benzinga.
With Trump calling the 145% tariff "too high" and likely to come down "substantially," hopes of a de-escalation are reviving bullish spirits. "A substantial easing on tariffs toward China could restore confidence in these companies&#8217; growth trajectories."
Still, Todorova notes the picture isn't all rosy. "Despite temporary exemptions on electronics, the threat of broader tariffs, including those targeting semiconductors still looms." Nvidia, in particular, faces headwinds: "Export bans on Nvidia and AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) chips have already triggered sharp declines."
The bottom line? 
"Often some of the market's strongest rebounds occur after sharp declines," notes Todorova, and for investors with "a longer time horizon and a steady hand," these oversold names may be a rare tech clearance sale.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/economics/macro-economic-events/25/04/44934241/us-tech-in-tariff-twilight-zone-says-dan-ives-nvidia-chip-restrictions-in-china-h">US Tech In Tariff &#8216;Twilight Zone&#8217; Says Dan Ives: Nvidia Chip Restrictions In China, Huawei Steps Into The Void</a></li>
</ul>
Photo: Shutterstock

Long Ideas

Exclusives

Tech

Trading Ideas

Interview

AMZN

GOOG

GOOGL

MSFT

NVDA

EXCLUSIVE: Nvidia, Alphabet, Microsoft, Amazon, Meta - Now In The Bargain Bin After Being 'Heavily Sold Off', Says Expert

Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) just took a $50 price target cut from Goldman Sachs, but analysts still have faith in the tech giant&#8217;s efforts <a href="https://www.benzinga.com/topic/artificial-intelligence">to monetize artificial intelligence</a>.
What Happened: The Redmond, Washington-based company still ranks among the most compelling in the software industry despite <a href="https://www.benzinga.com/earnings">potential near-term headwinds</a>, analysts say.
In a note shared Thursday, Goldman Sachs&#8217; Kash Rangan reiterated a Buy rating on Microsoft while lowering the 12-month price target from $500 to $450. This reflects an adjustment of valuation multiples amid macroeconomic uncertainty.
At Wednesday&#8217;s closing price of $374.39, Goldman's new $450 price target implies a 20.2% upside.
Goldman sees divergent outcomes across Microsoft&#8217;s business lines as customers grapple with volatile economic conditions. A key area of focus is Azure, the company&#8217;s cloud computing platform and a cornerstone of its AI strategy.
For the fiscal third quarter of 2025, Goldman expects Azure growth of 31% in constant currency, slightly above the FactSet consensus of 30%, and an overall revenue figure of $68.6 billion, up 11% year over year, in line with consensus. 
Earnings per share are projected at $3.23, marginally higher than Wall Street's estimate of $3.21.
Yet Goldman is cautious about Microsoft&#8217;s fiscal year 2026 (FY26) outlook. While it currently projects 35% growth in non-AI revenue for Azure in FY26, up from 10% in FY25, Rangan acknowledged "some downside risk" if non-AI growth levels off.
Despite some moderation in non-AI workloads, the analyst still sees traction in generative AI demand. As new capacity ramps up, usage shifts toward applications.
See Also: <a href="https://www.benzinga.com/news/legal/25/04/44975360/geoffrey-hinton-ex-openai-insiders-and-top-ai-experts-sound-alarm-on-openais-restructuring-warn-it-could-strip-public-of-oversight-betray-agi-mission">Geoffrey Hinton, Ex-OpenAI Insiders, And Top AI Experts Sound Alarm On OpenAI&#8217;s Restructuring</a>
<h3 class="wp-block-heading">Capital Expenditures And Guidance Ambiguity</h3>
Investors are also looking for guidance clarity on FY26 CapEx, especially after reports of leasing adjustments and cancellations. 
Goldman maintains its forecast of 20% growth in capital expenditures, drawing confidence from Microsoft's historical willingness to invest through downturns.
Yet, the firm anticipates that Microsoft may delay formal spending guidance until its fourth-quarter earnings report, pending more clarity on U.S. trade policy and tariffs.
<h3 class="wp-block-heading">Generative AI Momentum Keeps Bulls Engaged</h3>
Even with the lower price target, Goldman views Microsoft as a long-term winner in the AI race.
Analysts highlight the company's positioning across all cloud layers—infrastructure, platforms, and applications—and its unique advantage in monetizing generative AI through services like GitHub Copilot, Microsoft 365 Copilot, and Azure OpenAI Services.
&#8220;We continue to believe that as Gen-AI moves from the Infrastructure layer to the Platform/Application layers, Microsoft is well positioned to capitalize on this shift as the only hyperscaler with a broad base of business applications,&#8221; the report said. 
Goldman forecasts FY25 revenue of $277.1 billion, up 12% year over year, and EPS of $13.15, closely aligned with consensus estimates.
What&#8217;s Next: The tech giant is set to report its fiscal third-quarter 2025 earnings on Wednesday, April 30.
Looking into fiscal 2026, Goldman sees earnings growth accelerating from +11% to +17% in 2025, helped by the transition from heavy AI infrastructure spending to higher-margin AI inference.
"Microsoft benefits from the higher margin inference phase of AI and the company comes out of a period of extreme capital intensity," the note said, suggesting a more profitable cycle ahead.
Now Read: 
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<li><a href="https://www.benzinga.com/analyst-ratings/price-target/25/04/44977039/top-wall-street-forecasters-revamp-alphabet-expectations-ahead-of-q1-earnings">Top Wall Street Forecasters Revamp Alphabet Expectations Ahead Of Q1 Earnings</a></li>
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Analyst Color

Goldman Trims Microsoft Price Target, Sticks With Bullish Gen-AI Growth Thesis

<a href="https://pr.report/9qg0">Amaze Holdings, Inc.</a> (NYSE:<a href="https://www.benzinga.com/stock/AMZE#NYSE">AMZE</a>) ("Amaze" or the "Company"), a global leader in creator-powered commerce, today announced the appointment of <a href="https://pr.report/9qg1">Ezra Rosensaft</a> as its Chief Financial Officer ("CFO").
An accomplished finance executive, Rosensaft brings over two decades of strategic leadership in corporate finance, public market navigation, and scaling digital platforms across the media and technology landscape, experience that aligns directly with Amaze's mission to lead in creator-powered commerce. Most recently, he served as CFO at IDW Media, where he led the finance organization and drove strategic growth initiatives across operations, partnerships, and capital markets.
In his role as CFO, Rosensaft will oversee Amaze's financial strategy, ensuring the company is well-positioned to capitalize on emerging opportunities while also building out a long-term, sustainable capital structure that supports the Company's growth ambitions to become a profitable, high-growth SaaS business in the years to come.

Management

AMZE

Amaze Welcomes Ezra Rosensaft As Chief Financial Officer

<a href="https://pr.report/9qar">Amaze Holdings, Inc.</a> (NYSE:<a href="https://www.benzinga.com/stock/AMZE#NYSE">AMZE</a>) ("Amaze" or the "Company"), a global leader in creator-powered commerce, today announced that, as previously disclosed in its Annual Report on Form 10-K for the year ended December 31, 2024, which was filed on March 31, 2025 with the Securities and Exchange Commission, its audited financial statements contained an unqualified audit opinion from its independent registered public accounting firm that included an explanatory paragraph related to the Company's ability to continue as a going concern.

Amaze Holdings Receives Unqualified Audit Opinion With Going Concern Warning In 2024 Annual Report, Highlighting Financial Uncertainty Despite Auditor Approval

Sentinel Brokers Company, Inc. ("Sentinel"), a FINRA-registered broker-dealer and a subsidiary of DSS, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DSS#NYSE">DSS</a>), is pleased to announce that it has received approval from the Financial Industry Regulatory Authority (FINRA) to act as an underwriter and selling group member for corporate securities offerings.
This regulatory milestone significantly enhances Sentinel's capabilities in the capital markets, enabling the firm to participate more fully in initial public offerings (IPOs), follow-on offerings, and a wide array of corporate financing transactions. The approval underscores Sentinel's strategic growth and positions the company to better serve clients seeking capital through public market channels.
"FINRA's approval represents a pivotal advancement in our firm's trajectory," said Joseph Lawless, Founder and Chief Executive Officer of Sentinel Brokers Company, Inc. "It expands our scope beyond fixed income and equity market making and empowers us to more effectively support corporate issuers and institutional clients across the capital formation process."
Established in 1996, Sentinel has earned a reputation for excellence in institutional fixed income trading. In 2021, the firm broadened its offerings to include equity market-making. Now, with underwriting and selling group authority, Sentinel is poised to offer clients a fully integrated suite of services across multiple asset classes.
As a subsidiary of DSS, Inc.—a diversified, multinational company operating across various business divisions—Sentinel benefits from the strategic support and operational scale of a broader corporate ecosystem.

Sentinel Brokers Company, A Subsidiary Of DSS, Receives Approval From The Financial Industry Regulatory Authority To Act As An Underwriter And Selling Group Member For Corporate Securities Offerings

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