ON24, Inc.

ON24, Inc.

ONTFยทNYSE

$8.10

+0.0000%
TechnologySoftware - Application

ON24, Inc. provides a cloud-based digital experience platform that enables businesses to convert customer engagement into revenue through interactive webinar, virtual event, and multimedia content experiences worldwide. The company provides ON24 Experience products, such as ON24 Elite, a live and interactive webinar experience; ON24 Breakouts, a live breakout room experience that facilitates networking, collaboration and interactivity between users; ON24 Go Live, a live, interactive video event experience that enables presenters and attendees to engage face-to-face in real-time; ON24 Virtual Confrence, a live and large scale virtual event experience; ON24 Engagement Hub, a rich multimedia content experience; and ON24 Target, a personalized and curated rich multimedia content experience, as well as solutions; ON24 Intelligence, an analytics backbone that captures first-person data to power the insights, benchmarking, reporting, and artificial intelligence and machine learning engine; and ON24 Connect, an ecosystem of third-party application integrations. It also offers professional services, such as experience management, monitoring, premium support, and implementation and other services. The company sells its products through direct sales. It serves technology, financial services, healthcare, industrial and manufacturing, professional services, and business-to-business information service industries. The company was formerly known as NewsDirect, Inc. and changed its name to ON24, Inc. in December 1998. The company was incorporated in 1998 and is headquartered in San Francisco, California.

At a Glance

Live Snapshot
Market Cap$348.25M
EPS-0.6800
P/E Ratio-11.71
Earnings Date05/05/2026
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ON24, Inc. Street Expectations Map

ONTF ยท NYSE

Wall Street analysts project that ONTF stock may see slight declines over the coming 12 months. The consensus 1-year price target stands at 8.10, with estimates ranging from a low of 8.10 to a high of 8.10.

Lowest Target
8.10
0.00%
Consensus Target
8.10
0.00%
Highest Target
8.10
0.00%

The consensus 1-year price target stands at 8.10, with estimates ranging from a low of 8.10 to a high of 8.10.

Analyst Consensus Analysis

Upside Potential

0.0%

Fair value territory. Stock trading near consensus target suggests limited near-term catalysts. Focus on fundamental developments.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Moderate

Neutral sentiment. Fair value pricing with moderate agreement suggests wait-and-see approach or catalyst-driven opportunity.

Market Sentiment Insight

Efficient pricing: Stock trading at fair value with strong consensus suggests market has priced in expectations. Look for fundamental inflection points or new catalysts to drive meaningful moves.

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ON24, Inc. Forward Estimates of Revenue

ONTF ยท NYSE
Latest Revenue
139.31M
FY 2025
Avg Estimate
134.90M
FY 2026
Estimate Range
134.13M - 135.68M
Analyst Spread

Forward Growth Analysis

Projected Growth-3.2%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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ON24, Inc. Forward Estimates of Net Income

ONTF ยท NYSE
Latest Net Income
-28.85M
FY 2025
Avg Estimate
5.62M
FY 2026
Estimate Range
5.58M - 5.67M
Analyst Spread

Forward Growth Analysis

Projected Growth+119.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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ON24, Inc. Forward Estimates of EPS

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Latest EPS
-0.68
FY 2025
Avg Estimate
$0.13
FY 2026
Estimate Range
$0.13 - $0.13
Analyst Spread

Forward Growth Analysis

Projected Growth+119.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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ON24, Inc. Forward Estimates of EBIT

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Latest EBIT
-28.29M
FY 2025
Avg Estimate
-32.65M
FY 2026
Estimate Range
-32.84M - -32.46M
Analyst Spread

Forward Growth Analysis

Projected Growth-15.4%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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ON24, Inc. Forward Estimates of EBITDA

ONTF ยท NYSE
Latest EBITDA
-23.45M
FY 2025
Avg Estimate
-28.30M
FY 2026
Estimate Range
-28.46M - -28.14M
Analyst Spread

Forward Growth Analysis

Projected Growth-20.7%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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ON24, Inc. Forward Estimates of SG&A Expense

ONTF ยท NYSE
Latest SG&A Expense
106.77M
FY 2025
Avg Estimate
107.08M
FY 2026
Estimate Range
106.46M - 107.69M
Analyst Spread

Forward Growth Analysis

Projected Growth+0.3%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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ON24, Inc. Insider Positioning

ONTF ยท NYSE

During the last 12 months, insiders have purchased $1.17M and sold $5.07M worth of ONTF shares, resulting in $3.91M of net selling activity.

3 Months

Bought

0

0.00

Sold

27.4K

220.83K

Net Activity

-221K

-$221K

3-6 Months

Bought

0

0.00

Sold

313.2K

2.45M

Net Activity

-2.4M

-$2.45M

6-9 Months

Bought

0

0.00

Sold

319.8K

1.28M

Net Activity

-1.3M

-$1.28M

9-12 Months

Bought

209.5K

1.17M

Sold

362.2K

1.12M

Net Activity

+47K

+$47K

Top Buyers

1
LLL

Lynrock Lake Lp

10 Percent Owner

209.5K sharesโ€ข6 transactions

$1.17M

Top Sellers

1
SS

Sharan Sharat

Director, 10 Percent Owner, Officer: President And Chief Executive

542.2K sharesโ€ข14 transactions

$1.85M

2
VS

Vattuone Steven

Officer: Chief Financial Officer

260.1K sharesโ€ข23 transactions

$1.76M

3
SJ

Sahasi Jayesh

Officer: Ev President, Product And Cto

117.7K sharesโ€ข15 transactions

$801K

4
BJ

Blackie James

Officer: Chief Revenue Officer

92.5K sharesโ€ข15 transactions

$610K

5
TD

Trempont Dominique

Director

10.1K sharesโ€ข1 transactions

$49K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $3.91M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.23:1

Weak buy/sell ratio. Selling significantly exceeds buyingโ€”monitor for potential fundamental concerns.

Recent Trend (3 Months)

$221K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.