Five9’s (FIVN) “Buy” Rating Reaffirmed at Rosenblatt Securities

Rosenblatt Securities restated their buy rating on shares of Five9 (NASDAQ:FIVN) in a research report report published on Friday,Benzinga reports. The brokerage currently has a $26.00 price objective on the software maker’s stock.

Several other research firms also recently issued reports on FIVN. Zacks Research downgraded shares of Five9 from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, February 3rd. Piper Sandler lowered shares of Five9 from an “overweight” rating to a “neutral” rating and dropped their price objective for the company from $26.00 to $21.00 in a research note on Monday, January 5th. Cantor Fitzgerald decreased their target price on shares of Five9 from $36.00 to $32.00 and set an “overweight” rating for the company in a research report on Friday, November 7th. Wells Fargo & Company lowered their target price on shares of Five9 from $28.00 to $22.00 and set an “equal weight” rating on the stock in a report on Friday, November 7th. Finally, Barclays dropped their price target on shares of Five9 from $29.00 to $25.00 and set an “overweight” rating on the stock in a research report on Monday, January 12th. Thirteen research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $27.63.

Five9 Trading Up 12.5%

FIVN opened at $19.32 on Friday. The company has a fifty day moving average price of $18.65 and a two-hundred day moving average price of $21.74. Five9 has a 1-year low of $15.70 and a 1-year high of $49.90. The company has a market cap of $1.51 billion, a P/E ratio of 42.00, a price-to-earnings-growth ratio of 0.87 and a beta of 1.32. The company has a current ratio of 4.61, a quick ratio of 4.61 and a debt-to-equity ratio of 0.96.

Five9 (NASDAQ:FIVN) last issued its earnings results on Thursday, February 19th. The software maker reported $0.80 EPS for the quarter, beating the consensus estimate of $0.79 by $0.01. Five9 had a return on equity of 11.21% and a net margin of 3.43%.The company had revenue of $300.28 million during the quarter, compared to the consensus estimate of $298.21 million. During the same period last year, the business posted $0.79 EPS. The firm’s revenue for the quarter was up 7.8% compared to the same quarter last year. Five9 has set its Q1 2026 guidance at 0.100-0.170 EPS and its FY 2026 guidance at 0.860-0.950 EPS. Analysts predict that Five9 will post 0.28 EPS for the current fiscal year.

Five9 declared that its Board of Directors has authorized a share repurchase program on Tuesday, November 11th that allows the company to repurchase $50.00 million in outstanding shares. This repurchase authorization allows the software maker to reacquire up to 3.2% of its stock through open market purchases. Stock repurchase programs are generally a sign that the company’s leadership believes its shares are undervalued.

Insider Activity at Five9

In related news, CFO Bryan M. Lee sold 13,219 shares of Five9 stock in a transaction on Thursday, December 4th. The stock was sold at an average price of $20.35, for a total transaction of $269,006.65. Following the sale, the chief financial officer directly owned 224,269 shares in the company, valued at approximately $4,563,874.15. This trade represents a 5.57% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CRO Matthew E. Tuckness sold 5,255 shares of the company’s stock in a transaction on Thursday, December 4th. The shares were sold at an average price of $20.35, for a total value of $106,939.25. Following the completion of the transaction, the executive owned 176,379 shares of the company’s stock, valued at $3,589,312.65. This trade represents a 2.89% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 65,339 shares of company stock valued at $1,330,186 in the last ninety days. Insiders own 1.60% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in FIVN. Fox Run Management L.L.C. raised its stake in shares of Five9 by 68.7% in the second quarter. Fox Run Management L.L.C. now owns 31,508 shares of the software maker’s stock valued at $834,000 after buying an additional 12,826 shares during the period. Rock Creek Group LP bought a new position in shares of Five9 during the 2nd quarter worth $1,986,000. Campbell & CO Investment Adviser LLC increased its holdings in Five9 by 115.5% in the 3rd quarter. Campbell & CO Investment Adviser LLC now owns 122,688 shares of the software maker’s stock worth $2,969,000 after acquiring an additional 65,752 shares during the last quarter. Y Intercept Hong Kong Ltd bought a new stake in Five9 in the 3rd quarter valued at about $2,080,000. Finally, Asset Management One Co. Ltd. bought a new stake in Five9 in the 2nd quarter valued at about $297,000. 96.64% of the stock is currently owned by hedge funds and other institutional investors.

More Five9 News

Here are the key news stories impacting Five9 this week:

• Positive Sentiment: Q4 results beat estimates: EPS $0.80 vs. $0.79 and revenue $300.3M vs. $298.2M (revenue +7.8% YoY); company reported record full‑year 2025 revenue of $1.1B. Business Wire: Five9 Reports Record Full Year 2025 Revenue
• Positive Sentiment: Management highlighted AI-driven strength—AI helped bookings and revenue growth, which analysts and media say helped calm some AI concerns and supported the rally. CNBC: Beaten-down software stocks rally as earnings quell AI concerns
• Neutral Sentiment: Some firms reaffirmed positive ratings (e.g., Rosenblatt kept a buy with a $26 PT), providing support even as targets were trimmed. TickerReport: Rosenblatt reaffirms buy
• Neutral Sentiment: Short‑interest notices in data feeds show odd/zero values (likely a reporting artifact) and do not provide a clear signal.
• Negative Sentiment: Management issued conservative guidance: Q1 FY2026 EPS view of $0.10–$0.17 (consensus ~$0.55) and FY2026 EPS $0.86–$0.95 (consensus much higher). The weak guide is a primary downside risk to the stock. Five9 Q4 slide deck / guidance
• Negative Sentiment: Multiple firms lowered price targets (Canaccord, Mizuho, Truist, RBC, Cantor, UBS, Wells Fargo, etc.), which increases downside pressure despite many ratings remaining buy/outperform. Benzinga: Analyst PT changes

Five9 Company Profile

Five9, Inc (NASDAQ: FIVN) is a leading provider of cloud-based contact center software designed to help organizations manage customer interactions across voice, email, chat, social media and other digital channels. Its platform offers features such as intelligent routing, analytics, workforce optimization and integrated customer relationship management (CRM) connectors. The company emphasizes AI-driven capabilities, including virtual agents and predictive dialing, to enhance both agent productivity and customer experience.

Founded in 2001 and headquartered in San Ramon, California, Five9 completed its initial public offering in February 2014.