Five9 (NASDAQ:FIVN – Get Free Report) had its price objective reduced by investment analysts at Wells Fargo & Company from $22.00 to $20.00 in a research note issued on Friday,Benzinga reports. The firm presently has an “equal weight” rating on the software maker’s stock. Wells Fargo & Company‘s price objective indicates a potential upside of 3.40% from the company’s previous close.
A number of other research analysts also recently issued reports on the stock. Morgan Stanley lowered their price target on shares of Five9 from $30.00 to $26.00 and set an “equal weight” rating for the company in a report on Thursday, January 15th. Rosenblatt Securities reissued a “buy” rating and issued a $26.00 target price on shares of Five9 in a report on Friday. Piper Sandler downgraded Five9 from an “overweight” rating to a “neutral” rating and dropped their price target for the stock from $26.00 to $21.00 in a research note on Monday, January 5th. Royal Bank Of Canada cut their price target on Five9 from $35.00 to $25.00 and set an “outperform” rating on the stock in a research report on Friday. Finally, Wall Street Zen downgraded Five9 from a “strong-buy” rating to a “buy” rating in a report on Sunday, February 15th. Thirteen investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Five9 currently has an average rating of “Moderate Buy” and a consensus target price of $28.06.
Five9 Stock Up 12.6%
Five9 (NASDAQ:FIVN – Get Free Report) last announced its quarterly earnings results on Thursday, February 19th. The software maker reported $0.80 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.79 by $0.01. The company had revenue of $300.28 million for the quarter, compared to analysts’ expectations of $298.21 million. Five9 had a net margin of 2.77% and a return on equity of 10.59%. Five9’s revenue was up 7.8% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.79 EPS. Five9 has set its Q1 2026 guidance at 0.100-0.170 EPS and its FY 2026 guidance at 0.860-0.950 EPS. As a group, equities analysts forecast that Five9 will post 0.28 earnings per share for the current fiscal year.
Five9 announced that its Board of Directors has authorized a share buyback plan 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 shares through open market purchases. Shares repurchase plans are often a sign that the company’s management believes its shares are undervalued.
Insider Activity at Five9
In other news, CEO Michael Burkland sold 17,992 shares of the stock in a transaction that occurred on Thursday, December 4th. The shares were sold at an average price of $20.35, for a total value of $366,137.20. Following the completion of the transaction, the chief executive officer directly owned 349,570 shares in the company, valued at $7,113,749.50. This trade represents a 4.89% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CAO Leena Mansharamani sold 2,951 shares of the company’s stock in a transaction dated Thursday, December 4th. The shares were sold at an average price of $20.41, for a total transaction of $60,229.91. Following the completion of the sale, the chief accounting officer directly owned 38,571 shares of the company’s stock, valued at $787,234.11. The trade was a 7.11% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 65,339 shares of company stock worth $1,330,186 in the last three months. Insiders own 1.60% of the company’s stock.
Institutional Trading of Five9
Hedge funds have recently modified their holdings of the business. Voss Capital LP grew its holdings in shares of Five9 by 211.4% during the second quarter. Voss Capital LP now owns 3,250,000 shares of the software maker’s stock valued at $86,060,000 after buying an additional 2,206,173 shares in the last quarter. Norges Bank acquired a new stake in Five9 during the 2nd quarter worth about $39,056,000. Federated Hermes Inc. grew its stake in Five9 by 124,372.3% during the 2nd quarter. Federated Hermes Inc. now owns 830,230 shares of the software maker’s stock valued at $21,984,000 after acquiring an additional 829,563 shares in the last quarter. Van Berkom & Associates Inc. increased its holdings in shares of Five9 by 28.0% in the 4th quarter. Van Berkom & Associates Inc. now owns 3,596,380 shares of the software maker’s stock valued at $72,107,000 after purchasing an additional 787,626 shares during the period. Finally, Anson Funds Management LP increased its holdings in shares of Five9 by 98.5% in the 3rd quarter. Anson Funds Management LP now owns 1,534,272 shares of the software maker’s stock valued at $37,129,000 after purchasing an additional 761,486 shares during the period. Hedge funds and other institutional investors own 96.64% of the company’s stock.
Key Stories Impacting Five9
Here are the key news stories impacting Five9 this week:
- Positive Sentiment: Q4 results beat consensus: revenue rose ~8% Y/Y to a record $300.3M and EPS of $0.80 topped estimates; company flagged strong AI revenue and record full‑year 2025 revenue. Five9 Reports Record Full Year 2025 Revenue Zacks: Q4 Earnings Surpass Expectations
- Positive Sentiment: Analysts still retain constructive stances in places — Rosenblatt reaffirmed a “buy” and a $26 PT, which supports upside sentiment despite cuts elsewhere. Rosenblatt Reaffirmed Buy
- Neutral Sentiment: Investors have access to the full earnings call/transcript and slide deck for deeper color on AI revenue mix and seat/contract trends. Earnings Call Transcript Five9 Slide Deck
- Neutral Sentiment: Short‑interest reporting appears unreliable in the current feed (shows zero/inconsistent figures) — not a clear signal at this time.
- Negative Sentiment: Management cut guidance sharply: Q1 FY2026 EPS guide of $0.10–$0.17 vs. consensus ~ $0.55, and FY2026 EPS guide of $0.86–$0.95 vs. consensus ~ $2.30 — this large near‑term earnings downgrade is the main bearish catalyst. Company Guidance / Slide Deck
- Negative Sentiment: Several brokers lowered price targets following the guidance miss: Truist cut PT to $23 (buy), RBC to $25 (outperform), Cantor to $26 (overweight), Mizuho to $28 (outperform). Those downgrades reduce upside expectations and add selling pressure. StreetInsider: RBC PT Lowered Benzinga: Analyst Notes
About Five9
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.
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