Five9 (NASDAQ:FIVN) Issues FY 2026 Earnings Guidance

Five9 (NASDAQ:FIVN) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 0.860-0.950 for the period, compared to the consensus earnings per share estimate of 2.300. The company issued revenue guidance of $1.2 billion-$1.3 billion, compared to the consensus revenue estimate of $1.2 billion. Five9 also updated its Q1 2026 guidance to 0.100-0.170 EPS.

Five9 Stock Performance

NASDAQ:FIVN opened at $19.32 on Friday. The company has a quick ratio of 4.61, a current ratio of 4.61 and a debt-to-equity ratio of 0.96. The firm’s fifty day simple moving average is $18.65 and its 200 day simple moving average is $21.74. The stock 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. Five9 has a twelve month low of $15.70 and a twelve month high of $49.90.

Five9 (NASDAQ:FIVN) last posted its earnings results on Thursday, February 19th. The software maker reported $0.80 EPS for the quarter, topping the consensus estimate of $0.79 by $0.01. The firm had revenue of $300.28 million during the quarter, compared to analysts’ expectations of $298.21 million. Five9 had a net margin of 3.43% and a return on equity of 11.21%. The company’s quarterly revenue was up 7.8% compared to the same quarter last year. During the same period last year, the company 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, research analysts predict that Five9 will post 0.28 EPS for the current year.

Five9 declared that its board has initiated a share buyback program on Tuesday, November 11th that authorizes the company to repurchase $50.00 million in shares. This repurchase authorization authorizes the software maker to repurchase up to 3.2% of its shares through open market purchases. Shares repurchase programs are usually an indication that the company’s board of directors believes its shares are undervalued.

Analyst Upgrades and Downgrades

Several analysts have weighed in on the company. UBS Group cut their price objective on Five9 from $30.00 to $22.00 and set a “buy” rating on the stock in a research report on Friday. HSBC upgraded Five9 to a “buy” rating in a research report on Thursday, December 18th. Piper Sandler cut Five9 from an “overweight” rating to a “neutral” rating and reduced their price target for the stock from $26.00 to $21.00 in a research note on Monday, January 5th. Wells Fargo & Company lowered their price objective on Five9 from $22.00 to $20.00 and set an “equal weight” rating for the company in a research report on Friday. Finally, Royal Bank Of Canada dropped their target price on shares of Five9 from $35.00 to $25.00 and set an “outperform” rating on the stock in a report on Friday. 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.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $27.63.

Insider Buying and Selling

In related news, CAO Leena Mansharamani sold 2,951 shares of Five9 stock in a transaction on Thursday, December 4th. The stock was sold at an average price of $20.41, for a total value of $60,229.91. Following the completion of the sale, the chief accounting officer 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. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Michael Burkland sold 17,992 shares of the firm’s stock in a transaction dated Thursday, December 4th. The stock was 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. The trade was a 4.89% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 65,339 shares of company stock valued at $1,330,186 in the last ninety days. Corporate insiders own 1.60% of the company’s stock.

Key Headlines Impacting Five9

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

Hedge Funds Weigh In On Five9

Institutional investors and hedge funds have recently made changes to their positions in the business. Qube Research & Technologies Ltd raised its position in Five9 by 1,255.8% in the third quarter. Qube Research & Technologies Ltd now owns 422,772 shares of the software maker’s stock worth $10,231,000 after acquiring an additional 391,590 shares during the period. Goldman Sachs Group Inc. increased its stake in shares of Five9 by 43.9% in the 4th quarter. Goldman Sachs Group Inc. now owns 1,226,253 shares of the software maker’s stock worth $24,586,000 after purchasing an additional 374,356 shares in the last quarter. First Trust Advisors LP raised its holdings in Five9 by 29.4% in the 4th quarter. First Trust Advisors LP now owns 1,572,466 shares of the software maker’s stock worth $31,528,000 after purchasing an additional 357,321 shares during the period. Atreides Management LP raised its holdings in Five9 by 54.9% in the 2nd quarter. Atreides Management LP now owns 955,613 shares of the software maker’s stock worth $25,305,000 after purchasing an additional 338,817 shares during the period. Finally, AQR Capital Management LLC lifted its position in Five9 by 288.7% during the fourth quarter. AQR Capital Management LLC now owns 433,720 shares of the software maker’s stock valued at $8,683,000 after purchasing an additional 322,132 shares in the last quarter. Hedge funds and other institutional investors own 96.64% of the company’s stock.

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.