Rosenblatt Securities Reaffirms “Buy” Rating for Five9 (NASDAQ:FIVN)

Five9 (NASDAQ:FIVN)‘s stock had its “buy” rating reissued by Rosenblatt Securities in a research report issued to clients and investors on Friday,Benzinga reports. They presently have a $26.00 price target on the software maker’s stock. Rosenblatt Securities’ target price suggests a potential upside of 51.34% from the company’s current price.

FIVN has been the topic of a number of other research reports. DA Davidson set a $24.00 price objective on shares of Five9 in a report on Thursday, December 18th. Zacks Research cut Five9 from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, February 3rd. Cantor Fitzgerald cut their price target on Five9 from $36.00 to $32.00 and set an “overweight” rating on the stock in a research note on Friday, November 7th. HSBC raised Five9 to a “buy” rating in a research report on Thursday, December 18th. Finally, Weiss Ratings reissued a “sell (d+)” rating on shares of Five9 in a research note on Monday, December 29th. Twelve investment analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, Five9 has a consensus rating of “Moderate Buy” and an average target price of $31.40.

Five9 Price Performance

Shares of FIVN stock opened at $17.18 on Friday. The stock has a market cap of $1.34 billion, a price-to-earnings ratio of 47.72, a PEG ratio of 0.85 and a beta of 1.32. The business’s fifty day moving average is $18.69 and its 200 day moving average is $21.78. Five9 has a twelve month low of $15.70 and a twelve month high of $49.90. The company has a quick ratio of 4.61, a current ratio of 4.61 and a debt-to-equity ratio of 0.96.

Five9 (NASDAQ:FIVN) last announced its quarterly earnings data 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 10.59% and a net margin of 2.77%.The business had revenue of $300.28 million during the quarter, compared to analyst estimates of $298.21 million. During the same quarter last year, the firm posted $0.79 earnings per share. The company’s revenue for the quarter was up 7.8% on a year-over-year basis. Five9 has set its Q1 2026 guidance at 0.100-0.170 EPS and its FY 2026 guidance at 0.860-0.950 EPS. Research analysts expect that Five9 will post 0.28 EPS for the current fiscal year.

Five9 declared that its board has initiated a stock repurchase 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 repurchase up to 3.2% of its shares through open market purchases. Shares repurchase plans are generally a sign that the company’s management believes its stock is undervalued.

Insider Buying and Selling at Five9

In related news, CFO Bryan M. Lee sold 13,219 shares of the 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 of the company’s stock, valued at $4,563,874.15. This trade represents a 5.57% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Tiffany N. Meriweather sold 6,852 shares of Five9 stock in a transaction dated Thursday, December 4th. The stock was sold at an average price of $20.35, for a total value of $139,438.20. Following the completion of the sale, the insider owned 212,126 shares of the company’s stock, valued at $4,316,764.10. The trade was a 3.13% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 65,339 shares of company stock worth $1,330,186. Insiders own 1.60% of the company’s stock.

Institutional Trading of Five9

A number of large investors have recently made changes to their positions in FIVN. Invesco Ltd. raised its holdings in shares of Five9 by 45.7% during the fourth quarter. Invesco Ltd. now owns 167,947 shares of the software maker’s stock valued at $3,367,000 after purchasing an additional 52,672 shares during the last quarter. Mercer Global Advisors Inc. ADV bought a new stake in Five9 in the 4th quarter worth approximately $312,000. Mackenzie Financial Corp raised its stake in Five9 by 66.0% during the 4th quarter. Mackenzie Financial Corp now owns 60,553 shares of the software maker’s stock valued at $1,209,000 after buying an additional 24,076 shares during the last quarter. XTX Topco Ltd raised its stake in Five9 by 13.4% during the 4th quarter. XTX Topco Ltd now owns 56,549 shares of the software maker’s stock valued at $1,134,000 after buying an additional 6,662 shares during the last quarter. Finally, VARCOV Co. bought a new position in shares of Five9 during the 4th quarter valued at $300,000. 96.64% of the stock is currently owned by institutional investors.

Key Five9 News

Here are the key news stories impacting Five9 this week:

• Positive Sentiment: Q4 / FY revenue growth — Five9 reported record full‑year 2025 revenue of $1.1 billion and Q4 revenue of $300.3M, up ~8% year‑over‑year, showing demand resilience. Business Wire Release
• Positive Sentiment: Adjusted EPS beat a consensus snapshot — Some outlets (Zacks) report adjusted EPS of $0.80 vs. the $0.79 estimate, which can be viewed as a modest beat on an adjusted basis. Zacks Article
• Neutral Sentiment: Earnings materials and call available — The Q4 2025 earnings call transcript and slide deck were published (useful for details on AI strategy and cost assumptions). Investors should review management commentary for color on seat pressures and AI initiatives. Earnings Call Transcript Slide Deck
• Neutral Sentiment: Short interest note ambiguous — Published short‑interest data in this batch is inconsistent/zeroed out and does not provide a clear signal on positioning. (No actionable change inferred.)
• Negative Sentiment: Sharp downward guidance — Management cut Q1 2026 EPS to $0.10–$0.17 (consensus ~$0.55) and FY‑2026 EPS to $0.86–$0.95 (consensus ~$2.30). This materially reduced earnings outlook is the main driver of the stock decline.
• Negative Sentiment: GAAP EPS missed — On a GAAP basis some reports show Q4 EPS of $0.35 vs. ~ $0.79 consensus, highlighting the gap between adjusted and GAAP results and pressure on profitability (GAAP gross margin 55.4% vs. 56.0 year‑ago). MarketBeat Report

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.