Intrinsic Edge Capital Management LLC Invests $5.45 Million in Five9, Inc. $FIVN

Intrinsic Edge Capital Management LLC bought a new position in shares of Five9, Inc. (NASDAQ:FIVN) during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 225,231 shares of the software maker’s stock, valued at approximately $5,451,000.

Several other large investors have also recently bought and sold shares of FIVN. Nisa Investment Advisors LLC bought a new stake in Five9 in the 2nd quarter valued at $32,000. Global Retirement Partners LLC increased its holdings in shares of Five9 by 81.7% during the 3rd quarter. Global Retirement Partners LLC now owns 1,228 shares of the software maker’s stock worth $30,000 after purchasing an additional 552 shares during the period. Pilgrim Partners Asia Pte Ltd acquired a new position in shares of Five9 during the third quarter valued at about $45,000. CWM LLC raised its position in shares of Five9 by 800.6% during the third quarter. CWM LLC now owns 3,179 shares of the software maker’s stock valued at $77,000 after buying an additional 2,826 shares during the last quarter. Finally, State of Alaska Department of Revenue bought a new stake in shares of Five9 in the third quarter valued at about $86,000. 96.64% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several equities analysts recently issued reports on FIVN shares. Robert W. Baird lowered their price target on Five9 from $24.00 to $19.00 and set a “neutral” rating on the stock in a research note on Monday, February 23rd. Zacks Research lowered Five9 from a “strong-buy” rating to a “hold” rating in a report on Tuesday, February 3rd. Needham & Company LLC restated a “buy” rating and set a $40.00 price objective on shares of Five9 in a research report on Thursday, December 18th. HSBC upgraded Five9 to a “buy” rating in a research note on Thursday, December 18th. Finally, Canaccord Genuity Group reduced their target price on Five9 from $40.00 to $33.00 and set a “buy” rating for the company in a research report on Friday, February 20th. Thirteen equities research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $27.12.

Five9 Trading Up 1.1%

FIVN stock opened at $17.66 on Wednesday. Five9, Inc. has a 1-year low of $15.70 and a 1-year high of $34.82. The company has a current ratio of 4.51, a quick ratio of 4.51 and a debt-to-equity ratio of 0.94. The business’s 50 day moving average is $18.25 and its 200-day moving average is $21.32. The firm has a market cap of $1.35 billion, a P/E ratio of 38.39, a P/E/G ratio of 0.85 and a beta of 1.30.

Five9 (NASDAQ:FIVN) last announced its quarterly 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 10.95% and a net margin of 3.43%.The business had revenue of $300.28 million for the quarter, compared to analyst estimates of $298.21 million. During the same quarter in the previous year, the firm earned $0.79 EPS. Five9’s quarterly revenue 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. Equities analysts anticipate that Five9, Inc. will post 0.28 earnings per share for the current fiscal year.

Five9 declared that its Board of Directors has approved a stock 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 repurchase up to 3.2% of its shares through open market purchases. Shares repurchase programs are often a sign that the company’s board of directors believes its shares are undervalued.

Insider Buying and Selling

In other news, CEO Michael Burkland sold 17,992 shares of the business’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 $366,137.20. Following the sale, the chief executive officer owned 349,570 shares in the company, valued at approximately $7,113,749.50. The trade was a 4.89% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CRO Matthew E. Tuckness sold 5,255 shares of the company’s stock in a transaction dated Thursday, December 4th. The stock was sold at an average price of $20.35, for a total transaction of $106,939.25. Following the completion of the sale, the executive directly owned 176,379 shares in the company, valued at approximately $3,589,312.65. The trade was a 2.89% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 65,339 shares of company stock worth $1,330,186 in the last three months. Company insiders own 1.60% 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.