Cantor Fitzgerald Cuts Five9 (NASDAQ:FIVN) Price Target to $26.00

Five9 (NASDAQ:FIVN) had its price target decreased by stock analysts at Cantor Fitzgerald from $32.00 to $26.00 in a research note issued to investors on Friday,Benzinga reports. The brokerage currently has an “overweight” rating on the software maker’s stock. Cantor Fitzgerald’s target price would suggest a potential upside of 51.34% from the stock’s current price.

FIVN has been the subject of a number of other research reports. DA Davidson set a $24.00 target price on Five9 in a report on Thursday, December 18th. Morgan Stanley cut their price objective on shares of Five9 from $30.00 to $26.00 and set an “equal weight” rating for the company in a research report on Thursday, January 15th. Needham & Company LLC reaffirmed a “buy” rating and set a $40.00 target price on shares of Five9 in a report on Thursday, December 18th. Weiss Ratings reiterated a “sell (d+)” rating on shares of Five9 in a research note on Monday, December 29th. Finally, Wall Street Zen downgraded shares of Five9 from a “strong-buy” rating to a “buy” rating in a report on Sunday, February 15th. Twelve equities research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, Five9 presently has a consensus rating of “Moderate Buy” and a consensus price target of $31.00.

Five9 Stock Up 2.7%

Five9 stock opened at $17.18 on Friday. The firm has a 50 day simple moving average of $18.69 and a 200 day simple moving average of $21.78. 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 has a 1-year low of $15.70 and a 1-year high of $49.90. The firm has a market capitalization of $1.34 billion, a price-to-earnings ratio of 47.72, a P/E/G ratio of 0.85 and a beta of 1.32.

Five9 (NASDAQ:FIVN) last posted its quarterly earnings results on Thursday, February 19th. The software maker reported $0.80 EPS for the quarter, topping analysts’ consensus estimates of $0.79 by $0.01. Five9 had a return on equity of 10.59% and a net margin of 2.77%.The firm had revenue of $300.28 million during the quarter, compared to analyst estimates of $298.21 million. During the same period last year, the company earned $0.79 earnings per share. The business’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. On average, analysts predict that Five9 will post 0.28 earnings per share for the current year.

Five9 announced that its Board of Directors has authorized a share repurchase plan on Tuesday, November 11th that authorizes the company to repurchase $50.00 million in outstanding shares. This repurchase authorization authorizes the software maker to repurchase up to 3.2% of its shares through open market purchases. Shares repurchase plans are usually a sign that the company’s board of directors believes its stock is undervalued.

Insiders Place Their Bets

In related news, CEO Michael Burkland sold 17,992 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 $366,137.20. Following the completion of the transaction, the chief executive officer directly owned 349,570 shares in the company, valued at approximately $7,113,749.50. The trade was a 4.89% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Bryan M. Lee sold 13,219 shares of the stock in a transaction on Thursday, December 4th. The shares were sold at an average price of $20.35, for a total value of $269,006.65. Following the completion of the transaction, the chief financial officer directly owned 224,269 shares in the company, valued at approximately $4,563,874.15. This represents a 5.57% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 65,339 shares of company stock worth $1,330,186. 1.60% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Five9

Several hedge funds have recently added to or reduced their stakes in the company. Amundi increased its position in shares of Five9 by 8.3% during the 1st quarter. Amundi now owns 40,291 shares of the software maker’s stock valued at $1,017,000 after purchasing an additional 3,079 shares during the last quarter. VIRGINIA RETIREMENT SYSTEMS ET Al purchased a new stake in Five9 in the second quarter worth approximately $225,000. Cardinal Point Capital Management ULC grew its position in Five9 by 72.8% during the second quarter. Cardinal Point Capital Management ULC now owns 35,225 shares of the software maker’s stock valued at $933,000 after acquiring an additional 14,840 shares during the last quarter. Asset Management One Co. Ltd. bought a new position in Five9 during the second quarter valued at approximately $297,000. Finally, Generali Investments Towarzystwo Funduszy Inwestycyjnych raised its stake in shares of Five9 by 21.4% during the second quarter. Generali Investments Towarzystwo Funduszy Inwestycyjnych now owns 68,000 shares of the software maker’s stock worth $1,801,000 after acquiring an additional 12,000 shares in the last quarter. Institutional investors own 96.64% of the company’s stock.

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.