Five9 (NASDAQ:FIVN) Issues FY 2026 Earnings Guidance

Five9 (NASDAQ:FIVN) issued an update on its FY 2026 earnings guidance on Friday. The company provided earnings per share guidance of 3.170-3.210 for the period, compared to the consensus EPS estimate of 2.920. The company issued revenue guidance of $1.3 billion, compared to the consensus revenue estimate of $1.3 billion. Five9 also updated its Q4 2026 guidance to 0.880-0.920 EPS.

Five9 Trading Down 17.6%

FIVN opened at $28.12 on Friday. The company has a debt-to-equity ratio of 0.94, a current ratio of 4.15 and a quick ratio of 4.15. The company has a market cap of $2.15 billion, a price-to-earnings ratio of 41.97 and a beta of 1.56. The firm has a 50 day simple moving average of $34.54 and a 200 day simple moving average of $24.49. Five9 has a fifty-two week low of $13.29 and a fifty-two week high of $40.00.

Five9 (NASDAQ:FIVN) last announced its quarterly earnings data on Thursday, November 5th. The software maker reported $0.82 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.80 by $0.02. Five9 had a net margin of 4.51% and a return on equity of 13.00%. The firm had revenue of $323.30 million for the quarter, compared to analysts’ expectations of $319.04 million. During the same period last year, the firm earned $0.78 earnings per share. The business’s revenue for the quarter was up 13.1% on a year-over-year basis. On average, sell-side analysts anticipate that Five9 will post 1.55 earnings per share for the current year.

Analyst Ratings Changes

A number of research analysts have recently weighed in on FIVN shares. Needham & Company LLC reissued a “buy” rating on shares of Five9 in a research note on Friday. DA Davidson reduced their price target on Five9 from $33.00 to $30.00 and set a “neutral” rating on the stock in a research report on Friday. Robert W. Baird lifted their price objective on Five9 from $22.00 to $30.00 and gave the stock a “neutral” rating in a research note on Monday, August 10th. Piper Sandler lifted their price objective on Five9 from $24.00 to $30.00 and gave the stock a “neutral” rating in a research note on Friday, August 7th. Finally, Truist Financial dropped their price objective on Five9 from $40.00 to $35.00 and set a “buy” rating for the company in a report on Friday. Twelve analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $33.94.

Insider Activity

In other news, CFO Bryan Lee sold 1,310 shares of Five9 stock in a transaction on Tuesday, September 8th. The shares were sold at an average price of $32.60, for a total transaction of $42,706.00. Following the transaction, the chief financial officer directly owned 289,333 shares of the company’s stock, valued at $9,432,255.80. This trade represents a 0.45% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CAO Leena Mansharamani sold 1,253 shares of the business’s stock in a transaction on Tuesday, September 8th. The shares were sold at an average price of $31.53, for a total transaction of $39,507.09. Following the completion of the transaction, the chief accounting officer directly owned 52,417 shares of the company’s stock, valued at $1,652,708.01. This trade represents a 2.33% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last ninety days, insiders have sold 83,831 shares of company stock valued at $2,821,366. 1.20% of the stock is currently owned by company insiders.

Five9 News Summary

Here are the key news stories impacting Five9 this week:

• Positive Sentiment: Five9 reported Q3 adjusted EPS of $0.82 versus the $0.80 consensus and revenue of $323.3 million versus $319.0 million. Revenue rose 13% year over year, with subscription growth of 16%. Five9 Q3 results
• Positive Sentiment: Management’s FY 2026 adjusted EPS guidance of $3.17–$3.21 is above the cited $2.92 consensus. The company also highlighted 91% growth in AI revenue, supporting its opportunity to expand AI-powered customer service products. Q3 earnings call highlights
• Neutral Sentiment: Five9 agreed to acquire Level AI for $325 million in cash, adding tools for automating customer interactions and analyzing customer conversations. The deal could strengthen its AI platform, though its eventual financial contribution is uncertain. Level AI acquisition announcement
• Negative Sentiment: Gross margins narrowed year over year: GAAP gross margin was 53.4%, versus 55.0% a year earlier. Q4 EPS guidance of $0.88–$0.92 straddles the $0.90 consensus, while revenue guidance is broadly in line with expectations—limiting evidence of a near-term forecast beat. Q3 estimates and margins
• Negative Sentiment: Analyst responses were mixed but included a downgrade from Evercore to “in-line” with a $24 target and lower targets from Wells Fargo ($28), Truist ($35), and Barclays ($38). These cautious revisions may add pressure despite several firms retaining positive ratings. Wells Fargo analyst rating

Five9 Company Profile

Five9, Inc is a cloud-based software company that provides customer experience and contact center solutions. Its platform enables organizations to manage customer interactions across voice, chat, email, social media and other digital channels without relying on traditional on-premises contact center infrastructure.

The company’s Intelligent CX Platform includes tools for inbound and outbound communications, digital engagement, workforce optimization, workflow automation, analytics and reporting.