UBS Group Has Lowered Expectations for Five9 (NASDAQ:FIVN) Stock Price

Five9 (NASDAQ:FIVN) had its price target lowered by equities research analysts at UBS Group from $30.00 to $22.00 in a note issued to investors on Friday,Benzinga reports. The firm presently has a “buy” rating on the software maker’s stock. UBS Group’s price objective suggests a potential upside of 13.74% from the company’s previous close.

Several other research firms also recently weighed in on FIVN. Mizuho reduced their target price on Five9 from $35.00 to $28.00 and set an “outperform” rating for the company in a report on Friday. DA Davidson set a $24.00 price objective on Five9 in a report on Thursday, December 18th. Rosenblatt Securities reiterated a “buy” rating and issued a $26.00 price target on shares of Five9 in a research report on Friday. Wall Street Zen lowered shares of Five9 from a “strong-buy” rating to a “buy” rating in a research note on Sunday, February 15th. Finally, HSBC upgraded shares of Five9 to a “buy” rating in a research note on Thursday, December 18th. Thirteen analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $28.06.

Five9 Stock Up 12.6%

FIVN stock traded up $2.16 during trading on Friday, hitting $19.34. 5,883,836 shares of the company’s stock were exchanged, compared to its average volume of 2,344,588. The business has a 50-day moving average price of $18.69 and a two-hundred day moving average price 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. The stock has a market capitalization of $1.51 billion, a price-to-earnings ratio of 53.93, a PEG ratio of 0.85 and a beta of 1.32. Five9 has a 52-week low of $15.70 and a 52-week high of $49.90.

Five9 (NASDAQ:FIVN) last issued its earnings results on Thursday, February 19th. The software maker reported $0.80 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.79 by $0.01. The business had revenue of $300.28 million during the quarter, compared to analysts’ expectations of $298.21 million. Five9 had a net margin of 2.77% and a return on equity of 10.59%. The company’s revenue for the quarter was up 7.8% on a year-over-year basis. During the same quarter in the prior year, the business 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, equities research analysts expect that Five9 will post 0.28 EPS for the current year.

Five9 announced that its board has authorized a stock repurchase plan on Tuesday, November 11th that allows the company to buyback $50.00 million in shares. This buyback authorization allows the software maker to reacquire up to 3.2% of its stock through open market purchases. Stock buyback plans are typically an indication that the company’s board of directors believes its shares are undervalued.

Insiders Place Their Bets

In other news, 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 transaction 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. This trade represents 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 available through the SEC website. Also, CFO Bryan M. Lee sold 13,219 shares of the firm’s stock in a transaction that occurred on Thursday, December 4th. The stock was sold at an average price of $20.35, for a total value 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 represents a 5.57% 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 90 days. 1.60% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the business. Voss Capital LP raised its stake in shares of Five9 by 211.4% during the 2nd quarter. Voss Capital LP now owns 3,250,000 shares of the software maker’s stock worth $86,060,000 after purchasing an additional 2,206,173 shares during the period. Norges Bank bought a new position in Five9 in the second quarter worth about $39,056,000. Federated Hermes Inc. lifted its position in Five9 by 124,372.3% in the 2nd quarter. Federated Hermes Inc. now owns 830,230 shares of the software maker’s stock valued at $21,984,000 after acquiring an additional 829,563 shares in the last quarter. Van Berkom & Associates Inc. raised its holdings in Five9 by 28.0% during the fourth quarter. Van Berkom & Associates Inc. now owns 3,596,380 shares of the software maker’s stock valued at $72,107,000 after acquiring an additional 787,626 shares during the period. Finally, Anson Funds Management LP boosted its position in shares of Five9 by 98.5% during the 3rd quarter. Anson Funds Management LP now owns 1,534,272 shares of the software maker’s stock valued at $37,129,000 after acquiring an additional 761,486 shares during the last quarter. 96.64% of the stock is owned by institutional investors.

Five9 News Summary

Here are the key news stories impacting Five9 this week:

• Positive Sentiment: Q4 results beat consensus: revenue rose ~8% Y/Y to a record $300.3M and EPS of $0.80 topped estimates; company flagged strong AI revenue and record full‑year 2025 revenue. Five9 Reports Record Full Year 2025 Revenue Zacks: Q4 Earnings Surpass Expectations
• Positive Sentiment: Analysts still retain constructive stances in places — Rosenblatt reaffirmed a “buy” and a $26 PT, which supports upside sentiment despite cuts elsewhere. Rosenblatt Reaffirmed Buy
• Neutral Sentiment: Investors have access to the full earnings call/transcript and slide deck for deeper color on AI revenue mix and seat/contract trends. Earnings Call Transcript Five9 Slide Deck
• Neutral Sentiment: Short‑interest reporting appears unreliable in the current feed (shows zero/inconsistent figures) — not a clear signal at this time.
• Negative Sentiment: Management cut guidance sharply: Q1 FY2026 EPS guide of $0.10–$0.17 vs. consensus ~ $0.55, and FY2026 EPS guide of $0.86–$0.95 vs. consensus ~ $2.30 — this large near‑term earnings downgrade is the main bearish catalyst. Company Guidance / Slide Deck
• Negative Sentiment: Several brokers lowered price targets following the guidance miss: Truist cut PT to $23 (buy), RBC to $25 (outperform), Cantor to $26 (overweight), Mizuho to $28 (outperform). Those downgrades reduce upside expectations and add selling pressure. StreetInsider: RBC PT Lowered Benzinga: Analyst Notes

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.