Rosenblatt Securities Reiterates Buy Rating for Five9 (NASDAQ:FIVN)

Five9 (NASDAQ:FIVN)‘s stock had its “buy” rating reissued by equities researchers at Rosenblatt Securities in a report issued on Friday,Benzinga reports. They presently have a $26.00 target price on the software maker’s stock. Rosenblatt Securities’ price target would suggest a potential upside of 34.58% from the company’s current price.

Several other equities analysts have also commented on FIVN. Wall Street Zen lowered Five9 from a “strong-buy” rating to a “buy” rating in a research report on Sunday, February 15th. Piper Sandler cut shares of Five9 from an “overweight” rating to a “neutral” rating and reduced their price target for the company from $26.00 to $21.00 in a research report on Monday, January 5th. Weiss Ratings reissued a “sell (d+)” rating on shares of Five9 in a research note on Monday, December 29th. Wells Fargo & Company lowered their price objective on shares of Five9 from $28.00 to $22.00 and set an “equal weight” rating for the company in a report on Friday, November 7th. Finally, Morgan Stanley reduced their target price on shares of Five9 from $30.00 to $26.00 and set an “equal weight” rating on the stock in a report on Thursday, January 15th. Thirteen equities research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Five9 presently has a consensus rating of “Moderate Buy” and a consensus price target of $27.63.

Five9 Stock Performance

Five9 stock opened at $19.32 on Friday. Five9 has a fifty-two week low of $15.70 and a fifty-two week high of $49.90. The company has a debt-to-equity ratio of 0.96, a quick ratio of 4.61 and a current ratio of 4.61. The stock has a market cap of $1.51 billion, a P/E ratio of 42.00, a price-to-earnings-growth ratio of 0.98 and a beta of 1.32. The firm’s fifty day moving average price is $18.65 and its 200-day moving average price is $21.71.

Five9 (NASDAQ:FIVN) last released its earnings results on Thursday, February 19th. The software maker reported $0.80 EPS for the quarter, beating analysts’ consensus estimates of $0.79 by $0.01. Five9 had a return on equity of 11.21% and a net margin of 3.43%.The business had revenue of $300.28 million for the quarter, compared to analysts’ expectations of $298.21 million. During the same quarter in the prior year, the firm earned $0.79 earnings per share. The firm’s 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. On average, equities research analysts expect that Five9 will post 0.28 earnings per share for the current fiscal year.

Five9 declared that its Board of Directors has initiated a stock repurchase program on Tuesday, November 11th that permits the company to repurchase $50.00 million in outstanding shares. This repurchase authorization permits the software maker to reacquire up to 3.2% of its stock through open market purchases. Stock repurchase programs are typically a sign that the company’s board believes its shares are undervalued.

Insider Buying and Selling

In other news, President Andy Dignan sold 7,512 shares of the company’s stock in a transaction dated Thursday, December 4th. The shares were sold at an average price of $20.28, for a total transaction of $152,343.36. Following the completion of the transaction, the president directly owned 208,513 shares of the company’s stock, valued at approximately $4,228,643.64. This represents a 3.48% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CFO Bryan M. Lee sold 13,219 shares of the stock in a transaction dated 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 owned 224,269 shares of the company’s stock, valued at approximately $4,563,874.15. This represents a 5.57% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 65,339 shares of company stock valued at $1,330,186 over the last quarter. Company insiders own 1.60% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of the business. Voss Capital LP lifted its holdings in Five9 by 211.4% in the 2nd quarter. Voss Capital LP now owns 3,250,000 shares of the software maker’s stock worth $86,060,000 after buying an additional 2,206,173 shares during the period. Norges Bank purchased a new position in shares of Five9 during the second quarter valued at approximately $39,056,000. Federated Hermes Inc. raised its holdings in shares of Five9 by 124,372.3% during the second 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 shares of 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 in the last quarter. Finally, Anson Funds Management LP lifted its stake in Five9 by 98.5% in the third quarter. Anson Funds Management LP now owns 1,534,272 shares of the software maker’s stock worth $37,129,000 after acquiring an additional 761,486 shares during the period. Hedge funds and other institutional investors own 96.64% of the company’s stock.

Trending Headlines about Five9

Here are the key news stories impacting Five9 this week:

• Positive Sentiment: Q4 results beat estimates: EPS $0.80 vs. $0.79 and revenue $300.3M vs. $298.2M (revenue +7.8% YoY); company reported record full‑year 2025 revenue of $1.1B. Business Wire: Five9 Reports Record Full Year 2025 Revenue
• Positive Sentiment: Management highlighted AI-driven strength—AI helped bookings and revenue growth, which analysts and media say helped calm some AI concerns and supported the rally. CNBC: Beaten-down software stocks rally as earnings quell AI concerns
• Neutral Sentiment: Some firms reaffirmed positive ratings (e.g., Rosenblatt kept a buy with a $26 PT), providing support even as targets were trimmed. TickerReport: Rosenblatt reaffirms buy
• Neutral Sentiment: Short‑interest notices in data feeds show odd/zero values (likely a reporting artifact) and do not provide a clear signal.
• Negative Sentiment: Management issued conservative guidance: Q1 FY2026 EPS view of $0.10–$0.17 (consensus ~$0.55) and FY2026 EPS $0.86–$0.95 (consensus much higher). The weak guide is a primary downside risk to the stock. Five9 Q4 slide deck / guidance
• Negative Sentiment: Multiple firms lowered price targets (Canaccord, Mizuho, Truist, RBC, Cantor, UBS, Wells Fargo, etc.), which increases downside pressure despite many ratings remaining buy/outperform. Benzinga: Analyst PT changes

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.