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

Five9 (NASDAQ:FIVN) had its price target decreased by equities researchers at UBS Group from $30.00 to $22.00 in a report issued on Friday,Benzinga reports. The brokerage currently has a “buy” rating on the software maker’s stock. UBS Group’s price objective indicates a potential upside of 13.87% from the company’s previous close.

Other research analysts have also issued research reports about the stock. Needham & Company LLC restated a “buy” rating and set a $40.00 price target on shares of Five9 in a report on Thursday, December 18th. Wall Street Zen downgraded shares of Five9 from a “strong-buy” rating to a “buy” rating in a research note on Sunday, February 15th. Rosenblatt Securities restated a “buy” rating and issued a $26.00 target price on shares of Five9 in a report on Friday. HSBC upgraded Five9 to a “buy” rating in a report on Thursday, December 18th. Finally, Barclays lowered their price objective on Five9 from $29.00 to $25.00 and set an “overweight” rating for the company in a research report on Monday, January 12th. Thirteen equities research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $27.63.

Five9 Trading Up 12.5%

NASDAQ FIVN opened at $19.32 on Friday. The business’s 50-day moving average price is $18.65 and its two-hundred day moving average price is $21.71. Five9 has a 12 month low of $15.70 and a 12 month high of $49.90. The firm has a market capitalization of $1.51 billion, a PE ratio of 42.00, a price-to-earnings-growth ratio of 0.98 and a beta of 1.32. 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 (NASDAQ:FIVN) last issued its quarterly earnings data on Thursday, February 19th. The software maker reported $0.80 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.79 by $0.01. The company had revenue of $300.28 million during the quarter, compared to the consensus estimate of $298.21 million. Five9 had a return on equity of 11.21% and a net margin of 3.43%.The firm’s revenue was up 7.8% compared to the same quarter last year. During the same period last year, the company earned $0.79 earnings per share. 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 expect that Five9 will post 0.28 EPS for the current year.

Five9 announced that its board has approved a share repurchase program on Tuesday, November 11th that authorizes the company to repurchase $50.00 million in shares. This repurchase authorization authorizes the software maker to purchase up to 3.2% of its stock through open market purchases. Stock repurchase programs are usually a sign that the company’s management believes its stock is undervalued.

Insider Activity

In other news, President Andy Dignan sold 7,512 shares of the 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 transaction, the president owned 208,513 shares of the company’s stock, valued at $4,228,643.64. This represents a 3.48% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Panos Kozanian sold 10,858 shares of the firm’s stock in a transaction dated Thursday, December 4th. The shares were sold at an average price of $20.42, for a total value of $221,720.36. Following the completion of the sale, the executive vice president owned 94,457 shares of the company’s stock, valued at approximately $1,928,811.94. This represents a 10.31% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 65,339 shares of company stock valued at $1,330,186. Corporate insiders own 1.60% of the company’s stock.

Institutional Investors Weigh In On Five9

Hedge funds and other institutional investors have recently modified their holdings of the company. Invesco Ltd. lifted its holdings in shares of Five9 by 45.7% in the 4th quarter. Invesco Ltd. now owns 167,947 shares of the software maker’s stock worth $3,367,000 after purchasing an additional 52,672 shares in the last quarter. Mercer Global Advisors Inc. ADV bought a new stake in Five9 during the 4th quarter valued at $312,000. Mackenzie Financial Corp raised its holdings in Five9 by 66.0% during the fourth quarter. Mackenzie Financial Corp now owns 60,553 shares of the software maker’s stock worth $1,209,000 after buying an additional 24,076 shares during the last quarter. XTX Topco Ltd lifted its stake in shares of Five9 by 13.4% in the fourth quarter. XTX Topco Ltd now owns 56,549 shares of the software maker’s stock valued at $1,134,000 after buying an additional 6,662 shares in the last quarter. Finally, VARCOV Co. acquired a new position in shares of Five9 during the fourth quarter valued at about $300,000. Institutional investors own 96.64% of the company’s stock.

Key Headlines Impacting 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.