Wells Fargo & Company Lowers Five9 (NASDAQ:FIVN) Price Target to $20.00

Five9 (NASDAQ:FIVN) had its target price reduced by investment analysts at Wells Fargo & Company from $22.00 to $20.00 in a report released on Friday,Benzinga reports. The brokerage currently has an “equal weight” rating on the software maker’s stock. Wells Fargo & Company‘s price target indicates a potential upside of 3.52% from the company’s previous close.

FIVN has been the topic of several other research reports. Morgan Stanley lowered their price target 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. Cantor Fitzgerald decreased their price objective on shares of Five9 from $32.00 to $26.00 and set an “overweight” rating on the stock in a research report on Friday. Barclays dropped their target price on shares of Five9 from $29.00 to $25.00 and set an “overweight” rating for the company in a report on Monday, January 12th. DA Davidson set a $24.00 price target on Five9 in a research note on Thursday, December 18th. Finally, Wall Street Zen downgraded Five9 from a “strong-buy” rating to a “buy” rating in a research report on Sunday, February 15th. Thirteen equities research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $27.63.

Five9 Stock Performance

NASDAQ:FIVN opened at $19.32 on Friday. 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 50-day simple moving average of $18.65 and a two-hundred day simple moving average of $21.71. The firm has a market capitalization of $1.51 billion, a PE ratio of 42.00, a P/E/G ratio of 0.98 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 posted its quarterly earnings data on Thursday, February 19th. The software maker reported $0.80 earnings per share for the quarter, beating analysts’ consensus estimates of $0.79 by $0.01. The firm had revenue of $300.28 million for the quarter, compared to analysts’ expectations of $298.21 million. Five9 had a return on equity of 11.21% and a net margin of 3.43%.The business’s quarterly revenue was up 7.8% on a year-over-year basis. During the same period in the previous year, the firm earned $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. Analysts forecast that Five9 will post 0.28 EPS for the current year.

Five9 announced that its Board of Directors has approved a stock repurchase program on Tuesday, November 11th that authorizes the company to repurchase $50.00 million in outstanding shares. This repurchase authorization authorizes the software maker to reacquire up to 3.2% of its stock through open market purchases. Stock repurchase programs are often an indication that the company’s leadership believes its shares are undervalued.

Insider Buying and Selling at Five9

In related news, EVP Panos Kozanian sold 10,858 shares of the stock in a transaction that occurred on Thursday, December 4th. The stock was sold at an average price of $20.42, for a total transaction of $221,720.36. Following the completion of the transaction, the executive vice president directly 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. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, insider Tiffany N. Meriweather sold 6,852 shares of the firm’s stock in a transaction that occurred on Thursday, December 4th. The shares were sold at an average price of $20.35, for a total value of $139,438.20. Following the transaction, the insider owned 212,126 shares of the company’s stock, valued at $4,316,764.10. This represents a 3.13% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 65,339 shares of company stock worth $1,330,186. Insiders own 1.60% of the company’s stock.

Institutional Trading of Five9

Several hedge funds have recently modified their holdings of the company. Fox Run Management L.L.C. grew its holdings in shares of Five9 by 68.7% in the second quarter. Fox Run Management L.L.C. now owns 31,508 shares of the software maker’s stock valued at $834,000 after purchasing an additional 12,826 shares in the last quarter. Rock Creek Group LP purchased a new stake in Five9 during the second quarter valued at $1,986,000. Campbell & CO Investment Adviser LLC lifted its position in Five9 by 115.5% during the third quarter. Campbell & CO Investment Adviser LLC now owns 122,688 shares of the software maker’s stock valued at $2,969,000 after purchasing an additional 65,752 shares during the last quarter. Y Intercept Hong Kong Ltd purchased a new position in shares of Five9 in the 3rd quarter worth $2,080,000. Finally, Asset Management One Co. Ltd. bought a new stake in shares of Five9 in the 2nd quarter worth about $297,000. 96.64% of the stock is owned by hedge funds and other institutional investors.

Key Stories 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.