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FIFIVN

Five9, Inc.

$FIVN·$2.6B·Software - Application·Technology
$34.56+1.5%YTD+47.1%1Y+31.2%
Mentions · last 7 days
2026-08-22: 2 posts2026-08-23: 7 posts47-9%
Price updated 10h ago·X counts updated 8d ago
FIFIVN
$FIVNFive9, Inc.
$34.56+1.50%47 posts-9%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $FIVN, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-31

The move is getting stronger, with heavier trading behind it.

Five9 — Q2 EPS beat 2.8%, named IDC MarketScape Leader in Agentic Contact Center, sits at 95% of 52w range, but a fiduciary-duty investigation was announced Aug 25.

Five9 is a cloud contact-center-as-a-service (CCaaS) provider — the flagship US platform for AI-powered customer-service operations. The equity is a growth-quality name whose Q2 print confirmed the operating-leverage story with a specific legal-overhang caveat.

  • Q2 2026 EPS $0.70 beat $0.68 consensus by 2.8% on revenue $312M — the beat cadence is consistent (+2.8%, +10.1%, +1.3%, +6.8%), and Q1 revenue grew 9.2% YoY, Q4 2025 7.8%, Q3 8.2% — steady 8-9% growth on a base large enough that this is a legitimate compounder.
  • The Aug 26 IDC MarketScape recognition is a specific analyst-validation event: Five9 named a Leader in the 2026 IDC MarketScape for Worldwide Agentic Contact Center-as-a-Service Platforms — a category-defining moment as customer-service AI-agent adoption inflects.
  • Institutional tape is constructive: Deutsche Bank took a $10.43M position (Aug 24), Bank of America $17.76M (Aug 20), Aurora Investment Counsel a new position (Aug 20) — three separate institutional-scale accumulations in a week.
  • The Aug 25 shareholder-investigation press release (PRNewswire) about potential fiduciary-duty breaches is the legal-overhang: this is a boilerplate plaintiffs-bar solicitation without specific allegations, but it adds headline risk to what would otherwise be a clean setup.
  • Stock sits at 95% of 52-week range, 26% above 50-day, 63% above 200-day — the tape confirms the operating momentum; fundamentals are quality-growth: P/E 32, P/S 1.5, FCF yield 11.5%, gross margin 55%, EV/EBITDA 12.5.

What extends the run is Q3 sustaining the 8-9% YoY growth cadence plus any hyperscaler or LLM-provider strategic partnership announcement — both ratify the Agentic CCaaS positioning. What breaks it is a large enterprise contract loss (Five9 has historically had customer-concentration flavor) or specific allegations coming out of the fiduciary investigation, either of which converts the current premium multiple into a discount.

Agrees with X sentimentThe uniformly bullish X take — coiling earnings candle over a rising 2-day above the 21-day, clean levels to trade against, potential resistance from two years ago that could cap the initial move, tempered targets — captures the growth-momentum-into-technical-resistance setup exactly.

What to watch: Q3 sustaining the 8-9% YoY growth cadence plus any hyperscaler or LLM-provider strategic partnership extends the run; a large enterprise contract loss or specific allegations from the fiduciary investigation converts the premium multiple into a discount.

On the calendar: 2026-11-09 — Q3 2026 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-08-28

Five9 chatter is uniformly bullish, describing a coiling earnings candle over a rising 2-day, firmly above the 21-day, and clean levels to trade against. Traders note a potential resistance level from two years ago that could cap the initial move. Overall tone is constructive with tempered targets.

Read the AI verdict + X sentiment for $FIVN

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Cloud contact center platform with AI virtual agents, workforce management, and omnichannel routing tools.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $FIVN.

Software - Application · Technology

SaaS multiples remain compressed as rate-sensitive valuations weigh on pure-play software; customers are lengthening deal cycles outside of AI-native workloads. AI co-pilot upsell is the only clear near-term catalyst — companies without it are treading water.

What this means for $FIVN

Direct beneficiary — AI-native product or platform captures spend from the same capex cycle driving the industry; Cloud contact center platform with AI virtual agents, workforce management, and omnichannel routing tools.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
+2.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
31.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
2.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
4.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
11.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
7.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
55.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$0.70$0.68+2.8%
Q1 2026Apr 30, 2026$0.76$0.69+10.1%
Q4 2025Feb 19, 2026$0.80$0.79+1.3%
Q3 2025Nov 6, 2025$0.78$0.73+6.8%
Next earningsMon, Nov 9·consensus EPS $0.80

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$305.3M+9.2%55.9%6.1%$0.24$58.7M
Q4 FY25$300.3M+7.8%54.6%7.3%$0.25$77.3M
Q3 FY25$285.8M+8.2%55.0%5.6%$0.23$48.7M
Q2 FY25$283.3M+12.4%54.9%-0.6%$0.02$21.6M

Forward consensus

5-year forecast · up to 16 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.3B$1.2B – $1.3B$3.25$3.21 – $3.2916
FY27$1.4B$1.4B – $1.4B$3.77$3.56 – $4.2616
FY28$1.5B$1.5B – $1.6B$4.29$4.22 – $4.378
FY29$1.6B$1.6B – $1.7B$3.09$3.04 – $3.157
FY30$1.8B$1.8B – $1.8B$3.17$3.12 – $3.237

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.97%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+26.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+64.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 73.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.455-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 5Bryan M LeeCFO1.5K sh$37KSellJun 5Andy DignanPresident3.1K sh$75KSellJun 4Leena MansharamaniSVP, Chief Accounting Officer2.6K sh$63KSellJun 4Tiffany N. MeriweatherChief Admin. & Legal Officer9.5K sh$236KSellJun 4Panos KozanianEVP, Product Engineering5.9K sh$146KSellJun 4Matthew E. TucknessChief Revenue Officer8.6K sh$214KSellJun 4Bryan M LeeCFO16.6K sh$412KSellJun 4Andy DignanPresident8.2K sh$203KSellMay 14Tiffany N. MeriweatherChief Admin. & Legal Officer21.3K sh$447KSellMay 13Tiffany N. MeriweatherChief Admin. & Legal Officer8.5K sh$180K
1–10 of 12
+ 8 other (8 awards) in window

See when $FIVN insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJul 93
AI summary

Initial Form 3 ownership statement filed by Robert Hornish, a newly reportable officer or director at Five9, Inc., disclosing initial beneficial ownership of company securities upon becoming a Section 16 reporting person. Routine Section 16(a) disclosure triggered by appointment or election to a qualifying role. No operational implications for the company.

3New insider — initial holdingsJul 93
AI summary

Initial Form 3 ownership statement filed by Niranjan Vijayaragavan, a newly reportable officer or director at Five9, Inc., disclosing initial beneficial ownership of company securities upon becoming a Section 16 reporting person. Routine Section 16(a) disclosure triggered by appointment or election to a qualifying role. No operational implications for the company.

8-KOfficer or director changeJun 228-K — Item 5.02: Officer or director change
AI summary

Delaware 001-36383 94-3394123 reported departure or retirement of an officer: Name of Each Exchange on Which Registered Common stock, par value $0.001 per share FIVN The NASDAQ Global Market Indicated by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging Growth Company ☐ If an emerging growth.

8-KCharter amendmentMay 278-K — Item 5.03: Charter amendment
AI summary

Five9 amended and restated its Certificate of Incorporation at the May 20, 2026 Annual Meeting to declassify the Board and eliminate supermajority voting requirements; separately amended Bylaws on May 26, 2026 to align with the new charter. Governance improvement — shareholder-friendly structural changes.

8-KShareholder voteMay 208-K — Item 5.07: Shareholder vote
AI summary

Five9 held its 2026 Annual Meeting on May 20, 2026 with 82% of shares voted; approved Board declassification and removal of supermajority voting requirements, elected two directors, approved advisory executive compensation, and ratified KPMG LLP as auditor. Governance improvements plus routine annual meeting items.

+ 17 other (7 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Five9 Named a Leader in the 2026 IDC MarketScape: Worldwide Agentic Contact Center-as-a-Service Platformsbusinesswire.com·6d agoDid Five9, Inc. Insiders Breach their Fiduciary Duties to Shareholders?prnewswire.com·7d agoDeutsche Bank AG Takes $10.43 Million Position in Five9, Inc. $FIVNdefenseworld.net·8d agoBank of America Corp DE Has $17.76 Million Stake in Five9, Inc. $FIVNdefenseworld.net·12d agoAurora Investment Counsel Purchases New Position in Five9, Inc. $FIVNdefenseworld.net·12d ago

In themes

Explore the broader themes this ticker is being talked about under.

Trending on XAgentic AI & Enterprise Software

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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