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FIFIVN

Five9, Inc.

Rising onWhy it's trendingX chatter spiked vs its recent normBacked by solid revenue growth
$FIVN·$2.0B·Software - Application·Technology
$25.58+1.3%YTD+26.3%1Y-4.8%
Mentions · last 7 days
2026-07-10: 76 posts2026-07-11: 29 posts2026-07-12: 60 posts2026-07-13: 141 posts2026-07-14: 96 posts2026-07-15: 166 posts2026-07-16: 141 posts719+28%
Price updated 10h ago·X counts updated 1d ago
FIFIVN
$FIVNFive9, Inc.
$25.58+1.27%719 posts+28%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

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.

Comeback attemptAcceleratingAI verdict · as of 2026-07-18

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

Five9 finally broke out of a multi-year downtrend — the fundamentals aren't spectacular but the tape math is.

Five9 runs a cloud-based contact-center software platform (agent workflow, WFM, analytics, AI voice agents) for enterprise customer-service organizations. The stock is up 26% year-to-date after a multi-year drawdown, and the recent price action captures a genuine change-of-character breakout.

  • Revenue growth is quietly re-accelerating: Q1 revenue grew 9.2% YoY to $305M after +7.8% in Q4 and +8.2% in Q3 — the low-single-digit slowdown of 2024 is over, and enterprise AI-voice adoption is putting a mid-teens growth trajectory back on the table.
  • The FCF yield is quietly strong: at 11.5% trailing FCF yield, 55% gross margin and 3% operating margin, FIVN prices as a real cash-generating SaaS name — the multiple is depressed relative to peers like NICE and Nice-CxOne given the reacceleration.
  • The technical breakout is textbook Stage 1-to-2A: X posters describe a change-of-character breakout signal with the multi-year downtrend on the verge of a confirmed break, and a Wave 3 target of 77% higher — the tape math supports the 'primed for reversal' framing.
  • The class-action overhang is what to watch: multiple firms (Kuehn Law, others) opened investor investigations of alleged fiduciary breaches in early July — inquiry filings, not lawsuits, but they cap the multiple until they resolve.

The July 30 Q2 print is the whole coil-break trigger: revenue growth extending above +9% with any AI-voice-agent monetization detail and commentary on the class-action inquiries being addressed is what pushes the tape toward the +77% Wave 3 target; a growth deceleration below +7% or a fresh class-action escalation sends the stock back through $20 support.

Agrees with X sentimentThe X read on the change-of-character breakout, the 0.618 fib test hold, and the Wave 3 target is directly consistent with the reaccelerating revenue trajectory. What the sample under-weights is the July fiduciary-duty inquiries — real overhang until resolved.

What to watch: The July 30 Q2 earnings — revenue growth vs Q1's +9.2%, AI-voice-agent monetization commentary, and any address of the class-action inquiries. Above-9% growth with AI-voice traction pushes the tape to the +77% Wave 3 target; deceleration below +7% sends the stock through $20.

On the calendar: 2026-07-30 — Q2 2026 earnings

beta missing

X sentiment

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

Bullish sentiment5 posts analyzed · as of 2026-07-12

Posts describe Five9 up nearly 15% this week and over 30% since testing the 0.618 fib, with holders delighted and a Wave 3 target of 77% in view. Bulls flag a change-of-character breakout signal and note the downtrend since 2021 is on the verge of a confirmed breakout. FIVN is also cited among software names keeping traders afloat alongside FSLY, AMPL, and DDOG.

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

No material change from last week — platforms where agents expand contract value (ServiceNow, Snowflake) are re-rated upward, while tools where agents substitute human users (Adobe Creative..

What this means for $FIVN

Neutral — Cloud contact center platform with AI virtual agents, workforce management, and omnichannel routing tools; this business's revenue is largely decoupled from the AI agent bifurcation — contract expansion vs. user substitution.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-12.9%YTD
-16.6%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
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%
Q2 2025Jul 31, 2025$0.76$0.65+16.9%
Next earningsThu, Jul 30·consensus EPS $0.69

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 17 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.3B$1.3B – $1.3B$3.25$3.21 – $3.2917
FY27$1.4B$1.4B – $1.4B$3.78$3.59 – $4.2917
FY28$1.5B$1.5B – $1.5B$4.29$4.24 – $4.368
FY29$1.6B$1.6B – $1.7B$3.09$3.06 – $3.147
FY30$1.8B$1.8B – $1.8B$3.17$3.14 – $3.227

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.0.7×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.75%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.+13.7%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.+29.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 73.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.4% 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.

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 4Tiffany N. MeriweatherChief Admin. & Legal Officer9.5K sh$236KSellJun 4Panos KozanianEVP, Product Engineering5.9K sh$146KSellJun 4Matthew E. TucknessChief Revenue Officer8.6K sh$214KSellJun 4Leena MansharamaniSVP, Chief Accounting Officer2.6K sh$63KSellJun 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 18
+ 12 other (11 awards · 1 exempt) 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.

SC 13D/AActivist amendmentFeb 27SC 13D/A
8-KMaterial agreementFeb 208-K — Item 1.01: Material agreement
SC 13D/AActivist amendmentFeb 17SC 13D/A
+ 19 other (6 13Gs · 2 proxys · 2 8-Ks · 1 S-8) in window

Recent news

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

Five9 Announces Inducement Awards Under Nasdaq Listing Rule 5635(c)(4)businesswire.com·3d agoDid Five9, Inc. Insiders Breach their Fiduciary Duties to Shareholders?gurufocus.com·15d agoDid Five9, Inc. Insiders Breach their Fiduciary Duties to Shareholders?prnewswire.com·15d agoKuehn Law Encourages Investors of Five9, Inc. to Contact Law Firmprnewswire.com·16d agoPick These 5 Bargain Stocks With Alluring EV-to-EBITDA Ratioszacks.com·16d ago

In themes

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

Trending on XAgentic AI & Enterprise Software

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Voices on X · last 7 days

No standout posts about $FIVN on X in the last 7 days.

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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