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FIFIVN

Five9, Inc.

Hot onWhy it's trendingX mentions rising faster than the marketMoving on elevated volumeBacked by solid revenue growth
$FIVN·$2.5B·Software - Application·Technology
$32.47-5.9%YTD+70.4%1Y+22.2%
Price updated 14h ago·X counts updated 5d ago
FIFIVN
$FIVNFive9, Inc.
$32.47-5.88%50 posts1.3×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $FIVN on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

50X posts · last 7 days
Sep 1Sep 14
Chatter Meter
1.3×
QuietNormal · 1×Loud

How loud $FIVN's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 84% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 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 what X is saying about $FIVN

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $FIVN — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-18

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

Five9 ripping 70% YTD on AI-contact-center thesis — 96th percentile of range, execs cashing.

Five9 provides cloud-based contact-center software — the story is an AI-driven customer-service automation compounder that has decisively re-rated on the AI-agent thesis.

  • The operating side is executing: Q1 revenue grew 9.2% YoY (Q4 was up 7.8%), TTM operating margin is 4.7%, TTM FCF yield is 11%, and last two EPS prints beat consensus by 3-10% ($0.70 vs $0.68, $0.76 vs $0.69) — analysts model FY26 EPS around $2.90 with continued growth.
  • The strategic thesis is dated: Seeking Alpha's Sept 15 'Five9: The Infrastructure Behind AI Contact Center Automation' captures the specific AI-agent-orchestration play, plus Crosspoint Capital Partners added a former Five9 and Cisco executive to its Operating Team — real strategic-executive-network activity.
  • The tape is running: shares are up 70% YTD and 33% over the past year, sit at the 96th percentile of the 52-week range, 58% above the 200-day, and 15% above the 50-day — the insider tape is a moderate caution with officers Mansharamani ($39K), Dignan ($87K), and Meriweather ($161K) selling in Sept, but small in absolute terms.

Nov 9 earnings extends the run if Q3 EPS beats $0.80 consensus with continued AI-agent attach revenue and any specific enterprise-customer expansion commentary. What actually invalidates is either a specific competitive loss to NICE or Genesys, a soft billings print, or another officer selling cluster from key operators — the fundamentals support the reversal.

Agrees with X sentimentThe X bullish read on the coiling earnings-candle-over-rising-2-day and firmly-above-21-day is fair — the fundamentals (9% growth, AI-contact-center thesis) do back the compounder; execution matters.

What to watch: Q3 earnings Nov 9 — AI-agent attach revenue, enterprise-customer expansion, and billings; NICE/Genesys competitive loss, soft billings, or officer selling cluster invalidates.

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

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating while pure-play SaaS without clear AI differentiation faces flat NDR and rate-compressed multiples. IGV -9.7% T12M reflects the laggard drag on the index.

What this means for $FIVN

Direct beneficiary — Five9's AI virtual agents and Genius AI workforce management are the primary CCaaS upsell as contact centers replace human queues with AI; directly on the enterprise AI automation wave.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-0.7%YTD
-9.6%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
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 15 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.3B$1.2B – $1.3B$3.25$3.21 – $3.2715
FY27$1.4B$1.4B – $1.4B$3.84$3.63 – $4.4615
FY28$1.5B$1.5B – $1.6B$4.47$4.41 – $4.556
FY29$1.7B$1.6B – $1.7B$3.93$3.87 – $3.994
FY30$1.8B$1.8B – $1.8B$4.23$4.16 – $4.303

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.2.1×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.87%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.+7.7%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.+48.6%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 today6.1% 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.β1.495-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

SellSep 8Tiffany N. MeriweatherChief Admin. & Legal Officer5.1K sh$161KSellSep 8Andy DignanPresident2.7K sh$87KSellSep 8Bryan M LeeCFO1.3K sh$43KSellSep 8Leena MansharamaniSVP, Chief Accounting Officer1.3K sh$40KSellSep 4Bryan M LeeCFO19.3K sh$644KSellSep 4Andy DignanPresident10.6K sh$353KSellSep 4Tiffany N. MeriweatherChief Admin. & Legal Officer13.4K sh$447KSellSep 4Leena MansharamaniSVP, Chief Accounting Officer2.7K sh$90KSellSep 3Leena MansharamaniSVP, Chief Accounting Officer2.7K sh$91KSellAug 28Andy DignanPresident17.8K sh$622K
1–10 of 20
+ 9 other (8 awards · 1 gift) 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 Inc (FIVN) Stock Down 5.9% but Still Overvalued -- GF Score: 75/100gurufocus.com·15h agoHere Are Wednesday’s Top Wall Street Analyst Research Calls: Airbnb, Booking Holdings, Credicorp, Dutch Bros, Expedia, Hartford Financial Services, Group, Meritage Homes, Patchex, Yum! Brands, and More247wallst.com·3d agoFive9: The Infrastructure Behind AI Contact Center Automationseekingalpha.com·4d agoCrosspoint Capital Partners Adds Former Five9 and Cisco Executive Panos Kozanian to Operating Teambusinesswire.com·4d agoFive9 President Andy Dignan Sells 17,767 Shares for $622,400fool.com·8d 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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