Five9, Inc. (FIVN)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-10-29
$36.34-2.86%
Close 2026-10-30 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-10-29
Research Workspace
Put FIVN beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Systems Software: fringe margins under pressure (2q confirmed)
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Non-GAAP EPS reaches about $3.26 in 2026: Comparison needs review.
View ThesisRevenue growth is slowing — up about 9% over the past year and decelerating.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, margins, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 44% in its worst 12-month stretch.
View RiskFIVN’s AI solutions must accelerate subscription revenue growth to support its valuation. Revenue grew 10% year over year in Q2 FY2026, and non-GAAP EPS beat consensus. FIVN trades at 14× P/E versus a 46× peer median. The price reflects less growth than our forecast, though expectations look modest. The 20% next-quarter miss probability adds execution risk. Its primary EPS pillar needs review because the comparison is unverified. Peer multiples imply a price about 34% above where it trades; the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-30. FIVN is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 21 analysts currently covering FIVN (as of Oct 2026).
Based on 5 Wall Street analysts offering 12-month price targets for FIVN in the last 4 months.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| FIVN Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Systems Software — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put FIVN next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Accelerate subscription revenue growth with AI solutions
AI growth aligns with subscription revenue objectives.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $36.34
The last 12 months of price, then the range of analyst 12-month targets from today’s $36.34.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Accelerate subscription revenue growth with AI solutions
Analyst cites AI progress supporting subscription revenue growth.
Advances: Accelerate subscription revenue growth with AI solutions
Earnings beats and optimism support AI revenue growth objective.
Advances: Revenue growth guidance for 2026
Raised guidance supports revenue growth objectives.
