Five9, Inc. (FIVN)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-09
$30.37-2.75%
Close 2026-09-09 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-09
Broken: Primary pillar broken — Non-GAAP EPS reaches about $3.26 in 2026: FY26 EPS guidance $0.71-$0.82 vs $3.26 target.
Five9 grows revenue steadily toward $1.26 billion in 2026. EPS rises above $3.20 per share. The company keeps buying back stock, showing strong cash flow. Profit margins remain healthy near current levels.
Revenue growth slows below 10% yearly. EPS falls short of guidance near $3.20. Executive departures disrupt product development. Buybacks slow due to weaker cash flow.
The price is about 41% below our fair value estimate. Analysts expect 12% revenue growth, which aligns with company guidance. Our view is that Five9 can meet these growth and profit targets.
Breaks if: Buybacks cease or fall below $50 million in FY26
Breaks if: EPS falls below $3.00 in FY26
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a speculative growth opportunity. FIVN is working to accelerate its subscription revenue, particularly through AI solutions, but it is currently loss-making and faces some near-term risks.
The market seems to have priced in a justified valuation, with FIVN appearing cheap compared to its peers. However, there is an expectations gap, indicating that the market may not fully anticipate potential challenges ahead.
FIVN's fundamentals are likely to show consistent revenue growth aligned with management's focus on AI and subscription services. However, the recent transition in leadership and the potential for guidance cuts could pose risks to this trajectory.
The long-term thesis hinges on several factors, including the Fed's interest rate decisions and the performance of sector leaders like SAP and CRM. Any guidance cuts from FIVN could negatively impact sentiment and expectations.
The most important moves since the prior daily snapshot.
Yes, our read has strengthened. The latest earnings beat supports a positive outlook. Revenue growth guidance for 2026 has been raised, reinforcing confidence in future performance. There is growing optimism around the company's AI solutions, which may accelerate subscription revenue growth.
as of 2026-09-09
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Guidance for full-year 2026 non-GAAP EPS is set between $3.22 and $3.30.
Breaks if: Additional key executive departures occur within next 4 quarters
Breaks if: Revenue falls below $1.15 billion in FY26
Guidance for full-year 2026 revenue is set between $1.254 billion and $1.266 billion.
In the next 1 to 3 years, FIVN's performance will depend on its ability to execute on growth initiatives and navigate sector dynamics. Not investment advice.