Beaten-down software stocks RingCentral and Five9 rally as earnings quell some AI concerns
RingCentral and Five9, leading customer service software providers, experienced significant stock rallies after reporting strong fourth-quarter results, easing investor concerns that AI advancements would negatively impact their business models. Both companies indicated that AI has become a "tailwind," boosting bookings and revenue, with RingCentral's AI-related annual recurring revenue doubling year-over-year and Five9's enterprise AI bookings more than doubling. This positive news comes after a recent massive sell-off in the software sector, driven by fears that new AI tools from firms like Anthropic and OpenAI could displace traditional software-as-a-service models.
Five9 Powers Ahead with Record Earnings and AI Focus
Five9 (NASDAQ: FIVN) reported record 2025 revenue of $1.15 billion, driven by strong growth in subscription and Enterprise AI services, and surpassed quarterly earnings expectations. The company, under new leadership, is focusing on AI-driven customer experience to enhance profitability and projects further revenue and EPS growth for FY26. Post-earnings, the stock saw a positive market response, with an increase in after-hours trading reflecting investor confidence in its strategic direction.
UBS Lowers Price Target for Five9 (FIVN) to $22, Maintains Buy R
UBS has lowered its price target for Five9 (FIVN) to $22 from $30, while maintaining a 'Buy' rating. This adjustment follows a pattern of several analysts in recent months reducing their price targets for the company. Despite the lowered target, the average analyst price target suggests a potential upside of 51.98% from Five9's current trading price.
Five9 (FIVN) Q4 2025 Results: Revenue & Earnings Beat Estimates - News and Statistics
Five9 (FIVN) shares rose 14.7% after the company announced Q4 2025 financial results that exceeded market expectations, with revenue of $300.3 million and adjusted earnings per share of $0.80. The cloud contact center software provider also reported improved adjusted operating income and free cash flow margin. Despite the surge, the stock remains significantly below its 52-week high, although it is up 3.8% year-to-date.
RBC Capital cuts Five9 stock price target on valuation concerns By Investing.com
RBC Capital has lowered its price target for Five9 (NASDAQ: FIVN) to $25 from $35, while maintaining an Outperform rating, despite the company reporting strong fourth-quarter results that exceeded consensus estimates. The reduction is attributed to valuation concerns, even though InvestingPro data suggests the stock is undervalued with an attractive PEG ratio. The report also highlights Five9's accelerating Enterprise AI revenue growth and a recent CEO transition.
Why Five9 (FIVN) Stock Is Up Today
Shares of Five9 (FIVN) surged by 14.7% after the company reported better-than-expected fourth-quarter 2025 financial results, with both revenue and adjusted earnings per share surpassing Wall Street estimates. The cloud contact center software provider also demonstrated significant improvements in profitability and free cash flow margin. Despite concerns about the "AI replacement" narrative impacting the broader software sector, Five9's positive earnings report has led to a substantial market reaction.
Evercore ISI Lowers Price Target for Five9 (FIVN) to $24.00 | FI
Evercore ISI Group analyst Peter Levine has maintained an "Outperform" rating for Five9 (FIVN) but significantly lowered its price target from $40.00 to $24.00, a 40% reduction. This comes amidst several other analysts also adjusting their ratings and price targets downwards for the cloud-native contact center software provider. Despite these adjustments, the average target price from 21 analysts suggests a 71.17% upside from its current price, and GuruFocus estimates a 248.6% upside based on its fair value.
UBS Adjusts Five9 Price Target to $22 From $30, Maintains Buy Rating
UBS has revised its price target for Five9 (FIVN) to $22 from $30, while reiterating a Buy rating on the stock. This adjustment comes after other analysts like RBC and Truist also lowered their price targets on Five9, following the company's release of its Q4 2025 earnings which showed increased adjusted earnings and revenue. Five9 also provided earnings guidance for Q1 and the full fiscal year 2026.
Assessing Five9: Insights From 4 Financial Analysts
Four financial analysts have recently evaluated Five9 (NASDAQ: FIVN), resulting in an average 12-month price target of $24.5, a decrease of 11.71% from the previous average of $27.75. The analysis highlights Five9's market capitalization below industry average, strong net margin (6.29%), high return on equity (2.41%), and impressive return on assets (1.03%). However, its revenue growth rate of 8.2% is lower than its Information Technology sector peers, and its debt-to-equity ratio of 1.03 suggests a higher reliance on borrowed funds.
Five9, Inc. (NASDAQ:FIVN) Q4 2025 Earnings Call Transcript
Five9, Inc. (NASDAQ:FIVN) reported strong Q4 2025 results, with total revenue reaching $300 million and subscription revenue growing 12% year-over-year, driven by accelerating enterprise AI and core CCaaS growth. The company's enterprise AI annual run rate revenue surpassed $100 million, highlighting its strong position in AI-powered Customer Experience. Five9 welcomed new CEO Amit Mathradas, who expressed confidence in the company's future growth and market opportunity, especially in the evolving AI-driven CX landscape.
Five9 Q4 Earnings Surpass Expectations, Revenues Rise Y/Y
Five9 (FIVN) reported strong fourth-quarter 2025 results, with earnings of 80 cents per share surpassing the Zacks Consensus Estimate by 1.3% and increasing 1.3% year-over-year. Revenues grew 8% to $300.3 million, driven by a 12% rise in subscription revenues from Enterprise AI. The company also provided optimistic guidance for Q1 and the full fiscal year 2026, forecasting continued revenue and earnings growth.
Five9 Q4 Earnings Surpass Expectations, Revenues Rise Y/Y
Five9, Inc. (FIVN) reported strong fourth-quarter 2025 results, with earnings of 80 cents per share, surpassing the Zacks Consensus Estimate by 1.3%. Revenues increased 8% year-over-year to $300.3 million, also beating estimates, driven by a 12% rise in subscription revenues and traction in Enterprise AI. The company provided optimistic guidance for both Q1 and the full year 2026, forecasting continued revenue and earnings growth.
Five9 surges after Q4 beat
Five9's stock surged approximately 13% following its fourth-quarter earnings report, which exceeded analyst estimates. The company reported a significant year-over-year increase in revenue to $300.28 million and a rise in non-GAAP EPS to $0.80 for the quarter ended December 31, 2025. These strong financial results contributed to the positive market reaction.
Five9, Inc. SEC 10-K Report
Five9, Inc. has released its annual 10-K report detailing significant financial growth, strategic initiatives, and operational highlights for the fiscal year. The report emphasizes the company's evolution towards an AI-native Intelligent CX Platform, expanding its customer base, and addressing macroeconomic challenges. Five9 achieved $1,149.1 million in revenue and a net income of $39.4 million, while also outlining challenges related to economic conditions, AI transition, and operational risks.
Artificial Intelligence May Threaten Contact Center Software Growth Over the Long Term
This Morningstar report suggests that the increasing adoption of enterprise AI could pose a long-term threat to the growth of contact center software providers like Five9. Despite the tailwinds from the industry's shift to cloud solutions, the report maintains a "no-moat" rating for Five9 due to uneven returns and intense competition. The analysis by Dan Romanoff and Jivyaa Vaidya expresses caution regarding Five9's back-end-loaded guidance and highlights AI uncertainty as a major factor clouding the company's competitive advantage.
Five9 Inc (NASDAQ:FIVN) Reports Q4 Beat but Stock Slips on Cautious 2026 Guidance
Five9 Inc (NASDAQ:FIVN) reported strong Q4 2025 financial results, beating analyst estimates for revenue and non-GAAP EPS. Despite this, the stock experienced volatility after hours due to cautious 2026 guidance, which projected a slower growth rate than some analysts expected. The company highlighted its first-time GAAP profitability in 2025 and new CEO Amit Mathradas's focus on continued growth and shareholder value.
Five9 Q4 2025 Earnings: Revenue and Profit Top Analyst Expectations - News and Statistics
Five9 (FIVN) reported strong financial results for the fourth quarter of 2025, surpassing analyst expectations for both revenue and profit. The cloud contact center software provider achieved $300.3 million in revenue, a 7.8% year-over-year increase, and adjusted earnings per share of $0.80. While the company's five-year sales growth rate is robust, recent quarters indicate a deceleration, with future revenue growth projected to slow further.
Five9's (NASDAQ:FIVN) Q4 CY2025 Sales Beat Estimates, Guides For 9.1% Growth Next Year
Five9 (NASDAQ:FIVN) reported stronger-than-expected revenue in Q4 CY2025, with sales increasing 7.8% year-on-year to $300.3 million, beating analyst estimates. The company also surpassed non-GAAP profit and adjusted operating income expectations. While current growth has slowed compared to its five-year average, Five9 provided guidance for 9.1% growth next year and its stock traded up 2.7% immediately after the report.
Five9: Q4 Earnings Snapshot
Five9 Inc. (FIVN) reported strong fourth-quarter results, with profit reaching $19.7 million and adjusted earnings of 80 cents per share, surpassing Wall Street's expectations. The company also exceeded revenue forecasts, posting $300.3 million. Five9 provided optimistic financial guidance for the upcoming quarter and the full year, projecting continued growth in earnings and revenue.
FIVN: Record revenue, robust AI growth, and higher margins set the stage for strong 2026 outlook
Five9, Inc. (FIVN) achieved a record $1.15 billion in revenue for 2025, driven by strong Q4 growth in AI and subscriptions, alongside improved profitability. The company projects continued double-digit revenue growth and margin expansion for 2026. However, potential risks stemming from macroeconomic and industry factors are noted as considerations.
Five9 (FIVN) Pre-Earnings Options Volume Shows High Call Interes
Five9 Inc (FIVN) is showing bullish sentiment in the options market ahead of its earnings report, with a three-to-one ratio of call options over puts. The market expects an 11.0% stock movement post-earnings, and despite robust revenue growth and strong liquidity, the company faces financial instability risks indicated by an Altman Z-Score of 1.7 and insider selling. Valuation metrics suggest potential undervaluation, and high institutional ownership reflects strong investor interest, though high volatility is a concern.
Five9: Q4 Earnings Snapshot
Five9 Inc. reported a strong fourth quarter, with profit of $19.7 million and adjusted earnings of 80 cents per share, surpassing analyst expectations. The company also exceeded revenue forecasts, posting $300.3 million for the quarter and $1.15 billion for the full year. Five9 provided optimistic guidance for the upcoming quarter and full year 2026, foreseeing continued growth in earnings and revenue.
Five9 earnings on deck: Can AI pivot offset seat pressures?
Five9 Inc. is set to announce its Q4 and fiscal 2025 earnings, with investors focused on whether its artificial intelligence initiatives can compensate for declining traditional contact-center business. Analysts project a 7% year-over-year revenue growth to $298.2 million and adjusted earnings of $0.78 per share. The company's push into AI, including a partnership with Google Cloud, is seen as crucial for future growth, especially given its stock trading near a 52-week low despite a "Buy" rating from analysts with significant upside potential.
What To Expect From Five9's (FIVN) Q4 Earnings
Five9 (FIVN) is set to report its Q4 earnings, with analysts expecting revenue growth of 7% year-on-year to $298.2 million and adjusted earnings of $0.78 per share. The company has a strong record of beating revenue estimates, and its peers in the productivity software segment have shown mixed results, while the sector as a whole has underperformed recently. The article also touches on the potential impact of generative AI on enterprise software stocks.
What To Expect From Five9's (FIVN) Q4 Earnings
Five9 (FIVN) is scheduled to report its Q4 earnings on Thursday. Analysts are expecting revenue growth of 7% year-on-year to $298.2 million and adjusted earnings of $0.78 per share. While the productivity software segment has generally underperformed recently, Five9 has a history of exceeding revenue estimates.
Five9 to Report Q4 Earnings: What's in Store for the Stock?
Five9 (FIVN) is scheduled to report its fourth-quarter 2025 earnings on February 19, with revenue expectations between $294.7-$300.7 million and non-GAAP earnings of 76-80 cents per share. The company's performance is anticipated to benefit from strong enterprise AI revenue growth and strategic partnerships. However, macroeconomic headwinds could impact results, and the Zacks model does not conclusively predict an earnings beat for FIVN this quarter.
Gagnon Advisors Increases Stake in Five9
Gagnon Advisors significantly increased its stake in Five9 (FIVN) during Q4 2026, purchasing 168,891 shares valued at approximately $3.58 million. This move is seen as a sign of confidence in Five9's long-term potential, despite a nearly 60% drop in its share price over the past year. The investment firm's total holdings in Five9 now stand at 336,277 shares, reflecting a belief in the company's shift towards margin discipline and improved financial performance, as evidenced by its record third-quarter revenue and increased adjusted EBITDA margin.
Five9 to Report Q4 Earnings: What's in Store for the Stock?
Five9 (FIVN) is scheduled to report its fourth-quarter 2025 earnings on February 19, with expectations of revenue between $294.7-$300.7 million and non-GAAP earnings of 76-80 cents per share. The company's performance is anticipated to be boosted by continued momentum in enterprise AI revenues and strategic partnerships. However, macroeconomic factors and a neutral Earnings ESP with a Zacks Rank #3 suggest that the model does not conclusively predict an earnings beat.
Five9 Stock Down 60% This Past Year, but One Investor Just Lifted Stake With $3.5 Million Buy
Gagnon Advisors recently increased its stake in Five9 (NASDAQ:FIVN) by purchasing 168,891 shares, a transaction valued at approximately $3.58 million. This move comes as Five9's stock has dropped nearly 60% over the past year. The investment firm now holds 336,277 shares, representing 4.28% of its assets under management, signaling a bet on the cloud contact center provider's turnaround as it focuses on margin discipline and cash generation.
Assessing Five9 (FIVN) Valuation After Expanded Google Cloud Enterprise CX AI Partnership
Five9 (FIVN) is back in focus due to an expanded partnership with Google Cloud, introducing a joint Enterprise CX AI solution. Despite recent stock lows and sector headwinds for SaaS companies, this collaboration offers new perspectives on Five9's role in AI-driven customer experience software and its current valuation. The article explores whether the stock is undervalued given its potential in AI, with one narrative suggesting a fair value significantly higher than its current trading price.
Five9 (NASDAQ:FIVN) Rating Lowered to Buy at Wall Street Zen
Wall Street Zen downgraded Five9 (NASDAQ:FIVN) from a "strong-buy" to a "buy" rating. The stock has a consensus "Moderate Buy" rating from analysts with an average target price of $32.07. Five9 also announced a $50 million stock buyback program, indicating management believes the stock is undervalued, despite recent insider share sales.
How Five9 Inc. (FIVN) Affects Rotational Strategy Timing
This article analyzes Five9 Inc. (FIVN) and its impact on rotational strategy timing, noting a near-term neutral sentiment amidst mid and long-term weakness. It details three AI-generated trading strategies—Position, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels. The report also highlights a significant 70.4:1 risk-reward short setup, predicting a 19.5% downside with minimal risk.
Should Five9’s Expanded Google AI CX Partnership Require Action From Five9 (FIVN) Investors?
Five9 recently expanded its partnership with Google Cloud, integrating its Intelligent CX Platform with Google's Gemini Enterprise and Vertex AI to enhance AI-driven customer experiences. This collaboration strengthens Five9's position in AI-augmented customer experience solutions and supports its investment narrative focused on AI adoption and CX platform growth. Investors should consider how this impacts Five9's ability to drive profitable subscription revenue amid competitive pressures and recent share price weakness.
Five9 (FIVN) to Release Quarterly Earnings on Thursday
Five9 (FIVN) is scheduled to release its Q4 2025 earnings after market close on Thursday, February 19, 2026, with analysts expecting $0.79 EPS and $298.2 million in revenue. The company's Board recently approved a $50 million share buyback program. Insider selling was noted last quarter, with executives Panos Kozanian and Andy Dignan selling shares, though institutional investors have largely increased their holdings.
Five9 (NASDAQ:FIVN) Hits New 1-Year Low - Here's What Happened
Five9 (NASDAQ:FIVN) recently hit a new 52-week low of $15.70, closing at $16.22 on heavy volume. Despite mixed analyst ratings, the consensus is a "Moderate Buy" with a target price of $32.07. The company board approved a $50 million share repurchase program, even as insiders sold 65,339 shares in the last quarter.
Five9 Honors Global Partner Award Winners, Recognizing Excellence in CX Innovation, Performance, and Customer Impact
Five9 announced the winners of its 2025 Global Partner Awards, celebrating partners who excelled in innovation, performance, and delivered measurable customer outcomes across its Intelligent CX Platform ecosystem. The awards highlight partners who advanced AI-elevated customer experiences, demonstrated strong sales alignment, and drove significant business impact in various regions and categories. This recognition underscores the critical role partners play in modernizing CX and scaling customer solutions.
Five9 Sees Unusually High Options Volume (NASDAQ:FIVN)
Five9 (NASDAQ:FIVN) experienced a significant surge in options trading, with call options volume increasing by 2,115% on Tuesday. Despite this, insiders have recently sold shares totaling $1.33 million, though they still own 1.60% of the company. The board also approved a $50 million share repurchase plan, signaling management's belief that the stock is undervalued.
Five9 (FIVN) Experiences Weak Share Price Momentum Amid Broader SaaS Sector Headwinds
Five9, Inc. (NASDAQ: FIVN) is facing weak share price momentum, with its stock declining over 60% in the past year, hitting a 52-week low of $16.10 on February 3, 2026, due to broader SaaS sector headwinds. Despite an expanded partnership with Google Cloud for an Enterprise CX AI solution, Morgan Stanley reduced Five9's price target, advising selectivity in the SaaS sector. The article includes promotional content for other investment opportunities.
Google Cloud tops Five9’s 2025 awards for AI customer experience
Five9 announced the winners of its 2025 Global Partner Awards, recognizing partners who demonstrated exceptional performance, innovation, and measurable customer outcomes in AI-elevated customer experiences. Google Cloud was named Global Partner of the Year, highlighting the strong focus on AI-driven CX innovation. The awards spanned various categories, including regional, technology, and high-performance programs, showcasing the diverse contributions of its partner ecosystem.
Five9 (FIVN) Experiences Weak Share Price Momentum Amid Broader SaaS Sector Headwinds
Five9 (FIVN) shares hit a 52-week low recently, declining over 60% due to broader SaaS sector headwinds. Despite this, the company announced an expanded partnership with Google Cloud for a joint Enterprise CX AI solution. Morgan Stanley reduced its price target for FIVN but expects lower AI-related risks in the sector for 2026, advising selective investment.
Five9 (NASDAQ:FIVN) Upgraded to "Strong-Buy" at Wall Street Zen
Five9 (NASDAQ:FIVN) was upgraded to a "strong-buy" rating by Wall Street Zen analysts. The company has a "Moderate Buy" consensus rating from analysts with an average price target of $32.07. Five9 recently reported strong quarterly earnings, beating estimates, and announced a $50 million share repurchase plan, despite recent insider share sales.
Five9 (FIVN) Is Down 10.0% After AI Risk Reassessment In SaaS Rotation Has The Bull Case Changed?
Five9 (FIVN) shares have dropped 10% following an AI risk reassessment in the SaaS sector, leading to a rotation away from traditional SaaS companies. Analysts are scrutinizing Five9's ability to maintain relevance with its Intelligent CX Platform amidst AI advancements and leadership changes, with its upcoming Q4 and FY2025 earnings call being crucial for investors. The article notes that while the stock has retreated, some believe it may still be overvalued, highlighting diverse fair value estimates among investors.
Workday, Varonis Systems, Five9, SoundHound AI, and C3.ai Shares Are Falling, What You Need To Know
Shares of Workday, Varonis Systems, Five9, SoundHound AI, and C3.ai fell after the release of new AI models by Anthropic and OpenAI. The advanced agentic capabilities of these models, particularly their ability to automate complex tasks and potentially cannibalize traditional software, have raised concerns about the future of traditional software licensing and application layers. This market reaction is causing investors to reprice software companies, though large drops can present buying opportunities for quality stocks.
Workday, Varonis Systems, Five9, SoundHound AI, and C3.ai Shares Are Falling, What You Need To Know
Shares of Workday, Varonis Systems, Five9, SoundHound AI, and C3.ai fell following the release of new AI models from Anthropic and OpenAI. The market is concerned that these advanced autonomous agents could cannibalize traditional software, making legacy seat-based licensing models obsolete. The article suggests that while the stock market often overreacts to news, significant price drops can create buying opportunities for high-quality stocks.
Workday, Varonis Systems, Five9, SoundHound AI, and C3.ai Shares Are Falling, What You Need To Know
Shares of Workday, Varonis Systems, Five9, SoundHound AI, and C3.ai experienced declines following the release of new AI models from Anthropic and OpenAI. These new "agentic" AI platforms, capable of autonomously performing tasks, have raised concerns about their potential to cannibalize traditional software and disrupt legacy licensing models. The market is aggressively repricing the software application layer, leading to significant drops in the stock prices of these software companies.
Five9 stock hits 52-week low at 16.95 USD By Investing.com
Five9 (FIVN) stock has fallen to a new 52-week low of $16.95, a sharp decline from its peak of $49.9, reflecting a 56% drop over the year. Despite the stock's downturn and broader market pressures, InvestingPro analysis suggests the company is undervalued, maintains profitability, and has seen 12.5% revenue growth. The company is undergoing a CEO transition and expanding its partnership with Google Cloud, alongside mixed analyst ratings with one downgrade due to growth concerns and another reiterating a "Buy" rating.
Is There Now An Opportunity In Five9 (FIVN) After A 60% One Year Share Price Slide
Five9 (FIVN) has experienced a significant share price decline of 60% over the last year. A Discounted Cash Flow (DCF) analysis suggests the stock is currently undervalued by 73.2%, with an estimated intrinsic value of $62.44 per share compared to its market price of $16.71. However, its Price-to-Earnings (P/E) ratio of 41.78x is higher than the industry average, indicating it might be overvalued based on earnings.
Five9, Rapid7, Shopify, ZoomInfo, and SentinelOne Shares Are Falling, What You Need To Know
Shares of Five9, Rapid7, Shopify, ZoomInfo, and SentinelOne experienced significant drops after a broad sell-off in the software sector, primarily driven by concerns over artificial intelligence's impact. Investors are reportedly shifting away from traditional SaaS providers towards companies with AI integration. The tech-heavy Nasdaq Composite index declined, indicating a broader market reaction to this news, creating potential buying opportunities for some quality stocks.
Five9, Rapid7, Shopify, ZoomInfo, and SentinelOne Shares Are Falling, What You Need To Know
Shares of Five9, Rapid7, Shopify, ZoomInfo, and SentinelOne experienced declines in the morning session following a broad sell-off in the software sector. This downturn was attributed to increasing concerns about the impact of artificial intelligence, leading to a shift away from traditional SaaS providers towards companies with AI-integrated strategies. ZoomInfo, in particular, has seen significant volatility, with its shares trading well below its 52-week high despite a recent mini-rally fueled by easing geopolitical tensions.
Five9 stock hits 52-week low at 16.95 USD
Five9 (FIVN) stock has fallen to a new 52-week low of 16.95 USD, representing a 56% decline over the past year, despite being considered undervalued by InvestingPro. The company maintains profitability and 12.5% revenue growth, with upcoming earnings on February 25. Key developments include a CEO transition, an expanded partnership with Google Cloud, and mixed analyst ratings regarding its growth prospects.
