Five9 (NASDAQ:FIVN) Announces Quarterly Earnings Results

01 May 2026, 00:18 by Teresa Graham · The Cerbat Gem

Five9 (NASDAQ:FIVN – Get Free Report) released its quarterly earnings data on Thursday. The software maker reported $0.76 EPS for the quarter, topping the consensus estimate of $0.68 by $0.08, FiscalAI reports. Five9 had a return on equity of 10.95% and a net margin of 3.43%.The business had revenue of $305.32 million for the quarter, compared to analyst estimates of $299.92 million. During the same quarter in the prior year, the firm posted $0.62 EPS. The business’s quarterly revenue was up 9.2% compared to the same quarter last year. Five9 updated its FY 2026 guidance to 3.220-3.300 EPS and its Q2 2026 guidance to 0.650-0.690 EPS.

Here are the key takeaways from Five9’s conference call:

AI revenue accelerated 68% year‑over‑year to an annual run rate above $125M (≈13% of subscription revenue) and management expects full‑year AI growth to exceed 40%.
Q1 results beat the high end of guidance with total revenue of $305M (+9% YoY) and subscription revenue up 13%, and the company modestly raised its 2026 revenue and non‑GAAP EPS midpoints.
Management is driving operational and cultural changes—deep portfolio reviews, org redesign and a new Chief Marketing & Growth Officer—which follows prior efficiency work that delivered a 470 bps EBITDA margin improvement from 2024–2025.
Capital allocation is shareholder‑friendly: the company will complete the remaining $150M repurchase by end of Q3, is initiating an accelerated share repurchase, and the board approved an additional $200M buyback authorization.
AI revenue is lumpy and may fluctuate quarter‑to‑quarter due to varied deployment schedules and backlog timing; Q1 results also benefited from a one‑time vendor discount, and management reiterated substantial forward‑looking risks.

Five9 Price Performance

Shares of FIVN stock traded up $0.15 during trading hours on Thursday, hitting $17.20. 4,800,376 shares of the company’s stock were exchanged, compared to its average volume of 1,965,364. The company has a quick ratio of 4.51, a current ratio of 4.51 and a debt-to-equity ratio of 0.94. The firm has a market cap of $1.32 billion, a P/E ratio of 37.39, a P/E/G ratio of 0.81 and a beta of 1.35. The firm has a 50 day moving average of $16.15 and a two-hundred day moving average of $18.58. Five9 has a fifty-two week low of $13.29 and a fifty-two week high of $30.38.

Institutional Inflows and Outflows

Several large investors have recently made changes to their positions in FIVN. Qube Research & Technologies Ltd raised its stake in shares of Five9 by 1,255.8% during the 3rd quarter. Qube Research & Technologies Ltd now owns 422,772 shares of the software maker’s stock worth $10,231,000 after buying an additional 391,590 shares during the period. Goldman Sachs Group Inc. raised its stake in shares of Five9 by 43.9% during the 4th quarter. Goldman Sachs Group Inc. now owns 1,226,253 shares of the software maker’s stock worth $24,586,000 after buying an additional 374,356 shares during the period. First Trust Advisors LP raised its stake in shares of Five9 by 29.4% during the 4th quarter. First Trust Advisors LP now owns 1,572,466 shares of the software maker’s stock worth $31,528,000 after buying an additional 357,321 shares during the period. Atreides Management LP raised its stake in shares of Five9 by 54.9% during the 2nd quarter. Atreides Management LP now owns 955,613 shares of the software maker’s stock worth $25,305,000 after buying an additional 338,817 shares during the period. Finally, AQR Capital Management LLC raised its stake in shares of Five9 by 288.7% during the 4th quarter. AQR Capital Management LLC now owns 433,720 shares of the software maker’s stock worth $8,683,000 after buying an additional 322,132 shares during the period. 96.64% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Five9

Here are the key news stories impacting Five9 this week:

Positive Sentiment: Q1 results beat expectations — EPS $0.76 and revenue $305.3M (revenue +9% YoY), signaling accelerating top-line momentum. Five9 Announces First Quarter 2026 Financial Results
Positive Sentiment: Management raised FY2026 EPS guidance to $3.22–$3.30 vs. street ~$2.81 — a sizable beat that improves FY earnings visibility and likely supports multiple expansion. Five9 Announces First Quarter 2026 Financial Results
Neutral Sentiment: Q2 guidance is effectively in line with consensus — EPS $0.65–$0.69 (street ~$0.65) and revenue $303M–$309M (around estimates), suggesting the company sees steady near-term performance.
Neutral Sentiment: Investor materials and call are available (slides/transcript) — useful for detail on customer trends, margin drivers and product cadence; review the conference call for management commentary on AI demand and churn. Listen to Conference Call
Negative Sentiment: Profitability remains modest — GAAP/net margin is thin (net margin ~3.4% reported) despite revenue growth, leaving earnings sensitive to margin swings and investment decisions. Five9 Q1 Earnings Summary
Negative Sentiment: Longer-term technical/valuation context is mixed — the stock still sits below its 200‑day average and carries a high P/E, so upside from the quarter could be limited if growth or margin progression stalls.

Analysts Set New Price Targets

Several equities research analysts have commented on the company. Wall Street Zen upgraded Five9 from a “buy” rating to a “strong-buy” rating in a research report on Monday, February 23rd. Zacks Research lowered Five9 from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, February 3rd. Wells Fargo & Company lowered their price objective on Five9 from $22.00 to $20.00 and set an “equal weight” rating on the stock in a research report on Friday, February 20th. Robert W. Baird lowered their price objective on Five9 from $24.00 to $19.00 and set a “neutral” rating on the stock in a research report on Monday, February 23rd. Finally, Rosenblatt Securities restated a “buy” rating and issued a $26.00 price target on shares of Five9 in a research note on Friday, February 20th. Twelve investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $26.88.

Get Our Latest Analysis on FIVN

Five9 Company Profile

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Five9, Inc (NASDAQ: FIVN) is a leading provider of cloud-based contact center software designed to help organizations manage customer interactions across voice, email, chat, social media and other digital channels. Its platform offers features such as intelligent routing, analytics, workforce optimization and integrated customer relationship management (CRM) connectors. The company emphasizes AI-driven capabilities, including virtual agents and predictive dialing, to enhance both agent productivity and customer experience.