Five9 (NASDAQ:FIVN) Stock Price Expected to Rise, Barclays Analyst Says

Key Points

• Barclays raised its price target on Five9 to $25 (from $22) and kept an "overweight" rating, implying roughly a 16% upside from the prior close.
• Five9 beat recent quarterly estimates and management materially raised FY2026 guidance (about $3.22–$3.30 EPS versus prior consensus near $2.81), with AI-driven features cited as a tailwind.
• Analyst sentiment is broadly positive (12 Buys, 7 Holds, consensus target $26.94) and the stock jumped to $21.48 on heavy volume as investors reacted to the results and guidance.

Five9 (NASDAQ:FIVN - Get Free Report) had its price target hoisted by Barclays from $22.00 to $25.00 in a report released on Friday,Benzinga reports. The firm currently has an "overweight" rating on the software maker's stock. Barclays's price target would indicate a potential upside of 16.39% from the company's previous close.

A number of other analysts have also recently weighed in on FIVN. Needham & Company LLC reissued a "buy" rating and issued a $40.00 target price on shares of Five9 in a research note on Friday. UBS Group reissued a "buy" rating on shares of Five9 in a research note on Friday. Piper Sandler reissued a "neutral" rating on shares of Five9 in a research note on Friday. Wells Fargo & Company lowered their target price on shares of Five9 from $22.00 to $20.00 and set an "equal weight" rating on the stock in a research note on Friday, February 20th. Finally, Robert W. Baird lowered their target price on shares of Five9 from $24.00 to $19.00 and set a "neutral" rating on the stock in a research note on Monday, February 23rd. Twelve research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus price target of $26.94.

Five9 Stock Performance

Shares of NASDAQ:FIVN traded up $4.28 on Friday, hitting $21.48. 6,511,719 shares of the company were exchanged, compared to its average volume of 2,446,025. The company's 50 day moving average price is $16.15 and its two-hundred day moving average price is $18.58. Five9 has a one year low of $13.29 and a one year high of $30.38. The company has a debt-to-equity ratio of 0.94, a quick ratio of 4.51 and a current ratio of 4.51. The firm has a market capitalization of $1.64 billion, a price-to-earnings ratio of 46.59, a PEG ratio of 0.81 and a beta of 1.35.

Five9 (NASDAQ:FIVN - Get Free Report) last posted its quarterly earnings data on Thursday, February 19th. The software maker reported $0.80 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.79 by $0.01. Five9 had a net margin of 3.43% and a return on equity of 10.95%. The company had revenue of $300.28 million for the quarter, compared to the consensus estimate of $298.21 million. During the same quarter in the previous year, the firm posted $0.79 EPS. The business's revenue was up 7.8% compared to the same quarter last year. Five9 has set its Q1 2026 guidance at 0.100-0.170 EPS and its FY 2026 guidance at 0.860-0.950 EPS. Research analysts expect that Five9 will post 1.29 earnings per share for the current year.

Institutional Trading of Five9

Several large investors have recently made changes to their positions in FIVN. Global Retirement Partners LLC raised its holdings in shares of Five9 by 81.7% in the third quarter. Global Retirement Partners LLC now owns 1,228 shares of the software maker's stock valued at $30,000 after buying an additional 552 shares during the last quarter. Quarry LP acquired a new stake in Five9 in the 3rd quarter valued at about $33,000. Rothschild Investment LLC raised its stake in shares of Five9 by 3,572.0% in the fourth quarter. Rothschild Investment LLC now owns 1,836 shares of the software maker's stock worth $37,000 after acquiring an additional 1,786 shares during the last quarter. Advisory Services Network LLC acquired a new position in shares of Five9 during the third quarter worth approximately $38,000. Finally, Nisa Investment Advisors LLC lifted its position in shares of Five9 by 36.4% during the third quarter. Nisa Investment Advisors LLC now owns 1,630 shares of the software maker's stock worth $39,000 after purchasing an additional 435 shares in the last quarter. Institutional investors own 96.64% of the company's stock.

Five9 News Summary

Here are the key news stories impacting Five9 this week:

• Positive Sentiment: Q1 results beat expectations — Five9 reported $0.76 EPS vs. consensus ~$0.69 and revenue of $305.3M (up ~9% YoY), signaling healthy demand and margin improvement. BusinessWire: Five9 First Quarter 2026 Financial Results
• Positive Sentiment: Management raised FY2026 guidance significantly — FY EPS guide 3.22–3.30 vs. prior consensus ~2.81 (and Q2 EPS/revenue at-or-above estimates), which materially re-rates forward earnings expectations. Five9 Slide Deck / Guidance
• Positive Sentiment: Analyst affirmation — Needham reiterated a Buy and set a $40 price target (~100% upside to current levels), adding dealer support to the rally. Benzinga: Needham Reaffirms Buy
• Positive Sentiment: Sector/AI tailwind — Coverage highlights that Five9’s AI-driven features helped deliver the beat, joining other SaaS names in an AI-led rebound that’s boosting market sentiment. Business Insider: SaaS Stocks Soar on AI Beats
• Neutral Sentiment: Detailed disclosures available — Earnings call transcript and slide deck provide color on customer trends, margin drivers, and AI roadmap for those modeling forward growth and churn. Seeking Alpha: Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Third‑party summaries — Zacks and other outlets also note the beat and guide, useful for quick checks but not new directional catalysts. Zacks: Q1 Earnings and Revenues Top Estimates

About Five9

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.

Founded in 2001 and headquartered in San Ramon, California, Five9 completed its initial public offering in February 2014.

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