Professional
Added to YB: 2025-08-28
Pitch date: 2025-08-22
FIVN [bullish]
Five9, Inc.
-25.61%
current return
Author Info
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Company Info
Five9, Inc., together with its subsidiaries, provides intelligent cloud software for contact centers in the United States and internationally.
Market Cap
$1.5B
Pitch Price
$27.49
Price Target
47.00 (+130%)
Dividend
N/A
EV/EBITDA
13.97
P/E
53.17
EV/Sales
1.46
Sector
Software
Category
value
Voss Value Fund New Position: Five9, Inc.
FIVN (new position): Cloud contact center software leader at 2x ARR vs Genesys at 7-9x despite similar profiles. Q2 saw 16% subscription growth, tripled AI bookings, margin expansion, raised guidance. CEO retirement may signal M&A window as activists cut costs like at Twilio. 70% upside to 9x 2026 EBITDA target.
Read full article (4 min)