Added to YB: 2025-12-22
Pitch date: 2025-12-19
FIVN [bullish]
Five9, Inc.
-16.4%
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
$1.3B
Pitch Price
$20.55
Price Target
37.00 (+115%)
Dividend
N/A
EV/EBITDA
12.18
P/E
45.81
EV/Sales
1.27
Sector
Software
Category
value
Show full summary:
Five9: LDD % SaaS growth at ~1 ARR
FIVN: Cloud contact center software at 1.2x ARR/5.3x EBITDA vs peers at 4x sales. AI fears overblown - company has 20yr data advantage & AI seats generate 2x ARPU. Enterprise growth accelerating w/ $1M+ bookings up, FedEx/Wells wins. $37 target (76% upside) on margin expansion to 30% & multiple re-rating.
Read full article (9 min)