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Added to YB: 2025-08-28

Pitch date: 2025-08-22

FIVN [bullish]

Five9, Inc.

-2.07%

current return

Author Info

No bio for this author

Company Info

Five9, Inc., together with its subsidiaries, provides intelligent cloud software for contact centers in the United States and internationally.

Market Cap

$2.1B

Pitch Price

$27.49

Price Target

47.00 (+76%)

Dividend

N/A

Sector

Software

Category

value

Show full summary:
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)