Added to YB: 2025-12-26
Pitch date: 2025-12-22
FIVN [bullish]
Five9, Inc.
-2.38%
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
$1.6B
Pitch Price
$20.19
Price Target
N/A
Dividend
N/A
EV/EBITDA
14.70
P/E
56.18
EV/Sales
1.53
Sector
Software
Category
special_situation
Five9, Inc. - $FIVN
FIVN: Cloud contact center software at 1.5x sales, 7x EBITDA despite 4 consecutive GAAP profitable quarters. Growth bottoming (10% 2025 guide), activists (Pictet 8.5%, Anson, Legion, Voss) pushing for sale after inbound interest in late 2023. New CEO from Vista-backed Avalara ($8.4B exit) starts Feb with sale-aligned comp package. $150M buybacks, board defenses dismantled, potential PE/strategic buyers circling.
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