AU · rank #20 · 2026-07-27
FIVN
NASDAQ · $1.96B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.792 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.00 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 13 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.109 |
| Analyst upside Consensus target $27.81 | +20.3% |
| Momentum acceleration 3-month minus 12-month momentum. | +42.91% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.25 |
| Gross margin TTM | +55.5% |
| 52w high | $29.64 |
| Market cap (USD) | $1.96B |
The AI research card
Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.
Summary
Five9 (FIVN) is a cloud contact-center software vendor pivoting toward AI-native CX automation, with subscription-led recurring revenue and recent Q1 2026 growth plus raised full-year guidance.
Rationale
The stock screens well for analyst_upside because consensus still implies ~20% upside, recommendation scores are constructive, revision agreement is high, and the latest quarter/guidance raise confirms improving execution.
Material risks
- 1Five9’s biggest thesis-breaker is commoditization from larger CCaaS and hyperscaler stacks like Amazon Connect, Genesys, and NICE, which could compress pricing and weaken differentiation.
- 2Customers can increasingly build AI CX workflows in-house or migrate to native cloud alternatives, which would erode Five9’s platform relevance and the durability of its revenue stream.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.