Added to YB: 2025-12-26
Pitch date: 2025-12-22
FIVN [bullish]
Five9, Inc.
+73.85%
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
$2.6B
Pitch Price
$20.19
Price Target
N/A
Dividend
N/A
EV/EBITDA
16.70
P/E
50.26
EV/Sales
2.30
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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