Five9 (FIVN) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.Since a ...

人工智能软件行业概况 - 人工智能正在重塑软件行业格局 BigBearAI和Five9是两家处于前沿的公司 [2] - BigBearAI专注于政府及国防领域的AI决策智能和预测分析 Five9则聚焦于商业企业的云联络中心软件及生成式AI客户体验平台 [2] - 两家公司通过AI解决不同行业的复杂问题 分别覆盖国防级分析与企业级AI代理领域 [3] BigBearAI公司分析 - 公司正进行战略转型 新CEO Kevin McAleenan推动可持续增长 核心优势在于国家安全和边境管理领域的AI应用 [5] - 关键平台包括Orion ConductorOS和Shipyardai 专注于关键基础设施和国防安全场景 [5] - 未完成订单同比增长30%至385亿美元 显示客户长期信心 包括国防部Orion平台和Austal USA等新合约 [6] - 2025年Q1收入3480万美元 仅同比增长5% 低于预期 调整后EBITDA亏损700万美元 R&D投入增加且联邦资金延迟 [8] - 季度末现金储备增至108亿美元 较前期显著改善 但政府采购波动性仍存 [8] Five9公司分析 - 作为成熟的企业级SaaS公司 正抓住生成式AI在客户体验领域的机遇 [9] - Genius平台集成Salesforce和ServiceNow等系统 提供AI代理 转录 座席辅助和智能路由功能 [9] - 2025年Q1收入2797亿美元 同比增长132% 超出预期 订阅收入占比80%且同比增长14% 企业AI收入同比激增32% [10] - 创纪录自由现金流349亿美元 调整后EBITDA利润率188%提升360个基点 EPS 62美分同比增长29% [11] - AI Blueprint项目转化率达50% 与Salesforce Google Cloud IBM watsonx和ServiceNow的战略合作增强平台覆盖 [12] 股票表现与估值 - BigBearAI股价过去三个月上涨13% 但年初至今下跌101% [14] - Five9股价过去三个月下跌13% 年初至今下跌34% 低于52周高点499美元 [14][15] - BigBearAI估值较高 远期市销率659倍 Five9仅为171倍 后者估值对两位数增长的软件公司偏低 [18] - Five9分析师平均目标价显示376%上行空间 BigBearAI盈利预期持续下调 [15][20] 财务预期对比 - Five9 2025年EPS预计增长117% BigBearAI预计每股亏损041美元 但较上年110美元亏损收窄 [20] - Five9重申114亿美元年度收入指引并上调EPS预期 有望在2027年前超越40法则指标 [13] - BigBearAI的Zacks评级为4级卖出 Five9获2级买入评级 反映市场对两者前景的不同判断 [23][24]

Investors interested in stocks from the Internet - Software sector have probably already heard of Five9 (FIVN) and Informatica Inc. (INFA) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank favors stocks with strong earnings estima ...

Five9 (FIVN) FY Conference June 05, 2025 09:40 AM ET Speaker0 All right. Speaker1 I'm going go ahead and get started. Thanks, everyone, for being here. For, those of you that don't know me, my name is Arjun Bhatia. I am the analyst here at William Blair, who covers Five9. For a full list of disclosures, you can go to williamblair.com. And with that, I'm happy to introduce the Five9 team. Thank you guys for being here. We have Mike Berklin, CEO Andy Dignan, President and Brian Lee, who is CFO. Thank you guys ...

Investors with an interest in Internet - Software stocks have likely encountered both Five9 (FIVN) and Adyen N.V. Unsponsored ADR (ADYEY) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The Zacks Rank is a proven strategy that targets companies with positive earnings estima ...

Five9 (FIVN) shares have lost 36.1% over the past six months, significantly underperforming the broader Zacks Computer and Technology sector’s decline of 1.6% and the Zacks Internet - Software industry’s rise of 4.3%.FIVN has also lagged its peers, including Paycom Software (PAYC) , Twilio (TWLO) and PagerDuty (PD) , over the same period. While Paycom Software and Twilio have gained 9.8% and 10.3%, respectively, PagerDuty has declined 24.2%.Five9’s share price decrease can be attributed to prolonged enterpr ...

Shares of Five9 (FIVN) have gained 9.5% over the past four weeks to close the last trading session at $26.96, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $37.05 indicates a potential upside of 37.4%.The average comprises 20 short-term price targets ranging from a low of $23 to a high of $65, with a standard deviation of $9.91. While the lowest estimate indicates a decline of ...

Investors looking for stocks in the Internet - Software sector might want to consider either Five9 (FIVN) or Adyen N.V. Unsponsored ADR (ADYEY) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The Zacks Rank favors stocks with stron ...

Shares of Five9 (FIVN) have gained 15.3% over the past four weeks to close the last trading session at $24.83, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $39.50 indicates a potential upside of 59.1%. The average comprises 20 short-term price targets ranging from a low of $23 to a high of $67, with a standard deviation of $12.03. While the lowest estimate indicates a decline ...

Microsoft was once a slow-growth tech giant. But under Satya Nadella, who took the helm as CEO in 2014, it aggressively expanded its cloud ecosystem, rolled out more mobile apps for iOS and Android instead of developing its own phones, and invested in new AI technologies. By transforming its desktop-based applications into cloud-based services and mobile apps, Microsoft kept pace with Amazon and Alphabet's Google in the cloud and AI race. Today, Microsoft's Azure is the world's second- largest cloud infrast ...