Latest news with #Five9
Yahoo
4 days ago
- Business
- Yahoo
Piper Trims Five9 (FIVN) Price Target, Maintains Overweight Rating
Five9, Inc. (NASDAQ:FIVN) is one of the best SaaS stocks to buy according to analysts. Piper Sandler has trimmed its price target on Five9, Inc. (NASDAQ:FIVN) to $31 from $36, while maintaining an Overweight rating on the stock. The revision follows what the firm described as one of its weakest rounds of field checks in recent memory, with particular softness noted around bookings activity. An IT engineer working on a laptop as planograms for a cloud-based virtual contact center platform appear on the monitor. While Five9 continues to hold a solid position in the contact center as a service (CCaaS) market, recent indicators suggest demand trends have been uneven. Piper's findings point to a slowdown in deal flow, which could signal caution among enterprise customers or longer sales cycles as budget scrutiny increases. Despite the disappointing signals from the latest checks, Piper has not changed its fundamental stance on the company. The Overweight rating reflects continued confidence in Five9's long-term prospects, underpinned by its cloud-native architecture, expanding partner ecosystem, and product development in areas like AI-powered customer engagement. Shares of Five9 have been under pressure over the past year, reflecting broader challenges across the enterprise software space and a shift in investor focus from growth to profitability. Still, for long-term investors, the current valuation may offer an entry point if Five9 can stabilize near-term performance and reaccelerate bookings momentum in the quarters ahead. While we acknowledge the potential of FIVN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: Top 10 Healthcare AI Stocks to Buy According to Hedge Funds and 10 Best Industrial Automation Stocks to Buy for the Next Decade Disclosure: None.
Yahoo
11-07-2025
- Business
- Yahoo
DigitalOcean, Five9, Domo, Qualys, and Varonis Shares Are Falling, What You Need To Know
A number of stocks fell in the afternoon session after the Trump administration announced intentions to impose a 35% tariff on many goods imported from Canada. This move is far more than a typical trade dispute; it targets the United States' largest and most deeply integrated trading partner. Canada is not merely a neighbor but a critical component of North American supply chains, particularly in sectors like automotive, energy, and critical minerals. This move has sparked concerns about potential retaliatory actions and a wider impact on the North American economy, leading to a risk-off sentiment among investors. The S&P 500, Dow Jones Industrial Average, and Nasdaq all opened lower, pulling back from recent record highs and heading for their first weekly loss in three weeks. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Among others, the following stocks were impacted: Data Storage company DigitalOcean (NYSE:DOCN) fell 4%. Is now the time to buy DigitalOcean? Access our full analysis report here, it's free. Video Conferencing company Five9 (NASDAQ:FIVN) fell 3.8%. Is now the time to buy Five9? Access our full analysis report here, it's free. Data Analytics company Domo (NASDAQ:DOMO) fell 4%. Is now the time to buy Domo? Access our full analysis report here, it's free. Vulnerability Management company Qualys (NASDAQ:QLYS) fell 3.5%. Is now the time to buy Qualys? Access our full analysis report here, it's free. Endpoint Security company Varonis (NASDAQ:VRNS) fell 4.1%. Is now the time to buy Varonis? Access our full analysis report here, it's free. Varonis's shares are not very volatile and have only had 9 moves greater than 5% over the last year. In that context, today's move indicates the market considers this news meaningful, although it might not be something that would fundamentally change its perception of the business. Varonis is up 11.1% since the beginning of the year, but at $49.28 per share, it is still trading 17.8% below its 52-week high of $59.98 from October 2024. Investors who bought $1,000 worth of Varonis's shares 5 years ago would now be looking at an investment worth $1,478. Here at StockStory, we certainly understand the potential of thematic investing. Diverse winners from Microsoft (MSFT) to Alphabet (GOOG), Coca-Cola (KO) to Monster Beverage (MNST) could all have been identified as promising growth stories with a megatrend driving the growth. So, in that spirit, we've identified a relatively under-the-radar profitable growth stock benefiting from the rise of AI, available to you FREE via this link. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
08-07-2025
- Business
- Yahoo
US High Growth Tech Stocks to Watch Now
As the U.S. market grapples with trade uncertainties and fluctuating indices, particularly the Dow Jones hovering near unchanged levels amid tariff discussions, investors are closely watching how these broader economic factors impact high-growth tech stocks. In such a volatile environment, identifying promising tech stocks involves looking at companies that demonstrate resilience and adaptability to navigate shifting trade policies and economic conditions. Name Revenue Growth Earnings Growth Growth Rating Super Micro Computer 24.71% 39.09% ★★★★★★ Circle Internet Group 32.27% 61.44% ★★★★★★ Ardelyx 21.16% 61.58% ★★★★★★ Mereo BioPharma Group 50.84% 58.22% ★★★★★★ TG Therapeutics 26.46% 38.75% ★★★★★★ AVITA Medical 27.42% 61.04% ★★★★★★ Alkami Technology 20.53% 76.67% ★★★★★★ Ascendis Pharma 35.07% 59.83% ★★★★★★ Alnylam Pharmaceuticals 23.86% 59.49% ★★★★★★ Lumentum Holdings 23.02% 103.97% ★★★★★★ Click here to see the full list of 226 stocks from our US High Growth Tech and AI Stocks screener. Underneath we present a selection of stocks filtered out by our screen. Simply Wall St Growth Rating: ★★★★☆☆ Overview: Five9, Inc. offers intelligent cloud software solutions for contact centers globally and has a market capitalization of approximately $2.11 billion. Operations: The company generates revenue primarily from its Internet Software & Services segment, amounting to $1.07 billion. The business focuses on providing cloud-based solutions for contact centers, serving both domestic and international markets. Despite recent turbulence, evidenced by its removal from several Russell indexes, Five9 demonstrates resilience and potential in the high-growth tech sector. With a forecasted annual earnings growth of 47.3% and revenue growth at 8.6%, the company is strategically positioning itself for profitability within three years. Notably, Five9's commitment to innovation is underscored by its R&D spending which remains robust, supporting initiatives like the newly launched AI Agents and AI Trust & Governance tools under its Agentic Experience Engine—aiming to revolutionize customer experience through advanced AI integration. This focus on developing cutting-edge technology not only enhances its service offerings but also aligns with industry shifts towards more dynamic, AI-driven business solutions. Click here to discover the nuances of Five9 with our detailed analytical health report. Gain insights into Five9's historical performance by reviewing our past performance report. Simply Wall St Growth Rating: ★★★★☆☆ Overview: BILL Holdings, Inc. offers a financial operations platform designed for small and midsize businesses globally, with a market capitalization of $4.97 billion. Operations: The company generates revenue primarily from its Software & Programming segment, which contributed $1.42 billion. The platform is tailored for small and midsize businesses worldwide, focusing on enhancing financial operations. Amidst a series of index drops, BILL Holdings has demonstrated resilience and adaptability in the high-growth tech landscape. The company recently unveiled its Supplier Payments Plus service, enhancing transaction efficiency for large suppliers—a move that underscores its commitment to innovation and streamlined B2B commerce. This strategic pivot not only addresses critical market needs but also complements BILL's robust annual revenue growth of 12.6% and earnings expansion at an impressive rate of 20.8% per year. Furthermore, with R&D expenditures consistently fueling advancements in payment solutions, BILL is well-positioned to maintain its competitive edge in the evolving digital payment sphere. Dive into the specifics of BILL Holdings here with our thorough health report. Understand BILL Holdings' track record by examining our Past report. Simply Wall St Growth Rating: ★★★★☆☆ Overview: Kyndryl Holdings, Inc. is a technology services company specializing in IT infrastructure services across the United States, Japan, and other international markets, with a market capitalization of approximately $10.05 billion. Operations: Kyndryl Holdings generates revenue primarily from its IT infrastructure services, with significant contributions from the United States ($3.88 billion) and Japan ($2.36 billion). The company also serves Principal Markets and Strategic Markets, contributing $5.21 billion and $3.62 billion respectively to its revenue streams. Kyndryl Holdings has recently been integrated into various Russell growth benchmarks, signaling its burgeoning presence in the tech sector. Despite a modest annual revenue growth of 2.9%, Kyndryl's earnings are expected to surge by 40.8% annually, outpacing the U.S. market average of 14.7%. This financial trajectory is bolstered by strategic alliances and innovations, such as its recent partnership with Commvault aimed at enhancing cyber resilience and regulatory compliance services for businesses globally. Moreover, Kyndryl's focus on integrating AI capabilities through collaborations with industry giants like AWS and Databricks exemplifies its commitment to driving digital transformation across diverse sectors. Click to explore a detailed breakdown of our findings in Kyndryl Holdings' health report. Assess Kyndryl Holdings' past performance with our detailed historical performance reports. Click this link to deep-dive into the 226 companies within our US High Growth Tech and AI Stocks screener. Hold shares in these firms? Setup your portfolio in Simply Wall St to seamlessly track your investments and receive personalized updates on your portfolio's performance. Maximize your investment potential with Simply Wall St, the comprehensive app that offers global market insights for free. Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management. Find companies with promising cash flow potential yet trading below their fair value. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include FIVN BILL and KD. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@
Globe and Mail
07-07-2025
- Business
- Globe and Mail
5 Mid-Cap AI Infrastructure Stocks to Buy With Deep Discounted Value
The AI infrastructure space recently gathered steam, with the DeepSeek-related fears turning out to be overblown. Moreover, the chances of a trade deal between the United States and its major trading partners, the Fed's indication of two rate cuts of 25 basis points each this year and the evaporation of recession worries in the U.S. economy have boosted market participants confidence. Here we recommend five mid-cap AI infrastructure stocks for investment. These stocks have outperformed the broad-market index – the S&P 500 – in the past three months. Moreover, each of these stocks offers deep discounted value that should reveal over a long time period. Consequently, in the long term, these stocks have the potential to become large caps. At this stage, it should be prudent to invest in these stocks at a lucrative valuation. Five such stocks are: UiPath Inc. PATH, Five9 Inc. FIVN, Inc. AI, Qualys Inc. QLYS and Fastly Inc. FSLY. Each of our picks carries either a Zacks Rank #1 (Strong Buy) to 2 (Buy). You can see the complete list of today's Zacks #1 Rank stocks here. AI Frenzy Flourishing The AI space remains rock solid supported by an extremely bullish demand scenario. Four of the 'magnificent 7' stocks have decided to invest a massive $325 billion in 2025 as capital expenditure for AI-infrastructure development. This marks a significant 46% year-over-year increase in capital spending on the AI ecosystem. This huge spending on AI infrastructure will dramatically change the world over the next five years in fields like hyperscale automation, robotics, healthcare, energy, materials, financials and cybersecurity. Research firm Oppenheimer estimated that the total addressable global sovereign AI market could be a massive $1.5 trillion. The chart below shows the price performance of our five picks in the past three months. UiPath Inc. Zacks Rank #1 UiPath provides an end-to-end automation platform that offers a range of robotic process automation solutions primarily in the United States, Romania, the United Kingdom, the Netherlands, and internationally. PATH offers a suite of interrelated software to build, manage, run, engage, measure, and govern automation within the organization. The PATH platform's embedded AI (artificial intelligence), ML (machine language), and NLP (Natural Language Processing) capabilities improve decisioning and information processing. PATH introduced new generative AI features, including specialized LLMs (Large Language Model) such as DocPATH and CommPATH, and Context Grounding, to enhance automated AI models for specific business needs. UiPath has an expected revenue and earnings growth rate of 8.5% and 5.7%, respectively, for the current year (ending January 2026). The Zacks Consensus Estimate for current-year earnings has improved 1.8% over the last 30 days. UiPath has a P/E ratio of 23.9X compared with 29.7X of the industry. Five9 Inc. Zacks Rank #1 Five9 provides intelligent cloud software for contact centers in the United States, India, and internationally. FIVN offers a virtual contact center cloud platform that delivers a suite of applications, enabling a broad range of contact center-related customer service, sales, and marketing functions. FIVN's platform comprises interactive virtual agents, agent assistance, workflow automation, workforce engagement management, AI insights, and AI summaries. It allows the management and optimization of customer interactions across voice, chat, email, web, social media, and mobile channels directly or through its application programming interfaces. FIVN has been benefiting from the growing adoption of AI tools in its call center services, with personalized AI agents emerging as a major growth driver. On Feb. 19, Five9 introduced its Intelligent CX Platform powered by Five9 Genius AI on the Google Cloud space. FIVN also released new Five9 AI agents tailor-made for Google Cloud. Five9 has an expected revenue and earnings growth rate of 9.6% and 11.7%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved 0.7% over the last 60 days. Five9 has a P/E ratio of 10.1X compared with 29.7X of the industry. Inc. Zacks Rank#2 in the AI automation sector specializes in enterprise AI applications, including predictive maintenance and generative AI tools. has positioned itself as a pure-play enterprise AI software company. Central to the company's growth strategy is its deepening alignment with major cloud providers and government institutions. While the broader infrastructure buildout continues to attract headlines and capital, thesis is that enterprise value accrues not at the hardware or model level, but where actionable AI is deployed. As enterprises seek production-ready solutions atop robust infrastructure, differentiated platform could see a long-awaited lift. Five9 has an expected revenue and earnings growth rate of 20.1% and 9.8%, respectively, for the current year (ending April 2026). The Zacks Consensus Estimate for current-year earnings has improved 19.6% over the last 60 days. is yet to generate profit while the industry has a P/E of 20.2X. Qualys Inc. Zacks Rank #1 Qualys is benefiting from the increasing demand for cloud-based cybersecurity solutions amid growing cyber threats and digital transformation initiatives. With a diverse customer base that includes enterprises, SMBs and government entities, QLYS maintains a balanced customer mix, which keeps it resilient against fluctuations in IT spending. Two major AI-powered solutions of QLYS include TotalAppSec, a unified application risk management platform for web applications and APIs, and TotalAI, focusing on AI and large language model (LLM) workloads. Qualys' strategic acquisitions are pivotal in driving its growth trajectory. Since its inception, the company has acquired seven companies, of which Blue Hexagon was acquired in November 2022. Blue Hexagon's AI/ML (machine language) capabilities enhanced QLYS' threat detection and response solutions, bolstering its cybersecurity offerings. Qualys has expected revenue and earnings growth rates of 7.3% and 0.7%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved 7.7% over the last 60 days. Qualys has a P/E ratio of 8.8X compared with 11.6X of the industry. Fastly Inc. Zacks Rank #2 Fastly provides infrastructure software offering cloud computing, image optimization, security, edge computer technology and streaming solutions. On Dec.16, 2024, FSLY unveiled Fastly AI Accelerator, a semantic caching solution that allows developers to optimize their LLM generative AI applications. FSLY operates an edge cloud platform for processing, serving, and securing its customers' applications in the United States, the Asia Pacific, Europe, and internationally. FSLY's Edge Cloud Platform offers more efficient performance as developers need only a single line of code instead of repeated calls to the AI provider to update their application to a new API endpoint. Fastly has an expected revenue and earnings growth rate of 8.6% and 25%, respectively, for 2025. The Zacks Consensus Estimate for 2025 earnings has improved 10% over the last 30 days. Fastly is yet to generate profit while the industry has a P/E of 29.7X. Only $1 to See All Zacks' Buys and Sells We're not kidding. Several years ago, we shocked our members by offering them 30-day access to all our picks for the total sum of only $1. No obligation to spend another cent. Thousands have taken advantage of this opportunity. Thousands did not - they thought there must be a catch. Yes, we do have a reason. We want you to get acquainted with our portfolio services like Surprise Trader, Stocks Under $10, Technology Innovators, and more, that closed 256 positions with double- and triple-digit gains in 2024 alone. See Stocks Now >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Inc. (AI): Free Stock Analysis Report UiPath, Inc. (PATH): Free Stock Analysis Report Qualys, Inc. (QLYS): Free Stock Analysis Report Five9, Inc. (FIVN): Free Stock Analysis Report Fastly, Inc. (FSLY): Free Stock Analysis Report
Yahoo
04-07-2025
- Business
- Yahoo
Q1 Earnings Review: Video Conferencing Stocks Led by Five9 (NASDAQ:FIVN)
Wrapping up Q1 earnings, we look at the numbers and key takeaways for the video conferencing stocks, including Five9 (NASDAQ:FIVN) and its peers. Work is becoming more distributed, both across geographies and devices. In order for businesses to keep functioning efficiently, they need to be able to communicate as well as they did when the teams were co-located, which drives the demand for integrated communication platforms. The 4 video conferencing stocks we track reported a satisfactory Q1. As a group, revenues beat analysts' consensus estimates by 0.8% while next quarter's revenue guidance was in line. Thankfully, share prices of the companies have been resilient as they are up 8.3% on average since the latest earnings results. Started in 2001, Five9 (NASDAQ: FIVN) offers software-as-a-service that makes it easier for companies to set up and efficiently run call centers to offer more tailored customer support. Five9 reported revenues of $279.7 million, up 13.2% year on year. This print exceeded analysts' expectations by 2.6%. Overall, it was a very strong quarter for the company with EPS guidance for next quarter exceeding analysts' expectations and a solid beat of analysts' EBITDA estimates. Five9 pulled off the biggest analyst estimates beat and fastest revenue growth of the whole group. Unsurprisingly, the stock is up 10.4% since reporting and currently trades at $27.71. Is now the time to buy Five9? Access our full analysis of the earnings results here, it's free. Started by Eric Yuan who once ran engineering for Cisco's video conferencing business, Zoom (NASDAQ:ZM) offers an easy to use, cloud-based platform for video conferencing, audio conferencing and screen sharing. Zoom reported revenues of $1.17 billion, up 2.9% year on year, outperforming analysts' expectations by 0.8%. The business had a strong quarter with full-year EPS guidance exceeding analysts' expectations and a solid beat of analysts' EBITDA estimates. Zoom scored the highest full-year guidance raise among its peers. The company added 104 enterprise customers paying more than $100,000 annually to reach a total of 4,192. Although it had a fine quarter compared its peers, the market seems unhappy with the results as the stock is down 4.6% since reporting. It currently trades at $78.29. Is now the time to buy Zoom? Access our full analysis of the earnings results here, it's free. Founded in 1987, 8x8 (NYSE:EGHT) provides software for organizations to efficiently communicate and collaborate with their customers, employees, and partners. 8x8 reported revenues of $177 million, down 1.3% year on year, in line with analysts' expectations. It was a slower quarter as it posted a slight miss of analysts' EBITDA estimates and billings in line with analysts' estimates. 8x8 delivered the weakest performance against analyst estimates, slowest revenue growth, and weakest full-year guidance update in the group. Interestingly, the stock is up 15.6% since the results and currently trades at $2.07. Read our full analysis of 8x8's results here. Founded in 1999 during the dot-com era, RingCentral (NYSE:RNG) provides software as a service that unifies phone, text, fax, video calls and chat in one platform. RingCentral reported revenues of $612.1 million, up 4.8% year on year. This print met analysts' expectations. More broadly, it was a mixed quarter as it also produced a decent beat of analysts' EBITDA estimates but a miss of analysts' billings estimates. The stock is up 11.9% since reporting and currently trades at $29.87. Read our full, actionable report on RingCentral here, it's free. Thanks to the Fed's series of rate hikes in 2022 and 2023, inflation has cooled significantly from its post-pandemic highs, drawing closer to the 2% goal. This disinflation has occurred without severely impacting economic growth, suggesting the success of a soft landing. The stock market thrived in 2024, spurred by recent rate cuts (0.5% in September and 0.25% in November), and a notable surge followed Donald Trump's presidential election win in November, propelling indices to historic highs. Nonetheless, the outlook for 2025 remains clouded by potential trade policy changes and corporate tax discussions, which could impact business confidence and growth. The path forward holds both optimism and caution as new policies take shape. Want to invest in winners with rock-solid fundamentals? Check out our Strong Momentum Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate. Sign in to access your portfolio
