May. 16 at 2:15 AM
$FIVN runs the AI infrastructure underneath some of the largest contact centers on earth. Q1 just beat across every metric. Operating income beat estimates by 14%. AI bookings doubled YoY.
$290M total buyback authorized with
$90M accelerated repurchase launched May 5 through JPMorgan.13 of 22 analysts Strong Buy. Street high PT
$47. Consensus
$27. Stock is at
$21.š
$22.91 reclaim and hold. Path opens to
$25.32 retest then 200 SMA at
$26.50
š»
$20.50 cracks. Descending channel breaks lower.
$19.36 support next.
ā ļø Agentic AI from Anthropic and OpenAI replacing human agents at scale is the real bear thesis. If autonomous agents cannibalize seat based licensing Five9 feels it first. Watch how fast their AI ARR grows each quarter.#FIVN #OptionsFlow #AI #ContactCenter #hovdid