The market, like a dry field, offers little comfort these days. But even in the cracked earth, a few hands still reach for seed. Gagnon Advisors, LLC, has laid down a stake – $3.58 million worth – in Five9 (FIVN +1.24%), adding 168,891 shares to its holdings. It’s a small gesture, perhaps, but in a season of retreat, a gesture nonetheless.
A Quiet Accumulation
The filings with the Securities and Exchange Commission tell a simple story. Gagnon Advisors, in the fourth quarter, increased its position in Five9. The money, nearly $3.6 million, represents a belief, a cautious hope in a company that’s seen better days. The value of the overall position grew by $2.69 million, a reflection of both the added shares and a slight stirring in the market winds.
What Lies Beneath
- Gagnon Advisors now holds 4.28% of Five9, a significant piece of a pie that’s been shrinking.
- Their larger holdings, the bedrock of their portfolio, tell a story of stability: WGS at $16.53 million, AMRC at $13.85 million, AL at $12.62 million, EPD at $10.90 million, and CDNA at $10.04 million. These are the names that keep the lights on, the steady earners in a restless world.
- Five9, at $16.57 a share, has fallen hard. Nearly 60% in the past year, lagging the S&P 500 by a considerable margin. It’s a wounded thing, left to mend in the shadows.
The Company Itself
| Metric | Value |
|---|---|
| Revenue (TTM) | $1.1 billion |
| Net income (TTM) | ($31.3 million) |
| Market capitalization | $1.30 billion |
| Price (as of market close February 12, 2026) | $16.57 |
Five9 builds the unseen architecture of modern connection. Cloud-based contact centers, they call it. A platform for voices and messages, serving banks, hospitals, and the endless churn of commerce. They speak the language of efficiency, of seamless interaction, leveraging algorithms and automated speech. A necessary service in a world that demands immediacy, yet remains strangely disconnected.
A Gamble on Resilience
This isn’t a chase for explosive growth. It’s a bet on durability, on a company learning to navigate the currents. Five9 reported record third quarter revenue of $285.8 million, up 8% year over year, and adjusted EBITDA reached $71.7 million, translating to a 25.1% margin. A small victory, perhaps, but a victory nonetheless. Operating cash flow came in at $59 million for the quarter, up from $41.1 million one year earlier.
The fever pitch of hypergrowth has cooled, replaced by a focus on margins and cash generation. It’s a shift in character, a turning toward pragmatism. Within a portfolio weighted toward energy, infrastructure, and biotech, this 4.28% position in Five9 represents a clear signal: a belief in a potential turnaround.
The question, as always, is whether mid-single-digit revenue growth, coupled with expanding margins, can reset expectations. If profitability can compound, if the wounds can begin to heal, then perhaps the current valuation reflects an excess of pessimism. It’s a long road back, but even in the dust, a seed can take root.
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2026-02-16 20:52