Agilysys, Inc. (AGYS)
NASDAQ:AGYS
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Agilysys
(NASDAQ:AGYS)
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Rating:77Outperform
Price Target:
$102.00
▲(49.49% Upside)
Action:Reiterated
Date:06/04/26
The score is driven primarily by strong financial performance (growth, margins, cash flow, and a conservative balance sheet) and supportive earnings-call guidance pointing to continued subscription growth and margin expansion. Technicals are positive but somewhat stretched and still below the 200-day trend, while valuation is the main constraint due to the high P/E and lack of dividend support.
Positive Factors
Recurring revenue and subscription growth
Sustained subscription growth (≥30% YoY) and rising recurring revenue materially increase revenue predictability and customer lifetime value. This supports scalable SaaS economics, steadier cash flows and easier long-term planning, strengthening durable top-line quality and investment capacity.
Negative Factors
Large deal rollout and visibility risk
Dependence on multi-year large implementations creates material timing and execution risk: revenue and margin benefits can be deferred or lumpy, reducing near- to medium-term visibility and making growth sensitive to deployment schedules and integration complexity.
Read all positive and negative factors
Positive Factors
Negative Factors
Recurring revenue and subscription growth
Sustained subscription growth (≥30% YoY) and rising recurring revenue materially increase revenue predictability and customer lifetime value. This supports scalable SaaS economics, steadier cash flows and easier long-term planning, strengthening durable top-line quality and investment capacity.
Read all positive factors
Agilysys Key Performance Indicators (KPIs)
Agilysys (AGYS) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$2.46B
Dividend YieldN/A
Average Volume (3M)439.53K
Price to Earnings (P/E)63.3
Beta (1Y)0.60
Revenue Growth15.85%
EPS Growth63.44%
CountryUS
Employees1,900
SectorTechnology
Sector Strength88
IndustrySoftware - Application
Share Statistics
EPS (TTM)1.39
Shares Outstanding28,166,630
10 Day Avg. Volume309,893
30 Day Avg. Volume439,533
Financial Highlights & Ratios
PEG Ratio0.79
Price to Book (P/B)6.11
Price to Sales (P/S)6.25
P/FCF Ratio29.28
Enterprise Value/Market Cap0.96
Enterprise Value/Revenue7.43
Enterprise Value/Gross Profit12.01
Enterprise Value/Ebitda40.35
Forecast
1Y Price Target
$127.33Price Target Upside86.62% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering7
EPS Forecast (FY)2.45
Revenue Forecast (FY)$367.77M
Agilysys Business Overview & Revenue Model
Company Description
Agilysys, Inc., operating alongside its subsidiaries, specializes in creating and distributing a comprehensive range of technology solutions, including both hardware and software products, as well as associated services. The company primarily cate...
How the Company Makes Money
Agilysys primarily makes money by selling and supporting hospitality software products and related services. Key revenue streams include (1) subscription/SaaS fees for cloud-delivered software (recurring revenue tied to customer usage/contract ter...
Agilysys Earnings Call Summary
Earnings Call Date:May 18, 2026
(Q4-2026)
| % Change Since: |
Next Earnings Date:Jul 27, 2026
Earnings Call Sentiment Positive
The call highlights broad-based, multi-quarter and multi-product momentum with record sales, strong subscription and recurring revenue growth, margin expansion, improved cash generation and a clear AI-driven product roadmap. Management provided constructive FY2027 guidance (revenue $365M–$370M, subscription growth ≥30%, adjusted EBITDA to 24% with a high exit rate), while acknowledging short-term timing and rollout risks (notably the multi-year Marriott PMS rollout), flat one-time product revenue, and Q1 seasonality/one-time costs. Overall, positives (record results, strong trends, robust cash and margins, solid guidance and AI-enabled product launches) outweigh the manageable near-term execution and timing risks.Positive Updates
Record Quarterly and Annual Revenue
Q4 fiscal 2026 revenue hit a record $82.9M (17th consecutive record quarter). Full fiscal year 2026 revenue was $319.3M, up 15.9% year-over-year.
Negative Updates
Flat One-Time Product Revenue
Onetime product revenue (perpetual licenses and hardware resales) remained flat YoY at $41.2M for FY2026. Management frames this as a sign of SaaS transition, but it limits non-recurring revenue growth in the near term.
Read all updates
Q4-2026 Updates
Positive
Negative
Record Quarterly and Annual Revenue
Q4 fiscal 2026 revenue hit a record $82.9M (17th consecutive record quarter). Full fiscal year 2026 revenue was $319.3M, up 15.9% year-over-year.
Read all positive updates
Company Guidance
Management guided fiscal 2027 revenue of $365–$370 million, with product revenue expected to remain flat at about $40M annually (~$10M/quarter), professional services growth of 5–10%, recurring revenue growth around 20% (with subscription revenue growth north of 30% — the third consecutive year of ≥30% subscription growth), and Q1 subscription growth expected near the Q4 exit rate of ~24% with acceleration through the year; adjusted EBITDA is expected to rise from 21.2% in FY26 to 24% for FY27 (Q1 profitability at 16–17% due to one‑time costs, exiting the year near ~30%), stock‑based compensation running ~5–7% of revenue, product development (ex‑SBC) falling to the high‑teens, and gross margin and operating leverage expected to expand (exit gross margin in the mid‑to‑high‑60% range), with free cash flow and adjusted EBITDA remaining comparable proxies after normalizing CapEx.Agilysys Financial Statement Overview
Summary
Income Statement
82
Very Positive
Balance Sheet
88
Very Positive
Cash Flow
86
Very Positive
| Breakdown | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 | Mar 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 319.31M | 275.62M | 237.46M | 198.06M | 162.64M |
| Gross Profit | 197.50M | 171.99M | 144.26M | 120.82M | 101.53M |
| EBITDA | 58.60M | 35.16M | 25.95M | 19.43M | 10.39M |
| Net Income | 38.79M | 23.23M | 86.19M | 14.58M | 6.48M |
Balance Sheet | |||||
| Total Assets | 481.53M | 434.37M | 350.43M | 243.04M | 214.16M |
| Cash, Cash Equivalents and Short-Term Investments | 116.89M | 73.04M | 144.89M | 112.84M | 96.97M |
| Total Debt | 19.04M | 46.96M | 23.89M | 16.74M | 10.70M |
| Total Liabilities | 154.74M | 168.48M | 113.95M | 98.27M | 81.36M |
| Stockholders Equity | 326.79M | 265.89M | 236.48M | 144.77M | 132.80M |
Cash Flow | |||||
| Free Cash Flow | 68.15M | 52.34M | 40.06M | 27.23M | 27.28M |
| Operating Cash Flow | 70.00M | 55.13M | 48.19M | 34.46M | 28.48M |
| Investing Cash Flow | -1.85M | -148.57M | -7.60M | -6.87M | -25.68M |
| Financing Cash Flow | -24.47M | 21.93M | -8.56M | -11.09M | -4.90M |
Agilysys Technical Analysis
Neutral
68.23
Price Trends
75.65
Positive
76.02
Positive
96.34
Negative
Market Momentum
3.69
Positive
58.93
Neutral
25.55
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AGYS, the sentiment is Neutral. The current price of 68.23 is below the 20-day moving average (MA) of 86.98, below the 50-day MA of 75.65, and below the 200-day MA of 96.34, indicating a neutral trend. The MACD of 3.69 indicates Positive momentum. The RSI at 58.93 is Neutral, neither overbought nor oversold. The STOCH value of 25.55 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for AGYS.
Agilysys Risk Analysis
Agilysys disclosed 34 risk factors in its most recent earnings report. Agilysys reported the most risks in the "Tech & Innovation" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
Agilysys Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
77 Outperform | $2.46B | 63.27 | 12.72% | ― | 15.85% | 63.44% | |
66 Neutral | $393.95M | -10.18 | -19.29% | ― | 12.27% | 37.41% | |
63 Neutral | $1.24B | 8.72 | 179.00% | ― | -0.66% | ― | |
61 Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% | |
60 Neutral | $1.57B | 59.84 | 7.70% | ― | 8.12% | -82.54% | |
47 Neutral | $305.80M | -0.10 | -171.94% | 8.12% | -3.15% | -6679.56% |
* Technology Sector Average
AGYS
Agilysys
87.51
-25.64
-22.66%
BLKB
Blackbaud
27.04
-37.51
-58.11%
BL
BlackLine
26.77
-29.60
-52.51%
SPT
Sprout Social
6.55
-13.56
-67.43%
ALIT
Alight
0.57
-4.66
-89.12%
Agilysys Corporate Events
Business Operations and StrategyFinancial Disclosures
Agilysys Details AI-Driven Hospitality Strategy and Growth Outlook
Positive
Jun 3, 2026
Agilysys released an investor presentation for its fourth quarter and full fiscal year 2026, outlining its hospitality-only strategy, global footprint and AI-first product roadmap, as well as detailed operating metrics for the twelve months ended ...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.