The mean of analysts' price targets for Agilysys (AGYS) points to a 44.1% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Agilysys, Inc. is demonstrating a profitability inflection, driven by AI-enabled cost efficiencies and robust recurring revenue growth. Q4 delivered record sales, 12% y/y revenue growth, 18% subscription growth, and 600bps EBITDA margin expansion to 25.9%. FY27 guidance calls for 14–16% revenue growth, 30%+ subscription growth, and a 24%+ adjusted EBITDA margin, excluding potential Marriott deal upside.
Shares of Agilysys (AGYS) surged 15% on Tuesday after the hospitality software provider delivered quarterly results that topped Wall Street expectations and issued stronger-than-expected full-year guidance. The results have eased investor concerns that artificial intelligence could weaken demand for traditional software companies.
The key behind the software company's solid results is its robust subscription sales growth,
Agilysys, Inc. (AGYS) Q4 2026 Earnings Call Transcript
While the top- and bottom-line numbers for Agilysys (AGYS) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Agilysys (AGYS) came out with quarterly earnings of $0.63 per share, beating the Zacks Consensus Estimate of $0.51 per share. This compares to earnings of $0.54 per share a year ago.
Agilysys NASDAQ: AGYS reported record fourth-quarter and full-year fiscal 2026 results, with management pointing to strong subscription demand, improved implementation capacity and growing use of artificial intelligence across its hospitality software platform as key drivers of momentum.
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Agilysys (AGYS), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended March 2026.
Amid supply-chain woes, Computer - Integrated Systems players like MU, AMD, HPE and AGYS benefit from the demand for integrated solutions and multi-cloud model adoption.
Bamco Inc. NY raised its position in Agilysys, Inc. (NASDAQ: AGYS) by 13.2% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 106,214 shares of the software maker's stock after purchasing an additional 12,405 shares during the quarter. Bamco Inc. NY owned
Agilysys shares fell over 10% post-earnings despite a beat-and-raise quarter, presenting a compelling buy opportunity after a 30% pullback. AGYS is diversifying beyond hotels, with growing traction in cruise ships, casinos, and increased cross-sell of products like Book4Time and foodservice solutions. Approximately two-thirds of AGYS revenue is recurring, underpinned by complex, sticky implementations and robust attach rates in new deals.