Agilysys Inc. (AGYS)
Agilysys: At Such Elevated Multiples, We're Expecting More (Downgrade)
Despite S&P 500 highs, macro headwinds persist, making expensive growth stocks like Agilysys particularly risky in this environment. Agilysys' organic growth is questionable, with recent gains largely driven by its Book4Time acquisition rather than true underlying expansion. Competition is intensifying in Agilysys' target sectors, while limited liquidity restricts further transformative M&A opportunities.
Agilysys, Inc. (AGYS) Q1 2026 Earnings Call Transcript
Agilysys, Inc. (NASDAQ:AGYS ) Q1 2026 Earnings Conference Call July 21, 2025 4:30 PM ET Company Participants Jessica Hennessy - Senior Manager of Corporate Strategy & Investor Relations Ramesh Srinivasan - CEO, President & Director William David Wood - Senior VP & CFO Conference Call Participants Brian Jeffrey Schwartz - Oppenheimer & Co. Inc., Research Division Matthew VanVliet - Unidentified Company Mayank Tandon - Needham & Company, LLC, Research Division Stephen Hardy Sheldon - William Blair & Company L.L.C., Research Division Operator Good day, ladies and gentlemen, and welcome to the Agilysys 2026 First Quarter Conference Call.
Agilysys (AGYS) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
The headline numbers for Agilysys (AGYS) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Agilysys (AGYS) Misses Q1 Earnings Estimates
Agilysys (AGYS) came out with quarterly earnings of $0.33 per share, missing the Zacks Consensus Estimate of $0.39 per share. This compares to earnings of $0.3 per share a year ago.
New Strong Buy Stocks for June 2nd
PVH, MMS, ALIZY, BPOP and AGYS have been added to the Zacks Rank #1 (Strong Buy) List on June 2, 2025.
Agilysys: Take Caution As Macro Headwinds Brew (Rating Downgrade)
I'm downgrading Agilysys to a neutral rating after the company's Q4 earnings print, as its FY26 outlook gives little cause for excitement. When factoring in the recent Book4Time acquisition, Agilysys' organic growth for the year is hovering at only ~10% y/y. The company could see upside from its ongoing large-scale rollout with Marriott, but without any contribution from that deal expected this year, AGYS stock looks rich at ~7x forward revenue.
Agilysys, Inc. (AGYS) Q4 2025 Earnings Call Transcript
Agilysys, Inc. (NASDAQ:AGYS ) Q4 2025 Earnings Conference Call May 19, 2025 4:30 PM ET Company Participants Jessica Hennessy - Senior Director of Corporate Strategy & IR Ramesh Srinivasan - President & CEO Dave Wood - SVP & CFO Conference Call Participants Stephen Sheldon - William Blair Sam Salvas - Needham & Company Brian Schwartz - Oppenheimer Nehal Chokshi - Northland Capital Markets George Sutton - Craig-Hallum Capital Group Operator Good day, ladies and gentlemen, and welcome to the Agilysys 2025 Fourth Quarter and Full Fiscal Year Conference Call. At this time, all participants are in a listen-only mode.
Agilysys (AGYS) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
While the top- and bottom-line numbers for Agilysys (AGYS) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Agilysys (AGYS) Q4 Earnings and Revenues Surpass Estimates
Agilysys (AGYS) came out with quarterly earnings of $0.54 per share, beating the Zacks Consensus Estimate of $0.26 per share. This compares to earnings of $0.32 per share a year ago.
Agilysys (AGYS) Q4 Earnings on the Horizon: Analysts' Insights on Key Performance Measures
Get a deeper insight into the potential performance of Agilysys (AGYS) for the quarter ended March 2025 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.
Earnings Preview: Agilysys (AGYS) Q4 Earnings Expected to Decline
Agilysys (AGYS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Agilysys: More Attractive Now Following The Post-Earnings Selloff (Rating Upgrade)
Shares are down nearly 50% since the company reported Q3 results for FY25. While its hardware and services segments face revenue headwinds, subscription revenue growth, which is core to the investment thesis, has remained very strong. The valuation multiple has dropped to 20 times 2027 adjusted EBITDA, which I find attractive given the promising growth and margin outlook ahead.
