Agilysys (NASDAQ:AGYS) Rating Lowered to Hold at Wall Street Zen

Agilysys (NASDAQ:AGYS) was downgraded by Wall Street Zen from a “buy” rating to a “hold” rating in a research report issued on Saturday.

AGYS has been the subject of several other reports. Needham & Company LLC reaffirmed a “buy” rating and set a $140.00 target price on shares of Agilysys in a report on Tuesday, January 27th. UBS Group reissued a “buy” rating on shares of Agilysys in a research report on Monday, December 15th. Zacks Research lowered Agilysys from a “hold” rating to a “strong sell” rating in a research note on Wednesday, January 28th. Oppenheimer raised their target price on Agilysys from $130.00 to $140.00 and gave the stock an “outperform” rating in a report on Thursday, December 4th. Finally, BTIG Research assumed coverage on Agilysys in a report on Tuesday, December 16th. They set a “neutral” rating for the company. Four equities research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $145.40.

Agilysys Stock Up 1.7%

NASDAQ:AGYS opened at $86.75 on Friday. The stock has a market cap of $2.44 billion, a price-to-earnings ratio of 81.07 and a beta of 0.41. The company’s 50 day moving average price is $117.05 and its 200-day moving average price is $114.65. Agilysys has a 52 week low of $63.71 and a 52 week high of $145.25.

Agilysys (NASDAQ:AGYS) last released its quarterly earnings data on Monday, January 26th. The software maker reported $0.42 EPS for the quarter, missing the consensus estimate of $0.46 by ($0.04). Agilysys had a net margin of 9.79% and a return on equity of 10.71%. The business had revenue of $80.39 million for the quarter, compared to analysts’ expectations of $79.07 million. During the same period last year, the business earned $0.38 earnings per share. The company’s quarterly revenue was up 15.6% on a year-over-year basis. As a group, sell-side analysts anticipate that Agilysys will post 0.8 earnings per share for the current year.

Insider Transactions at Agilysys

In other news, CFO William David Wood III sold 584 shares of Agilysys stock in a transaction that occurred on Tuesday, November 4th. The stock was sold at an average price of $125.20, for a total value of $73,116.80. Following the completion of the transaction, the chief financial officer owned 41,052 shares in the company, valued at approximately $5,139,710.40. The trade was a 1.40% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Donald A. Colvin sold 6,000 shares of the business’s stock in a transaction that occurred on Friday, November 21st. The shares were sold at an average price of $123.28, for a total value of $739,680.00. Following the transaction, the director directly owned 24,592 shares in the company, valued at approximately $3,031,701.76. This represents a 19.61% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 7,084 shares of company stock worth $878,467 in the last three months. Insiders own 8.60% of the company’s stock.

Institutional Investors Weigh In On Agilysys

Several hedge funds and other institutional investors have recently made changes to their positions in AGYS. New York State Teachers Retirement System boosted its stake in shares of Agilysys by 0.6% during the 4th quarter. New York State Teachers Retirement System now owns 32,340 shares of the software maker’s stock worth $3,843,000 after purchasing an additional 200 shares during the period. Jennison Associates LLC raised its position in Agilysys by 20.7% in the 4th quarter. Jennison Associates LLC now owns 221,791 shares of the software maker’s stock worth $26,358,000 after purchasing an additional 38,007 shares during the period. State of New Jersey Common Pension Fund D bought a new stake in Agilysys in the fourth quarter worth about $2,081,000. Keybank National Association OH purchased a new position in shares of Agilysys during the fourth quarter valued at approximately $244,000. Finally, Pictet Asset Management Holding SA lifted its holdings in Agilysys by 7.3% during the 4th quarter. Pictet Asset Management Holding SA now owns 4,264 shares of the software maker’s stock valued at $507,000 after buying an additional 289 shares in the last quarter. Hedge funds and other institutional investors own 88.00% of the company’s stock.

Trending Headlines about Agilysys

Here are the key news stories impacting Agilysys this week:

• Positive Sentiment: Needham reiterated a “Buy” rating on AGYS, providing support from a buy‑side firm that can help demand. Needham Reiterates Buy
• Positive Sentiment: Northland raised its Q4 2026 EPS view to $0.44 (from $0.37) and nudged FY2026 to $1.18, signaling some near‑term earnings upside versus prior company forecasts. MarketBeat: Northland Estimates
• Neutral Sentiment: Northland published a full slate of quarterly and FY estimates for FY2026–FY2027 (Q1–Q4 2027 and FY2027 at $1.59), which updates the modeling inputs investors use but does not by itself move fundamentals materially. MarketBeat: Detailed Estimates
• Neutral Sentiment: Short‑interest data released 1/28 appears internally inconsistent (reported as a big increase but showing zero shares/NaN); no clear short squeeze or persistent short pressure is evident from the published numbers. (Data appears unreliable.)
• Negative Sentiment: Zacks Research downgraded AGYS from “Hold” to “Strong Sell,” a headline downgrade that can weigh on sentiment and trigger outflows from momentum‑driven funds. Zacks Downgrade
• Negative Sentiment: Northland cut its FY2027 outlook (now $1.59, down from $1.89 previously), reducing longer‑term earnings expectations — a fundamental headwind for valuation. MarketBeat: FY2027 Revision
• Negative Sentiment: Shares had gapped down after Agilysys missed the prior quarter’s EPS estimate, a catalyst that likely triggered recent analyst re‑ratings and elevated volatility. Earnings Miss / Gap Down

About Agilysys

Agilysys, Inc is a publicly traded technology company (NASDAQ: AGYS) that specializes in providing software and services to the hospitality industry. The company’s solutions span property management, point-of-sale, inventory and procurement, workforce management, analytics and mobile guest engagement. These offerings are designed to streamline hotel and resort operations, enhance guest experiences and improve financial performance for clients across the lodging, gaming, cruise, senior living and higher-education markets.

Agilysys delivers its portfolio through both cloud-based and on-premises deployments, enabling hoteliers and hospitality operators to select the infrastructure model that best aligns with their operational requirements and IT strategies.