Agilysys (NASDAQ:AGYS) Issues Quarterly Earnings Results, Beats Estimates By $0.12 EPS

Agilysys (NASDAQ:AGYS) released its quarterly earnings data on Monday. The software maker reported $0.63 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.51 by $0.12, Briefing.com reports. The business had revenue of $82.95 million for the quarter, compared to analysts’ expectations of $81.56 million. Agilysys had a return on equity of 10.71% and a net margin of 9.79%.The firm’s quarterly revenue was up 11.7% on a year-over-year basis. During the same period in the prior year, the firm posted $0.54 EPS.

Here are the key takeaways from Agilysys’ conference call:

• Agilysys reported a record Q4 and full-year FY2026, including its 17th straight quarter of record revenue and a full-year revenue total of $319.3 million, up 15.9% year over year.
• Subscription and recurring revenue continued to accelerate, with FY2026 subscription revenue up 30.2% and recurring revenue reaching a record $205.9 million. Management said FY2027 should be the third consecutive year of 30%+ subscription growth.
• The company said sales momentum remains exceptionally strong, with record bookings, backlog, and retention, plus better implementation efficiency from modernized products and AI tools. Management also highlighted strong gains in POS and international sales, along with record performance in managed food services.
• Agilysys launched two new AI-native products at its Inspire conference: Revenue Intelligence and CRS. Early customer feedback was positive, and management said beta implementations should begin later this fiscal year.
• For FY2027, management guided to $365 million-$370 million in revenue and adjusted EBITDA margin of 24%, with Q1 expected to be lower at 16%-17% before improving through the year. They also said the large Marriott PMS rollout is progressing well, but it is expected to span at least two years rather than one.

Agilysys Stock Up 4.2%

Shares of Agilysys stock opened at $70.20 on Tuesday. The firm has a market cap of $1.97 billion, a price-to-earnings ratio of 65.61 and a beta of 0.30. The business has a 50-day moving average price of $68.92 and a 200-day moving average price of $94.99. Agilysys has a twelve month low of $61.50 and a twelve month high of $145.25.

Agilysys News Roundup

Here are the key news stories impacting Agilysys this week:

• Positive Sentiment: Agilysys beat Wall Street on both earnings and revenue, posting $0.63 EPS versus $0.51 expected and $82.95 million in revenue versus $81.56 million expected, with revenue up 11.7% year over year. Agilysys Announces 17th Consecutive Record Revenue Quarter of $82.9M and Full Year Record Revenue of $319.3M
• Positive Sentiment: The company’s fiscal 2027 revenue guidance of $365 million to $370 million came in above consensus, reinforcing optimism about continued growth. Agilysys Announces 17th Consecutive Record Revenue Quarter of $82.9M and Full Year Record Revenue of $319.3M
• Positive Sentiment: Needham reiterated a Buy rating and maintained a $120 price target, signaling that analysts still see meaningful upside after the earnings report. Analyst Reaffirms Buy on Agilysys, Maintains $120 Price Target Amid Strong Growth and Margin Outlook
• Neutral Sentiment: Investors are also digesting the Q4 earnings call transcript and key-metrics analysis, which may provide more detail on margins, recurring revenue, and the company’s long-term execution. Agilysys, Inc. (AGYS) Q4 2026 Earnings Call Transcript

Institutional Trading of Agilysys

Institutional investors have recently added to or reduced their stakes in the company. Caitong International Asset Management Co. Ltd lifted its stake in Agilysys by 419.5% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 213 shares of the software maker’s stock worth $25,000 after purchasing an additional 172 shares during the last quarter. Los Angeles Capital Management LLC bought a new stake in shares of Agilysys during the fourth quarter valued at approximately $34,000. Measured Wealth Private Client Group LLC bought a new stake in shares of Agilysys during the third quarter valued at approximately $43,000. Smartleaf Asset Management LLC raised its stake in shares of Agilysys by 71.3% during the second quarter. Smartleaf Asset Management LLC now owns 632 shares of the software maker’s stock valued at $71,000 after acquiring an additional 263 shares in the last quarter. Finally, Advisors Asset Management Inc. increased its holdings in Agilysys by 30.1% during the first quarter. Advisors Asset Management Inc. now owns 688 shares of the software maker’s stock valued at $50,000 after buying an additional 159 shares during the period. Institutional investors own 88.00% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms recently issued reports on AGYS. Zacks Research raised Agilysys from a “strong sell” rating to a “hold” rating in a research report on Thursday, February 26th. Needham & Company LLC reissued a “buy” rating and set a $120.00 price target on shares of Agilysys in a report on Tuesday, April 28th. Weiss Ratings cut Agilysys from a “hold (c-)” rating to a “sell (d+)” rating in a report on Monday, May 4th. Oppenheimer lowered their price target on Agilysys from $140.00 to $90.00 and set an “outperform” rating on the stock in a report on Thursday, April 9th. Finally, Wall Street Zen cut Agilysys from a “buy” rating to a “hold” rating in a report on Saturday, January 31st. Four research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $131.40.

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.