Agilysys (NASDAQ:AGYS) Issues Quarterly Earnings Results

20 May 2026, 07:37 by Doug Wharley · The Cerbat Gem

Agilysys (NASDAQ:AGYS – Get Free Report) posted its quarterly earnings data on Monday. The software maker reported $0.63 earnings per share for the quarter, topping the consensus estimate of $0.51 by $0.12, Briefing.com reports. The firm had revenue of $82.95 million for the quarter, compared to analysts’ expectations of $81.56 million. Agilysys had a net margin of 12.15% and a return on equity of 11.34%. The company’s quarterly revenue was up 11.7% compared to the same quarter last year. During the same period in the previous year, the company 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 Trading Up 12.5%

AGYS opened at $78.94 on Wednesday. The stock has a market cap of $2.22 billion, a price-to-earnings ratio of 58.04 and a beta of 0.30. The stock has a fifty day moving average price of $68.95 and a 200 day moving average price of $94.61. Agilysys has a 1 year low of $61.50 and a 1 year high of $145.25.

Hedge Funds Weigh In On Agilysys

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

Key Agilysys News

Here are the key news stories impacting Agilysys this week:

Positive Sentiment: Agilysys posted a Q4 earnings and revenue beat, with EPS of $0.63 versus $0.51 expected and revenue of $82.95 million versus $81.56 million estimated. Business Wire release
Positive Sentiment: The company said fiscal 2027 revenue guidance of $365 million to $370 million is above Wall Street expectations, reinforcing confidence in continued growth. Earnings transcript and guidance
Positive Sentiment: Management highlighted record quarterly and full-year revenue, plus improving subscription sales and margin expansion, which investors viewed as signs of an inflection point in the business. Barron’s coverage
Positive Sentiment: Analysts at Needham and William Blair reaffirmed bullish ratings and a $120 price target, suggesting further upside if execution stays strong. Needham rating update
Neutral Sentiment: Recent coverage also notes that AI fears are fading because Agilysys appears able to use AI to improve profitability rather than be disrupted by it. MSN article

Analysts Set New Price Targets

Several research analysts recently weighed in on AGYS shares. Needham & Company LLC reissued a “buy” rating and set a $120.00 price target on shares of Agilysys in a research report on Tuesday. Wall Street Zen lowered Agilysys from a “buy” rating to a “hold” rating in a research report on Saturday, January 31st. Weiss Ratings lowered Agilysys from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Monday, May 4th. Oppenheimer boosted their price objective on shares of Agilysys from $90.00 to $100.00 and gave the company an “outperform” rating in a research report on Tuesday. Finally, Zacks Research raised shares of Agilysys from a “strong sell” rating to a “hold” rating in a research report on Thursday, February 26th. Four 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. Based on data from MarketBeat, the company has a consensus rating of “Hold” and an average price target of $128.75.

Read Our Latest Stock Report on Agilysys

Agilysys Company Profile

(Get Free Report)

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.