Agilysys (NASDAQ:AGYS) Stock Price Expected to Rise, Piper Sandler Analyst Says

Agilysys (NASDAQ:AGYS) had its target price boosted by equities research analysts at Piper Sandler from $120.00 to $140.00 in a research report issued on Tuesday, Benzinga reports. The firm presently has an “overweight” rating on the software maker’s stock. Piper Sandler‘s price target points to a potential upside of 13.41% from the company’s current price.

AGYS has been the subject of a number of other research reports. Needham & Company LLC boosted their price objective on Agilysys from $135.00 to $145.00 and gave the company a “buy” rating in a research report on Tuesday. Weiss Ratings restated a “hold (c)” rating on shares of Agilysys in a report on Friday, October 9th. Oppenheimer reissued an “outperform” rating on shares of Agilysys in a research note on Monday, October 12th. Cantor Fitzgerald reissued an “overweight” rating on shares of Agilysys in a report on Tuesday, July 28th. Finally, Zacks Research cut shares of Agilysys from a “strong-buy” rating to a “hold” rating in a report on Monday, July 27th. Five investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $130.60.

Agilysys Stock Up 2.3%

NASDAQ:AGYS opened at $123.45 on Tuesday. The company has a market cap of $3.48 billion, a P/E ratio of 90.74, a P/E/G ratio of 3.49 and a beta of 0.37. The firm’s 50 day moving average is $108.12 and its two-hundred day moving average is $92.30. Agilysys has a fifty-two week low of $61.50 and a fifty-two week high of $145.25.

Agilysys (NASDAQ:AGYS) last issued its quarterly earnings data on Monday, October 26th. The software maker reported $0.67 EPS for the quarter, topping analysts’ consensus estimates of $0.55 by $0.12. Agilysys had a return on equity of 11.94% and a net margin of 12.99%. The company had revenue of $93.36 million for the quarter, compared to analysts’ expectations of $90.92 million. During the same quarter in the previous year, the firm posted $0.41 earnings per share. The firm’s quarterly revenue was up 17.7% on a year-over-year basis. Research analysts forecast that Agilysys will post 1.73 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Agilysys news, insider Joe Youssef sold 1,002 shares of the company’s stock in a transaction that occurred on Tuesday, September 1st. The stock was sold at an average price of $114.64, for a total value of $114,869.28. Following the sale, the insider owned 19,045 shares in the company, valued at $2,183,318.80. This represents a 5.00% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CFO William Wood, III sold 6,000 shares of Agilysys stock in a transaction dated Tuesday, August 18th. The stock was sold at an average price of $114.72, for a total transaction of $688,320.00. Following the sale, the chief financial officer directly owned 35,052 shares of the company’s stock, valued at $4,021,165.44. The trade was a 14.62% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 212,812 shares of company stock valued at $23,046,675. Insiders own 8.70% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in the company. BlackRock Inc. acquired a new position in shares of Agilysys during the second quarter worth $431,704,000. Conestoga Capital Advisors LLC increased its holdings in Agilysys by 14.3% in the first quarter. Conestoga Capital Advisors LLC now owns 683,741 shares of the software maker’s stock worth $48,641,000 after purchasing an additional 85,600 shares in the last quarter. Nine Ten Capital Management LLC grew its stake in Agilysys by 0.3% in the second quarter. Nine Ten Capital Management LLC now owns 655,513 shares of the software maker’s stock valued at $68,501,000 after acquiring an additional 1,922 shares during the period. Principal Financial Group Inc. increased its stake in Agilysys by 0.6% during the 1st quarter. Principal Financial Group Inc. now owns 463,682 shares of the software maker’s stock valued at $32,986,000 after purchasing an additional 2,983 shares in the last quarter. Finally, William Blair Investment Management LLC acquired a new position in Agilysys during the second quarter worth $45,312,000. 88.00% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Agilysys

Here are the key news stories impacting Agilysys this week:

• Positive Sentiment: Revenue rose 17.7% year over year to a record $93.4 million, surpassing the roughly $90.9 million consensus estimate. This marked Agilysys’ 19th consecutive quarter of record revenue. Agilysys Announces Record Revenue of $93.4M in Fiscal 2027 Second Quarter
• Positive Sentiment: Agilysys reported adjusted earnings of $0.67 per share, above the $0.55 analyst consensus and up from $0.41 a year earlier. Gross profit increased 23.2%, while net income rose 18.4% to $13.2 million. Agilysys Q2 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Management raised full-year guidance, supporting the view that demand for Agilysys’ hospitality software remains healthy. One valuation analysis estimates the shares could still be approximately 8% undervalued based on the revised outlook. Agilysys Could Be 8% Undervalued Following Raised Full Year Guidance
• Neutral Sentiment: The company ended the quarter with $137.6 million in cash, more than double the year-ago level, while operating cash flow was broadly unchanged at $15.2 million. This provides financial flexibility but does not indicate accelerating cash generation.
• Negative Sentiment: Despite the earnings beat cited by several reports, another data source calculated diluted EPS at $0.46, below a $0.56 estimate. The discrepancy may reflect differences between GAAP and adjusted figures and could contribute to investor caution. Agilysys Releases Q2 2027 Earnings
• Negative Sentiment: At approximately 91 times earnings, AGYS remains priced for substantial growth. The stock is also above the $100–$120 range of recently cited analyst targets, increasing the risk that investors sell into strong results.
• Negative Sentiment: Insiders reported nine sales and no purchases over the past six months, including substantial selling by the CEO. While insider transactions do not determine operating performance, they can weigh on sentiment.

About Agilysys

Agilysys, Inc develops and provides hospitality technology for hotels, resorts, casinos, cruise lines and other guest-focused businesses. Its software and services are designed to help operators manage core property functions, improve guest experiences and streamline food, beverage and retail operations.

The company’s product portfolio includes property-management systems, point-of-sale solutions, inventory and procurement tools, payment services, guest-facing applications, mobile ordering and resort-management software.