Agilysys (NASDAQ:AGYS) Posts Quarterly Earnings Results, Beats Expectations By $0.12 EPS

Agilysys (NASDAQ:AGYS) released its quarterly earnings results on Monday. The software maker reported $0.63 EPS for the quarter, beating the consensus estimate of $0.51 by $0.12, Briefing.com reports. Agilysys had a net margin of 9.79% and a return on equity of 10.71%. The firm had revenue of $82.95 million for the quarter, compared to analyst estimates of $81.56 million. During the same quarter in the previous year, the company earned $0.54 EPS. The business’s revenue for the quarter was up 11.7% compared to the same quarter last year.

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 4.2%

Shares of NASDAQ AGYS opened at $70.20 on Tuesday. Agilysys has a twelve month low of $61.50 and a twelve month high of $145.25. The stock has a fifty day simple moving average of $68.92 and a 200-day simple moving average of $94.99. The stock has a market capitalization of $1.97 billion, a PE ratio of 65.61 and a beta of 0.30.

Hedge Funds Weigh In On Agilysys

Hedge funds and other institutional investors have recently bought and sold shares of the company. Advisors Asset Management Inc. increased its stake 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 purchasing an additional 159 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake in shares of Agilysys by 4.4% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 13,395 shares of the software maker’s stock valued at $972,000 after purchasing an additional 569 shares during the period. Goldman Sachs Group Inc. grew its holdings in shares of Agilysys by 125.0% in the first quarter. Goldman Sachs Group Inc. now owns 331,953 shares of the software maker’s stock valued at $24,080,000 after purchasing an additional 184,402 shares in the last quarter. Jane Street Group LLC increased its stake in Agilysys by 1,025.2% during the 1st quarter. Jane Street Group LLC now owns 37,750 shares of the software maker’s stock worth $2,738,000 after buying an additional 34,395 shares during the period. Finally, Cetera Investment Advisers purchased a new stake in Agilysys during the 2nd quarter worth approximately $231,000. 88.00% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of equities research analysts have commented on the company. Wall Street Zen downgraded Agilysys from a “buy” rating to a “hold” rating in a research report on Saturday, January 31st. Oppenheimer lowered their price target on Agilysys from $140.00 to $90.00 and set an “outperform” rating for the company in a report on Thursday, April 9th. Zacks Research raised Agilysys from a “strong sell” rating to a “hold” rating in a research report on Thursday, February 26th. Needham & Company LLC restated a “buy” rating and issued a $120.00 price objective on shares of Agilysys in a report on Tuesday, April 28th. Finally, Weiss Ratings cut shares of Agilysys from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Monday, May 4th. 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 stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $131.40.

Agilysys Company Profile

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.