A software company with strong earnings growth, excellent cash conversion, and substantial analyst-implied upside is held back by a confirmed downtrend and an uneven recent earnings execution record — a fundamentally capable business in a technically broken chart.
Thesis pillars
- Earnings Growth Estimates Rising→Stable
- Strong Free Cash Conversion→Stable
- Confirmed Price Downtrend↑Improving
- +2 more pillars — see the Why tab for full reasoning
Agilysys, Inc. (AGYS) Stock Analysis
Technology · Software - Application
Sell if holding. Momentum 4.3/10 is below the 5.0 floor at $99.66 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Sector modifier (Technology): -0.8.
Agilysys delivers cloud-native and on-premise software solutions for the hospitality industry, serving hotels, casinos, resorts, cruise lines, and food service operations globally from its Alpharetta, Georgia headquarters. Total revenue reached $319.3 million in fiscal 2026, led... Read more
Sell if holding. Momentum 4.3/10 is below the 5.0 floor at $99.66 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Sector modifier (Technology): -0.8. Chart setup: No clear chart pattern; technical signals are mixed. Score 5.9/10, moderate confidence.
Passes 6/8 gates (favorable risk/reward ratio, no SEC red flags, news events none recent, earnings proximity 31d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and clean insider activity. Suitability: aggressive.
Recent developments
updated 2026-09-25Recent Developments — Agilysys, Inc.
Latest news
- NEWS Why Agilysys (AGYS) Is Up 10.0% After Record Q1 Results And Stronger Subscription Outlook - Yahoo Finance — Yahoo Finance positive
- NEWS Why Agilysys (AGYS) Is Up 10.0% After Record Q1 Results And Stronger Subscription Outlook - finance.yahoo.com — finance.yahoo.com positive
- NEWS Analysts Offer Insights on Technology Companies: Agilysys (AGYS), Cadence Design (CDNS) and Dynatrace (DT) - The Globe a — The Globe and Mail neutral
- NEWS Analysts Offer Insights on Technology Companies: Amkor (AMKR), Paycom (PAYC) and Agilysys (AGYS) - The Globe and Mail — The Globe and Mail neutral
- NEWS AGYS|Agilysys Inc|Price:110.580|Chg%:+7.340 - TradingKey — TradingKey positive
Generated 2026-09-25T23:46:57Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- MEDIUMProductsubscription and maintenance revenue10-K Item 1: 'Software subscription and maintenance services are a significant portion of our consolidated revenue'
- MEDIUMSupplierhardware and software suppliers10-K Item 1A: 'We rely on a concentrated number of suppliers for the majority of our hardware and for certain software and related service needs.'
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
10 dimensions · all in-band
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Momentum 4.3/10 is below the 5.0 floor at $99.66 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Sector modifier (Technology): -0.8. Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $93.52. Score 5.9/10, moderate confidence.
Take-profit target: $117.02 (+17.4% upside). Prior stop was $93.52. Stop-loss: $93.52.
Sector modifier (Technology): -0.8.
Agilysys, Inc. trades at a P/E of 66.5 (forward 31.1). TrendMatrix value score: 4.3/10. Verdict: Sell.
15 analysts cover AGYS with a consensus score of 4.1/5. Average price target: $135.
What does Agilysys, Inc. do?Agilysys delivers cloud-native and on-premise software solutions for the hospitality industry, serving hotels, casinos,...
Agilysys delivers cloud-native and on-premise software solutions for the hospitality industry, serving hotels, casinos, resorts, cruise lines, and food service operations globally from its Alpharetta, Georgia headquarters. Total revenue reached $319.3 million in fiscal 2026, led by subscription and maintenance at $205.9 million, with the company operating across the Americas, Europe, the Middle East, Africa, and Asia-Pacific.