Agilysys is a high-quality software business with a wide moat, 139% cash conversion and a 3-of-4 earnings beat streak, but a 35.2x forward P/E, heavy insider selling and only 6.9% upside to the analyst target limit the entry case.
Thesis pillars
- Rich Valuation↑Improving
- High Quality Wide Moat Software↑Improving
- Earnings Beat Streak↓Deteriorating
- +2 more pillars — see the Why tab for full reasoning
Pillars as of Nov 1, 2026, based on the 10-K filed May 21, 2026
Agilysys, Inc. (AGYS) Stock Analysis
Breakout setup
Technology · Software - Application
Sell if holding. At $119.87, A.R:R 0.2:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Thin upside margin: 3.3%; 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. At $119.87, A.R:R 0.2:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Thin upside margin: 3.3%; Sector modifier (Technology): -0.8. Chart setup: Golden cross, above all MAs, RSI 67, MACD bullish. Score 5.5/10, moderate confidence.
Passes 6/8 gates (positive momentum, no SEC red flags, news events none recent, earnings proximity 82d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.
Recent developments
updated Oct 27, 2026Recent Developments — Agilysys, Inc.
Latest news
- NEWS AGYS Q3 deep dive: Subscription growth, AI initiatives, and margin pressures shape outlook - TradingView — TradingView Oct 27, 2026 neutral
- NEWS Agilysys (AGYS) Q2 2027 Earnings Call Transcript - The Globe and Mail — The Globe and Mail Oct 27, 2026 neutral
- NEWS Agilysys (AGYS) Could Be 8% Undervalued Following Raised Full Year Guidance - Yahoo Finance — Yahoo Finance Oct 27, 2026 positive
- NEWS Is Raised Guidance Altering The Investment Case For Agilysys Stock (AGYS)? - Yahoo Finance — Yahoo Finance Oct 27, 2026 positive
- NEWS Agilysys (AGYS) Gets AAA Backing With Valuation Still In Focus - Simply Wall Street — Simply Wall Street Oct 22, 2026 positive
Latest item Oct 27, 2026 · Generated 2026-11-04T11:49:36Z.
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. How we score · Editorial policy
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Rating Breakdown
2 floor-breakers
Priced at a premium — multiples above sector norms. Needs delivery on growth + margins to justify.static
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. At $119.87, A.R:R 0.2:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Thin upside margin: 3.3%; Sector modifier (Technology): -0.8. Chart setup: Golden cross, above all MAs, RSI 67, MACD bullish. Prior stop was $111.48. Score 5.5/10, moderate confidence.
Analyst target: $123.83 (+3.3% upside). Prior stop was $111.48. Stop-loss: $111.48.
Thin upside margin: 3.3%; Sector modifier (Technology): -0.8; Expensive valuation.
Agilysys, Inc. trades at a P/E of 76.4 (forward 36.4). TrendMatrix value score: 3.4/10. Verdict: Sell.
15 analysts rate AGYS, with a consensus score of 4.1/5. 6 analysts publish price targets averaging $142.
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.