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→Stable
- +2 more pillars — see the Why tab for full reasoning
Agilysys, Inc. (AGYS) Stock Analysis
Recovery setup
Technology · Software - Application
Sell if holding. Multiple concerning factors at $112.56: Analyst target reached - limited upside remaining; Leverage penalty (D/E 5.8): -1.5.
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. Multiple concerning factors at $112.56: Analyst target reached - limited upside remaining; Leverage penalty (D/E 5.8): -1.5. Chart setup: Death cross but MACD improving, RSI 78. Score 5.4/10, high confidence.
Passes 7/9 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 17d clear, semi cycle peak clear, materials cycle peak clear). Suitability: aggressive.
Recent developments
updated 2026-07-06Recent Developments — Agilysys, Inc.
Latest news
- NEWS Agilysys (AGYS) Q4 2026 Preview: EPS Est. $0.50, Reports May 18 - AlphaStreet — AlphaStreet neutral
- NEWS Exploring Analyst Estimates for Agilysys (AGYS) Q4 Earnings, Beyond Revenue and EPS - Yahoo Finance — Yahoo Finance neutral
- NEWS Biggest stock movers Tuesday: AGYS (NASDAQ:AGYS) - Seeking Alpha — Seeking Alpha neutral
- NEWS Agilysys (AGYS) Q4 earnings and revenues surpass estimates - MSN — MSN positive
- NEWS Properties in Diverse Hospitality Segments Achieve Measurable Business Gains Deploying Agilysys Technology Solutions - B — Business Wire positive
Generated 2026-07-06T05:40:26Z.
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
3 floor-breakers
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Priced at a premium — multiples above sector norms. Needs delivery on growth + margins to justify.static
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Multiple concerning factors at $112.56: Analyst target reached - limited upside remaining; Leverage penalty (D/E 5.8): -1.5. Chart setup: Death cross but MACD improving, RSI 78. Prior stop was $103.05. Score 5.4/10, high confidence.
Take-profit target: $109.88 (-0.8% upside). Prior stop was $103.05. Stop-loss: $103.05.
Analyst target reached - limited upside remaining; Leverage penalty (D/E 5.8): -1.5; Consecutive earnings misses (2).
Agilysys, Inc. trades at a P/E of 80.9 (forward 34.8). TrendMatrix value score: 3.1/10. Verdict: Sell.
13 analysts cover AGYS with a consensus score of 4.2/5. Average price target: $127.
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.