AGYSAgilysys, Inc.
Agilysys, Inc. (AGYS) provides hospitality and retail software solutions, including property management systems, point-of-sale, and AI-driven analytics for hotels and restaurants. The next catalyst is Oct 1, 2026 — Strategic Investor Day, where the company will outline its AI-driven innovation roadmap and test investor confidence in its subscription growth and margin expansion. (No matching source headline.)
- Revenue grew 15.9% YoY to $324.04M in 2026, with a net margin of 11.0% and free cash flow of $48.52M (TTM).
- Debt-to-equity ratio is 0.00x, and diluted EPS is $0.32.
- Shareholders’ equity stands at $326.79M, with a strong balance sheet and no material leverage.
The Read
5% rallies on earnings beats and strong guidance that eased AI disruption fears and boosted subscription growth outlooks.
The schedule
- Mon26Oct
This earnings report will test the company's ability to maintain revenue growth amid rising hospitality capex slowdowns and competitive pressures. The results will be critical for validating the recent product launches and the effectiveness of cost management strategies.
- Fri20Nov
This event will test the company's exposure to the hospitality sector and its ability to navigate the slowdown in capital expenditures. The market will be looking for signs of resilience or adaptation strategies.
- Tue26Jan
This earnings release will provide a forward-looking view of the company's performance and will be critical for assessing its long-term growth potential and financial health.
- Mon10May
This earnings release will provide a comprehensive view of the company's performance for the fiscal year and will be critical for assessing its financial health and strategic execution.
Past
- Thu1Oct
Actual outcome: Bull · $99.53 at outcome
Price reached or exceeded bull target ($98.24) at outcome date.
The Investor Day will highlight the company's strategic direction, including product roadmap and market expansion plans. This event will test the market's confidence in the company's vision and execution capabilities.
- Tue15Sep
Actual outcome: Bear · $100.19 at outcome
The stock fell 4.2% following the launch of AGYS's Next-Gen Hospitality Platform & AI Analytics, likely due to mixed market reception of the new offerings and concerns about integration challenges. Despite the strategic focus on AI-enhanced analytics, the price action suggests investors were cautious about the execution and scalability of the new platform, leading to a bearish outcome.
The anticipated launch of AGYS's AI-enhanced analytics tools for hospitality enterprise clients.
- Mon27Jul
Actual outcome: Bear · $71.97 at outcome
Agilysys reported in-line fiscal Q1 EPS of $0.35, falling short of the robust beat-and-raise expectations needed to sustain its prior momentum. The lack of an earnings beat triggered a severe 'sell the news' reaction, causing shares to plummet 36.6% as investors priced in concerns over valuation and implementation capacity.
Agilysys reported in-line fiscal Q1 EPS of $0.35, falling short of the robust beat-and-raise expectations needed to sustain its prior momentum. The lack of an earnings beat triggered a severe 'sell the news' reaction, causing shares to plummet 36.6% as investors priced in concerns over valuation and implementation capacity.
- Thu25Jun
Actual outcome: Bull · $110.81 at outcome
Agilysys shares surged past the $94 bull target, rising over 5% on high trading volume immediately following the event date. The rally was driven by strong Wall Street analyst backing that highlighted significant upside potential, alongside the company's robust growth attributes and operational efficiency. This positive sentiment allowed the stock to easily shrug off concerns regarding competitor pricing pressures and high valuation multiples.
With Agilysys trading at a 64x trailing P/E, market focus shifts to potential pricing pressures from broader property management software competitors. We evaluate whether sticky hospitality enterprise contracts can defend against aggressive discounting.
- Mon18May
Actual outcome: Bull · $87.66 at outcome
Agilysys delivered a strong Q4 double beat, featuring record revenue of $82.9 million, 18% subscription growth, and significant EBITDA margin expansion. The company also issued optimistic FY27 guidance calling for 14-16% revenue growth and 30%+ subscription growth, which shattered investor fears regarding AI disruption and drove a massive rally well past the bull target.
Fiscal Q4 2026 results and initial FY27 outlook at a compressed $65.61 share price after a steep drawdown from the 52-week high, with investors focused on whether double-digit hospitality SaaS growth and expanding margins can justify a rebound toward $78.00 or if a miss/guide-down forces a reset toward $78.00.
- Mon27Oct
Actual outcome: Bull · $122.01 at outcome
Agilysys reported in-line Q2 2026 EPS of $0.42, meeting analyst expectations. The stock rallied 6.0% and easily exceeded the $88.50 bull target, as the results and forward guidance reassured investors regarding the sustainability of its strong net income growth, helping to reverse recent multiple compression.
Mandatory quarterly print where investors will scrutinize the 213% YoY net income growth sustainability and forward guidance. With shares well off the $141 52-week high, a beat and raise is required to reverse the recent multiple compression.
