Agilysys（AGYS）株式概要
Agilysys,Inc.は、北米、ヨーロッパ、アジア太平洋、インドにおいて、ホスピタリティ業界向けのソフトウェア対応ソリューションおよびサービスの開発・販売会社として事業を展開している。 詳細
AGYS Community Fair Values
Create NarrativeSee what 12 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Agilysys, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$90.64 |
| 52週高値 | US$145.25 |
| 52週安値 | US$61.50 |
| ベータ | 0.40 |
| 1ヶ月の変化 | 34.60% |
| 3ヶ月変化 | 32.83% |
| 1年変化 | -17.07% |
| 3年間の変化 | 27.59% |
| 5年間の変化 | 66.65% |
| IPOからの変化 | 2,299.29% |
最新ニュース
Recent updates
ナラティブの更新 • Jun 07
AGYS: Subscriptions And AI Rollout Will Support Stronger Future Margin Potential
Narrative Update on Agilysys The analyst price target for Agilysys has been raised from $90 to $100. This reflects analysts' updated views that stronger subscription revenue trends could support higher margins and profitability, alongside fresh coverage highlighting the business focus on hospitality software and limited perceived AI disruption risk.ナラティブの更新 • Apr 27
AGYS: Marriott Rollout Will Support Stronger Subscription Momentum And Future Business Confidence
Narrative Update on Agilysys The updated analyst price target for Agilysys is set at $120. This reflects a recalibration after recent target cuts cited by Oppenheimer and Needham, alongside continued confidence from analysts in subscription momentum tied to the Marriott PMS roll out and broader business strength.ナラティブの更新 • Apr 13
AGYS: Marriott Rollout And Subscription Momentum Will Support Stronger Outlook
Agilysys' updated fair value estimate has moved from $135 to $90, as analysts recalibrated price targets following Oppenheimer's $50 cut and Needham's reset to $120. They still cited confidence in subscription growth tied to the Marriott PMS roll out and broader business momentum.
ナラティブの更新 • Mar 29
AGYS: Marriott Rollout Will Support Subscription Momentum Despite Reset Expectations
Narrative Update on Agilysys The analyst price target for Agilysys has been reduced from $140 to $120, as analysts factor in updated expectations. They still point to potential subscription growth tied to the Marriott PMS roll out and broader business momentum.ナラティブの更新 • Mar 12
AGYS: Marriott Partnership Will Drive Future Subscription Upside Despite Reset Expectations
Agilysys' Street price target has been trimmed by $20 to $120, with analysts pointing to a more measured outlook even as they highlight potential subscription growth supported by the Marriott property management system roll out and ongoing strength across the broader business. Analyst Commentary Analysts are reassessing Agilysys after recent investor meetings with management, balancing a lower price target with a still constructive view on the company’s subscription opportunity and execution around key partnerships.ナラティブの更新 • Feb 25
AGYS: Marriott PMS Rollout Will Support Future Share Gains
Narrative Update: Agilysys Analyst Target Revision The analyst price target for Agilysys has shifted from $140 to $120 as analysts factor in updated assumptions around growth, profitability, and valuation. They still point to potential upside supported by expected subscription momentum from the Marriott PMS roll out and broader business strength.ナラティブの更新 • Feb 11
AGYS: Hospitality Software Wins And Higher Margins Will Support Stronger Outlook
Analysts have raised their price target on Agilysys from $90 to $135, citing updated assumptions that combine a higher projected profit margin, a lower future P/E multiple, a revised discount rate, and an updated revenue growth outlook. What's in the News Agilysys raised earnings guidance for fiscal 2026 and now expects total revenue of $318 million, at the upper end of its prior range, signaling updated management expectations for the year (Key Developments).分析記事 • Jan 29
The Price Is Right For Agilysys, Inc. (NASDAQ:AGYS) Even After Diving 30%
Agilysys, Inc. ( NASDAQ:AGYS ) shareholders that were waiting for something to happen have been dealt a blow with a 30...Seeking Alpha • Jan 27
Agilysis: A Healthy Dip To Buy (Upgrade)
Summary Agilysys shares fell over 10% post-earnings despite a beat-and-raise quarter, presenting a compelling buy opportunity after a 30% pullback. AGYS is diversifying beyond hotels, with growing traction in cruise ships, casinos, and increased cross-sell of products like Book4Time and foodservice solutions. Approximately two-thirds of AGYS revenue is recurring, underpinned by complex, sticky implementations and robust attach rates in new deals. The upcoming Marriott PMS rollout is a major near-term catalyst, expected to be heavily margin accretive and potentially surprise to the upside. Read the full article on Seeking Alphaナラティブの更新 • Jan 27
AGYS: Enterprise Wins In Hospitality Software Will Support Future Share Gains
Analysts have kept their fair value estimate for Agilysys steady at US$142.00, with only very small model adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions supporting this unchanged price target view. What's in the News YMCA of the Rockies selected a broad suite of Agilysys hospitality software to modernize operations across its two large Colorado campuses, covering lodging, dining and more than 300 guest activities (Key Developments).ナラティブの更新 • Jan 11
AGYS: Subscription Momentum And Record Backlog Will Support Future Share Gains
Analysts have modestly lifted their price targets on Agilysys, with recent Street research moving targets into a US$130 to US$155 range. They cite stronger subscription growth, Q2 revenue and EBITDA beats, and broader bookings momentum as key supports for the updated view.ナラティブの更新 • Dec 26
AGYS: Subscription Expansion Will Drive Future Share Gains Despite Margin Headwinds
Analysts modestly raised their price targets on Agilysys, with some moving into the $140 to $155 range, citing accelerating organic subscription growth, a beat and raise Q2, and ongoing competitive advantages in its product platform as key supports for a slightly higher fair value and improved margin outlook. Analyst Commentary Bullish analysts highlight that the latest round of price target increases reflects growing confidence in Agilysys execution, particularly around subscription growth, operating leverage, and product-driven differentiation in hospitality technology.ナラティブの更新 • Dec 11
AGYS: Subscription Momentum Will Drive Future Market Share Gains Despite Margin Constraints
Analysts have nudged our Agilysys fair value estimate up by approximately $2 to $142, reflecting higher Street price targets supported by accelerating organic subscription growth, sustained beat and raise execution, and confidence in the company’s competitive product platform and expanding market share. Analyst Commentary Street research remains broadly constructive on Agilysys, with multiple firms lifting price targets alongside Q2 estimate beats and stronger subscription metrics.ナラティブの更新 • Nov 27
AGYS: Subscription Momentum Will Drive Market Share Gains Amid Margin Pressures
Analysts have increased their price target for Agilysys from $130 to $140, citing continued momentum in subscription revenue growth as well as the company's strong execution, which is driving improved outlooks. Analyst Commentary Bullish analysts have updated their outlooks for Agilysys, highlighting multiple factors driving recent price target increases and positive sentiment.ナラティブの更新 • Nov 12
AGYS: Ongoing Subscription Momentum Will Face Profitability Headwinds From Rising Costs
Agilysys's analyst price target has been raised to $140. Analysts cite stronger-than-expected Q2 results and ongoing growth in subscription revenue as key drivers behind the upward revision.分析記事 • Oct 30
Agilysys, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
Agilysys, Inc. ( NASDAQ:AGYS ) just released its second-quarter report and things are looking bullish. The company beat...ナラティブの更新 • Oct 29
Subscription Momentum And New Customer Wins Will Support Long-Term Ecosystem Expansion
Agilysys’s analyst consensus price target has increased from $130.40 to $140.00. Analysts cite accelerating subscription growth and robust Q2 results as key drivers behind the upward revision.分析記事 • Aug 20
Agilysys (NASDAQ:AGYS) Is Experiencing Growth In Returns On Capital
NasdaqGS:AGYS 1 Year Share Price vs Fair Value Explore Agilysys's Fair Values from the Community and select yours Did...分析記事 • May 22
Analyst Estimates: Here's What Brokers Think Of Agilysys, Inc. (NASDAQ:AGYS) After Its Annual Report
Shareholders will be ecstatic, with their stake up 22% over the past week following Agilysys, Inc. 's ( NASDAQ:AGYS...分析記事 • May 17
There's Reason For Concern Over Agilysys, Inc.'s (NASDAQ:AGYS) Massive 25% Price Jump
Agilysys, Inc. ( NASDAQ:AGYS ) shareholders are no doubt pleased to see that the share price has bounced 25% in the...分析記事 • Apr 25
We Think Agilysys (NASDAQ:AGYS) Can Manage Its Debt With Ease
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • Apr 12
Agilysys: More Attractive Now Following The Post-Earnings Selloff (Rating Upgrade)
Summary Shares are down nearly 50% since the company reported Q3 results for FY25. While its hardware and services segments face revenue headwinds, subscription revenue growth, which is core to the investment thesis, has remained very strong. The valuation multiple has dropped to 20 times 2027 adjusted EBITDA, which I find attractive given the promising growth and margin outlook ahead. I am therefore upgrading shares from Hold to Buy. Read the full article on Seeking Alpha分析記事 • Mar 08
Agilysys, Inc.'s (NASDAQ:AGYS) Share Price Could Signal Some Risk
With a price-to-sales (or "P/S") ratio of 8.2x Agilysys, Inc. ( NASDAQ:AGYS ) may be sending very bearish signals at...分析記事 • Feb 05
Calculating The Fair Value Of Agilysys, Inc. (NASDAQ:AGYS)
Key Insights The projected fair value for Agilysys is US$73.19 based on 2 Stage Free Cash Flow to Equity Current share...
新しいナラティブ • Jan 26
Cloud-Native Transition Will Unlock Global Opportunities
Transition to modern cloud-native solutions and expanding customer base are key strategies for improved revenue growth.分析記事 • Jan 20
There's Been No Shortage Of Growth Recently For Agilysys' (NASDAQ:AGYS) Returns On Capital
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...分析記事 • Jan 07
Should You Think About Buying Agilysys, Inc. (NASDAQ:AGYS) Now?
Agilysys, Inc. ( NASDAQ:AGYS ), might not be a large cap stock, but it saw a significant share price rise of 32% in the...Seeking Alpha • Dec 30
Agilysys: Strong Outlook, But Valuation May Limit Upside
Summary Shares have risen more than 30% since its Q2 earnings release, where full year guidance was raised mostly due to the contribution from the Book4Time acquisition. Recurring revenue growth remains strong, fueled by subscription revenue which was up 29% year over year. Subscription revenue is expected to grow 38% in FY25, a growth rate which could potentially be sustained for the next two years given the deals in the pipeline. The current valuation at over 20 times recurring revenue is unattractive, especially given the competitive risks, leading me to remain cautious with a Hold rating. Read the full article on Seeking Alpha分析記事 • Dec 24
These 4 Measures Indicate That Agilysys (NASDAQ:AGYS) Is Using Debt Safely
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Nov 26
Agilysys, Inc.'s (NASDAQ:AGYS) 25% Share Price Surge Not Quite Adding Up
Agilysys, Inc. ( NASDAQ:AGYS ) shareholders have had their patience rewarded with a 25% share price jump in the last...分析記事 • Oct 18
Returns Are Gaining Momentum At Agilysys (NASDAQ:AGYS)
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • Oct 03
When Should You Buy Agilysys, Inc. (NASDAQ:AGYS)?
Agilysys, Inc. ( NASDAQ:AGYS ), is not the largest company out there, but it saw significant share price movement...Seeking Alpha • Sep 26
Agilysys: A Compelling Growth Story With A Premium Valuation
Summary Shares have performed well this year, reflecting the solid progress made in the underlying business. I see recurring revenue growth above 25% for the next two years following significant customer wins. Assuming steady state adjusted EBITDA margins of 25%, shares are trading at an EV/adjusted EBITDA multiple of 42. I find the current valuation too rich, and therefore assign a Hold rating. Read the full article on Seeking Alpha分析記事 • Sep 18
If EPS Growth Is Important To You, Agilysys (NASDAQ:AGYS) Presents An Opportunity
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...分析記事 • Aug 30
Investor Optimism Abounds Agilysys, Inc. (NASDAQ:AGYS) But Growth Is Lacking
With a price-to-sales (or "P/S") ratio of 12.6x Agilysys, Inc. ( NASDAQ:AGYS ) may be sending very bearish signals at...Seeking Alpha • Jul 09
Finding New Heights As Agilysys Drives Growth Amid Market Challenges
Summary Agilysys, Inc. is a leading provider of cloud-based hospitality software solutions, offering services to various markets such as hotels, resorts, and gaming establishments. The company has demonstrated remarkable financial performance with record-breaking revenue growth each quarter of 2024, driven by its successful software subscription and professional services divisions. Despite challenges from global market competition and shifts in revenue composition, Agilysys' strategic focus on expanding cloud-native solutions and leveraging key market opportunities suggests a strong potential for sustained profitability. Read the full article on Seeking Alpha分析記事 • Jul 01
There's Been No Shortage Of Growth Recently For Agilysys' (NASDAQ:AGYS) Returns On Capital
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...株主還元
| AGYS | US Software | US 市場 | |
|---|---|---|---|
| 7D | 2.4% | -6.2% | 0.9% |
| 1Y | -17.1% | -16.2% | 24.5% |
業界別リターン: AGYS過去 1 年間で-16.2 % のリターンをもたらしたUS Software業界と一致しました。
リターン対市場: AGYSは、過去 1 年間で24.5 % のリターンを上げたUS市場を下回りました。
価格変動
| AGYS volatility | |
|---|---|
| AGYS Average Weekly Movement | 7.4% |
| Software Industry Average Movement | 9.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: AGYS 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: AGYSの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1932 | 2,413 | Ramesh Srinivasan | www.agilysys.com |
Agilysys,Inc.は、北米、欧州、アジア太平洋地域、インドにおいて、ホスピタリティ業界向けソフトウェア・ソリューションおよびサービスの開発・販売を行っている。同社のホスピタリティ・ソフトウェア・ソリューションは、ホスピタリティ・エクスペリエンス・クラウドが提供するソリューション・エコシステムで構成され、プロパティ・マネジメント、POS（販売時点情報管理）、在庫・調達のコア業務システムを組み合わせたもの、およびホスピタリティ・ソリューション・スタジオがある。同社はまた、InfoGenesis POS、セルフサービスで顧客対応のキオスクPOSソリューションであるIG Kiosk、デジタルキッチン管理ソリューションであるIG KDSなどの飲食エコシステム・ソリューションも提供している。飲食体験向上ソリューションには、IG OnDemand、IG Fly、IG Quick Pay決済ソリューション、IG Smart Menu、IG Digital Menu Board、IG PanOptic、Pay、eCash、ギフトカードソリューション、Analyzeなどがある。さらに、オンプレミスまたはホスト型、ウェブ、モバイル対応のPMSソリューションであるLMS、Versa、クラウドネイティブのSaaS型不動産管理システムであるStayで構成されるホスピタリティ・レジャー・エコシステム・ソリューションも提供している。ホスピタリティ、レジャー、エクスペリエンス・エンハンサー・ソリューションは、チェックイン・チェックアウト用のBook、Express Kiosk、Express Mobile、スパ・ソフトウェア、ゴルフ、セールス＆ケータリング、サービス、Authorize、DataMagine、リザーブ・ソリューション、デジタル・マーケティング・ソリューション、リテールPOSソリューション、セントラル・レザベーション、ロイヤリティ＆プロモーション、メンバーシップ、レジデンス・マネジメント、ゲスト・アプリで構成されている。さらに、同社はEatecソリューションやStratton Warren Systemなどの在庫・調達エコシステムソリューションを提供している。Agilysys,Inc.の前身はPioneer-Standard Electronics, Inc.で、2003年に社名をAgilysys, Inc.に変更した。Agilysys, Inc.は1932年に設立され、ジョージア州アルファレッタに本社を置いている。
Agilysys, Inc. 基礎のまとめ
| AGYS 基礎統計学 | |
|---|---|
| 時価総額 | US$2.55b |
| 収益（TTM） | US$38.79m |
| 売上高(TTM) | US$319.31m |
65.6x
PER（株価収益率8.0x
P/SレシオAGYS は割高か？
公正価値と評価分析を参照収益と収入
| AGYS 損益計算書（TTM） | |
|---|---|
| 収益 | US$319.31m |
| 売上原価 | US$119.39m |
| 売上総利益 | US$199.92m |
| その他の費用 | US$161.13m |
| 収益 | US$38.79m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 1.38 |
| グロス・マージン | 62.61% |
| 純利益率 | 12.15% |
| 有利子負債／自己資本比率 | 0% |
AGYS の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/14 23:40 |
| 終値 | 2026/06/12 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2026/03/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Agilysys, Inc. 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11
| アナリスト | 機関 |
|---|---|
| Allan Verkhovski | BTIG |
| Matthew VanVliet | Cantor Fitzgerald & Co. |
| George Sutton | Craig-Hallum Capital Group LLC |