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Agilysys, Inc.NasdaqGS:AGYS 株式レポート

時価総額 US$1.8b
株価
US$65.73
US$138
52.4% 割安 内在価値ディスカウント
1Y-11.5%
7D4.2%
ポートフォリオ価値
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Agilysys, Inc.

NasdaqGS:AGYS 株式レポート

時価総額:US$1.8b

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 ファンダメンタル分析
スノーフレーク・スコア
評価1/6
将来の成長4/6
過去の実績4/6
財務の健全性6/6
配当金0/6

AGYS Community Fair Values

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Community Contributor
US$6.85FV 71.1% 割安 内在価値ディスカウント
73.0%Revenue growth p.a.
3.1k
7
0
69
1mo ago

Agilysys, Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要Agilysys
過去の株価
現在の株価US$65.73
52週高値US$145.25
52週安値US$61.50
ベータ0.42
1ヶ月の変化-7.60%
3ヶ月変化-24.23%
1年変化-11.53%
3年間の変化-14.50%
5年間の変化28.25%
IPOからの変化1,639.91%

最新ニュース

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.

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.

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.

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.

Recent updates

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.

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.

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.

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.

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.

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).

The Price Is Right For Agilysys, Inc. (NASDAQ:AGYS) Even After Diving 30%

Jan 29
The Price Is Right For Agilysys, Inc. (NASDAQ:AGYS) Even After Diving 30%

Agilysis: A Healthy Dip To Buy (Upgrade)

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).

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.

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.

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.

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.

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.

Agilysys, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Oct 30
Agilysys, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

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.

Agilysys (NASDAQ:AGYS) Is Experiencing Growth In Returns On Capital

Aug 20
Agilysys (NASDAQ:AGYS) Is Experiencing Growth In Returns On Capital

Analyst Estimates: Here's What Brokers Think Of Agilysys, Inc. (NASDAQ:AGYS) After Its Annual Report

May 22
Analyst Estimates: Here's What Brokers Think Of Agilysys, Inc. (NASDAQ:AGYS) After Its Annual Report

There's Reason For Concern Over Agilysys, Inc.'s (NASDAQ:AGYS) Massive 25% Price Jump

May 17
There's Reason For Concern Over Agilysys, Inc.'s (NASDAQ:AGYS) Massive 25% Price Jump

We Think Agilysys (NASDAQ:AGYS) Can Manage Its Debt With Ease

Apr 25
We Think Agilysys (NASDAQ:AGYS) Can Manage Its Debt With Ease

Agilysys: More Attractive Now Following The Post-Earnings Selloff (Rating Upgrade)

Apr 12

Agilysys, Inc.'s (NASDAQ:AGYS) Share Price Could Signal Some Risk

Mar 08
Agilysys, Inc.'s (NASDAQ:AGYS) Share Price Could Signal Some Risk

Calculating The Fair Value Of Agilysys, Inc. (NASDAQ:AGYS)

Feb 05
Calculating The Fair Value Of Agilysys, Inc. (NASDAQ:AGYS)
User avatar

Cloud-Native Transition Will Unlock Global Opportunities

Transition to modern cloud-native solutions and expanding customer base are key strategies for improved revenue growth.

There's Been No Shortage Of Growth Recently For Agilysys' (NASDAQ:AGYS) Returns On Capital

Jan 20
There's Been No Shortage Of Growth Recently For Agilysys' (NASDAQ:AGYS) Returns On Capital

Should You Think About Buying Agilysys, Inc. (NASDAQ:AGYS) Now?

Jan 07
Should You Think About Buying Agilysys, Inc. (NASDAQ:AGYS) Now?

Agilysys: Strong Outlook, But Valuation May Limit Upside

Dec 30

These 4 Measures Indicate That Agilysys (NASDAQ:AGYS) Is Using Debt Safely

Dec 24
These 4 Measures Indicate That Agilysys (NASDAQ:AGYS) Is Using Debt Safely

Agilysys, Inc.'s (NASDAQ:AGYS) 25% Share Price Surge Not Quite Adding Up

Nov 26
Agilysys, Inc.'s (NASDAQ:AGYS) 25% Share Price Surge Not Quite Adding Up

Returns Are Gaining Momentum At Agilysys (NASDAQ:AGYS)

Oct 18
Returns Are Gaining Momentum At Agilysys (NASDAQ:AGYS)

When Should You Buy Agilysys, Inc. (NASDAQ:AGYS)?

Oct 03
When Should You Buy Agilysys, Inc. (NASDAQ:AGYS)?

Agilysys: A Compelling Growth Story With A Premium Valuation

Sep 26

If EPS Growth Is Important To You, Agilysys (NASDAQ:AGYS) Presents An Opportunity

Sep 18
If EPS Growth Is Important To You, Agilysys (NASDAQ:AGYS) Presents An Opportunity

Investor Optimism Abounds Agilysys, Inc. (NASDAQ:AGYS) But Growth Is Lacking

Aug 30
Investor Optimism Abounds Agilysys, Inc. (NASDAQ:AGYS) But Growth Is Lacking

Finding New Heights As Agilysys Drives Growth Amid Market Challenges

Jul 09

There's Been No Shortage Of Growth Recently For Agilysys' (NASDAQ:AGYS) Returns On Capital

Jul 01
There's Been No Shortage Of Growth Recently For Agilysys' (NASDAQ:AGYS) Returns On Capital

Shareholders Shouldn’t Be Too Comfortable With Agilysys' (NASDAQ:AGYS) Strong Earnings

May 21
Shareholders Shouldn’t Be Too Comfortable With Agilysys' (NASDAQ:AGYS) Strong Earnings

株主還元

AGYSUS SoftwareUS 市場
7D4.2%-0.7%-0.2%
1Y-11.5%-6.3%27.6%

業界別リターン: AGYS過去 1 年間で-6.3 % の収益を上げたUS Software業界を下回りました。

リターン対市場: AGYSは、過去 1 年間で27.6 % のリターンを上げたUS市場を下回りました。

価格変動

Is AGYS's price volatile compared to industry and market?
AGYS volatility
AGYS Average Weekly Movement6.6%
Software Industry Average Movement10.1%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.3%

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
19322,200Ramesh Srinivasanwww.agilysys.com/en/

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のソフトウェア・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。同社は、サードパーティのハードウェアやオペレーティングシステムと完全に統合されたソフトウェアソリューション、クラウドアプリケーション、サポート、メンテナンス、サブスクリプションとメンテナンス、プロフェッショナルサービスを提供している。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、不動産管理、POS(販売時点情報管理)、在庫・調達などの中核業務システムを組み合わせたソリューション・エコシステムと、ホスピタリティ・ソリューション・スタジオで構成されている。同社はまた、InfoGenesis POSなどの飲食エコシステム・ソリューションや、セルフサービスで顧客向けのキオスクPOSソリューションであるIG Kioskも提供している。飲食体験向上ソリューションには、IG KDSデジタルキッチンマネジメントソリューション、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・リザベーション、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。同社は以前はパイオニア・スタンダード・エレクトロニクス社として知られ、2003年にアジリシス社に社名を変更した。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

Agilysys の収益と売上を時価総額と比較するとどうか。
AGYS 基礎統計学
時価総額US$1.84b
収益(TTM)US$30.42m
売上高(TTM)US$310.64m
60.6x
PER(株価収益率
5.9x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
AGYS 損益計算書(TTM)
収益US$310.64m
売上原価US$119.08m
売上総利益US$191.56m
その他の費用US$161.13m
収益US$30.42m

直近の収益報告

Dec 31, 2025

次回決算日

該当なし

一株当たり利益(EPS)1.09
グロス・マージン61.67%
純利益率9.79%
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2026/04/30 11:07
終値2026/04/29 00:00
収益2025/12/31
年間収益2025/03/31

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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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. 7 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。10

アナリスト機関
Allan VerkhovskiBTIG
Matthew VanVlietCantor Fitzgerald & Co.
George SuttonCraig-Hallum Capital Group LLC