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Agilysys, Inc.NasdaqGS:AGYS 주식 보고서

시가총액 US$2.2b
주가
US$79.84
US$90
11.3% 저평가 내재 할인율
1Y-21.4%
7D13.7%
1D
포트폴리오 가치
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Agilysys, Inc.

NasdaqGS:AGYS 주식 리포트

시가총액: US$2.2b

Agilysys (AGYS) 주식 개요

는 북미, 유럽, 아시아 태평양 및 인도의 호텔 업계에 소프트웨어 지원 솔루션 및 서비스를 개발 및 마케팅하는 회사입니다. 자세히 보기

AGYS 펀더멘털 분석
스노우플레이크 점수
가치 평가2/6
미래 성장4/6
과거 실적4/6
재무 건전성6/6
배당0/6

AGYS Community Fair Values

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Agilysys, Inc. 경쟁사

가격 이력 및 성과

Agilysys 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$79.84
52주 최고가US$145.25
52주 최저가US$61.50
베타0.30
1개월 변동19.59%
3개월 변동10.94%
1년 변동-21.43%
3년 변동11.12%
5년 변동57.20%
IPO 이후 변동2,013.41%

최근 뉴스 및 업데이트

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
분석 기사 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
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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...
User avatar
새로운 내러티브 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.
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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
분석 기사 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...

주주 수익률

AGYSUS SoftwareUS 시장
7D13.7%0.3%1.1%
1Y-21.4%-6.6%28.7%

수익률 대 산업: AGYS은 지난 1년 동안 -6.6%의 수익을 기록한 US Software 산업보다 저조한 성과를 냈습니다.

수익률 대 시장: AGYS은 지난 1년 동안 28.7%를 기록한 US 시장보다 저조한 성과를 냈습니다.

주가 변동성

Is AGYS's price volatile compared to industry and market?
AGYS volatility
AGYS Average Weekly Movement7.4%
Software Industry Average Movement9.4%
Market Average Movement7.2%
10% most volatile stocks in US Market16.4%
10% least volatile stocks in US Market3.1%

안정적인 주가: AGYS는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: AGYS의 주간 변동성(7%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
19322,413Ramesh Srinivasanwww.agilysys.com/en/

는 북미, 유럽, 아시아 태평양 및 인도의 호텔 산업을 대상으로 소프트웨어 지원 솔루션 및 서비스를 개발 및 마케팅하는 기업입니다. 이 회사는 타사 하드웨어 및 운영 체제, 클라우드 애플리케이션, 지원 및 유지보수, 구독 및 유지보수, 전문 서비스와 완벽하게 통합된 소프트웨어 솔루션을 제공하며, 호텔 소프트웨어 솔루션은 자산 관리, 판매 시점 관리(POS), 재고 및 조달을 위한 핵심 운영 시스템을 결합한 호텔 경험 클라우드 제공 솔루션 에코시스템과 호텔 솔루션 스튜디오로 구성됩니다. 또한, 식음료 에코시스템 솔루션인 인포제네시스 POS, 셀프 서비스 고객 대면 키오스크 판매 솔루션인 IG 키오스크, 디지털 주방 관리 솔루션인 IG KDS도 제공합니다.

Agilysys, Inc. 기초 지표 요약

Agilysys의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
AGYS 기초 통계
시가총액US$2.24b
순이익 (TTM)US$38.79m
매출 (TTM)US$319.31m
57.8x
주가수익비율(P/E)
7.0x
주가매출비율(P/S)

AGYS는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
AGYS 손익계산서 (TTM)
매출US$319.31m
매출원가US$119.39m
총이익US$199.92m
기타 비용US$161.13m
순이익US$38.79m

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)1.38
총이익률62.61%
순이익률12.15%
부채/자본 비율0%

AGYS의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/25 18:19
종가2026/05/22 00:00
수익2026/03/31
연간 수익2026/03/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Agilysys, Inc.는 10명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Allan VerkhovskiBTIG
Matthew VanVlietCantor Fitzgerald & Co.
George SuttonCraig-Hallum Capital Group LLC