Agilysys, Inc.

NasdaqGS:AGYS Stok Raporu

Piyasa değeri: US$3.0b

Agilysys Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 5/6

Agilysys yıllık ortalama 38.2% oranında kazançlarını artırırken, Software sektöründe kazançlar growing at 23.6% annual. Gelirler growing yılda ortalama 16.5% oranında artmaktadır. Agilysys'in özkaynak karlılığı 12.7% ve net marjı 13%'dir.

Anahtar bilgiler

38.25%

Kazanç büyüme oranı

37.37%

EPS büyüme oranı

Software Sektör Büyümesi17.33%
Gelir büyüme oranı16.54%
Özkaynak getirisi12.68%
Net Marj12.99%
Son Kazanç Güncellemesi30 Jun 2026

Yakın geçmiş performans güncellemeleri

Recent updates

Anlatı Güncellemesi Jul 28

AGYS: Subscription Gains And Marriott Rollout Will Support Margin Expansion

Agilysys' updated analyst price target is now framed by a fair value estimate of $133.67, up from $127.33. Analysts point to recent beat and raise quarters, stronger subscription trends, and ongoing confidence in large deals and the Marriott rollout, while moderating future P/E and discount rate inputs.
Seeking Alpha Jul 28

Agilysis: Ballooning Valuation Caps Gains, Even On Strong Growth (Rating Downgrade)

Summary Agilysis has rebounded sharply, driven by guidance increases and anticipation of its major Marriott PMS deal. I am moderating my rating to neutral, as the current $102 share price reflects a balanced bull-bear case and stretched valuation. AGYS is AI-resilient with embedded property management software but faces margin deficits and potential demand shifts toward vacation rentals. At 7.5x EV/FY27 revenue and 31.2x EV/FY27 adjusted EBITDA, the company's valuation already prices in significant upside from the Marriott deal. Read the full article on Seeking Alpha
Anlatı Güncellemesi Jul 07

AGYS: Subscription Gains And AI Features Will Support Margin Expansion

The updated analyst price target for Agilysys moves from $138 to about $127. This reflects revised fair value and discount rate assumptions, even as analysts point to subscription revenue potential, higher projected margins, and limited perceived AI disruption risk as key supports for the story.
Anlatı Güncellemesi Jun 23

AGYS: Subscription Shift And AI Features Will Support Higher Future Margins

The Agilysys analyst price target has increased to $110 from $100, with analysts citing subscription revenue potential, expectations for structurally higher margins and profitability, and reduced perceived AI disruption risk as the key drivers behind the update. Analyst Commentary Recent research views on Agilysys highlight a split between optimism around subscription revenue potential and caution around how much of that outlook is already reflected in the stock.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Analiz Makalesi 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...
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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...
Analiz Makalesi 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...
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Yeni Anlatı 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.
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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...
Analiz Makalesi 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...

Gelir ve Gider Dağılımı

Agilysys nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.


Kazanç ve Gelir Geçmişi

NasdaqGS:AGYS Gelir, gider ve kazançlar (USD Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
30 Jun 26330438376
31 Mar 26319398273
31 Dec 25311308171
30 Sep 25300248067
30 Jun 25289147965
31 Mar 25276237462
31 Dec 24264227360
30 Sep 24255956960
30 Jun 24245986658
31 Mar 24237856557
31 Dec 23228866156
30 Sep 23217126054
30 Jun 23207115752
31 Mar 23198135350
31 Dec 22192115149
30 Sep 2218184848
30 Jun 2217164546
31 Mar 2216354246
31 Dec 21152-225161
30 Sep 21150-255262
30 Jun 21146-204959
31 Mar 21137-244755
31 Dec 20140-263938
30 Sep 20146-263937
30 Jun 20152-344240
31 Mar 20161-344441
31 Dec 19158-114443
30 Sep 19152-124441
30 Jun 19145-134241
31 Mar 19141-134338
31 Dec 18136-104135
30 Sep 18132-84132
30 Jun 18128-74128
31 Mar 18127-84228
31 Dec 17126-134329
30 Sep 17128-134229
30 Jun 17131-124229
31 Mar 17128-124129
31 Dec 16129-84127
30 Sep 16127-84227
30 Jun 16124-64227
31 Mar 16120-44227
31 Dec 15117-84127
30 Sep 15111-93926

Kaliteli Kazançlar: AGYS yüksek kaliteli kazançlar sağlıyor.

Büyüyen Kar Marjı: AGYS 'nin mevcut net kar marjları (13%) geçen yılın (4.9%) sinden daha yüksektir.


Serbest Nakit Akışı ve Kazanç Analizi


Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: AGYS son 5 yılda karlı hale geldi ve kazançlarını yıllık 38.2% oranında artırdı.

Büyüme Hızlandırma: AGYS 'un son bir yıldaki kazanç büyümesi ( 206.2% ) 5 yıllık ortalamasını (yıllık 38.2% ) aşıyor.

Kazançlar vs. Sektör: AGYS geçen yılki kazanç büyümesi ( 206.2% ) Software sektörünün 21.2% değerini aştı.


Özkaynak Getirisi

Yüksek ROE: AGYS 'nin Özsermaye Getirisi ( 12.7% ) düşük olarak değerlendiriliyor.


Varlık Getirisi


Kullanılan Sermaye Getirisi


Geçmişte güçlü performans gösteren şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/07/31 21:09
Gün Sonu Hisse Fiyatı2026/07/31 00:00
Kazançlar2026/06/30
Yıllık Kazançlar2026/03/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Agilysys, Inc. 11 Bu analistlerden 8, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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