Agilysys (NASDAQ:AGYS) Lowered to “Hold” Rating by Wall Street Zen

Wall Street Zen cut shares of Agilysys (NASDAQ:AGYS) from a buy rating to a hold rating in a report published on Saturday morning.

A number of other equities research analysts have also recently weighed in on AGYS. Weiss Ratings restated a “hold (c)” rating on shares of Agilysys in a research note on Wednesday, January 21st. BTIG Research started coverage on shares of Agilysys in a research report on Tuesday, December 16th. They set a “neutral” rating on the stock. Needham & Company LLC reiterated a “buy” rating and issued a $140.00 price objective on shares of Agilysys in a report on Tuesday, January 27th. Cantor Fitzgerald reissued an “overweight” rating and set a $140.00 target price on shares of Agilysys in a report on Tuesday, October 28th. Finally, UBS Group reiterated a “buy” rating on shares of Agilysys in a research report on Monday, December 15th. Four analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $145.40.

Agilysys Stock Up 1.7%

Agilysys stock opened at $86.75 on Friday. Agilysys has a 52-week low of $63.71 and a 52-week high of $145.25. The firm has a market capitalization of $2.44 billion, a price-to-earnings ratio of 81.07 and a beta of 0.43. The firm has a 50-day moving average price of $117.05 and a two-hundred day moving average price of $114.67.

Agilysys (NASDAQ:AGYS) last released its quarterly earnings results on Monday, January 26th. The software maker reported $0.42 earnings per share for the quarter, missing analysts’ consensus estimates of $0.46 by ($0.04). Agilysys had a net margin of 9.79% and a return on equity of 10.71%. The business had revenue of $80.39 million for the quarter, compared to the consensus estimate of $79.07 million. During the same period last year, the firm posted $0.38 EPS. The business’s quarterly revenue was up 15.6% on a year-over-year basis. Research analysts expect that Agilysys will post 0.8 earnings per share for the current year.

Insider Buying and Selling at Agilysys

In other Agilysys news, insider Sethuram Shivashankar sold 497 shares of the firm’s stock in a transaction dated Monday, November 3rd. The shares were sold at an average price of $124.64, for a total value of $61,946.08. Following the completion of the transaction, the insider directly owned 24,031 shares in the company, valued at $2,995,223.84. This trade represents a 2.03% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, Director Donald A. Colvin sold 6,000 shares of Agilysys stock in a transaction that occurred on Friday, November 21st. The stock was sold at an average price of $123.28, for a total transaction of $739,680.00. Following the completion of the transaction, the director directly owned 24,592 shares in the company, valued at approximately $3,031,701.76. This trade represents a 19.61% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 9,576 shares of company stock valued at $1,189,070 over the last 90 days. 8.60% of the stock is owned by insiders.

Institutional Trading of Agilysys

Several large investors have recently added to or reduced their stakes in AGYS. Global Retirement Partners LLC raised its position in Agilysys by 118.5% during the third quarter. Global Retirement Partners LLC now owns 260 shares of the software maker’s stock valued at $27,000 after buying an additional 141 shares during the period. Elevation Point Wealth Partners LLC purchased a new position in Agilysys during the 2nd quarter valued at about $30,000. GAMMA Investing LLC increased its holdings in shares of Agilysys by 43.2% in the 2nd quarter. GAMMA Investing LLC now owns 305 shares of the software maker’s stock valued at $35,000 after purchasing an additional 92 shares during the period. Farther Finance Advisors LLC lifted its position in shares of Agilysys by 215.5% in the third quarter. Farther Finance Advisors LLC now owns 366 shares of the software maker’s stock worth $39,000 after purchasing an additional 250 shares in the last quarter. Finally, Measured Wealth Private Client Group LLC acquired a new stake in shares of Agilysys during the third quarter worth approximately $43,000. 88.00% of the stock is owned by institutional investors and hedge funds.

Agilysys News Roundup

Here are the key news stories impacting Agilysys this week:

• Positive Sentiment: Needham reiterated a “Buy” rating on AGYS, providing support from a buy‑side firm that can help demand. Needham Reiterates Buy
• Positive Sentiment: Northland raised its Q4 2026 EPS view to $0.44 (from $0.37) and nudged FY2026 to $1.18, signaling some near‑term earnings upside versus prior company forecasts. MarketBeat: Northland Estimates
• Neutral Sentiment: Northland published a full slate of quarterly and FY estimates for FY2026–FY2027 (Q1–Q4 2027 and FY2027 at $1.59), which updates the modeling inputs investors use but does not by itself move fundamentals materially. MarketBeat: Detailed Estimates
• Neutral Sentiment: Short‑interest data released 1/28 appears internally inconsistent (reported as a big increase but showing zero shares/NaN); no clear short squeeze or persistent short pressure is evident from the published numbers. (Data appears unreliable.)
• Negative Sentiment: Zacks Research downgraded AGYS from “Hold” to “Strong Sell,” a headline downgrade that can weigh on sentiment and trigger outflows from momentum‑driven funds. Zacks Downgrade
• Negative Sentiment: Northland cut its FY2027 outlook (now $1.59, down from $1.89 previously), reducing longer‑term earnings expectations — a fundamental headwind for valuation. MarketBeat: FY2027 Revision
• Negative Sentiment: Shares had gapped down after Agilysys missed the prior quarter’s EPS estimate, a catalyst that likely triggered recent analyst re‑ratings and elevated volatility. Earnings Miss / Gap Down

About Agilysys

Agilysys, Inc is a publicly traded technology company (NASDAQ: AGYS) that specializes in providing software and services to the hospitality industry. The company’s solutions span property management, point-of-sale, inventory and procurement, workforce management, analytics and mobile guest engagement. These offerings are designed to streamline hotel and resort operations, enhance guest experiences and improve financial performance for clients across the lodging, gaming, cruise, senior living and higher-education markets.

Agilysys delivers its portfolio through both cloud-based and on-premises deployments, enabling hoteliers and hospitality operators to select the infrastructure model that best aligns with their operational requirements and IT strategies.