Agilysys (NASDAQ:AGYS) Issues Earnings Results

Agilysys (NASDAQ:AGYS) released its quarterly earnings results on Monday. The software maker reported $0.49 EPS for the quarter, beating analysts’ consensus estimates of $0.40 by $0.09, FiscalAI reports. The firm had revenue of $87.68 million for the quarter, compared to analyst estimates of $85.97 million. Agilysys had a net margin of 12.99% and a return on equity of 12.19%. The company’s revenue for the quarter was up 14.3% compared to the same quarter last year. During the same period in the previous year, the business earned $0.33 earnings per share.

Here are the key takeaways from Agilysys’ conference call:

• Agilysys raised FY2027 revenue guidance to $368 million–$373 million from $365 million–$370 million and increased its subscription-revenue growth outlook to at least 32%, citing stronger sales and faster backlog conversion.
• Q1 revenue rose 14.3% year over year to a record $87.7 million, while subscription revenue grew 26.1% and adjusted EBITDA increased to $18.3 million, or 20.8% of revenue. Management maintained its 24% full-year adjusted EBITDA margin target and expects to approach 30% in Q4.
• Sales momentum remained strong, including three major seven-figure, multi-product wins in casino gaming and Australia, record six-month sales, and a record backlog. Management highlighted high win rates, increasing cross-sell activity, and improving implementation efficiency.
• The company is advancing more than 30 AI-enabled features, with several entering customer pilots, while AI-native Revenue Intelligence and CRS modules remain on track for initial beta deployments later this fiscal year. Management expects AI to strengthen the broader hospitality software ecosystem without requiring major incremental investment.
• The Marriott PMS rollout is progressing according to plan, but management cautioned that significant work remains as more complex full-service and premium properties begin implementation, retaining an estimated completion window of roughly 18–24 months.

Agilysys Stock Performance

Shares of AGYS opened at $110.70 on Wednesday. The firm has a market capitalization of $3.12 billion, a price-to-earnings ratio of 73.31 and a beta of 0.37. The business’s fifty day moving average price is $95.74 and its two-hundred day moving average price is $84.87. Agilysys has a 52 week low of $61.50 and a 52 week high of $145.25.

Wall Street Analysts Forecast Growth

A number of research firms have recently issued reports on AGYS. Zacks Research upgraded shares of Agilysys from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, June 3rd. Needham & Company LLC lifted their price objective on Agilysys from $120.00 to $130.00 and gave the company a “buy” rating in a research report on Tuesday. Cantor Fitzgerald reissued an “overweight” rating on shares of Agilysys in a research note on Tuesday. Weiss Ratings upgraded Agilysys from a “hold (c-)” rating to a “hold (c)” rating in a report on Monday, July 13th. Finally, Oppenheimer restated an “outperform” rating and issued a $118.00 target price on shares of Agilysys in a research note on Tuesday. One research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $123.60.

Key Stories Impacting Agilysys

Here are the key news stories impacting Agilysys this week:

• Positive Sentiment: Quarterly beat and record revenue: Agilysys reported revenue of approximately $87.7 million, up 14.3% year over year and above the $86.0 million consensus estimate. Adjusted earnings were $0.49 per share, versus expectations of $0.40 and $0.33 a year earlier. Agilysys Announces Record Revenue of $87.7M in Fiscal 2027 First Quarter
• Positive Sentiment: Raised full-year outlook: Management lifted its fiscal 2027 revenue guidance to $368 million-$373 million, slightly above the approximately $367.7 million analyst consensus. The outlook reflects confidence in subscription growth, backlog deployment and broader adoption of the company’s property-management software. Agilysys Q1 Earnings Call Highlights Subscription-Led Outlook
• Positive Sentiment: Improving profitability and recurring revenue: The quarter showed stronger operating leverage, with operating profit more than doubling from the prior-year period. Investors are also focusing on the company’s subscription-led growth strategy and record recurring revenue, which can make results more predictable. Agilysys Inc Q1 2027 Earnings Call Highlights
• Positive Sentiment: More bullish analyst views: Needham raised its price target to $130 from $120 and retained a Buy rating, while Piper Sandler raised its target to $120 from $110 and maintained an Overweight rating. The revisions followed the earnings beat and raised guidance. Agilysys Analysts Raise Their Forecasts

Hedge Funds Weigh In On Agilysys

Several large investors have recently made changes to their positions in AGYS. Caitong International Asset Management Co. Ltd boosted its holdings in Agilysys by 419.5% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 213 shares of the software maker’s stock valued at $25,000 after acquiring an additional 172 shares during the last quarter. Los Angeles Capital Management LLC bought a new stake in Agilysys during the 4th quarter worth about $34,000. Measured Wealth Private Client Group LLC bought a new stake in Agilysys during the 3rd quarter worth about $43,000. Advisors Asset Management Inc. lifted its position in Agilysys by 30.1% during the 1st quarter. Advisors Asset Management Inc. now owns 688 shares of the software maker’s stock valued at $50,000 after purchasing an additional 159 shares during the period. Finally, Smartleaf Asset Management LLC lifted its position in Agilysys by 71.3% during the 2nd quarter. Smartleaf Asset Management LLC now owns 632 shares of the software maker’s stock valued at $71,000 after purchasing an additional 263 shares during the period. Institutional investors and hedge funds own 88.00% of the company’s stock.

Agilysys Company Profile

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.