Key Points
- Agilysys director John Mutch sold 750 shares for $86,220 at an average price of $114.96, reducing his ownership by 2.32% to 31,627 shares.
- The company exceeded quarterly expectations, reporting EPS of $0.67 versus the $0.55 consensus and revenue of $93.36 million, up 17.7% year over year.
- Analyst sentiment remains generally positive, with a consensus “Moderate Buy” rating and an average price target of $141.25, although the stock’s high valuation and margin concerns remain risks.
Agilysys, Inc. (NASDAQ:AGYS - Get Free Report) Director John Mutch sold 750 shares of the company's stock in a transaction on Thursday, October 29th. The shares were sold at an average price of $114.96, for a total value of $86,220.00. Following the completion of the transaction, the director owned 31,627 shares of the company's stock, valued at $3,635,839.92. The trade was a 2.32% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this hyperlink.
Agilysys Price Performance
AGYS opened at $115.80 on Friday. Agilysys, Inc. has a fifty-two week low of $61.50 and a fifty-two week high of $133.32. The firm's fifty day moving average price is $108.50 and its two-hundred day moving average price is $92.28. The company has a market capitalization of $3.27 billion, a P/E ratio of 74.23, a P/E/G ratio of 3.16 and a beta of 0.37.
Agilysys (NASDAQ:AGYS - Get Free Report) last announced its quarterly earnings results on Monday, October 26th. The software maker reported $0.67 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.55 by $0.12. Agilysys had a net margin of 12.88% and a return on equity of 12.98%. The firm had revenue of $93.36 million for the quarter, compared to analyst estimates of $90.92 million. During the same quarter in the previous year, the firm posted $0.41 EPS. The business's revenue for the quarter was up 17.7% on a year-over-year basis. On average, equities research analysts expect that Agilysys, Inc. will post 1.83 EPS for the current fiscal year.
Trending Headlines about Agilysys
Here are the key news stories impacting Agilysys this week:
- Positive Sentiment: Northland raised several forward earnings estimates. The firm increased its FY2027 EPS forecast to $1.80 from $1.73, FY2028 to $2.21 from $2.18, and also lifted estimates for Q2 2028, Q4 2027, Q1 2028 and Q4 2028. These revisions suggest confidence in Agilysys’ longer-term earnings growth. Agilysys analyst earnings estimates
- Positive Sentiment: Analyst coverage remains constructive. Oppenheimer assigned an Outperform rating, while Piper Sandler and Needham & Company forecast substantial potential appreciation. Agilysys was also upgraded to Zacks Rank #2 (Buy), reflecting improving expectations for its earnings outlook. Oppenheimer Outperform rating
- Neutral Sentiment: Recent operating results exceeded expectations. Agilysys reported quarterly EPS of $0.67 versus the $0.55 consensus estimate and revenue of $93.36 million versus $90.92 million, with revenue up 17.7% year over year. The strong results support the company’s growth narrative, although investors are focusing on the quality and sustainability of that growth. Agilysys sales results
- Negative Sentiment: Some Northland revisions moved lower. The firm cut its Q3 2027 EPS estimate to $0.37 from $0.46 and Q3 2028 to $0.47 from $0.57, creating a mixed overall outlook despite higher annual forecasts. Northland estimate revisions
- Negative Sentiment: Margins are the immediate concern. Reports indicate that the stock has weakened despite beating sales expectations because the latest results put profit margins in focus. With Agilysys trading at a high earnings multiple, investors may be demanding stronger margin expansion to justify the valuation. Agilysys margins report
Analysts Set New Price Targets
Several equities research analysts have recently commented on the stock. Zacks Research downgraded shares of Agilysys from a "strong-buy" rating to a "hold" rating in a research note on Monday, July 27th. Cantor Fitzgerald restated an "overweight" rating on shares of Agilysys in a report on Tuesday, July 28th. Wall Street Zen upgraded shares of Agilysys from a "hold" rating to a "buy" rating in a research report on Saturday. Weiss Ratings restated a "hold (c)" rating on shares of Agilysys in a report on Friday, October 9th. Finally, Needham & Company LLC boosted their price objective on shares of Agilysys from $135.00 to $145.00 and gave the company a "buy" rating in a research report on Tuesday. Five equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Agilysys presently has a consensus rating of "Moderate Buy" and an average target price of $141.25.
Check Out Our Latest Research Report on AGYS
Hedge Funds Weigh In On Agilysys
Several hedge funds and other institutional investors have recently made changes to their positions in the company. BlackRock Inc. acquired a new stake in Agilysys in the second quarter valued at $431,704,000. Conestoga Capital Advisors LLC grew its position in shares of Agilysys by 14.3% in the 1st quarter. Conestoga Capital Advisors LLC now owns 683,741 shares of the software maker's stock valued at $48,641,000 after acquiring an additional 85,600 shares during the period. Nine Ten Capital Management LLC increased its stake in shares of Agilysys by 0.3% during the 2nd quarter. Nine Ten Capital Management LLC now owns 655,513 shares of the software maker's stock worth $68,501,000 after purchasing an additional 1,922 shares during the last quarter. Principal Financial Group Inc. increased its stake in shares of Agilysys by 0.6% during the 1st quarter. Principal Financial Group Inc. now owns 463,682 shares of the software maker's stock worth $32,986,000 after purchasing an additional 2,983 shares during the last quarter. Finally, William Blair Investment Management LLC acquired a new position in shares of Agilysys during the 2nd quarter worth about $45,312,000. 88.00% of the stock is owned by institutional investors.
Agilysys Company Profile
(
Get Free Report)
Agilysys, Inc develops and provides hospitality technology for hotels, resorts, casinos, cruise lines and other guest-focused businesses. Its software and services are designed to help operators manage core property functions, improve guest experiences and streamline food, beverage and retail operations.
The company's product portfolio includes property-management systems, point-of-sale solutions, inventory and procurement tools, payment services, guest-facing applications, mobile ordering and resort-management software.
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