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

Agilysys (NASDAQ:AGYS) was downgraded by research analysts at Wall Street Zen from a “buy” rating to a “hold” rating in a research note issued on Saturday.

AGYS has been the subject of several other research reports. Cantor Fitzgerald reissued an “overweight” rating and issued a $140.00 price objective on shares of Agilysys in a report on Tuesday, October 28th. Needham & Company LLC reiterated a “buy” rating and issued a $140.00 target price on shares of Agilysys in a research note on Tuesday. UBS Group restated a “buy” rating on shares of Agilysys in a research note on Monday, December 15th. BTIG Research assumed coverage on shares of Agilysys in a report on Tuesday, December 16th. They issued a “neutral” rating for the company. Finally, Oppenheimer lifted their price objective on shares of Agilysys from $130.00 to $140.00 and gave the company an “outperform” rating in a research note on Thursday, December 4th. Four research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Agilysys presently has an average rating of “Hold” and an average target price of $145.40.

Agilysys Stock Up 1.7%

Shares of AGYS stock opened at $86.75 on Friday. The firm has a market cap of $2.44 billion, a P/E ratio of 81.07 and a beta of 0.43. The company has a 50 day moving average of $117.05 and a 200-day moving average of $114.66. Agilysys has a 12-month low of $63.71 and a 12-month high of $145.25.

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

Insiders Place Their Bets

In related news, SVP Kyle C. Badger sold 502 shares of the stock in a transaction on Monday, November 3rd. The stock was sold at an average price of $124.64, for a total value of $62,569.28. Following the sale, the senior vice president owned 114,911 shares in the company, valued at approximately $14,322,507.04. This trade represents a 0.43% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Donald A. Colvin sold 6,000 shares of Agilysys stock in a transaction on Friday, November 21st. The shares were sold at an average price of $123.28, for a total value of $739,680.00. Following the sale, the director directly owned 24,592 shares of the company’s stock, valued at $3,031,701.76. This represents a 19.61% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 9,576 shares of company stock worth $1,189,070. Company insiders own 8.60% of the company’s stock.

Hedge Funds Weigh In On Agilysys

A number of institutional investors have recently added to or reduced their stakes in AGYS. William Blair Investment Management LLC bought a new stake in shares of Agilysys during the 2nd quarter valued at about $58,993,000. Wellington Management Group LLP increased its position in shares of Agilysys by 75.9% in the third quarter. Wellington Management Group LLP now owns 690,498 shares of the software maker’s stock worth $72,675,000 after purchasing an additional 297,846 shares during the last quarter. Goldman Sachs Group Inc. raised its stake in Agilysys by 125.0% in the first quarter. Goldman Sachs Group Inc. now owns 331,953 shares of the software maker’s stock valued at $24,080,000 after purchasing an additional 184,402 shares in the last quarter. American Century Companies Inc. raised its stake in Agilysys by 38.7% in the second quarter. American Century Companies Inc. now owns 627,660 shares of the software maker’s stock valued at $71,955,000 after purchasing an additional 175,137 shares in the last quarter. Finally, Invesco Ltd. lifted its position in Agilysys by 28.1% during the second quarter. Invesco Ltd. now owns 545,386 shares of the software maker’s stock valued at $62,523,000 after purchasing an additional 119,736 shares during the last quarter. 88.00% of the stock is currently owned by institutional investors.

Agilysys News Summary

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.