Northland Securities Raises Earnings Estimates for Agilysys

Agilysys, Inc. (NASDAQ:AGYS) – Stock analysts at Northland Securities lifted their FY2026 earnings estimates for Agilysys in a research report issued to clients and investors on Tuesday, January 27th. Northland Securities analyst N. Chokshi now anticipates that the software maker will earn $1.18 per share for the year, up from their prior estimate of $1.16. The consensus estimate for Agilysys’ current full-year earnings is $0.80 per share. Northland Securities also issued estimates for Agilysys’ Q4 2026 earnings at $0.44 EPS, Q1 2027 earnings at $0.24 EPS, Q2 2027 earnings at $0.41 EPS, Q3 2027 earnings at $0.41 EPS, Q4 2027 earnings at $0.53 EPS and FY2027 earnings at $1.59 EPS.

Agilysys (NASDAQ:AGYS) last issued its quarterly earnings results on Monday, January 26th. The software maker reported $0.42 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.46 by ($0.04). The firm had revenue of $80.39 million for the quarter, compared to the consensus estimate of $79.07 million. Agilysys had a net margin of 9.79% and a return on equity of 10.71%. The company’s revenue was up 15.6% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.38 earnings per share.

Several other brokerages have also recently commented on AGYS. Needham & Company LLC reaffirmed a “buy” rating and issued a $140.00 target price on shares of Agilysys in a research report on Tuesday, January 27th. Wall Street Zen cut shares of Agilysys from a “buy” rating to a “hold” rating in a research note on Saturday. BTIG Research initiated coverage on shares of Agilysys in a research report on Tuesday, December 16th. They set a “neutral” rating on the stock. Oppenheimer upped their target price 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. Finally, Zacks Research cut shares of Agilysys from a “hold” rating to a “strong sell” rating in a research note on Wednesday. Four analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Agilysys has a consensus rating of “Hold” and a consensus target price of $145.40.

Agilysys Trading Up 1.7%

Shares of NASDAQ:AGYS opened at $86.75 on Friday. The firm has a market capitalization of $2.44 billion, a PE ratio of 81.07 and a beta of 0.43. Agilysys has a 1-year low of $63.71 and a 1-year high of $145.25. The business’s 50 day moving average is $117.05 and its 200-day moving average is $114.67.

Hedge Funds Weigh In On Agilysys

Several institutional investors have recently bought and sold shares of the business. Vanguard Group Inc. grew its holdings in shares of Agilysys by 1.3% during the fourth quarter. Vanguard Group Inc. now owns 2,407,947 shares of the software maker’s stock worth $286,160,000 after purchasing an additional 32,052 shares during the last quarter. Wasatch Advisors LP raised its holdings in shares of Agilysys by 5.3% in the second quarter. Wasatch Advisors LP now owns 1,004,918 shares of the software maker’s stock valued at $115,204,000 after buying an additional 50,536 shares during the last quarter. Geneva Capital Management LLC lifted its position in Agilysys by 6.7% during the 2nd quarter. Geneva Capital Management LLC now owns 816,637 shares of the software maker’s stock worth $93,619,000 after buying an additional 51,274 shares in the last quarter. Wellington Management Group LLP grew its holdings in Agilysys by 75.9% during the 3rd quarter. Wellington Management Group LLP now owns 690,498 shares of the software maker’s stock worth $72,675,000 after acquiring an additional 297,846 shares during the last quarter. Finally, Brown Capital Management LLC increased its position in Agilysys by 0.3% in the 2nd quarter. Brown Capital Management LLC now owns 645,183 shares of the software maker’s stock valued at $73,964,000 after acquiring an additional 1,854 shares in the last quarter. Institutional investors own 88.00% of the company’s stock.

Insider Activity

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

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

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.