Agilysys, Inc. research snapshot
AGYS AI stock analysis as of the August 4, 2026 data cutoff reads Agilysys Inc. as a high-growth vertical SaaS company that keeps executing on record results while trading at a premium valuation. The stock closed at $109.68 on August 3, 2026, up 4.52 or 4.30% from the $105.16 close on July 31, after opening at $107.90 and trading in a session range of $106.47 to $110.37, with an after-hours quote of $109.68 unchanged, carrying a market capitalization near $3.09 billion matching the $109.68 price times 28.13 million shares outstanding. On July 27, 2026, the company reported a record fiscal Q1 2027 with revenue of $87.7 million up 14.3% from $76.7 million a year earlier, recurring revenue of $57.7 million equal to 65.9% of revenue, subscription revenue up 26.1% year over year, gross margin expanding to 63.5%, net income of $9.0 million, adjusted EBITDA of $18.3 million equal to 20.8% of revenue, adjusted diluted EPS of $0.49 against a $0.40 consensus, and positive free cash flow of $7.3 million. The company raised full-year fiscal 2027 revenue guidance to $368 million to $373 million and lifted subscription revenue growth guidance to at least 32%, while keeping adjusted EBITDA margin guidance at 24% of revenue. The analysis is not a certain price prediction, and at about 72 times trailing earnings and 42 times forward earnings, most of the good news appears priced in. This is informational research and not investment advice.
Current price
$109.68 at the August 3, 2026, 4:00 PM EDT market close, up 4.52 or 4.30% from the $105.16 July 31 close, after opening at $107.90 and trading in a session range of $106.47 to $110.37, with an after-hours quote of $109.68 unchanged
Market cap
$3.09 billion reported by StockAnalysis.com at the August 3, 2026 market close, matching the $109.68 price times 28.13 million shares outstanding and verified with the financial_rigor.py market cap check at 0.15% deviation
AI score
70 / 100
Rating
High-growth hospitality SaaS with proven execution at a premium valuation
Trend status
Above the 5-day, 20-day, 50-day, and 200-day moving averages near $109.38, $106.11, $97.27, and $95.88, about 78% above the March 2026 low near $61.50 and about 24% below the 52-week high area
Data cutoff (updated monthly)
August 4, 2026
Informational use only. This page is not investment advice.
| Dimension | Conclusion | Confidence |
|---|---|---|
| Business quality | Agilysys sells hospitality management software (PMS, POS, inventory, procurement, spa, golf, reservations, guest engagement) to hotels, resorts, casinos, cruise lines, and food service operators on a recurring SaaS basis. Q1 FY27 was another record quarter with revenue of $87.7 million up 14.3% and recurring revenue at 65.9% of total. | High |
| Moat | The moat comes from high switching costs: hospitality properties integrate AGYS across operations (front desk, F&B, inventory, spa, golf, payments), making replacement disruptive. Vertical specialization, a 60+ year industry presence, and large property management wins like Marriott add credibility. | Medium |
| Management | CEO Ramesh Srinivasan has led the transition from legacy on-premise software to cloud SaaS through 18 consecutive record revenue quarters with consistent subscription acceleration and margin improvement. Insider ownership is about 5.26% on StockAnalysis.com. Capital allocation has focused on organic R&D, AI features, and measured acquisitions. | Medium-high |
| Financial trend | Q1 FY27 revenue was $87.7 million up 14.3% year over year, recurring revenue reached $57.7 million equal to 65.9% of revenue, subscription revenue grew 26.1% to 69.7% of recurring revenue, gross margin expanded to 63.5% from 61.7%, adjusted EBITDA hit $18.3 million, free cash flow turned positive at $7.3 million, and cash rose to $123.7 million. FY2026 revenue was $319.31 million up 15.85% with net income of $38.79 million. | High |
| Valuation | The stock trades at about 72x trailing earnings, 42x forward earnings, 9.3x sales, and 38.4x free cash flow at the $109.68 cutoff, with a PEG of 2.10. The premium reflects high embedded growth expectations and is the key risk factor. | Medium |
| Technical trend | AGYS closed at $109.68 on August 3, 2026, above its 5-day and 20-day moving averages near $109.38 and $106.11 computed from daily closes, and above the 50-day and 200-day moving averages near $97.27 and $95.88, with 14-day RSI near 57. The stock cooled about 4% from the July 29 post-earnings high of $113.69. | Medium |
| Risk level | Key risks are the premium valuation, hospitality industry cyclicality, competition from Oracle Hospitality and Infor, the AI disruption narrative in application software, concentration in a small-cap stock with a 0.36 beta, and the need to sustain high subscription growth to justify the multiple. | Medium-high |
| AI confidence | High confidence for the Q1 FY27 earnings release, SEC filings, market cap math, revenue trajectory, and balance sheet strength that matched across StockAnalysis.com and Google Finance. Moderate confidence for near-term price direction given the stretched valuation and sharp recent recovery. | Medium-high data confidence |
| Investment certainty | Medium certainty. Agilysys has strong operational momentum and a clean balance sheet, but the valuation requires continued near-perfect execution. A growth slowdown, a subscription growth miss, or multiple compression could meaningfully impact returns. | Medium |
AGYS AI stock forecast
The AGYS AI stock forecast uses scenario math around the $109.68 August 3, 2026 close and the $2.46 FY2027 consensus adjusted EPS estimate. The three-scenario framework over three years produced a bearish area near $71, a base area near $138, and a bullish area near $234 before dividends, using EPS growth of 5%, 12%, and 20% and exit multiples of 25x, 40x, and 55x. These are scenarios, not price commitments.
$200 to $250
More likely if subscription revenue growth stays above 30%, adjusted EBITDA margin reaches 24%, large property management wins like Marriott scale, the AI disruption narrative fades further, and the market holds a forward multiple near 50-55x consistent with high-growth vertical SaaS leaders.
$125 to $155
More likely if revenue grows near the 16% guidance path, subscription growth lands around 32%, adjusted EBITDA margin holds near 24%, and the stock trades at a 40-45x forward P/E reflecting a proven but fully valued growth SaaS company.
$60 to $85
More likely if hospitality technology spending slows, subscription growth decelerates toward the low 20s, the AI disruption narrative returns for application software, competition from Oracle Hospitality or Infor intensifies, and the market compresses the multiple toward 25-30x forward earnings.
AGYS AI technical analysis
AGYS AI technical analysis starts from the $109.68 close on August 3, 2026. The stock is in an uptrend above its 5-day, 20-day, 50-day, and 200-day moving averages near $109.38, $106.11, $97.27, and $95.88, with 14-day RSI near 57.42. After the Q1 FY27 report on July 27 pushed the stock to a July 29 post-earnings high of $113.69, price cooled to $105.16 on July 31 and then rebounded to $109.68 on August 3. Because this page does not fetch request-time market data, traders should confirm levels on a live chart before acting.
| Level | Value | Why it matters |
|---|---|---|
| Current price | $109.68 | StockAnalysis.com real-time quote at the August 3, 2026, 4:00 PM EDT market close, up 4.52 or 4.30% from the $105.16 July 31 close after opening at $107.90 and trading in a session range of $106.47 to $110.37; the after-hours quote was $109.68 unchanged and the implied market cap near $3.09 billion matches the price times 28.13 million shares outstanding. |
| 5-day moving average | $109.38 | Computed as the simple average of the five closing prices through August 3, 2026 in the StockAnalysis.com daily price history, just below the current price, signaling near-term momentum is stabilizing after the post-earnings cooling. |
| 20-day moving average | $106.11 | Computed as the simple average of the twenty closing prices through August 3, 2026 in the StockAnalysis.com daily price history, a first pullback support reference near the late-July consolidation zone. |
| Near support | $103 to $107 | The zone between the 20-day moving average near $106.11 and the late-July pullback low of $103.24 on July 27. A hold here keeps the short-term uptrend intact. |
| Key support | $95 to $98 | The area between the 50-day moving average near $97.27 and the 200-day moving average near $95.88 on StockAnalysis.com statistics, a major support cluster below price. |
| Near resistance | $113.5 to $115 | The July 29 post-earnings high of $113.69. A clean break above this zone with volume would signal continuation of the recovery. |
| Key resistance | $120 to $145 | The round-number zone near $120 and then the 52-week high area, listed as $145.25 on StockAnalysis.com and $144.82 on Google Finance. A return to this area would represent a full recovery from the March 2026 low. |
| Momentum | RSI near 57.4 | The 14-day RSI was near 57.42 on StockAnalysis.com statistics on August 3, 2026, positive but well below overbought, leaving room before the rally becomes extended. |
| Volume | About 296,000 average shares | StockAnalysis.com statistics listed 20-day average volume near 296,092 shares on August 3, 2026; the August 3 session traded 232,682 shares, near normal, with higher spikes on the July 27 earnings day and the July 28 follow-through. |
| Volatility | Wide 52-week range of $61.50 to $145.25 | The stock swung about 136% between its low and high over the past year with a low beta of 0.36 on StockAnalysis.com. Position sizing should reflect this wide range despite the low beta. |
| Invalidation | Close below $106, then sustained break below $95 | A decisive close below the 20-day moving average near $106 would weaken the recovery structure. A sustained break below the $95 to $98 support cluster would indicate the uptrend has failed. |
AGYS AI trading strategy
The AGYS AI trading strategy is a rules-based research framework, not personalized advice. It combines filing-backed business evidence, technical confirmation, position sizing, and clear invalidation levels.
Look for AGYS to hold above the 5-day and 20-day moving averages near $109 and $106 with improving volume on a break above the $113.69 post-earnings high, using the July 27 earnings report as the fundamental catalyst.
Avoid chasing the stock above $115 without evidence of a volume-confirmed breakout. A close below the 20-day moving average near $106 with increasing volume should reduce confidence.
If AGYS pulls back to the $103 to $107 zone on light volume while subscription growth and guidance remain intact, a position could be built gradually using the forward P/E of about 42x as a reference point.
Define maximum position size based on portfolio risk. Do not add if the pullback is accompanied by deteriorating subscription growth, a guidance cut, or renewed AI disruption fears in software stocks.
Track the Q2 FY27 earnings report (expected late October 2026), subscription revenue growth against the at least 32% guidance, recurring revenue mix, adjusted EBITDA margin against the 24% target, free cash flow, large property management wins, and management commentary on the earnings call.
Lower the rating if subscription revenue growth falls below the 30% area, adjusted EBITDA margin misses the 24% target, free cash flow stays negative for a second quarter, or the company signals a slowdown in hospitality technology spending.
Investment research summary
Agilysys provides mission-critical property management, point-of-sale, inventory, procurement, spa, golf, payments, and guest engagement software to hotels, resorts, casinos, cruise lines, and food service operators on a recurring SaaS model, with recurring revenue at 65.9% of total.
The moat comes from deep integration across hospitality operations that creates high switching costs, a 60+ year industry track record, and large property management wins such as Marriott. Competition from Oracle Hospitality, Infor, and newer AI-first vendors limits pricing power.
The thesis can fail if hospitality technology spending slows during an economic downturn, subscription growth decelerates below the rate needed to justify the 72x trailing P/E, Oracle or other large vendors build stronger hospitality-specific products, or the AI disruption narrative that hit software stocks in early 2026 returns and compresses small-cap SaaS multiples.
CEO Ramesh Srinivasan has overseen the transition to cloud SaaS with 18 consecutive record revenue quarters, a Q1 FY27 beat-and-raise, and margin expansion. Insider ownership of about 5.26% is moderate. The management team is small relative to the company opportunity set.
Agilysys operates in the hospitality technology market, which benefits from secular trends in hotel automation, contactless and mobile guest experience, integrated F&B and property management, and AI-driven personalization and revenue optimization. Demand is cyclical, but the shift to integrated hospitality software platforms supports growth.
At about 72x trailing earnings, 42x forward earnings, and a 2.10 PEG ratio, the valuation leaves limited margin of safety for a small-cap stock. The three-scenario model over three years suggests a base case near $138, a bullish case near $234, and a bearish case near $71 from the $109.68 price, so the risk-reward skew depends on continued execution against the raised guidance.
Source-backed data
Every metric below includes a source and last verification date.
| Metric | Value | Source | Last verified |
|---|---|---|---|
| AGYS price | $109.68 at the August 3, 2026, 4:00 PM EDT market close, up 4.52 or 4.30% from the $105.16 July 31 close, after opening at $107.90 and trading in a session range of $106.47 to $110.37, with an after-hours quote of $109.68 unchanged | StockAnalysis.com real-time quote and daily price history | August 4, 2026 |
| Market capitalization | Near $3.09 billion, reported by StockAnalysis.com at the August 3 market close and matching the $109.68 price times 28.13 million shares outstanding, verified with the financial_rigor.py market cap check at 0.15% deviation; Google Finance also showed $3.09 billion | StockAnalysis.com quote and statistics, financial_rigor.py verification | August 4, 2026 |
| Q1 FY27 revenue | $87.7 million, up 14.3% from $76.7 million a year earlier, a record for the quarter ended June 30, 2026 | Agilysys Q1 FY27 earnings release, July 27, 2026 | August 4, 2026 |
| Q1 FY27 recurring and subscription revenue | Recurring revenue of $57.7 million equal to 65.9% of revenue, with subscription revenue up 26.1% year over year and equal to 69.7% of recurring revenue | Agilysys Q1 FY27 earnings release | August 4, 2026 |
| Q1 FY27 profitability | Gross margin of 63.5% up from 61.7%, net income of $9.0 million, adjusted EBITDA of $18.3 million equal to 20.8% of revenue, and adjusted diluted EPS of $0.49 against a $0.40 consensus | Agilysys Q1 FY27 earnings release and StockAnalysis.com | August 4, 2026 |
| Q1 FY27 cash flow and balance sheet | Free cash flow turned positive at $7.3 million versus negative $5.0 million a year earlier, and cash and equivalents rose to $123.7 million | Agilysys Q1 FY27 earnings release | August 4, 2026 |
| FY2027 guidance | Full-year fiscal 2027 revenue raised to $368 million to $373 million from $365 million to $370 million, subscription revenue growth guidance raised to at least 32% from at least 30%, and adjusted EBITDA margin guidance maintained at 24% of revenue | Agilysys Q1 FY27 earnings release | August 4, 2026 |
| TTM revenue | $330.31 million over the trailing twelve months ended June 30, 2026, up 14.38%, matching StockAnalysis.com financials and the Google Finance income statement quarterly figures | StockAnalysis.com financials and Google Finance income statement | August 4, 2026 |
| TTM net income and EPS | TTM net income of $42.89 million, EPS of $1.52 on StockAnalysis.com and $1.51 on Google Finance | StockAnalysis.com financials and Google Finance | August 4, 2026 |
| TTM free cash flow | $80.44 million over TTM, from operating cash flow of $82.18 million and capital expenditures of $1.74 million; FY2026 free cash flow was $68.15 million | StockAnalysis.com cash flow statement | August 4, 2026 |
| Cash, debt, and net cash | Cash and equivalents of $123.71 million, total debt of $18.44 million, and net cash of $105.27 million equal to $3.74 per share as of June 30, 2026 | StockAnalysis.com balance sheet | August 4, 2026 |
| Shares outstanding and ownership | 28.13 million shares outstanding on StockAnalysis.com and 28.21 million on Google Finance, insider ownership of about 5.26%, and short interest of 1.67 million shares equal to 5.94% of shares outstanding with 4.38 days to cover | StockAnalysis.com statistics | August 4, 2026 |
| Valuation check | 72.20x trailing PE, 42.03x forward PE, 9.34x sales, 9.12x book value, 38.36x free cash flow, PEG 2.10, EV/EBITDA 51.09, and EV/FCF 37.05; financial_rigor.py reproduced 72.16x PE, 38.35x P/FCF, and 9.34x PS from the $109.68 price | StockAnalysis.com statistics and financial_rigor.py verification | August 4, 2026 |
| FY2026 full-year results | Revenue of $319.31 million up 15.85% from $275.62 million, net income of $38.79 million, subscription revenue growth of 30.2%, adjusted EBITDA of $67.7 million, and free cash flow of $68.1 million | StockAnalysis.com financials and Q4 FY26 earnings release | August 4, 2026 |
| Consensus estimates | FY2027 revenue consensus of $370.82 million with adjusted EPS of $2.46, and FY2028 revenue consensus of $433.58 million with adjusted EPS of $3.20 | StockAnalysis.com forecast | August 4, 2026 |
| Analyst consensus | Buy with an average price target of $133.67 across 8 analysts, low $118 and high $159; Google Finance shows an average of $133.40 across 7 analysts with the same $118 to $159 range | StockAnalysis.com forecast and Google Finance | August 4, 2026 |
| Recent analyst target updates | After Q1 FY27 results on July 27, 2026: Northland Securities maintained Buy at $159, Oppenheimer raised to $118 from $100, Cantor Fitzgerald reiterated $140, Needham raised to $130 from $120, and Piper Sandler raised to $120 from $110; BTIG maintained Hold | StockAnalysis.com forecast and MarketBeat ratings | August 4, 2026 |
| 52-week range and performance | 52-week range of $61.50 to $145.25 on StockAnalysis.com and $61.50 to $144.82 on Google Finance, down about 4.6% over the trailing 52 weeks, with beta of 0.36 on StockAnalysis.com and 0.37 on Google Finance | StockAnalysis.com statistics and Google Finance | August 4, 2026 |
| Technical snapshot | 5-day moving average near $109.38 and 20-day moving average near $106.11 computed from StockAnalysis.com daily price history, 50-day moving average near $97.27 and 200-day moving average near $95.88 on StockAnalysis.com statistics, 14-day RSI near 57.42, 20-day average volume near 296,092 shares, and 14-day realized volatility reflecting a 136% 52-week price range | StockAnalysis.com statistics and daily price history | August 4, 2026 |
This AGYS AI stock analysis is an informational tool for research and education only. It is not investment advice, a recommendation, or a guarantee of future performance. Forecast ranges are scenarios based on available data as of August 4, 2026 and can be wrong.
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