Agilysys, Inc. (AGYS) AI Stock Analysis

NASDAQ: AGYSAI research summary: business, growth, valuation, analysts, bull and bear case.

AGYS AI stock analysis summary

AI Research

Agilysys, Inc. (AGYS) develops specialized software and hardware solutions tailored for the global hospitality sector. Over the 5-year period from FY2021 to FY2026, revenue increased at an 18.4% CAGR to $319.3M, supported by FY2026 free cash flow of $68.1M. The company maintains a conservative balance sheet with $105.3M in net cash and a debt-to-equity ratio of 0.05 as of June 30, 2026.

Market cap
$3.10B
Revenue (TTM)
$330.3M
P/E
72.3x
fwd 45.7x
1Y return
0.6%
S&P 500 16.8%
Avg. target
$134.50
22.4% vs last close

Bull case

  • Revenue expanded at an 18.4% 5-year CAGR from FY2021 to FY2026, reaching $319.3M alongside $68.1M in free cash flow.
  • For the latest quarter ended June 30, 2026, quarterly earnings grew 88.2% year-over-year on 14.3% revenue expansion.
  • The balance sheet provides liquidity with $105.3M in net cash and a low debt-to-equity ratio of 0.05 as of June 30, 2026.

Bear case

  • Valuation multiples reflect a substantial premium, including a trailing P/E of 72.3x and EV/EBITDA of 42.4x versus US-listed Technology medians of 28.1x and 16.6x.
  • Over the trailing 1-year period, AGYS returned 0.6%, underperforming the S&P 500 return of 16.8%.
  • Shareholder dilution has occurred over time, with the 5-year share count rising 11.9% while FY2026 buybacks totaled only $1.9M.

What Agilysys does

Agilysys, Inc. develops and provides specialized hardware and software products designed for the hospitality industry across North America, Europe, the Asia-Pacific region, and India. Its comprehensive product lineup includes point of sale systems, property management systems, inventory and procurement solutions, payments processing, reservations management, and seat management platforms. These solutions cater to gaming venues, hotels, resorts, cruise lines, corporate foodservice operators, restaurants, universities, stadiums, and healthcare facilities. Agilysys also delivers technical software support, maintenance, subscription services, and professional consulting services to help hospitality clients streamline operations and optimize technology deployment.

Growth and profitability

Agilysys expanded annual revenue from $162.6M in FY2022 to $319.3M in FY2026, reflecting an 18.4% 5-year CAGR from FY2021. For FY2026, revenue increased 15.8% with a gross margin of 61.9% and an operating margin of 12.6%. Net income reached $38.8M with diluted EPS of $1.78, up from $23.2M and $1.40 in FY2025. Over the trailing twelve months, revenue totaled $330.3M, yielding a profit margin of 13.0% and an operating margin of 11.1%. In the latest quarter ended June 30, 2026, quarterly revenue grew 14.3% year-over-year while quarterly earnings increased 88.2%.

AGYS income statement →

Balance sheet and cash flow

As of June 30, 2026, Agilysys held $123.7M in cash and short-term investments against $18.4M in total debt, creating a net cash balance of $105.3M. Total assets stood at $472.8M and shareholders' equity reached $338.3M, with a current ratio of 1.74 and a debt-to-equity ratio of 0.05. In FY2026, operating cash flow was $70.0M and free cash flow reached $68.1M. Capital allocation in FY2026 included $1.8M in capital expenditures and $1.9M in share buybacks, while the 5-year share count increased 11.9%.

AGYS balance sheet →

Valuation and performance

AGYS trades at a trailing P/E of 72.3x and a forward P/E of 45.7x, both above the US-listed Technology peer medians of 28.1x and 18.8x, respectively. The company carries an enterprise value of $2.75B and a market capitalization of $3.10B, resulting in an EV/EBITDA of 42.4x versus the peer median of 16.6x, and a price-to-sales multiple of 9.4x against the peer median of 2.8x. Over the 1-year period through October 16, 2026, the stock gained 0.6%, trailing the S&P 500 return of 16.8%. Over five years, its 105.6% return outpaced the S&P 500 return of 83.0%.

AGYS key metrics →

What analysts expect

Wall Street analyst coverage consists of 5 Strong Buy, 2 Buy, and 1 Hold ratings, with zero Sell or Strong Sell ratings. The mean price target is $134.50, implying 22.4% upside from the last close of $109.90 on October 16, 2026. Consensus estimates for the fiscal year ending March 31, 2027, project revenue of $370.8M and EPS of $2.46, representing 37.2% expected earnings growth. Agilysys beat EPS estimates in 3 of the last 4 quarters, and its next earnings date is October 26, 2026.

AGYS forecast and price target →

Key risks and what to watch

  • A forward P/E multiple of 45.7x prices in strong execution against analyst expectations of 37.2% EPS growth for the current fiscal year.
  • Annual research and development expenses grew from $46.3M in FY2022 to $72.7M in FY2026, requiring sustained top-line gains to preserve operating profitability.
  • Market skepticism is reflected in short interest, with short percent of float standing at 7.4%.

AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer

About this AGYS AI stock analysis

This page is an AI-written research summary of Agilysys, Inc. (AGYS). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: AGYS income statement, AGYS balance sheet, AGYS key metrics, AGYS analyst forecast, AGYS chart. See the AGYS stock overview for the latest quote and news.

AGYS AI stock analysis FAQ

Does Agilysys pay a dividend?

Agilysys does not pay a dividend. In FY2026, cash was directed toward $1.8M in capital expenditures and $1.9M in share buybacks.

What is Agilysys's financial position regarding debt and cash?

As of June 30, 2026, Agilysys held $123.7M in cash and short-term investments and $18.4M in total debt, resulting in net cash of $105.3M. Its current ratio was 1.74 and its debt-to-equity ratio was 0.05.

What are analysts forecasting for Agilysys's revenue and earnings?

For the fiscal year ending March 31, 2027, analysts project revenue of $370.8M and EPS of $2.46. For the following fiscal year, 8 analysts estimate revenue of $433.6M and EPS of $3.20.

When is the next Agilysys earnings release?

Agilysys is scheduled to report earnings on October 26, 2026. The company beat analyst EPS estimates in 3 of the trailing 4 quarters.

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