Wall Street Zen Downgrades Agilysys (NASDAQ:AGYS) to Hold

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 to investors on Saturday.

A number of other research firms also recently weighed in on AGYS. BTIG Research began coverage on Agilysys in a research note on Tuesday, December 16th. They set a “neutral” rating on the stock. Zacks Research lowered Agilysys from a “hold” rating to a “strong sell” rating in a research report on Wednesday. Cantor Fitzgerald reissued an “overweight” rating and issued a $140.00 price target on shares of Agilysys in a research report on Tuesday, October 28th. Needham & Company LLC restated a “buy” rating and set a $140.00 price target on shares of Agilysys in a research note on Tuesday. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Agilysys in a research note on Wednesday, January 21st. Four investment analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $145.40.

Agilysys Stock Up 1.7%

Shares of NASDAQ AGYS opened at $86.75 on Friday. The firm has a market cap of $2.44 billion, a PE ratio of 81.07 and a beta of 0.43. The company’s fifty day simple moving average is $117.05 and its 200 day simple moving average is $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 results on Monday, January 26th. The software maker reported $0.42 earnings per share for the quarter, missing the consensus estimate of $0.46 by ($0.04). The company had revenue of $80.39 million during 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 for the quarter was up 15.6% on a year-over-year basis. During the same period last year, the firm posted $0.38 earnings per share. On average, equities analysts predict that Agilysys will post 0.8 earnings per share for the current year.

Insider Buying and Selling

In related news, CFO William David Wood III sold 584 shares of the firm’s stock in a transaction dated Tuesday, November 4th. The shares were sold at an average price of $125.20, for a total transaction of $73,116.80. Following the transaction, the chief financial officer directly owned 41,052 shares of the company’s stock, valued at $5,139,710.40. This trade represents a 1.40% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Chris J. Robertson sold 500 shares of the business’s stock in a transaction dated Wednesday, November 12th. The stock was sold at an average price of $131.34, for a total transaction of $65,670.00. Following the transaction, the insider owned 687 shares in the company, valued at approximately $90,230.58. This trade represents a 42.12% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 9,576 shares of company stock valued at $1,189,070 over the last 90 days. 8.60% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Agilysys

Institutional investors have recently modified their holdings of the business. Global Retirement Partners LLC lifted its holdings in Agilysys by 118.5% during the third quarter. Global Retirement Partners LLC now owns 260 shares of the software maker’s stock worth $27,000 after acquiring an additional 141 shares during the period. Elevation Point Wealth Partners LLC bought a new position in Agilysys in the 2nd quarter valued at $30,000. GAMMA Investing LLC increased its position in shares of Agilysys by 43.2% during the 2nd quarter. GAMMA Investing LLC now owns 305 shares of the software maker’s stock valued at $35,000 after purchasing an additional 92 shares during the last quarter. Farther Finance Advisors LLC increased its position in shares of Agilysys by 215.5% during the 3rd quarter. Farther Finance Advisors LLC now owns 366 shares of the software maker’s stock valued at $39,000 after purchasing an additional 250 shares during the last quarter. Finally, Measured Wealth Private Client Group LLC bought a new stake in shares of Agilysys during the 3rd quarter worth $43,000. 88.00% of the stock is 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.