Northland Securities Raises Earnings Estimates for Agilysys

Agilysys, Inc. (NASDAQ:AGYS) – Northland Securities boosted their FY2026 earnings per share (EPS) estimates for Agilysys in a report released on Tuesday, January 27th. Northland Securities analyst N. Chokshi now forecasts that the software maker will earn $1.18 per share for the year, up from their previous forecast 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 released its 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). Agilysys had a return on equity of 10.71% and a net margin of 9.79%.The business had revenue of $80.39 million for the quarter, compared to analyst estimates of $79.07 million. During the same quarter in the previous year, the firm posted $0.38 EPS. The business’s revenue for the quarter was up 15.6% on a year-over-year basis.

Several other analysts have also weighed in on AGYS. Weiss Ratings reissued a “hold (c)” rating on shares of Agilysys in a report on Wednesday, January 21st. Oppenheimer increased 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. UBS Group restated a “buy” rating on shares of Agilysys in a research report on Monday, December 15th. Zacks Research downgraded shares of Agilysys from a “hold” rating to a “strong sell” rating in a report on Wednesday. Finally, Cantor Fitzgerald reissued an “overweight” rating and set a $140.00 price objective on shares of Agilysys in a research note on Tuesday, October 28th. Four equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Agilysys currently has a consensus rating of “Hold” and an average target price of $145.40.

Agilysys Trading Up 1.7%

AGYS stock opened at $86.75 on Friday. The company’s 50-day moving average price is $117.05 and its 200 day moving average price is $114.66. Agilysys has a 52 week low of $63.71 and a 52 week high of $145.25. The company has a market cap of $2.44 billion, a P/E ratio of 81.07 and a beta of 0.43.

Institutional Trading of Agilysys

Large investors have recently bought and sold shares of the company. Vanguard Group Inc. grew its holdings in Agilysys by 1.3% during the 4th quarter. Vanguard Group Inc. now owns 2,407,947 shares of the software maker’s stock valued at $286,160,000 after purchasing an additional 32,052 shares in the last quarter. Wasatch Advisors LP boosted its position in Agilysys by 5.3% in the 2nd 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 grew its stake in shares of Agilysys by 6.7% during the second quarter. Geneva Capital Management LLC now owns 816,637 shares of the software maker’s stock valued at $93,619,000 after acquiring an additional 51,274 shares in the last quarter. Wellington Management Group LLP increased its position in shares of Agilysys by 75.9% during the third 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 lifted its stake in shares of Agilysys by 0.3% in the second quarter. Brown Capital Management LLC now owns 645,183 shares of the software maker’s stock worth $73,964,000 after acquiring an additional 1,854 shares in the last quarter. Institutional investors and hedge funds own 88.00% of the company’s stock.

Insider Activity at Agilysys

In other news, CFO William David Wood III sold 990 shares of the company’s stock in a transaction on Monday, November 3rd. The stock was sold at an average price of $124.64, for a total transaction of $123,393.60. Following the completion of the sale, the chief financial officer directly owned 41,636 shares in the company, valued at $5,189,511.04. This represents a 2.32% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, insider Sethuram Shivashankar sold 497 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 value of $61,946.08. Following the sale, the insider owned 24,031 shares of the company’s stock, valued at $2,995,223.84. This represents a 2.03% 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 insiders.

Key Stories Impacting Agilysys

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.