Agilysys, Inc. (AGYS)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-05
$119.76-2.35%
Close 2026-11-05 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-05
Research Workspace
Put AGYS beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Application Software is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Adjusted EBITDA margin reaches 24%: Direct metric needs a verified mapping.
View ThesisRevenue growth is slowing — up about 3% over the past year and decelerating.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look high — the market is pricing in about 43% growth a year, above the roughly 19% analysts expect, leaving little room for error.
View ValuationThis stock is highly volatile — it swings about 2% on a typical day and fell roughly 52% in its worst 12-month stretch.
View RiskAgilysys revenue growth must keep compounding to justify the price. The company raised its fiscal 2027 revenue outlook to $374M-$378M. Revenue grew 17.7% year over year in the latest quarter. The stock trades at 65x earnings versus a 26x peer median. The market is pricing in more growth than we forecast. The primary pillar is under pressure with a margin mapping issue. The thesis comparison is not yet verified. Peer multiples imply a price about 43% below where it trades. The thesis is on watch. This read is provisional.
Trailing returns as of 2026-11-05. AGYS is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 8 analysts currently covering AGYS (as of Nov 2026).
Based on 4 Wall Street analysts offering 12-month price targets for AGYS in the last 4 months.
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Compare AGYS with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| AGYS Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-11-05. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Application Software — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put AGYS next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Increase annual revenue to $368-$373 million in fiscal 2027
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-11-05. EPS is implied from price ÷ P/E. Not investment advice.
Current $119.76
The last 12 months of price, then the range of analyst 12-month targets from today’s $119.76.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Raised FY2027 revenue outlook exceeds the tracked range; subscription growth also supports recurring-revenue expansion.
Advances: Increase annual revenue to $368-$373 million in fiscal 2027
Quarterly earnings-call transcript is a material update on FY2027 outlook; revenue and EBITDA details are unspecified.
Advances: Increase annual revenue to $368-$373 million in fiscal 2027
Reported Q2 estimate beat supports fiscal 2027 revenue goals; after-hours share weakness alone does not change fundamentals.
Advances: Increase annual revenue to $368-$373 million in fiscal 2027
Reported earnings and revenue beat provides incremental support for growth objectives, without enough detail to assess guidance or margins.
Advances: Leverage AI technology to improve operating leverage and product differentiation
Enhances AI leverage and product differentiation in operations.
Advances: Sustain at least 30% year-over-year subscription revenue growth
Subscription revenue growth aligns with management's objectives.
CEO stock sale raises concerns about leadership commitment.
Advances: Increase annual revenue to $368-$373 million in fiscal 2027
Price target increase indicates confidence in revenue growth.