Agilysys Inc shares fell 21.48% after the company reported earnings that missed analyst expectations, with the stock crossing below its 5-day SMA.
The earnings report revealed that Agilysys achieved a revenue of $80.4 million, a 15.6% increase year-over-year, but the non-GAAP EPS of $0.42 fell short of the $0.46 consensus estimate. This discrepancy contributed to a significant drop in stock price, despite the company raising its fiscal 2026 revenue guidance to $318 million, reflecting confidence in future performance amid short-term market fluctuations.
The market reaction indicates that while Agilysys is experiencing strong revenue growth, the earnings miss has raised concerns about cost management and profitability, leading to a negative sentiment around the stock.
Wall Street analysts forecast AGYS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AGYS is 142.00 USD with a low forecast of 135.00 USD and a high forecast of 155.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Analyst Rating
Wall Street analysts forecast AGYS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AGYS is 142.00 USD with a low forecast of 135.00 USD and a high forecast of 155.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Buy
1 Hold
0 Sell
Strong Buy
Current: 85.670
Low
135.00
Averages
142.00
High
155.00
Current: 85.670
Low
135.00
Averages
142.00
High
155.00
BTIG
Neutral
initiated
2025-12-16
Reason
BTIG
Price Target
AI Analysis
2025-12-16
initiated
Neutral
Reason
BTIG initiated coverage of Agilysys with a Neutral rating.
BTIG
Neutral
initiated
2025-12-16
Reason
BTIG
Price Target
2025-12-16
initiated
Neutral
Reason
BTIG assumed coverage of Agilysys with a Neutral rating. The company has been firing on all cylinders with subscription revenue from property management system and point-of-sale segments accelerating to 55% and 18%, respectively, the analyst tells investors in a research note. Agilysys momentum has been driven by improved execution and a re-engineered PMS platform that includes its add-on solutions for greater product bundling, the firm added.
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Oppenheimer
Oppenheimer
Outperform
maintain
$130 -> $140
2025-12-04
Reason
Oppenheimer
Oppenheimer
Price Target
$130 -> $140
2025-12-04
maintain
Outperform
Reason
Oppenheimer raised the firm's price target on Agilysys to $140 from $130 and keeps an Outperform rating on the shares. The firm believes the company has one of the best stories in SMiD Cap software with a visible path to reacceleration from Marriott, a defensible moat during the AI transition as a system-of-records, Verticals leader, predictability in medium-term growth, and greater earnings power. As the business generates a hockey stick to subscription revenue growth, demonstrates greater earnings power, and outperforms relative to Street forecasts in 2027-2028, it should support premium multiples as a good fundamentals growth compounder, Oppenheimer adds.
Northland
Outperform
maintain
$152 -> $155
2025-10-28
Reason
Northland
Price Target
$152 -> $155
2025-10-28
maintain
Outperform
Reason
Northland raised the firm's price target on Agilysys to $155 from $152 and keeps an Outperform rating on the shares. The firm estimates organic subscription growth accelerates from 26% to 27% year-over-year growth, the analyst tells investors.
About AGYS
Agilysys, Inc. is a hospitality software company, which is engaged in delivering cloud-native software-as-a-service (SaaS) and on-premises solutions for hotels, resorts, cruise lines, casinos, corporate foodservice management, restaurants, universities, stadiums, and healthcare facilities. The Company’s software solutions include point-of-sale (POS), property management (PMS), inventory and procurement, payments, and related applications that manage and enhance the entire guest journey. It operates across North America, Europe, the Middle East, Asia-Pacific, and India. Its food and beverage ecosystem solutions include InfoGenesis, IG Kiosk, IG KDS, IG OnDemand, IG Fly, IG Quick Pay, IG Smart Menu, IG Digital Menu Board, IG PanOptic, eCash, and Analyze. Its hospitality and leisure (H&L) ecosystem solutions include LMS, Versa, and Stay. Its hospitality and leisure (H&L) experience-enhancer solutions include Book, Express Kiosk, Express Mobile, Spa, Golf, and Sales & Catering.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
