AU · rank #7 · 2026-07-20
AGYS
NASDAQ · $3.01B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 1.356 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.39 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 6 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.194 |
| Analyst upside Consensus target $127.33 | +19.4% |
| Momentum acceleration 3-month minus 12-month momentum. | +58.89% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.80 |
| Gross margin TTM | +62.6% |
| 52w high | $145.25 |
| Market cap (USD) | $3.01B |
The AI research card
Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.
Summary
Agilysys Inc is a specialized vertical software provider delivering integrated property management, point-of-sale, and guest-experience solutions tailored to the hospitality and gaming industries.
Rationale
The positive analyst upside signal is highly validated by a massive 34% EPS beat in Q4, 100% revision agreement, and strong revenue visibility from 30.2% growth in recurring subscription revenue.
Material risks
- 1The structural risk of major hotel chains or casino operators choosing to develop proprietary, in-house software platforms or standardizing on competing enterprise software suites.
- 2High sensitivity to macroeconomic downturns that depress discretionary travel, hotel occupancy, and casino visitation, which can rapidly shrink IT budgets in hospitality.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.