AU · rank #4 · 2026-07-21
AGYS
NASDAQ · $3.01B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 2.303 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.39 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 6 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.163 |
| Analyst upside Consensus target $127.33 | +19.8% |
| Momentum acceleration 3-month minus 12-month momentum. | +57.45% |
| 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 (AGYS) sells hospitality software for PMS, POS, payments, inventory and guest experience, with recurring revenue now the majority of sales and a record FY26 run-rate.
Rationale
The quant setup looks supported by the recent earnings beat, raised FY26 outlook, unanimous positive analyst revision trend, high upside to targets, and strong post-results momentum in a business still compounding revenue and margins.
Material risks
- 1Large hotel, resort, or casino customers could standardize on rival platforms or build more of the stack in-house, which would directly weaken AGYS’s hospitality niche advantage.
- 2At a high trailing multiple and with some target dispersion, any slowdown in travel or cloud conversion spend could compress the valuation even if fundamentals stay positive.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.