AU · rank #12 · 2026-07-23
AGYS
NASDAQ · $3.01B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.822 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.39 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 6 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.197 |
| Analyst upside Consensus target $127.33 | +31.2% |
| Momentum acceleration 3-month minus 12-month momentum. | +48.82% |
| 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
AGYS is a hospitality software vendor selling property management, POS, payments, inventory, and guest-experience tools to hotels, resorts, casinos, cruise lines, and other complex venues.
Rationale
The quant setup looks reinforced by sharply positive analyst revisions, 31% upside to target, a 4.8/5 rating, a recent 26.7% earnings beat, and accelerating price momentum alongside high recurring revenue and strong gross margins.
Material risks
- 1Large hospitality customers could standardize on rival platforms or build more of the stack in-house, which would weaken Agilysys’ differentiated workflow position and pricing power.
- 2A slowdown in travel or hospitality capex could stretch deployment cycles and reduce new bookings just as the stock already trades at a rich valuation.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.