AU · rank #5 · 2026-07-24
AGYS
NASDAQ · $3.01B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 2.200 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.39 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 6 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.121 |
| Analyst upside Consensus target $127.33 | +34.0% |
| Momentum acceleration 3-month minus 12-month momentum. | +46.39% |
| 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) is a hospitality software provider selling cloud-enabled PMS, POS, payments, inventory, and guest-experience tools to hotels, resorts, casinos, and cruise lines.
Rationale
The stock screens well for analyst_upside because sell-side estimates have been revised up with strong agreement, consensus upside is still ~34%, and recent results/guidance showed record revenue, margin strength, and a large EPS beat.
Material risks
- 1The biggest thesis-breaker is that large hospitality groups or enterprise software rivals could standardize on competing platforms or build similar stacks in-house, eroding Agilysys’s differentiation and account win rate.
- 2The premium valuation leaves little room for a travel or discretionary-capex slowdown, which could stretch sales cycles and make target upside harder to realize.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.