AU · rank #7 · 2026-07-27
AGYS
NASDAQ · $2.78B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 2.079 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.39 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 6 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.109 |
| Analyst upside Consensus target $127.33 | +29.2% |
| Momentum acceleration 3-month minus 12-month momentum. | +52.13% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.80 |
| Gross margin TTM | +62.6% |
| 52w high | $145.25 |
| Market cap (USD) | $2.78B |
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 is a vertically specialized hospitality software company with a growing subscription-and-recurring-revenue model serving venues, resorts, and managed food services operators.
Rationale
The analyst_upside_pct of 29% is reinforced by concrete fundamentals — 17 consecutive record revenue quarters, a 26.7% earnings beat, 100% EPS revision agreement among 8 analysts, and operating margin nearly doubling YoY — giving the upside target a credible earnings-growth anchor rather than pure sentiment.
Material risks
- 1Analyst target dispersion of 46% is unusually wide for an 8-analyst coverage group, suggesting bulls and bears disagree sharply on terminal margin/growth assumptions, which could compress the stock if the next print (earnings flagged ~July 27) disappoints on margin sustainability.
- 2Zero insider buying over 90 days and negative free cash flow in the most recent quarter undercut the conviction signal; insiders are not corroborating the analyst optimism at current prices near all-time highs.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.