Agilysys, Inc.

AGYS · NASDAQ

Market closed$106.68$-3.35 (-3.04%)After hours $106.68 · 0.00%

Key statistics

Previous close$110.03
Open$109.03
Day high$110.20
Day low$105.80
52-week high$145.25
52-week low$61.50
Market cap3.00B
Volume195.32K
Average volume381.40K
P/E ratio59.93
Forward P/E
EPS1.78
Dividend yield0.00%

Market context

Why it moved

AGYS shares declined amid a broad selloff in enterprise software stocks triggered by IBM's disappointing preliminary second-quarter results, which raised concerns about slowing enterprise IT spending on traditional software as budgets shift toward AI infrastructure hardware.

What is happening

Recent company-specific developments and publisher coverage.

July 17, 2026Agilysys closed down roughly 3% as the hospitality software specialist was caught in the broader software sector rout sparked by IBM's historic earnings warning earlier in the week. IBM's signal that enterprise clients are reprioritizing capex toward AI hardware over software has weighed heavily on the entire software sector, with names like ServiceNow, Workday, and Salesforce all suffering significant losses. Despite the sector pressure, Agilysys reported record FY2026 revenue of $319.3M (+15% YoY) and issued FY2027 guidance above analyst estimates, with analyst price targets ranging from $100 to $120.

-3.0446

July 17, 2026Agilysys shares rallied, bucking the broader tech sector weakness that dragged the XLK ETF lower, as the hospitality software company drew fresh investor attention following its proxy filing revealing a record fiscal 2026 performance — net revenue up 15% to $319.3 million and adjusted EBITDA of $67.7 million (21.2% margin). With Q1 FY27 earnings scheduled for July 27, investors appear to be looking past the IBM-led software selloff earlier in the week, viewing Agilysys's niche focus on cloud-native hospitality SaaS as insulated from the enterprise IT budget reprioritization concerns. Analyst price targets range from $100 to $120, with the stock now trading at the median $110 target.

3.3049

July 16, 2026Agilysys shares gained over 2%, closing at $106.51 and extending further in after-hours to $108.36, outperforming the broader software sector despite a turbulent backdrop triggered by IBM's historic 25% single-day collapse after its Q2 earnings warning. IBM attributed its miss to clients shifting capex toward AI hardware and memory, sparking a broad software selloff—yet Agilysys, a niche hospitality-focused SaaS provider, appeared insulated given its vertical-specific exposure, which is less vulnerable to enterprise AI budget reprioritization. Investors may also be looking ahead to its Q1 FY27 earnings release scheduled for July 27, which could serve as a catalyst.

2.1581

July 14, 2026Agilysys shares tumbled roughly 5% as a sector-wide selloff in software stocks was triggered by IBM's historic earnings warning, in which the tech giant flagged a major shortfall driven by corporate clients reprioritizing capex toward hardware and memory purchases over software spending. The IBM-led rout hammered the iShares Expanded Tech-Software ETF (IGV) by roughly 2% and dragged down peers including Salesforce and Microsoft, reigniting 'SaaSpocalypse' fears just as Agilysys prepares to report its Q1 FY27 results on July 27.

-5.0023

July 14, 2026Agilysys closed modestly higher despite a broadly risk-off session as U.S.-Iran tensions rattled equity markets, pushed oil prices up ~5%, and weighed on technology stocks—particularly semiconductors. The hospitality software provider's resilience came as investors noted its upcoming Q1 FY27 earnings webcast scheduled for July 27, offering a near-term catalyst. As a vertically focused application software company serving the hospitality sector, Agilysys sits outside the AI infrastructure 'winners' that Citi flagged ahead of Q2 earnings season, though lighter-than-average volume suggests limited conviction behind the day's gain.

0.7066

July 11, 2026Agilysys closed essentially flat and is edging slightly lower in after-hours trading, as investors weigh a mixed valuation backdrop following the stock's remarkable ~72% run over the past 90 days. Recent analyst updates trimmed the consensus fair value target from $138 to ~$127, while a Simply Wall St model flags the stock as expensive on P/E (~81.7x vs. ~28.8x industry average). Bullish catalysts remain intact — record FY2026 revenue of $319M (+16% YoY), fiscal 2027 guidance of $365–370M with 30%+ subscription growth, and real-world client wins like Fitzroy Island Resort — but valuation tension is keeping sentiment cautious near current levels.

-0.1466

July 9, 2026Agilysys shares rallied, closing up over 2.6% as investors continued to price in a compelling growth narrative built around recent client wins and strong product momentum. Fitzroy Island Resort's deployment of a unified Agilysys hospitality platform — replacing fragmented legacy systems — added real-world validation to the company's SaaS expansion story, while Zacks highlighted AGYS as a top-ranked pick citing 30%+ subscription revenue growth guidance for FY2027 and over 30 new AI-powered features unveiled at its INSPIRE conference. The gain came despite a mixed macro backdrop, with US-Iran tensions keeping oil elevated and raising inflation concerns.

2.6813

July 8, 2026Agilysys shares tumbled nearly 6% in regular trading and continued sliding another ~1.2% in after-hours, underperforming even a broadly weak tech tape as geopolitical risk-off sentiment gripped markets. The broader backdrop was challenging — escalating U.S.-Iran tensions sent oil prices surging ~3%, the Nasdaq fell ~1.2%, and a semiconductor-led selloff rattled growth names — but AGYS's outsized decline suggests additional stock-specific pressure. A SimplyWallSt piece published today noted the stock 'could be undervalued' despite a 5-year gain near 99%, reflecting mixed valuation signals; the stock has lost roughly 18% over the past year despite strong Q4 FY2026 results in May that beat estimates and featured 17 consecutive record revenue quarters.

-5.7963

GuruFocus · July 17, 2026Agilysys Inc (AGYS) Stock Down 3.1% -- Now Undervalued? GF Score: 80/100Simply Wall Street · July 16, 2026Agilysys (AGYS) Posts Record Revenue, Is It Still 16% Below Fair Value?Quiver Quantitative · July 16, 2026AGILYSYS INC ($AGYS) President and CEO 2026 Pay RevealedStock Titan · July 16, 2026Agilysys (NASDAQ: AGYS) sets 2026 board elections, pay and auditor voteBusiness Wire · July 13, 2026Agilysys to Report Fiscal 2027 First Quarter Results July 27th and Host Conference Call and WebcastStock Titan · June 30, 2026Fitzroy Island Resort saves 4 hours a shift with Agilysys platformInvesting.com · June 17, 2026Cantor Fitzgerald reiterates Agilysys stock rating at OverweightBusiness Wire · May 27, 2026Agilysys to Participate in the Craig Hallum 23rd Annual Institutional Investor Conference
Mt Newswire · June 12, 2026Agilysys Insider Sold Shares Worth $276,850, According to a Recent SEC Filing
Benzinga · June 3, 2026Piper Sandler Initiates Coverage On Agilysys with Overweight Rating, Announces Price Target of $110
Mt Newswire · June 3, 2026Piper Sandler Initiates Agilysys at Overweight With $110 Price Target
Benzinga · May 19, 2026Oppenheimer Maintains Outperform on Agilysys, Raises Price Target to $100
Benzinga · May 19, 2026Agilysys Stock Soars After Q4 Double Beat, Strong Guidance
Mt Newswire · May 19, 2026Oppenheimer Adjusts Price Target on Agilysys to $100 From $90, Maintains Outperform Rating
Benzinga · May 19, 2026Needham Reiterates Buy on Agilysys, Maintains $120 Price Target
Mt Newswire · May 19, 2026Update: Agilysys Q4 Adjusted Earnings, Revenue Rise; Sets FY27 Sales Guidance; Shares Rise Premarket

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