AGYS
AGILYSYS INC
$89.09
+0.64%
$2.5B
No data for this timeframe.
Vol
Market Cap$2.5B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (85%)
Inst. Holders7 funds
Inst. Value$493.1M
Inst. Activity1 buys / 1 sells
Insider Activity4B / 0S
Insider Net $$23.0K
SEC Reports2
Exchange Nasdaq·Sector Services-Computer Integrated Systems Design·Inc. DE·CIK 0000078749·Prev Close $88.52
Recent Activity
Jun 3, 2026
SEC
Agilysys filed an 8-K furnishing its June 2026 investor presentation, which includes FY27 annual guidance of $365M-$370M
8-K — Impact 6/10
May 27, 2026
Insider
KEATING MELVIN L sold 1,424 shares
Director @ $0.00 ($0.00)
May 27, 2026
Insider
Jones Dana Sue sold 1,424 shares
Director @ $0.00 ($0.00)
May 27, 2026
Insider
MUTCH JOHN sold 1,424 shares
Director @ $0.00 ($0.00)
May 18, 2026
SEC
Agilysys reported fiscal Q4 2026 revenue of $82.9M, a record and 11.7% YoY growth, with subscription revenue up 24.1%. G
8-K — Impact 7/10
Inst.
BANK OF AMERICA CORP — ADD
136,581 shares ($16.2M)
Inst.
TWO SIGMA INVESTMENTS, LP — TRIM
4,701 shares ($558.7K)
May 18, 2026
earnings_calendar
AGYS Q4 2026 Earnings After Market Close — 2026-05-18
Price Targets
$127.33
+41.3% upside
Strong Buy
Current $90.14
Low $100.00
Median $127.50
High $159.00
6 analysts
$100.00
$159.00
Analyst Ratings
4Strong Buy
7Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 3, 2026 | Piper Sandler | INITIATE | Overweight |
| May 19, 2026 | Oppenheimer | MAINTAIN | Outperform → Outperform |
| May 19, 2026 | Needham | REITERATE | Buy → Buy |
| Apr 28, 2026 | Needham | REITERATE | Buy → Buy |
| Apr 9, 2026 | Oppenheimer | MAINTAIN | Outperform → Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.40 ▼ -8.9% | $0.35 — $0.53 | 22% YoY | 8 |
| Next Q | $0.57 ▲ +2.4% | $0.48 — $0.73 | 44% YoY | 8 |
| Current FY | $2.45 ▲ +12.6% | $2.27 — $3.05 | 37% YoY | 8 |
| Next FY | $3.19 ▲ +13.8% | $2.90 — $4.10 | 30% YoY | 8 |
Latest Reports
BULLISH
8-K
6/10
Agilysys filed an 8-K furnishing its June 2026 investor presentation, which includes FY27 annual guidance of $365M-$370M
Jun 3, 2026
BULLISH
8-K
7/10
Agilysys reported fiscal Q4 2026 revenue of $82.9M, a record and 11.7% YoY growth, with subscription revenue up 24.1%. G
May 18, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $286.2M | — |
| FMR LLC | $127.7M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $28.7M | NEW |
| MORGAN STANLEY | $26.0M | — |
| BANK OF AMERICA CORP | $16.2M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 27, 2026 | KEATING MELVIN | A | $0.00 |
| May 27, 2026 | Jones Dana | A | $0.00 |
| May 27, 2026 | MUTCH JOHN | A | $0.00 |
| May 27, 2026 | COLVIN DONALD | A | $0.00 |
| May 27, 2026 | Pope Lisa | A | $0.00 |
7 institutional holders with $493.1M total value (4,149,306 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, CHARLES.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 2,407,947 | $286.2M | 58.0% | — |
| 2 | FMR LLC | 1,074,662 | $127.7M | 25.9% | — |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 241,848 | $28.7M | 5.8% | NEW |
| 4 | MORGAN STANLEY | 218,719 | $26.0M | 5.3% | — |
| 5 | BANK OF AMERICA CORP /DE/ | 136,581 | $16.2M | 3.3% | ADD +27.0% |
| 6 | WELLS FARGO & COMPANY/MN | 64,848 | $7.7M | 1.6% | ADD +27.9% |
| 7 | TWO SIGMA INVESTMENTS, LP | 4,701 | $558.7K | 0.1% | TRIM -42.0% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | ADD | 107,565 | 136,581 | +27.0% | $16.2M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 8,101 | 4,701 | -42.0% | $558.7K | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 154,304 | 107,565 | -30.3% | $11.3M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 3,002 | 8,101 | +169.9% | $852.6K | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | ADD | 41,937 | 53,624 | +27.9% | $6.1M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 42,459 | 3,002 | -92.9% | $344.1K | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 14,200 | 0 | -100.0% | $0.00 | 2025-Q2 |
| UBS Group AG | DOUBLED | 130,016 | 300,927 | +131.5% | $21.8M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 7,720 | 42,459 | +450.0% | $3.1M | 2025-Q1 |
| CITADEL ADVISORS LLC | ADD | 11,000 | 19,100 | +73.6% | $1.4M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | NEAR_EXIT | 128,600 | 14,200 | -89.0% | $1.0M | 2025-Q1 |
| UBS Group AG | DOUBLED | 23,632 | 130,016 | +450.2% | $17.1M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 259,052 | 128,600 | -50.4% | $16.9M | 2024-Q4 |
| CITADEL ADVISORS LLC | TRIM | 21,900 | 11,000 | -49.8% | $1.4M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 199,006 | — | $21.7M | 2024-Q3 |
8 unique insiders with 4 transactions. Net insider value: $23.0K ($23.0K bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 27, 2026 | KEATING MELVIN L | Director | A | 1,424 | $0.00 | $0.00 |
| May 27, 2026 | Jones Dana Sue | Director | A | 1,424 | $0.00 | $0.00 |
| May 27, 2026 | MUTCH JOHN | Director | A | 1,424 | $0.00 | $0.00 |
| May 27, 2026 | COLVIN DONALD A | Director | A | 1,424 | $0.00 | $0.00 |
| May 27, 2026 | Pope Lisa | Director | A | 1,424 | $0.00 | $0.00 |
| May 27, 2026 | JONES JERRY C | Director | A | 1,424 | $0.00 | $0.00 |
| May 27, 2026 | Kaufman Michael A | Director | A | 1,424 | $0.00 | $0.00 |
| May 26, 2026 | SRINIVASAN RAMESH | President & CEO | A | 7,570 | $0.00 | $0.00 |
| May 26, 2026 | SRINIVASAN RAMESH | President & CEO | A | 8,607 | $0.00 | $0.00 |
| May 22, 2026 | Kaufman Michael A | Director | M | 973 | $0.00 | $0.00 |
| May 22, 2026 | Kaufman Michael A | Director | M | 973 | $79.84 | $77.7K |
| May 22, 2026 | Pope Lisa | Director | M | 973 | $79.84 | $77.7K |
| May 22, 2026 | Pope Lisa | Director | M | 973 | $0.00 | $0.00 |
| May 22, 2026 | MUTCH JOHN | Director | M | 973 | $79.84 | $77.7K |
| May 22, 2026 | MUTCH JOHN | Director | M | 973 | $0.00 | $0.00 |
| May 22, 2026 | KEATING MELVIN L | Director | M | 973 | $79.84 | $77.7K |
| May 22, 2026 | KEATING MELVIN L | Director | M | 973 | $0.00 | $0.00 |
| May 22, 2026 | COLVIN DONALD A | Director | M | 973 | $79.84 | $77.7K |
| May 22, 2026 | COLVIN DONALD A | Director | M | 973 | $0.00 | $0.00 |
| May 22, 2026 | JONES JERRY C | Director | M | 973 | $79.84 | $77.7K |
| May 22, 2026 | JONES JERRY C | Director | M | 973 | $0.00 | $0.00 |
| Mar 17, 2026 | KEATING MELVIN L | Director | BUY | 65 | $68.10 | $4.4K |
| Mar 16, 2026 | KEATING MELVIN L | Director | BUY | 100 | $68.49 | $6.8K |
| Mar 10, 2026 | SRINIVASAN RAMESH | President & CEO | M | 21,035 | $0.00 | $0.00 |
| Mar 10, 2026 | SRINIVASAN RAMESH | President & CEO | M | 11,310 | $0.00 | $0.00 |
| Mar 10, 2026 | SRINIVASAN RAMESH | President & CEO | M | 11,310 | $73.31 | $829.1K |
| Feb 3, 2026 | KEATING MELVIN L | Director | BUY | 40 | $84.10 | $3.4K |
| Jan 30, 2026 | KEATING MELVIN L | Director | BUY | 100 | $83.90 | $8.4K |
2 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 0 mixed, 0 neutral. Avg impact: 6.5/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (85% buy). Based on 13 analysts: 4 strong buy, 7 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$127.33 mean target
+41.3% upside
Strong Buy (1.50)
$100.00 Low
$159.00 High
| Metric | Value |
|---|---|
| Current Price | $90.14 |
| Target Low | $100.00 |
| Target Mean | $127.33 |
| Target Median | $127.50 |
| Target High | $159.00 |
| # Analysts | 6 |
| Recommendation | Strong Buy (1.50) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.40 | $0.35 | $0.53 | 22.0% | -8.9% | 1↑ 5↓ | $0.1B | 12.1% | 8 |
| Next Q 2026-09-30 |
$0.57 | $0.48 | $0.73 | 43.8% | +2.4% | 4↑ 2↓ | $0.1B | 14.4% | 8 |
| Current FY 2027-03-31 |
$2.45 | $2.27 | $3.05 | 36.7% | +12.6% | 7↑ 0↓ | $0.4B | 15.2% | 8 |
| Next FY 2028-03-31 |
$3.19 | $2.90 | $4.10 | 30.2% | +13.8% | 6↑ 0↓ | $0.4B | 16.4% | 8 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.403 | |
| 7d ago | $0.393 | +0.010 |
| 30d ago | $0.442 | -0.039 |
| 60d ago | $0.442 | -0.039 |
| 90d ago | $0.442 | -0.039 |
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 3, 2026 | Piper Sandler | INITIATE | — | Overweight |
| May 19, 2026 | Oppenheimer | MAINTAIN | Outperform | Outperform |
| May 19, 2026 | Needham | REITERATE | Buy | Buy |
| Apr 28, 2026 | Needham | REITERATE | Buy | Buy |
| Apr 9, 2026 | Oppenheimer | MAINTAIN | Outperform | Outperform |
| Feb 17, 2026 | Needham | MAINTAIN | Buy | Buy |
| Jan 27, 2026 | Needham | REITERATE | Buy | Buy |
| Dec 15, 2025 | Needham | REITERATE | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 4 | 7 | 2 | 0 | 0 | 85% | |
| May 1, 2026 | 4 | 7 | 3 | 0 | 0 | 79% | |
| Apr 1, 2026 | 4 | 7 | 3 | 0 | 0 | 79% | |
| Mar 1, 2026 | 4 | 7 | 3 | 0 | 0 | 79% | |
| Feb 1, 2026 | 4 | 7 | 3 | 0 | 0 | 79% | |
| Jan 1, 2026 | 4 | 7 | 3 | 0 | 0 | 79% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 18, 2026
earnings_calendar
AGYS Q4 2026 Earnings After Market Close — 2026-05-18