A software company with strong earnings growth, excellent cash conversion, and substantial analyst-implied upside is held back by a confirmed downtrend and an uneven recent earnings execution record — a fundamentally capable business in a technically broken chart.
Thesis pillars
- Earnings Growth Estimates Rising↑Improving
- Strong Free Cash Conversion↑Improving
- Confirmed Price Downtrend↑Improving
- +2 more pillars — see the Why tab for full reasoning
Agilysys, Inc. (AGYS) Stock Analysis
Range Bound setup
Technology · Software - Application
Wait for pullback to $99.87. At $105.16 the A.R:R is 1.0:1 — below the 1.5:1 minimum for BUY_NOW. Engine's entry $99.87 (Default 5pct Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risk: Expensive valuation.
Agilysys delivers cloud-native and on-premise software solutions for the hospitality industry, serving hotels, casinos, resorts, cruise lines, and food service operations globally from its Alpharetta, Georgia headquarters. Total revenue reached $319.3 million in fiscal 2026, led... Read more
Wait for pullback to $99.87. At $105.16 the A.R:R is 1.0:1 — below the 1.5:1 minimum for BUY_NOW. Engine's entry $99.87 (Default 5pct Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risk: Expensive valuation. Chart setup: RSI 46 mid-range, Bollinger mid-band. Maintain position. Not compelling to add more. | News modifier +2 (HOLD_IF_HOLDING → STRONG_BUY_WAIT) Score 6.2/10, moderate confidence.
Passes 7/9 gates (clean insider activity, no SEC red flags, news boost earnings 0.70, news boost analyst 0.60, earnings proximity 87d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: aggressive.
Recent developments
updated 2026-07-31Recent Developments — Agilysys, Inc.
Latest news
- NEWS Why Agilysys (AGYS) Is Up 10.0% After Record Q1 Results And Stronger Subscription Outlook - Yahoo Finance — Yahoo Finance positive
- NEWS Why Agilysys (AGYS) Is Up 10.0% After Record Q1 Results And Stronger Subscription Outlook - finance.yahoo.com — finance.yahoo.com positive
- NEWS Analysts Offer Insights on Technology Companies: Amkor (AMKR), Paycom (PAYC) and Agilysys (AGYS) - The Globe and Mail — The Globe and Mail neutral
- NEWS AGYS|Agilysys Inc|Price:110.580|Chg%:+7.340 - TradingKey — TradingKey positive
- NEWS Agilysys Inc (AGYS) Shares Fall 3.6% -- What GF Score of 80 Tells Investors - GuruFocus — GuruFocus negative
Generated 2026-07-31T23:02:53Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- MEDIUMProductsubscription and maintenance revenue10-K Item 1: 'Software subscription and maintenance services are a significant portion of our consolidated revenue'
- MEDIUMSupplierhardware and software suppliers10-K Item 1A: 'We rely on a concentrated number of suppliers for the majority of our hardware and for certain software and related service needs.'
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
1 floor-breaker
Priced at a premium — multiples above sector norms. Needs delivery on growth + margins to justify.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Wait for pullback to $99.87. At $105.16 the A.R:R is 1.0:1 — below the 1.5:1 minimum for BUY_NOW. Engine's entry $99.87 (Default 5pct Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risk: Expensive valuation. Chart setup: RSI 46 mid-range, Bollinger mid-band. Maintain position. Not compelling to add more. | News modifier +2 (HOLD_IF_HOLDING → STRONG_BUY_WAIT) Target $116.29 (+10.6%), stop $88.26 (−19.1%), A.R:R 1.0:1. Score 6.2/10, moderate confidence.
Take-profit target: $116.29 (+10.6% upside). Target $116.29 (+10.6%), stop $88.26 (−19.1%), A.R:R 1.0:1. Stop-loss: $88.26.
Expensive valuation.
Agilysys, Inc. trades at a P/E of 74.8 (forward 33.6). TrendMatrix value score: 3.7/10. Verdict: Buy (Wait for Entry).
14 analysts cover AGYS with a consensus score of 4.1/5. Average price target: $134.
What does Agilysys, Inc. do?Agilysys delivers cloud-native and on-premise software solutions for the hospitality industry, serving hotels, casinos,...
Agilysys delivers cloud-native and on-premise software solutions for the hospitality industry, serving hotels, casinos, resorts, cruise lines, and food service operations globally from its Alpharetta, Georgia headquarters. Total revenue reached $319.3 million in fiscal 2026, led by subscription and maintenance at $205.9 million, with the company operating across the Americas, Europe, the Middle East, Africa, and Asia-Pacific.