Agilysys FY2026 EPS Estimate Raised by Northland Securities

Agilysys, Inc. (NASDAQ:AGYS) – Equities research analysts at Northland Securities upped their FY2026 EPS estimates for shares of Agilysys in a research report issued on Tuesday, January 27th. Northland Securities analyst N. Chokshi now anticipates that the software maker will post earnings of $1.18 per share for the year, up from their prior estimate of $1.16. The consensus estimate for Agilysys’ current full-year earnings is $0.80 per share. Northland Securities also issued estimates for Agilysys’ Q4 2026 earnings at $0.44 EPS, Q1 2027 earnings at $0.24 EPS, Q2 2027 earnings at $0.41 EPS, Q3 2027 earnings at $0.41 EPS, Q4 2027 earnings at $0.53 EPS and FY2027 earnings at $1.59 EPS.

Agilysys (NASDAQ:AGYS) last released its quarterly earnings data on Monday, January 26th. The software maker reported $0.42 EPS for the quarter, missing the consensus estimate of $0.46 by ($0.04). Agilysys had a net margin of 9.79% and a return on equity of 10.71%. The company had revenue of $80.39 million for the quarter, compared to the consensus estimate of $79.07 million. During the same period last year, the company earned $0.38 EPS. The firm’s revenue for the quarter was up 15.6% on a year-over-year basis.

A number of other research analysts have also weighed in on AGYS. Zacks Research lowered shares of Agilysys from a “hold” rating to a “strong sell” rating in a report on Wednesday. Oppenheimer lifted their price objective on shares of Agilysys from $130.00 to $140.00 and gave the stock an “outperform” rating in a research note on Thursday, December 4th. Cantor Fitzgerald restated an “overweight” rating and issued a $140.00 target price on shares of Agilysys in a report on Tuesday, October 28th. Wall Street Zen raised shares of Agilysys from a “hold” rating to a “buy” rating in a report on Saturday, January 10th. Finally, Needham & Company LLC reissued a “buy” rating and set a $140.00 price objective on shares of Agilysys in a research note on Tuesday. Four analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average target price of $145.40.

Agilysys Trading Down 0.5%

Shares of Agilysys stock opened at $85.26 on Friday. The firm has a market cap of $2.40 billion, a PE ratio of 79.68 and a beta of 0.43. The stock has a 50 day moving average of $117.78 and a 200 day moving average of $114.85. Agilysys has a 12 month low of $63.71 and a 12 month high of $145.25.

Hedge Funds Weigh In On Agilysys

Several hedge funds have recently bought and sold shares of AGYS. Global Retirement Partners LLC increased its stake in Agilysys by 118.5% in the third quarter. Global Retirement Partners LLC now owns 260 shares of the software maker’s stock worth $27,000 after purchasing an additional 141 shares during the period. Elevation Point Wealth Partners LLC purchased a new position in Agilysys in the 2nd quarter worth about $30,000. GAMMA Investing LLC lifted its holdings in Agilysys by 43.2% during the 2nd quarter. GAMMA Investing LLC now owns 305 shares of the software maker’s stock valued at $35,000 after buying an additional 92 shares in the last quarter. Farther Finance Advisors LLC lifted its holdings in Agilysys by 215.5% during the 3rd quarter. Farther Finance Advisors LLC now owns 366 shares of the software maker’s stock valued at $39,000 after buying an additional 250 shares in the last quarter. Finally, Measured Wealth Private Client Group LLC purchased a new stake in Agilysys in the 3rd quarter valued at about $43,000. Institutional investors own 88.00% of the company’s stock.

Insider Activity

In other Agilysys news, insider Chris J. Robertson sold 500 shares of the business’s stock in a transaction that occurred on Wednesday, November 12th. The stock was sold at an average price of $131.34, for a total transaction of $65,670.00. Following the completion of the transaction, the insider owned 687 shares in the company, valued at $90,230.58. The trade was a 42.12% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director Donald A. Colvin sold 6,000 shares of the stock in a transaction that occurred on Friday, November 21st. The stock was sold at an average price of $123.28, for a total value of $739,680.00. Following the completion of the sale, the director owned 24,592 shares in the company, valued at approximately $3,031,701.76. The trade was a 19.61% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 9,576 shares of company stock worth $1,189,070 in the last 90 days. Company insiders own 8.60% of the company’s stock.

Agilysys News Summary

Here are the key news stories impacting Agilysys this week:

• Positive Sentiment: Needham & Company reiterated a “Buy” rating for AGYS, offering counterbalance to recent negative headlines and providing support for bullish conviction. Needham reiterates Buy
• Positive Sentiment: Northland raised Q4 2026 and FY2026 EPS estimates (Q4 2026 to $0.44 from $0.37; FY2026 to $1.18 from $1.16), signaling upward revisions to near‑term profitability assumptions. MarketBeat Northland estimates
• Neutral Sentiment: Northland published detailed quarterly forecasts for FY2026–FY2027 (Q1–Q4 2027 and FY2027 at $1.59), providing a roadmap for expected cadence of earnings but mixed signals given concurrent revisions. Northland detailed estimates
• Neutral Sentiment: Reported short‑interest data appears inconsistent (entries showing zero shares / NaN), so it currently provides no reliable signal on bearish positioning or squeeze risk.
• Negative Sentiment: Zacks Research downgraded AGYS from “Hold” to “Strong Sell,” a clearly negative signal that can increase selling pressure and influence other analysts or quant models. Zacks downgrade
• Negative Sentiment: Agilysys reported Q4 results with an EPS miss ($0.42 vs. $0.46) despite a revenue beat; the EPS miss triggered a gap down in the stock after the release. Earnings gap down coverage
• Negative Sentiment: Northland lowered its FY2027 forecast from $1.89 to $1.59, reducing longer‑term expectations and leaving room for further downside if execution or bookings slip. Northland FY2027 cut

About Agilysys

Agilysys, Inc is a publicly traded technology company (NASDAQ: AGYS) that specializes in providing software and services to the hospitality industry. The company’s solutions span property management, point-of-sale, inventory and procurement, workforce management, analytics and mobile guest engagement. These offerings are designed to streamline hotel and resort operations, enhance guest experiences and improve financial performance for clients across the lodging, gaming, cruise, senior living and higher-education markets.

Agilysys delivers its portfolio through both cloud-based and on-premises deployments, enabling hoteliers and hospitality operators to select the infrastructure model that best aligns with their operational requirements and IT strategies.