Dec 23, 2025 • Simply Wall Street
SOMEWHAT-BULLISH
Agilysys (AGYS): Revisiting Valuation After a Recent Share Price Pullback
Agilysys (AGYS) has seen its stock pull back recently, despite delivering strong multi-year gains and continued revenue and earnings growth. The company is considered 13.6% undervalued with a narrative fair value of $142, driven by AI-powered enhancements expected to boost revenue and margins. However, a simpler earnings-based valuation suggests potential downside due to its high P/E ratio compared to peers.
Dec 22, 2025 • MarketBeat
SOMEWHAT-BULLISH
Riverbridge Partners LLC Has $39.69 Million Stock Position in Agilysys, Inc. $AGYS
Riverbridge Partners LLC reduced its stake in Agilysys, Inc. (NASDAQ:AGYS) by 5.1% in Q3, now holding 377,091 shares valued at approximately $39.69 million. Despite insider selling totaling $1.88 million over the last 90 days, analysts maintain a "Moderate Buy" rating with a consensus price target of $141.17 for the software maker. The company's stock currently trades around $121.49, boasting a market capitalization of $3.41 billion.
Dec 20, 2025 • MarketBeat
SOMEWHAT-BEARISH
Agilysys (NASDAQ:AGYS) Stock Rating Lowered by Wall Street Zen
Wall Street Zen has downgraded Agilysys (NASDAQ:AGYS) from a "buy" to a "hold" rating, though the consensus among analysts remains a "Moderate Buy" with an average target price of $141.17. Several firms maintain positive ratings, and the company has seen recent insider selling alongside strong institutional ownership. Agilysys, a technology company specializing in hospitality software, posted Q3 earnings of $0.21 EPS on $36.34 million in revenue.
Dec 18, 2025 • Investing.com
BULLISH
Needham reiterates Buy rating on Agilysys stock with $140 price target
Needham has reiterated a Buy rating on Agilysys Inc (NASDAQ:AGYS) with a $140 price target, driven by anticipated acceleration in subscription growth in the near to medium term. The firm's optimism stems from strong bookings momentum across various hospitality segments and a significant enterprise customer win with IHG. Despite the stock appearing overvalued by InvestingPro models, analysts foresee share price appreciation as Agilysys converts its backlog into growth and margin expansion.
Dec 17, 2025 • TipRanks
NEUTRAL
Agilysys assumed with a Neutral at BTIG
BTIG initiated coverage of Agilysys (AGYS) with a Neutral rating, noting the company's strong performance in subscription revenue for both property management systems and point-of-sale segments, accelerating to 55% and 18% respectively. This momentum is attributed to improved execution, a re-engineered PMS platform, and expanded product bundling. Oppenheimer also recently raised its price target for Agilysys to $140 from $130.
Dec 17, 2025 • MarketBeat
NEUTRAL
Agilysys, Inc. $AGYS Shares Sold by Thrivent Financial for Lutherans
Thrivent Financial for Lutherans reduced its stake in Agilysys, Inc. (NASDAQ:AGYS) by 28.7% during the second quarter, selling 67,042 shares, though it still holds 166,523 shares valued at approximately $19.09 million. Despite this sale, several other large institutional investors, including Vanguard, Wasatch Advisors, Geneva Capital Management, Brown Capital Management, and Artisan Partners, increased their positions in the software maker. Institutional investors collectively own about 88% of Agilysys stock, which currently trades near $120.88 and holds a "Moderate Buy" consensus rating from analysts with an average price target of $141.17.