Agilysys (NASDAQ:AGYS) Given New $140.00 Price Target at Piper Sandler

Agilysys (NASDAQ:AGYS) had its price objective boosted by Piper Sandler from $120.00 to $140.00 in a research note issued to investors on Tuesday, Benzinga reports. The brokerage currently has an “overweight” rating on the software maker’s stock. Piper Sandler‘s target price indicates a potential upside of 13.41% from the stock’s previous close.

Other equities analysts also recently issued research reports about the stock. Cantor Fitzgerald reissued an “overweight” rating on shares of Agilysys in a report on Tuesday, July 28th. Oppenheimer reaffirmed an “outperform” rating on shares of Agilysys in a research report on Monday, October 12th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Agilysys in a report on Friday, October 9th. Needham & Company LLC upped their target price on shares of Agilysys from $135.00 to $145.00 and gave the stock a “buy” rating in a report on Tuesday. Finally, Zacks Research downgraded shares of Agilysys from a “strong-buy” rating to a “hold” rating in a report on Monday, July 27th. Five analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat, Agilysys presently has an average rating of “Moderate Buy” and an average price target of $130.60.

Agilysys Price Performance

Shares of AGYS opened at $123.45 on Tuesday. Agilysys has a one year low of $61.50 and a one year high of $145.25. The firm has a market capitalization of $3.48 billion, a PE ratio of 90.74, a price-to-earnings-growth ratio of 3.49 and a beta of 0.37. The company has a 50-day simple moving average of $108.12 and a two-hundred day simple moving average of $92.30.

Agilysys (NASDAQ:AGYS) last released its earnings results on Monday, October 26th. The software maker reported $0.67 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.55 by $0.12. Agilysys had a net margin of 12.99% and a return on equity of 11.94%. The firm had revenue of $93.36 million during the quarter, compared to analyst estimates of $90.92 million. During the same period last year, the business earned $0.41 earnings per share. The business’s revenue was up 17.7% on a year-over-year basis. Analysts expect that Agilysys will post 1.73 EPS for the current fiscal year.

Insider Activity

In other Agilysys news, insider Joe Youssef sold 1,002 shares of Agilysys stock in a transaction on Tuesday, September 1st. The stock was sold at an average price of $114.64, for a total transaction of $114,869.28. Following the completion of the sale, the insider directly owned 19,045 shares of the company’s stock, valued at $2,183,318.80. The trade was a 5.00% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Ramesh Srinivasan sold 106,205 shares of Agilysys stock in a transaction that occurred on Thursday, August 6th. The shares were sold at an average price of $106.62, for a total transaction of $11,323,577.10. Following the transaction, the chief executive officer directly owned 635,044 shares in the company, valued at approximately $67,708,391.28. The trade was a 14.33% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 212,812 shares of company stock valued at $23,046,675. 8.70% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Agilysys

A number of hedge funds and other institutional investors have recently made changes to their positions in AGYS. Versant Capital Management Inc raised its position in shares of Agilysys by 123.9% in the second quarter. Versant Capital Management Inc now owns 421 shares of the software maker’s stock valued at $44,000 after buying an additional 233 shares during the last quarter. Optiver Holding B.V. increased its position in shares of Agilysys by 700.0% during the first quarter. Optiver Holding B.V. now owns 456 shares of the software maker’s stock worth $32,000 after acquiring an additional 399 shares during the period. MCF Advisors LLC increased its stake in Agilysys by 120.3% in the second quarter. MCF Advisors LLC now owns 478 shares of the software maker’s stock valued at $50,000 after purchasing an additional 261 shares during the last quarter. Johnson Financial Group Inc. purchased a new stake in Agilysys in the second quarter valued at $85,000. Finally, Sterling Capital Management LLC grew its holdings in shares of Agilysys by 834.4% during the third quarter. Sterling Capital Management LLC now owns 869 shares of the software maker’s stock worth $84,000 after purchasing an additional 776 shares during the last quarter. Institutional investors and hedge funds own 88.00% of the company’s stock.

Key Stories Impacting Agilysys

Here are the key news stories impacting Agilysys this week:

• Positive Sentiment: Revenue rose 17.7% year over year to a record $93.4 million, surpassing the roughly $90.9 million consensus estimate. This marked Agilysys’ 19th consecutive quarter of record revenue. Agilysys Announces Record Revenue of $93.4M in Fiscal 2027 Second Quarter
• Positive Sentiment: Agilysys reported adjusted earnings of $0.67 per share, above the $0.55 analyst consensus and up from $0.41 a year earlier. Gross profit increased 23.2%, while net income rose 18.4% to $13.2 million. Agilysys Q2 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Management raised full-year guidance, supporting the view that demand for Agilysys’ hospitality software remains healthy. One valuation analysis estimates the shares could still be approximately 8% undervalued based on the revised outlook. Agilysys Could Be 8% Undervalued Following Raised Full Year Guidance
• Neutral Sentiment: The company ended the quarter with $137.6 million in cash, more than double the year-ago level, while operating cash flow was broadly unchanged at $15.2 million. This provides financial flexibility but does not indicate accelerating cash generation.
• Negative Sentiment: Despite the earnings beat cited by several reports, another data source calculated diluted EPS at $0.46, below a $0.56 estimate. The discrepancy may reflect differences between GAAP and adjusted figures and could contribute to investor caution. Agilysys Releases Q2 2027 Earnings
• Negative Sentiment: At approximately 91 times earnings, AGYS remains priced for substantial growth. The stock is also above the $100–$120 range of recently cited analyst targets, increasing the risk that investors sell into strong results.
• Negative Sentiment: Insiders reported nine sales and no purchases over the past six months, including substantial selling by the CEO. While insider transactions do not determine operating performance, they can weigh on sentiment.

Agilysys Company Profile

Agilysys, Inc develops and provides hospitality technology for hotels, resorts, casinos, cruise lines and other guest-focused businesses. Its software and services are designed to help operators manage core property functions, improve guest experiences and streamline food, beverage and retail operations.

The company’s product portfolio includes property-management systems, point-of-sale solutions, inventory and procurement tools, payment services, guest-facing applications, mobile ordering and resort-management software.