EverHint Lens - Agilysys, Inc. (AGYS) - Stock Analysis - May 19, 2026
Analysis Date: 2026-05-19
Sector: Technology
Industry: Software - Application
Exchange: NASDAQ
Executive Summary
Agilysys, Inc. is currently trading at $79.22 (🟢 +12.85% today) with a market capitalization of $2.23B.
Agilysys, Inc., together with its subsidiaries, operates as a developer and marketer of hardware and software products and services to the hospitality industry in North America, Europe, the Asia-Pacific, and India. It offers point of sale, property management systems, inventory and procurement, payments, reservations management, and seat solutions to enhance guest experience. The company also provides technical software support, maintenance, and subscription services; and professional services.
Price & Valuation
Current Price: $79.22 (at 1:01 PM ET)
Current Volume: 1.9M
Day Range: $76.67 - $94.77
52-Week Range: $61.50 - $145.25
P/E Ratio: 57.28
DCF Valuation: Undervalued
- Intrinsic Value (Unlevered DCF): $198.95
- Current Price: $79.22
- Discount/Premium: +151.1%
Levered DCF: $251.99 (+218.1%)
⚠️ DCF shows extreme valuation gap (>100%)
DCF analysis suggests the stock may be trading at a 151.1% discount to its intrinsic value.
DCF values calculated as of 2026-05-19. Underlying assumptions are not disclosed by the data provider. Levered vs unlevered can diverge materially for highly levered companies.
Market Context
Major Indices:
- S&P 500: $7379.70 (🔴 -0.32%)
- NASDAQ Composite: $25958.45 (🔴 -0.51%)
- Dow Jones Industrial Average: $49556.96 (🔴 -0.26%)
Peer Comparison
Peer comparison (11 companies):
- AGYS - Agilysys, Inc. ($79.22, +12.8%, $2.23B) ← Current
- GBTG - Global Business Travel Group, Inc. ($9.39, -0.5%, $4.90B)
- NAVN - Navan, Inc. ($18.85, +2.4%, $4.44B)
- KC - Kingsoft Cloud Holdings Limited ($14.62, -1.7%, $4.37B)
- DAVE - Dave Inc. ($238.42, -0.9%, $3.21B)
- PTRN - Pattern Group Inc. Series A Common Stock ($17.79, +1.3%, $2.76B)
- FRSH - Freshworks Inc. ($9.26, +2.3%, $2.56B)
- VERX - Vertex, Inc. ($13.12, -1.0%, $2.12B)
- BL - BlackLine, Inc. ($28.64, -3.9%, $1.68B)
- ASAN - Asana, Inc. ($6.55, -0.1%, $1.55B)
- BLKB - Blackbaud, Inc. ($31.46, -1.7%, $1.45B)
Financial Performance
Latest Quarter (2026-03-31):
- Revenue: $82.95M
- Net Income: $12.29M
- EPS: $0.44
- Revenue Growth (QoQ): +3.2%
Dividend Analysis
Dividend Status: ⚠️ Formerly dividend-paying (discontinued)
Last Dividend:
- Amount: $0.03 per share
- Ex-Dividend Date: 2009-07-16 (16.8 years ago)
- Payment Date: 2009-08-03
Note: This company has not paid dividends in over 17 years. The dividend program appears to have been discontinued.
Payment History: 99 historical dividend payments tracked
Stock Split History
AGYS has executed 7 stock split(s) historically
- 1995-09-07: 3-for-2 split
- 1994-08-02: 3-for-2 split
- 1993-03-16: 3-for-2 split
- 1984-08-02: 2-for-1 split
- 1980-06-03: 3-for-2 split
- 1978-07-20: 3-for-2 split
- 1977-04-06: 3-for-2 split
Cumulative Split Factor: 23x (1 share in 1987 = 23 shares today)
Most recent split: 3-for-2 on 1995-09-07
Earnings Calendar
Next Earnings Report: 2026-07-20 (After Market Close)
- EPS Estimate: $0.44
- Revenue Estimate: $0.09B
Most Recent Report: 2026-05-18
- EPS: $0.63 (Est: $0.51) ✓ Beat
- Revenue: $0.08B
Historical Data: 164 earnings events tracked
Analyst Outlook
Analyst Price Target Consensus:
- Target: $105.00 (+32.5% upside)
- Range: $90.00 - $120.00
- Median: $105.00
Next Quarter Estimates (2028-03-31):
- Revenue: $109.11M
- EPS: $0.77
Analyst Consensus
Overall Rating: Buy
Rating Distribution (61 total ratings):
- 🟢 Buy/Outperform: 56 (91.8%)
- ⚪ Hold/Neutral: 5 (8.2%)
- 🔴 Sell/Underperform: 0 (0.0%)
Recent Analyst Actions:
- BTIG (2025-12-16): Initiate Neutral
- Oppenheimer (2026-05-19): Maintain Outperform
- Needham (2026-02-17): Maintain Buy
- UBS (2025-12-15): Maintain Buy
- Needham (2025-12-15): Maintain Buy
Consensus based on 61 analyst ratings from major financial institutions
Insider Activity
Recent Transactions (Last 10):
- Buys: 9
- Sells: 1
Notable Transactions:
- 2026-03-17: KEATING MELVIN L - Buy (Purchase, 70 shares @ $68.32)
- 2026-03-17: KEATING MELVIN L - Buy (Purchase, 55 shares @ $67.98)
- 2026-03-17: KEATING MELVIN L - Buy (Purchase, 50 shares @ $68.01)
News Sentiment Analysis
AI Analysis (based on 30 recent articles):
Recent news for Agilysys reflects strongly positive sentiment, centered on Q4 2026 earnings that beat estimates with record revenue of $82.9M and full-year highs, alongside robust subscription growth. Multiple articles highlight the launch of over 30 new AI-powered features and successful deployments across hospitality segments, reinforcing business momentum. Analyst consensus remains a Moderate Buy with institutional buying activity noted.
Key Themes:
- Earnings Beats and Record Revenue
- AI-Powered Hospitality Solutions
- Analyst Ratings and Institutional Interest
Sentiment: Positive (90% confidence)
Reddit Sentiment
Community Discussion (last 30 days from r/wallstreetbets, r/stocks, r/investing):
Overall Sentiment: Strongly Bullish 📈📈 (Score: 0.777)
Post Analysis:
- Total posts: 10
- Bullish: 9 (90.0%)
- Bearish: 1 (10.0%)
- Neutral: 0 (0.0%)
- Total engagement: 888 (upvotes + comments)
Note: Sentiment score ranges from -1.0 (very bearish) to +1.0 (very bullish), weighted by post engagement.
Recent News
5 most recent articles covering AGYS:
- Agilysys Stock Surges as Earnings Shatter AI Disruption Fears (barrons.com, 2026-05-19) — Read more
- Agilysys, Inc. (AGYS) Q4 2026 Earnings Call Transcript (seekingalpha.com, 2026-05-18) — Read more
- Agilysys (AGYS) Reports Q4 Earnings: What Key Metrics Have to Say (zacks.com, 2026-05-18) — Read more
- Agilysys (AGYS) Q4 Earnings and Revenues Surpass Estimates (zacks.com, 2026-05-18) — Read more
- Agilysys Q4 Earnings Call Highlights (marketbeat.com, 2026-05-18) — Read more
Full news analysis based on 30 recent articles
Generated by Everhint Lens - Quantitative Stock Analysis
Last updated: 2026-05-19 10:01:43 AM PDT
Disclaimer: This is not investment advice. Always do your own research before making investment decisions.