Northland Securities Predicts Higher Earnings for Agilysys

Agilysys, Inc. (NASDAQ:AGYS) – Investment analysts at Northland Securities increased their FY2026 earnings per share (EPS) estimates for shares of Agilysys in a research report issued to clients and investors on Tuesday, January 27th. Northland Securities analyst N. Chokshi now expects that the software maker will earn $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.

Other equities analysts also recently issued research reports about the stock. BTIG Research assumed coverage on shares of Agilysys in a research note on Tuesday, December 16th. They set a “neutral” rating for the company. Needham & Company LLC reiterated a “buy” rating and set a $140.00 price objective on shares of Agilysys in a research note on Tuesday. Weiss Ratings reissued a “hold (c)” rating on shares of Agilysys in a research note on Wednesday, January 21st. Wall Street Zen upgraded Agilysys from a “hold” rating to a “buy” rating in a report on Saturday, January 10th. Finally, UBS Group reiterated a “buy” rating on shares of Agilysys in a research note on Monday, December 15th. Four investment analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Agilysys has an average rating of “Hold” and a consensus target price of $145.40.

Agilysys Price Performance

NASDAQ:AGYS opened at $85.26 on Friday. The firm’s 50-day moving average price is $117.78 and its 200-day moving average price is $114.85. The company has a market capitalization of $2.40 billion, a PE ratio of 79.68 and a beta of 0.43. Agilysys has a 1-year low of $63.71 and a 1-year high of $145.25.

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

Insider Buying and Selling

In other Agilysys news, Director Donald A. Colvin sold 6,000 shares of the business’s stock in a transaction dated 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 transaction, the director owned 24,592 shares of the company’s stock, valued at approximately $3,031,701.76. The trade was a 19.61% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Sethuram Shivashankar sold 497 shares of the firm’s stock in a transaction dated Monday, November 3rd. The shares were sold at an average price of $124.64, for a total transaction of $61,946.08. Following the sale, the insider directly owned 24,031 shares in the company, valued at approximately $2,995,223.84. The trade was a 2.03% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 9,576 shares of company stock worth $1,189,070 in the last three months. 8.60% of the stock is currently owned by company insiders.

Institutional Trading of Agilysys

Several large investors have recently added to or reduced their stakes in the business. Pictet Asset Management Holding SA lifted its holdings in Agilysys by 7.3% during the fourth quarter. Pictet Asset Management Holding SA now owns 4,264 shares of the software maker’s stock valued at $507,000 after purchasing an additional 289 shares in the last quarter. UBS Group AG lifted its stake in shares of Agilysys by 3.6% during the 4th quarter. UBS Group AG now owns 353,696 shares of the software maker’s stock valued at $42,033,000 after buying an additional 12,259 shares in the last quarter. Vanguard Group Inc. boosted its holdings in Agilysys by 1.3% in the 4th quarter. Vanguard Group Inc. now owns 2,407,947 shares of the software maker’s stock worth $286,160,000 after buying an additional 32,052 shares during the period. Peregrine Capital Management LLC raised its holdings in Agilysys by 9.8% during the fourth quarter. Peregrine Capital Management LLC now owns 113,447 shares of the software maker’s stock valued at $13,482,000 after acquiring an additional 10,087 shares during the period. Finally, B. Metzler seel. Sohn & Co. AG purchased a new position in shares of Agilysys in the fourth quarter valued at about $2,622,000. 88.00% of the stock is currently owned by institutional investors.

Key Stories Impacting Agilysys

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.