William Blair Has Negative Outlook for Agilysys Q2 Earnings

Key Points

• William Blair has revised down its Q2 2026 earnings per share (EPS) estimate for Agilysys from $0.24 to $0.23, while maintaining a full-year EPS estimate of $0.80.
• Several investment firms have differing target prices for Agilysys, with Oppenheimer's new target raised to $120.00 and Needham raising theirs to $105.00.
• Agilysys recently reported $0.33 EPS for the last quarter, missing the consensus estimate of $0.36, although revenue rose by 20.7% year-over-year to $76.68 million.

Agilysys, Inc. (NASDAQ:AGYS - Free Report) - Investment analysts at William Blair dropped their Q2 2026 earnings per share (EPS) estimates for shares of Agilysys in a research note issued to investors on Tuesday, July 22nd. William Blair analyst S. Sheldon now expects that the software maker will post earnings per share of $0.23 for the quarter, down from their prior estimate of $0.24. The consensus estimate for Agilysys' current full-year earnings is $0.80 per share. William Blair also issued estimates for Agilysys' Q3 2026 earnings at $0.29 EPS, Q4 2026 earnings at $0.33 EPS, FY2026 earnings at $1.03 EPS and FY2027 earnings at $1.47 EPS.

AGYS has been the topic of several other research reports. Northland Securities set a $152.00 target price on Agilysys in a research note on Tuesday, May 20th. Oppenheimer boosted their target price on Agilysys from $90.00 to $120.00 and gave the stock an "outperform" rating in a research note on Tuesday. Cantor Fitzgerald began coverage on Agilysys in a research note on Tuesday, June 3rd. They set an "overweight" rating and a $125.00 target price for the company. Finally, Needham & Company LLC reissued a "buy" rating and set a $105.00 target price (up from $100.00) on shares of Agilysys in a research note on Tuesday, May 20th. One equities research analyst has rated the stock with a hold rating and six have given a buy rating to the company's stock. According to MarketBeat.com, Agilysys currently has a consensus rating of "Moderate Buy" and an average target price of $120.86.

Agilysys Price Performance

AGYS opened at $113.49 on Friday. The stock's 50-day moving average price is $110.21 and its 200 day moving average price is $93.21. Agilysys has a 12-month low of $63.71 and a 12-month high of $142.64. The company has a current ratio of 1.11, a quick ratio of 1.07 and a debt-to-equity ratio of 0.04. The firm has a market cap of $3.18 billion, a price-to-earnings ratio of 226.98 and a beta of 0.75.

Agilysys (NASDAQ:AGYS - Get Free Report) last posted its earnings results on Monday, July 21st. The software maker reported $0.33 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.36 by ($0.03). Agilysys had a return on equity of 11.13% and a net margin of 4.85%. The firm had revenue of $76.68 million for the quarter, compared to analyst estimates of $74.42 million. During the same period in the previous year, the company posted $0.30 EPS. Agilysys's revenue was up 20.7% on a year-over-year basis.

Insider Transactions at Agilysys

In other Agilysys news, Director John Mutch sold 500 shares of the firm's stock in a transaction dated Thursday, June 5th. The stock was sold at an average price of $110.83, for a total transaction of $55,415.00. Following the transaction, the director owned 31,404 shares of the company's stock, valued at approximately $3,480,505.32. This trade represents a 1.57% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CFO William David Wood III sold 321 shares of the company's stock in a transaction dated Tuesday, July 1st. The shares were sold at an average price of $113.39, for a total transaction of $36,398.19. Following the completion of the sale, the chief financial officer directly owned 47,288 shares of the company's stock, valued at $5,361,986.32. The trade was a 0.67% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders sold 1,405 shares of company stock worth $158,033. 19.30% of the stock is owned by company insiders.

Institutional Investors Weigh In On Agilysys

Institutional investors and hedge funds have recently made changes to their positions in the business. GAMMA Investing LLC raised its holdings in shares of Agilysys by 43.2% in the second quarter. GAMMA Investing LLC now owns 305 shares of the software maker's stock valued at $35,000 after buying an additional 92 shares during the last quarter. Harbor Investment Advisory LLC raised its holdings in shares of Agilysys by 64.6% in the first quarter. Harbor Investment Advisory LLC now owns 609 shares of the software maker's stock valued at $44,000 after buying an additional 239 shares during the last quarter. Advisors Asset Management Inc. raised its holdings in shares of Agilysys by 30.1% in the first quarter. Advisors Asset Management Inc. now owns 688 shares of the software maker's stock valued at $50,000 after buying an additional 159 shares during the last quarter. Mpwm Advisory Solutions LLC purchased a new stake in shares of Agilysys in the fourth quarter valued at about $64,000. Finally, AlphaQuest LLC boosted its holdings in shares of Agilysys by 2,026.0% in the first quarter. AlphaQuest LLC now owns 1,063 shares of the software maker's stock valued at $77,000 after acquiring an additional 1,013 shares in the last quarter. 88.00% of the stock is owned by hedge funds and other institutional investors.

Agilysys Company Profile

Agilysys, Inc operates as a developer and marketer of software-enabled solutions and services to the hospitality industry in North America, Europe, the Asia-Pacific, and India. It offers software solutions fully integrated with third party hardware and operating systems; cloud applications, support, and maintenance; subscription and maintenance; and professional services.

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