Northland Capmk Has Negative Outlook of Agilysys Q4 Earnings

Agilysys, Inc. (NASDAQ:AGYS) – Analysts at Northland Capmk cut their Q4 2025 earnings per share estimates for Agilysys in a research note issued on Wednesday, January 22nd. Northland Capmk analyst N. Chokshi now expects that the software maker will post earnings per share of $0.15 for the quarter, down from their prior estimate of $0.21. The consensus estimate for Agilysys’ current full-year earnings is $0.81 per share. Northland Capmk also issued estimates for Agilysys’ Q1 2026 earnings at $0.21 EPS, Q2 2026 earnings at $0.30 EPS and Q4 2026 earnings at $0.34 EPS.

Agilysys (NASDAQ:AGYS) last announced its quarterly earnings results on Tuesday, January 21st. The software maker reported $0.38 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.34 by $0.04. Agilysys had a return on equity of 9.38% and a net margin of 8.45%. The business had revenue of $69.60 million during the quarter, compared to analyst estimates of $73,149.20 billion. During the same period in the previous year, the company earned $0.35 EPS. The firm’s revenue was up 14.9% on a year-over-year basis.

Other equities analysts also recently issued reports about the stock. Needham & Company LLC lowered their target price on shares of Agilysys from $145.00 to $125.00 and set a “buy” rating on the stock in a research report on Wednesday. Craig Hallum cut their price objective on Agilysys from $125.00 to $120.00 and set a “buy” rating on the stock in a research note on Wednesday. Northland Securities upped their target price on Agilysys from $145.00 to $186.00 and gave the stock an “outperform” rating in a research report on Tuesday, January 7th. Oppenheimer dropped their price target on shares of Agilysys from $150.00 to $135.00 and set an “outperform” rating on the stock in a research report on Wednesday. Finally, StockNews.com lowered shares of Agilysys from a “buy” rating to a “hold” rating in a research note on Thursday, October 31st. One analyst has rated the stock with a hold rating and six have assigned a buy rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $138.00.

Agilysys Stock Performance

Shares of AGYS opened at $95.67 on Friday. The firm has a market cap of $2.68 billion, a price-to-earnings ratio of 119.59 and a beta of 0.94. The company’s fifty day moving average is $131.35 and its 200-day moving average is $116.79. The company has a quick ratio of 1.07, a current ratio of 1.14 and a debt-to-equity ratio of 0.15. Agilysys has a 12 month low of $74.03 and a 12 month high of $142.64.

Institutional Investors Weigh In On Agilysys

Institutional investors have recently bought and sold shares of the business. Advisors Asset Management Inc. lifted its holdings in shares of Agilysys by 117.4% during the 3rd quarter. Advisors Asset Management Inc. now owns 337 shares of the software maker’s stock worth $37,000 after acquiring an additional 182 shares during the period. GAMMA Investing LLC raised its position in Agilysys by 66.7% in the third quarter. GAMMA Investing LLC now owns 415 shares of the software maker’s stock worth $45,000 after purchasing an additional 166 shares in the last quarter. NBC Securities Inc. acquired a new stake in Agilysys during the third quarter valued at approximately $46,000. Harbor Investment Advisory LLC grew its stake in shares of Agilysys by 109.0% in the 4th quarter. Harbor Investment Advisory LLC now owns 370 shares of the software maker’s stock valued at $49,000 after purchasing an additional 193 shares during the period. Finally, Exchange Traded Concepts LLC raised its holdings in shares of Agilysys by 76.2% in the 3rd quarter. Exchange Traded Concepts LLC now owns 474 shares of the software maker’s stock worth $52,000 after buying an additional 205 shares in the last quarter. Institutional investors and hedge funds own 88.00% of the company’s stock.

Insider Buying and Selling at Agilysys

In related news, insider Chris J. Robertson sold 264 shares of Agilysys stock in a transaction dated Friday, November 1st. The stock was sold at an average price of $100.86, for a total transaction of $26,627.04. Following the sale, the insider now directly owns 22,624 shares of the company’s stock, valued at $2,281,856.64. This trade represents a 1.15 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Kyle C. Badger sold 471 shares of the company’s stock in a transaction that occurred on Friday, November 1st. The shares were sold at an average price of $100.86, for a total value of $47,505.06. Following the completion of the transaction, the senior vice president now directly owns 115,117 shares of the company’s stock, valued at approximately $11,610,700.62. This trade represents a 0.41 % decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 70,122 shares of company stock valued at $9,002,291 in the last ninety days. Company insiders own 19.30% of the company’s stock.

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.