AGYS
AgilysysBNasdaq / Software & Services
Last Price
At close
2026-07-18
Current thesis
The strongest post-print argument is that May 18, 2026 results de-risked the growth story: 17th straight record revenue quarter, annual recurring-revenue mix above 64%, and fiscal 2027 guidance calling for another record year with at least 30% subscription growth and 24% adjusted EBITDA [#SEC-8K-2026-05-18]. Secondary coverage indicates Oppenheimer raised its target to $100 on May 19, 2026, and the packet’s stored analyst target median is $138.
Posture
Constructive
Lead driver
Momentum
What changed
Momentum remains the lead driver in the composite, 7D delta +0.3.
What can break
After the post-earnings rebound, premium-multiple compression remains a risk if growth or margin conversion slips.
Momentum
94
Value
50
Sentiment
33
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $94.00 · Bull $118.00 · Bear $70.00
Data freshness
Prices
As of 2026-07-18
Fundamentals
As of 2026-07-17 • Vendor: Data Vendor v1
Scores
As of 2026-07-18 • Model: HYBRID_IC_RP
AI Memo
As of 2026-06-16 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-18
Investment thesis
As of 2026-07-18
Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net Neutral
Target $127.33
Why
Momentum94 · Δ7d +0.3
Value50 · Δ7d +0.2
Sentiment33 · Δ7d -0.8
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.
Lead driver: Momentum · See technicals
Momentum
94
26% active weight
Current posture
7d trendFlat
Δ7d
+0.3
Δ21d
+4.4
Value
50
39% active weight
Current posture
7d trendFlat
Δ7d
+0.2
Δ21d
+0.1
Sentiment
33
34% active weight
Current posture
7d trendFlat
Δ7d
-0.8
Δ21d
-5.0
Why this grade
Composite grade B. Momentum 93.5 / Value 49.9 / Sentiment 33.2
Fundamentals (TTM)As of 2026-07-17
Fundamentals (TTM)
As of 2026-07-17
Market Cap
$3B
Beta
0.41
Shares Out
28.17M
P/E (TTM)
135.3
P/S (TTM)
10.88
P/FCF (TTM)
58.03
Rev YoY
+11.7%
EPS YoY
+211.7%
Gross Margin
+59.6%
Op Margin
+10.5%
Net Debt
-$97.85M
Current Ratio
1.47
As of 2026-07-18 • Updated nightlySource: Internal modelMethodology

