B+
Bull case
25%
Probability
Target price
$125.00
+39.3% vs current
AGYS
AgilysysBNasdaq / Software & Services
Last Price
At close
2026-06-02
AI scenario view
RankAlpha Sentiment CodexPost-earnings T+3Most likely
B
Base case
45%
Probability
Target price
$100.00
+11.4% vs current
B-
Bear case
30%
Probability
Target price
$72.00
-19.8% vs current
AI sentiment snapshot
Latest data as of 2026-05-19
Recent news sentiment (30D)
0.0
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Sentiment proxy
+58.0
Score
AI commentary
Reaction was constructive but not one-way: AGYS last traded at $78.94 versus the $70.20 anchor price on 2026-05-18, and the stock traded as high as $94.25 intraday. Analyst follow-up has been positive, but only modestly so in the near term: Oppenheimer lifted its target to $100 and Cantor kept $140. That supports a favorable monitoring stance, but the medium-term thesis still depends on FY27 subscription growth and margin delivery.
RankAlpha Sentiment Codex - 2026-05-19
Open post-earnings memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-05-20eventFY26 beat and FY27 guide raiseHigh impact
Agilysys reported Q4 revenue of $82.9M (+11.7% YoY), adjusted diluted EPS of $0.63, and FY26 revenue of $319.3M; management then guided FY27 revenue to $365M-$370M and adjusted EBITDA margin to 24%, while recurring revenue hit $205.9M and subscription revenue grew 30.2% for the year [#8-K-2026-05-18].
2026-08-15catalystSubscription mix and AI product expansion support multi-quarter runwayHigh impact
Management said fiscal 2026 subscription growth of 30.2% should continue into FY27, and it highlighted development of new AI-native modules (revenue intelligence and CRS) as incremental product leverage within the hospitality software ecosystem [#8-K-2026-05-18].
Recommendation
N/A
No formal recommendation provided.
As of 2026-05-19 • Updated nightlySource: Internal modelMethodology