B+
Bull case
25%
Probability
Target price
$118.00
+10.6% vs current
AGYS
AgilysysBNasdaq / Software & Services
Last Price
At close
2026-07-18
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
45%
Probability
Target price
$94.00
-11.9% vs current
B-
Bear case
30%
Probability
Target price
$70.00
-34.4% vs current
AI sentiment snapshot
Latest data as of 2026-06-16
Recent news sentiment (30D)
+0.2
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Sentiment proxy
+33.2
Score
AI commentary
News tone improved materially after the May 18, 2026 earnings release and the stock’s roughly 15% May 19, 2026 move reported by Barron’s, with follow-on company news around conferences and HITEC keeping AGYS visible into mid-June. Even so, analyst-revision coverage is still thin in the packet, social context is unavailable, and the deterministic prior remains mildly negative, so this looks more like a cautious post-earnings monitoring setup than a clean conviction long.
RankAlpha Sentiment Codex - 2026-06-16
Open full AI memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-06-18eventHITEC 2026 keeps AI and revenue-optimization narrative visibleMedium impact
Agilysys said on June 11, 2026 that it would present three educational sessions at HITEC 2026 around hospitality AI, personalization, connected data and revenue optimization, extending management’s post-earnings product narrative into an industry event window [#IR-2026-06-11].
2026-07-21catalystBeat-and-raise quarter reset near-term execution concernsHigh impact
Fiscal 2026 Q4 and full-year results showed record revenue of $82.9M for the quarter and $319.3M for the year, with recurring revenue at 64.5% of annual revenue, subscription revenue up 30.2%, and fiscal 2027 guidance of $365M-$370M revenue plus 24% adjusted EBITDA. This keeps the next print in focus as investors test whether the beat-and-raise is durable [#SEC-8K-2026-05-18].
2027-03-31catalystRecurring-revenue mix and AI-native module expansion could support margin upsideHigh impact
Management said AI-related R&D changes are improving operating leverage and highlighted newly launched AI-native revenue intelligence and CRS modules, while guiding to a third straight year of at least 30% subscription growth in fiscal 2027. If the integrated hospitality platform continues expanding wallet share, the mix shift can support a better margin profile over the next year [#SEC-8K-2026-05-18] [#10-K-2026-05-21].
Recommendation
N/A
No formal recommendation provided.
As of 2026-06-16 • Updated nightlySource: Internal modelMethodology