Toast (TOST) Reports Q2: Everything You Need To Know Ahead Of Earnings
Toast (TOST), a restaurant software platform, is preparing to report its Q2 earnings. Analysts anticipate a 22.2% year-on-year revenue growth to $1.52 billion and adjusted earnings of $0.22 per share. The company's stock has outperformed its vertical software peers recently, being up 4.6% in the last month compared to a 5% average decline for the group.
Rudding Park Selects Agilysys Hospitality Software Solutions to Modernise Guest Journeys and Streamline Operations Across Its Hotel Ecosystem
Rudding Park, an award-winning luxury resort in Harrogate, has selected Agilysys to deploy a unified technology platform to replace its disconnected legacy systems. The transformation will integrate the resort's hotel, spa, golf, and dining amenities into a single ecosystem to enhance guest recognition and operational efficiency.
Rudding Park Selects Agilysys Hospitality Software Solutions To Modernize Guest Journeys and Streamline Operations Across its Hotel Ecosystem
Rudding Park, an award-winning hotel, spa, and golf resort in Harrogate, has chosen Agilysys hospitality software solutions for a comprehensive technology overhaul. This initiative aims to transition from disconnected systems to a unified platform, improving guest experiences and operational efficiency across its diverse amenities. The integration will provide a single view of the guest, enabling seamless bookings and personalized service, while streamlining workflows for staff.
Rudding Park Selects Agilysys for Technology Transformation
Rudding Park, a luxury hotel business, has chosen Agilysys' software solutions to undergo a major technology transformation. This partnership aims to enhance customer experience and operational efficiency by integrating all business facets, including its 90 rooms, spa, restaurants, and golf courses, into a unified platform. The implementation will create intelligent guest profiles, eliminate fragmented workflows, and lay a foundation for future growth.
Rudding Park Selects Agilysys Hospitality Software Solutions to Modernise Guest Journeys and Streamline Operations Across Its Hotel Ecosystem
Rudding Park, an award-winning hotel, spa, and golf resort, has chosen Agilysys hospitality software to transform its technology infrastructure. This move aims to replace fragmented legacy systems with a unified platform to enhance guest experiences and operational efficiency across all its amenities. The comprehensive suite of Agilysys solutions will provide seamless booking, personalized service, and improved business intelligence for the luxury resort's diverse offerings.
Rudding Park Selects Agilysys Hospitality Software Solutions to Modernise Guest Journeys and Streamline Operations Across Its Hotel Ecosystem
Rudding Park, an award-winning hotel, spa, and golf resort in Harrogate, has chosen Agilysys hospitality software solutions for a large-scale technology transformation. The resort will adopt a unified Agilysys platform to replace fragmented systems, aiming to enhance the guest experience through seamless booking and personalized service, and improve operational efficiency across all its amenities. This move will centralize data and workflows, providing a holistic view of performance and supporting future growth.
Agilysys Stock To $56?
Agilysys (AGYS) stock has recently fallen by 29.5%, leading to concerns about further decline given its "Very High valuation." While historical data suggests a median return of 26% after similar sharp dips, the article warns that a price of $56 is not out of the question. Despite the stock's recent drop, it passes basic financial quality checks regarding revenue growth, profitability, cash flow, and leverage.
Is Agilysys (AGYS) Now Attractive After Recent 28% Share Price Drop?
Agilysys (AGYS) has experienced a significant share price drop, falling 28.4% in the last 30 days. While a Discounted Cash Flow (DCF) analysis suggests the stock is "about right" at around $81.50, its Price/Earnings (P/E) ratio of 75.10x is considerably higher than the industry and peer averages, indicating it might be overvalued based on earnings. Simply Wall St's analysis encourages investors to explore a more comprehensive "Narrative" approach to valuation.
Agilysys, Inc. (NASDAQ:AGYS) Given Consensus Recommendation of "Hold" by Analysts
Analysts have given Agilysys, Inc. (NASDAQ:AGYS) a consensus "Hold" rating, with an average 1-year price target of $145.40. Insiders and institutions have shown recent activity, including a director's purchase and another's sale, while large institutional investors like Capital Research and William Blair have taken significant stakes. The company's recent Q4 earnings reported $0.42 EPS, missing estimates, and revenue of $80.39M, which beat estimates and increased 15.6% year-over-year.
How Investors May Respond To Agilysys (AGYS) Raising Fiscal 2026 Revenue Guidance After Q3 Results
Agilysys (AGYS) reported strong Q3 fiscal 2026 results with increased revenue and net income, leading to a raised fiscal 2026 revenue guidance to US$318 million. This move reinforces the company's investment narrative focused on expanding its hospitality software foothold and improving profitability. However, the upgraded guidance also increases execution risk due to a high earnings multiple and recent insider selling.
How Investors May Respond To Agilysys (AGYS) Raising Fiscal 2026 Revenue Guidance After Q3 Results
Agilysys (AGYS) reported strong third-quarter fiscal 2026 results with increased revenue and net income, leading the company to raise its fiscal 2026 revenue guidance to $318 million. This move reinforces the company's investment narrative centered on its expanding presence in hospitality software and validates expectations for continued growth. Investors are now evaluating the firm's execution risk against a high earnings multiple and recent insider selling, while also considering its stock's apparent undervaluation.
Principal Financial Group Inc. Has $48.57 Million Stock Position in Agilysys, Inc. $AGYS
Principal Financial Group Inc. significantly increased its stake in Agilysys, Inc. by 14.6% in the third quarter, holding 461,482 shares valued at approximately $48.57 million. Several other institutional investors also boosted their positions, contributing to an overall 88% institutional ownership of Agilysys stock. Analysts currently hold a "Hold" rating on Agilysys with an average price target of $145.40, following a recent earnings miss but a 15.6% year-over-year revenue increase.
Agilysys, Inc. $AGYS Shares Sold by Thrivent Financial for Lutherans
Thrivent Financial for Lutherans reduced its stake in Agilysys (NASDAQ:AGYS) by 27.1% in Q3, selling 45,183 shares and now owning 121,340 shares worth approximately $12.77 million. Despite this sale, institutional ownership of Agilysys remains high at 88%, with other major firms like William Blair and Goldman Sachs increasing their positions. Analysts have a mixed "Hold" rating on the stock, with an average price target significantly above its current trading price, while the company reported mixed Q3 earnings with a revenue beat and an EPS miss.
nCino, Dynatrace, Sprout Social, Amplitude, and Agilysys Stocks Trade Down, What You Need To Know
A broad sell-off across the software sector, fueled by concerns over artificial intelligence's impact, caused stocks like nCino, Dynatrace, Sprout Social, Amplitude, and Agilysys to decline significantly. Institutional investors are re-evaluating traditional SaaS providers, moving towards companies with stronger AI integration. Amplitude, specifically, dropped 9.2% and is down 27% year-to-date, reflecting market volatility and broader industry fears stemming from mixed earnings reports from SAP and ServiceNow.
Agilysys director Keating buys $50k in shares By Investing.com
Agilysys director Melvin L. Keating recently purchased 650 shares of the company's common stock for a total of $50,378, increasing his direct ownership to 35,007 shares. This comes as Agilysys reported mixed Q3 2026 earnings with record revenue beating forecasts but EPS falling short, impacting investor sentiment. The article highlights the importance for companies to meet both revenue and earnings expectations to maintain investor confidence.
Agilysys Highlights Strong Q3 FY26 Growth and Outlook
Agilysys reported strong Q3 FY26 results with trailing twelve-month revenues of $310.6 million and significant subscription and overall revenue growth. The company raised its fiscal 2026 revenue guidance and its Q1 FY26 subscription growth outlook, demonstrating confidence in its expanding hospitality software market. An analyst has rated the stock as a Buy with a $107.00 price target, supported by strong fundamentals despite some technical and valuation concerns.
Brown Capital Management LLC Has $50.70 Million Stock Holdings in Agilysys, Inc. $AGYS
Brown Capital Management LLC significantly reduced its stake in Agilysys, Inc. during the third quarter, selling 25.3% of its holdings and now owning 481,667 shares valued at $50.7 million. Despite this, other institutional investors like Wasatch Advisors and Geneva Capital Management increased their positions. Agilysys reported mixed Q3 earnings, missing EPS estimates but exceeding revenue expectations with a 15.6% year-over-year increase.
Earnings call transcript: Agilysys Q3 2026 sees stock drop despite revenue beat
Agilysys Inc. reported mixed Q3 2026 results, with an EPS miss of $0.42 against a $0.46 forecast, leading to an 8.7% negative surprise and a stock drop of over 15% in after-hours trading. Despite this, the company achieved record revenue of $80.4 million, surpassing forecasts, and raised its full-year revenue guidance to $318 million, driven by strong recurring and subscription revenue growth and continued focus on AI integration. Executives expressed confidence in future profitability and growth, particularly with the Marriott PMS rollout and increasing market competitive advantages.
Agilysys Q4 2026 Earnings: Stock Drops on EPS Miss Despite Revenue Growth - News and Statistics
Agilysys (AGYS) reported mixed financial results for Q4 2026, with revenue of $80.39 million exceeding analyst estimates but adjusted EPS of $0.42 missing expectations. The stock declined following the report. CEO Ramesh Srinivasan attributed the profit miss to higher product development and implementation costs, while highlighting strong subscription sales and a temporary slowdown in casino gaming.
5 Insightful Analyst Questions From Agilysys's Q4 Earnings Call
Agilysys's Q4 CY2025 earnings saw shares decline despite exceeding revenue expectations, due to higher costs. CEO Ramesh Srinivasan highlighted strong subscription sales and addressed analyst concerns regarding a temporary slowdown in casino gaming, international sales, AI's impact, improved POS performance, and faster implementation efficiencies. Analysts are now focusing on the Marriott PMS rollout, continued efficiency improvements, and international expansion as future catalysts.
New York State Common Retirement Fund Has $25 Million Stock Holdings in Agilysys, Inc. $AGYS
The New York State Common Retirement Fund reduced its stake in Agilysys, Inc. by 44.5%, now holding 0.85% of the company's stock valued at $25 million. Despite this, other institutional investors have increased their holdings, and the stock is 88% institutionally owned. Agilysys recently missed its quarterly EPS estimate, leading to mixed analyst sentiment and some downgrades, though the company saw a 15.6% revenue increase.
Does Agilysys’ (AGYS) Guidance Hike Reveal Durable Subscription Strength or One-Off Project Tailwinds?
Agilysys reported record Q3 fiscal 2026 results with US$80.39 million revenue and US$9.9 million net income, raising its full-year guidance to US$318 million. The strong performance was driven by subscription and recurring revenue, alongside progress on major hospitality projects like the Marriott PMS deployment. While the guidance hike reinforces the company's investment narrative as a core software partner in hospitality, the post-earnings share price dip highlights investor concerns about profitability, valuation, and insider selling.
Wall Street Zen Downgrades Agilysys (NASDAQ:AGYS) to Hold
Wall Street Zen has downgraded Agilysys (NASDAQ:AGYS) from "buy" to "hold" after the company missed quarterly earnings estimates, reporting $0.42 EPS against an estimated $0.46. Despite a 15.6% revenue increase to $80.39 million, this miss, combined with insider selling of $1.19 million over 90 days, contributed to the re-rating. Agilysys now holds a consensus "Hold" rating from analysts with an average price target of $145.40.
(AGYS) and the Role of Price-Sensitive Allocations
This article provides an in-depth analysis of Agilysys Inc. (NASDAQ: AGYS), highlighting weak near and mid-term sentiment, despite a strong long-term outlook. It details three distinct AI-generated institutional trading strategies: a Position Trading Strategy, a Momentum Breakout Strategy, and a Risk Hedging Strategy. The analysis also includes multi-timeframe signal analysis, identifying support and resistance levels across different time horizons for AGYS.
Agilysys (NASDAQ:AGYS) Downgraded to Strong Sell Rating by Zacks Research
Zacks Research has downgraded Agilysys (NASDAQ:AGYS) from a "hold" to a "strong sell" rating. This follows Agilysys missing quarterly EPS estimates, though revenue did rise 15.6% year-over-year and exceeded expectations. The stock opened significantly below its consensus target price and moving averages, with recent insider selling also reported.
Agilysys, Inc.'s (NASDAQ:AGYS) 25% Share Price Plunge Could Signal Some Risk
Agilysys's share price has recently dropped 25%, making its price-to-sales (P/S) ratio of 8.2x appear high compared to the software industry average. Analysts predict a 15% revenue growth for Agilysys, which is lower than the 32% expected for the wider industry, suggesting that the current P/S ratio might be unsustainable. This disparity indicates that investors may be overly optimistic about the company's future performance, potentially leading to future disappointment if the P/S ratio adjusts to align with growth forecasts.
The Price Is Right For Agilysys, Inc. (NASDAQ:AGYS) Even After Diving 30%
Agilysys, Inc. (NASDAQ:AGYS) recently experienced a 30% share price drop, contributing to a 7.3% decline over the last year. Despite this, the company maintains a high P/E ratio of 78.9x, significantly above the market average, largely due to its strong earnings growth of 34% over the past year and expected 23% growth in the coming year. Analysts believe this forecasted growth justifies the elevated valuation even after the recent stock dive.
Agilysys Projects 29% Subscription Growth in Raised Outlook
Agilysys Inc. has updated its financial guidance for fiscal year 2026, increasing revenue expectations while keeping profitability targets steady. Despite missing adjusted EPS estimates for its latest quarter, market analysts remain positive due to long-term subscription growth. The company projects a 29% year-over-year growth in subscription revenue and expects adjusted EBITDA to remain at approximately 20% of total revenue.
Agilysys (AGYS) Margin Strength And EPS Growth Test High Valuation Narrative In Q3 2026
Agilysys (AGYS) recently released its Q3 2026 earnings, reporting robust revenue and EPS growth, with margins strengthening. While the company's financial performance highlights significant earnings growth over the past year and a strong five-year average, pushing its valuation to a premium compared to peers and industry averages, this growth could still support the higher P/E multiple. Investors are now assessing the durability of these margins and the consistency of its profit run rate against its current high valuation.
Analysts Offer Insights on Technology Companies: Agilysys (AGYS), IonQ (IONQ) and IMPINJ (PI)
This article summarizes analyst ratings for three technology companies: Agilysys (AGYS), IonQ (IONQ), and IMPINJ (PI). Craig-Hallum analysts maintained Buy ratings on Agilysys and IonQ, with both companies receiving Strong Buy consensus ratings from the Street. UBS maintained a Hold rating on IMPINJ, although the analyst consensus for IMPINJ is also a Strong Buy.
Cantor Fitzgerald reiterates Overweight rating on Agilysys stock By Investing.com
Cantor Fitzgerald has reiterated an Overweight rating and a $140.00 price target for Agilysys Inc (NASDAQ:AGYS) following strong quarterly results. The hospitality technology provider exceeded revenue expectations and raised its Q4 2026 revenue guidance, attributed to momentum in its Hotels and Resorts segment and a resurgence in Foodservice. The firm believes Agilysys is well-positioned for market share gains as property owners increase tech investments, especially with its Marriott rollout.
Agilysys Expands Implementation Capacity for SaaS Growth
Agilysys, Inc. (Nasdaq: AGYS) is focusing on transitioning its hospitality customers to cloud-native software and expanding its implementation capacity. The company reported a 22% increase in professional services revenue, reflecting efforts to address installation backlogs and increase capacity for multi-property rollouts. Agilysys is also integrating Book4Time, a recent acquisition, to expand into the luxury resort and wellness markets.
Agilysys, Inc. (NASDAQ: AGYS) Q3 2026 earnings call transcript
This article provides the Q3 2026 earnings call transcript for Agilysys, Inc. (NASDAQ: AGYS). It contains detailed financial discussions and company updates for the specified quarter.
Agilysys Expands Implementation Capacity for SaaS Growth
Agilysys Inc. is actively transitioning its legacy hospitality customers to cloud-native software environments, as highlighted by its third-quarter results. The company is strategically shifting towards high-margin subscription models and increasing its implementation capacity through professional services growth and recent personnel additions. Additionally, Agilysys is integrating Book4Time to expand into the luxury resort and wellness verticals.
Breaking Down Agilysys: 3 Analysts Share Their Views
Three analysts have recently provided ratings for Agilysys (NASDAQ: AGYS), with two bullish and one somewhat bullish, resulting in an average price target of $140.00. This target reflects a 2.44% increase from the previous average. The company specializes in hospitality software, and financial analysis indicates strong profitability with impressive net margin, ROE, and ROA, alongside prudent debt management, despite its smaller market capitalization and revenue growth lagging industry peers.
Why Agilysys (AGYS) Stock Is Falling Today
Shares of hospitality software provider Agilysys (AGYS) fell 20.5% after the company reported fourth-quarter results that missed profit expectations, despite exceeding revenue forecasts. The adjusted earnings per share of $0.42 fell short of the $0.46 consensus estimate, overshadowing a slight raise in full-year revenue guidance. This earnings miss led to a significant drop in the stock price, which is down 21.9% since the start of the year.
Agilysys signals $318M full-year revenue target as subscription growth and implementation efficiencies drive outlook
Agilysys has set a full-year revenue target of $318 million, driven by strong subscription growth and improved implementation efficiencies. This outlook indicates the company's positive financial trajectory as it benefits from its recurring revenue streams and operational improvements.
Agilysys, Inc. (NASDAQ:AGYS) Q3 2026 Earnings Call Transcript
Agilysys, Inc. reported record Q3 fiscal 2026 revenue of $80.4 million, marking its 16th consecutive record revenue quarter, a 15.6% increase year-over-year. The company saw strong performance in its hotels, resorts, and cruise ships (HRC) vertical, with significant new customer wins and subscription revenue growing 23.1%. Agilysys also highlighted progress on the Marriott PMS project and expects continued revenue and profitability growth into fiscal year 2027, driven by its modernized cloud-native product ecosystem and increasing use of AI.
Cantor Fitzgerald reiterates Overweight rating on Agilysys stock
Cantor Fitzgerald has reaffirmed its Overweight rating and a $140.00 price target for Agilysys (NASDAQ:AGYS) following the company's recent quarterly results. This valuation suggests a 23% upside from the current share price of $113.55, driven by strong revenue growth, momentum in its Hotels and Resorts segment, and the anticipated rollout of a deal with Marriott. Despite a slight earnings per share miss, the company exceeded revenue forecasts and is considered well-positioned in the hospitality technology market.
Record $80.4M Revenue Extends Agilysys Growth Streak
Agilysys, Inc. reported a record $80.4 million in revenue for its third quarter of fiscal 2026, marking its 16th consecutive quarter of revenue growth. Despite the revenue increase of 15.6% year-over-year, the company's shares declined as bottom-line figures did not meet analyst expectations. Key drivers included strong recurring revenue, subscription growth, and professional services expansion, putting the company on track to exceed previous annual records.
Agilysys Q3 Fiscal 2026 Results: Record Sales, Adjusted Profit Miss - News and Statistics
Agilysys (NASDAQ: AGYS) reported record Q3 Fiscal 2026 revenue of $80.39 million, exceeding analyst expectations by 1.4% and marking its 16th consecutive record revenue quarter with 15.6% year-over-year growth. While the company's adjusted operating income significantly beat estimates, its non-GAAP profit of $0.42 per share fell 7.8% below the consensus of $0.46. Agilysys also slightly raised its full-year revenue guidance.
Earnings call transcript: Agilysys Q3 2026 sees strong revenue growth
Agilysys Inc. reported strong Q3 FY2026 earnings, with a 15.6% year-over-year revenue increase to $80.4 million, surpassing forecasts, and marking its 16th consecutive quarter of revenue growth. Despite a slight EPS miss at $0.42 against a $0.46 forecast, investor confidence led to a 5.5% rise in shares during aftermarket trading. The company raised its full-year revenue guidance to $318 million, driven by significant subscription revenue growth and strategic advancements in its cloud-native product ecosystem and AI integration.
Earnings call transcript: Agilysys Q3 2026 sees strong revenue growth
Agilysys Inc. reported robust Q3 FY2026 earnings, demonstrating its 16th consecutive quarter of revenue growth, with revenue exceeding expectations at $80.4 million. Despite a slight miss on EPS, investor confidence was reflected in a 5.5% stock price increase post-earnings. The company raised its full-year revenue guidance to $318 million and highlighted strong subscription revenue growth and increasing adoption of its modernized cloud-native products and AI integration.
Agilysys (NASDAQ:AGYS) Announces Earnings Results, Misses Expectations By $0.04 EPS
Agilysys (NASDAQ:AGYS) reported its quarterly earnings, missing analyst EPS expectations by $0.04 with a reported $0.42 EPS against a consensus of $0.46, yet revenue exceeded estimates at $80.39 million versus $79.07 million. Despite insider selling, shares rose 5.5% on heavy volume, and analysts maintain a "Moderate Buy" rating with a target price of $145.40, signifying continued optimism for the software maker specializing in the hospitality industry.
Agilysys: Overview of Third Quarter Financial Results
Agilysys Inc. reported a net profit of $9.9 million for its fiscal third quarter, with adjusted earnings of 42 cents per share, falling short of analyst expectations of 46 cents per share. Despite the earnings miss, the company's revenue of $80.4 million exceeded estimates. Agilysys projects full-year revenue of $318 million, and its stock has seen a 23% increase over the past year, closing at $113.35.
AGILYSYS INC SEC 10-Q Report
Agilysys Inc. (AGYS) has released its Form 10-Q report for the third fiscal quarter of 2026, showing significant financial growth with total net revenue increasing by 15.6% to $80.4 million and operating income rising by 58.3% to $11.7 million. This growth is attributed to increased subscription and maintenance revenue, reflecting a shift to subscription models, and strategic business expansions in the global hospitality industry. The company plans future investments in product enhancement and customer base expansion to further boost shareholder value.
Earnings Flash (AGYS) Agilysys, Inc. Reports Q3 Revenue $80.4M, vs. FactSet Est of $79.1M
Agilysys, Inc. (AGYS) reported its Q3 revenue at $80.4 million, surpassing the FactSet estimate of $79.1 million. The company specializes in hospitality software solutions, including point-of-sale and property management systems for various sectors within the hospitality industry. Agilysys's stock metrics and analyst consensus indicate a "BUY" rating with an average target price of $142.00.
Agilysys Announces 16th Consecutive Record Revenue Quarter: $80.4M in Fiscal 2026 Q3
Agilysys, a leading global provider of hospitality software solutions, reported a record $80.4 million in total net revenue for its Fiscal 2026 third quarter, marking its 16th consecutive record revenue quarter. This represents a 15.6% year-over-year increase, primarily driven by a 23.1% rise in subscription revenue. The company also raised its full-year total revenue guidance for Fiscal 2026 to $318 million, while reiterating its Adjusted EBITDA target of 20% of revenue and 29% subscription revenue growth.
Agilysys: Fiscal Q3 Earnings Snapshot
Agilysys Inc. (AGYS) reported a fiscal third-quarter profit of $9.9 million, or 35 cents per share, which was 42 cents per share on an adjusted basis. This adjusted earning did not meet Wall Street expectations of 46 cents per share. However, the company's revenue of $80.4 million exceeded analysts' forecasts, and it anticipates full-year revenue of $318 million.
Agilysys Projects 29% Subscription Growth in Raised Outlook
Agilysys Inc. (Nasdaq: AGYS) has revised its financial guidance for fiscal year 2026, increasing revenue expectations while maintaining profitability targets. The company projects approximately 29% year-over-year subscription revenue growth and forecasts total revenue between $315 million and $318 million. Despite a slight miss on adjusted EPS and a decrease in net profit, analysts from Needham and Oppenheimer uphold positive ratings, focusing on long-term subscription growth.
