Agilysys (AGYS) Stock Jumps 15% After Record Revenue Quarter

TLDR

• Agilysys stock surged 15% to $80.41 on Tuesday after beating Q4 earnings estimates by $0.13
• The company posted its 17th consecutive quarter of record revenue, with subscription sales up 24% year over year
• FY2027 revenue guidance of $365M–$370M came in above the analyst consensus of $363.59M
• Needham reiterated a Buy with a $120 price target; Oppenheimer raised its target to $100
• The Marriott International PMS deal is expected to start contributing more meaningfully to financials in FY2027

Agilysys stock hit $80.41 on Tuesday, up 15% on the day, after the company reported fiscal Q4 results that topped Wall Street expectations across the board.

Agilysys, Inc., AGYS

EPS came in at $0.63, beating the consensus estimate of $0.50 by $0.13. Revenue reached $82.95 million, above the $81.56 million analysts had forecast, and up 11.7% year over year.

That marks the 17th consecutive quarter of record revenue for the hospitality software company.

Subscription revenue growth came in at 24% for the quarter. For FY2027, management guided for subscription growth of “at least” 30%, which would be the third straight year of acceleration.

Total FY2027 revenue guidance was set at $365M–$370M, ahead of the $363.59M consensus.

Analysts Respond

Needham & Company reiterated its Buy rating and kept a $120 price target on the stock — implying roughly 71% upside from current levels.

Oppenheimer analyst Brian Schwartz raised his price target to $100 from $90, keeping an Outperform rating. He described the business as entering a “noticeable uptrend” in 2026 that should continue through FY2027.

BTIG analysts, who hold a Neutral rating with no price target, credited the stock move almost entirely to management’s “impressive” subscription guidance. They said they continue to like the story but are waiting for a better entry point.

The broader analyst picture is mixed. Four analysts have a Buy rating, two have a Hold, and one has a Sell. The average consensus target sits at $131.40.

Marriott Deal Gains Traction

Wall Street is paying close attention to Agilysys’ deal with Marriott International to deploy its cloud-native property management system across luxury, premium, and select-service properties in the U.S. and Canada.

BTIG’s base case models subscription revenue growth of 23%, 22%, and 20% in FY2027, FY2028, and FY2029 respectively, with the Marriott deal adding an extra 7%, 11%, and 9% on top of those figures.

Tuesday’s rally marks Agilysys’ best single-day performance since October 28, 2025. The stock had fallen roughly 15% over the prior 12 months, hit by the broader software selloff driven by AI disruption fears.

Prior to Tuesday’s move, the stock’s 52-week range ran from $61.50 to $145.25, with a 200-day moving average of $94.99.

Institutional investors hold 88% of the stock, with several funds adding to positions in recent quarters.

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